Ultra Clean Announces Q1 2026 Earnings Date and Conference Call
Ultra Clean Holdings, Inc. (Nasdaq: UCTT) announced it will release its first-quarter 2026 financial results on Tuesday, April 28, 2026, after market close. The company will host a conference call and webcast the same day at 1:45 p.m. PT to discuss the results. Details for accessing the call and webcast replay were provided.
Ultra Clean (UCTT) Gets Price Target Boost from Oppenheimer and Needham
Oppenheimer and Needham have both raised their price targets for Ultra Clean Holdings, Inc. (UCTT) after the company provided strong guidance and an optimistic outlook. Oppenheimer increased its target to $85 with an Outperform rating, citing CEO James Xiao's "UCT 3.0" plan and an anticipated AI- and memory-driven market cycle. Needham raised its target to $70 with a Buy rating, based on improving customer forecasts and expected wafer fabrication equipment growth.
Ultra Clean Announces Q1 2026 Earnings Date and Conference Call
Ultra Clean Holdings, Inc. (Nasdaq: UCTT) announced that it will release its first quarter 2026 financial results on Tuesday, April 28, 2026, after market close. The company will also host a conference call and webcast on the same day at 1:45 p.m. PT to discuss the results. Ultra Clean Holdings is a primary developer and supplier of critical subsystems, components, parts, and ultra-high purity cleaning and analytical services, mainly for the semiconductor industry.
Harbor Capital Advisors Inc. Sells 34,786 Shares of Ultra Clean Holdings, Inc. $UCTT
Harbor Capital Advisors Inc. has reduced its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 31.0%, selling 34,786 shares and leaving them with 77,553 shares valued at approximately $1.96 million. Despite a Q4 earnings per share miss, the company's revenue slightly beat estimates, and analyst outlooks have become more positive, with several firms raising price targets and a consensus rating of "Moderate Buy."
UCTT PE Ratio & Valuation, Is UCTT Overvalued
Ultra Clean Holdings Inc. (UCTT) is currently deemed overvalued, with its forward P/E ratio of 33.22 significantly higher than its five-year average of 21.36. The fair price for UCTT is estimated to be between $22.13 and $61.52, contrasting with its current price of $63.16, indicating it is overvalued by 2.66%. Additionally, its P/B ratio and FCF yield also suggest overvaluation relative to historical averages and competitors.
UCTT Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Ultra Clean Holdings Inc (UCTT), detailing its revenue breakdown, profitability margins, and competitive positioning within the Semiconductor Equipment & Testing industry. The company primarily generates revenue from Products, accounting for 87.3% of its sales. Key financial metrics such as gross margin, operating margin, net margin, and Return on Equity are presented, alongside a comparison with competitors ACMR and KMT.
SG Americas Securities LLC Grows Stake in Ultra Clean Holdings, Inc. $UCTT
SG Americas Securities LLC significantly increased its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 902.9% in the fourth quarter, now owning 126,043 shares valued at approximately $3.19 million. Despite missing Q4 EPS estimates, Ultra Clean reported Q4 revenue of $506.7 million and provided Q1 2026 EPS guidance, leading several analysts to raise their price targets for the stock. The company currently holds a consensus "Moderate Buy" rating with an average price target of $81.25.
How Ultra Clean’s UCT 3.0 AI Capacity Expansion At Ultra Clean Holdings (UCTT) Has Changed Its Investment Story
Ultra Clean Holdings (UCTT) has attracted significant investor and analyst attention with its UCT 3.0 initiative, aimed at expanding manufacturing capacity for AI-related demand. This strategic move positions the company's subsystems and services at the forefront of complex chip production, influencing its investment narrative and risk profile. While the UCT 3.0 capacity expansion is a key catalyst, its success hinges on sustained industry demand and orders from major customers, alongside ongoing cost reduction efforts.
Ultra Clean (NASDAQ: UCTT) SVP has 1,476 shares withheld to cover RSU taxes
Ultra Clean Holdings (NASDAQ: UCTT) SVP Samuel Williams had 1,476 shares of common stock withheld on March 31, 2026, to cover tax liabilities associated with the vesting of restricted stock unit awards. This transaction, valued at $62.18 per share, was a routine tax-related disposition and not an open-market sale. After the withholding, Williams directly holds 10,869 shares of Ultra Clean Holdings common stock.
Price-Driven Insight from (UCTT) for Rule-Based Strategy
This article provides a price-driven analysis for Ultra Clean Holdings Inc. (UCTT) through the lens of institutional trading strategies. It highlights weak near-term sentiment but strong mid and long-term signals, offering specific entry, target, and stop-loss points for position trading, momentum breakout, and risk hedging strategies. The analysis is based on AI-generated signals and multi-timeframe signal analysis.
COO Robert Wunar of Ultra Clean Holdings (UCTT) files initial Form 3
Robert Anthony Wunar, Chief Operating Officer of Ultra Clean Holdings, Inc. (UCTT), has filed an initial Form 3 with the SEC. This filing establishes his reporting position as an officer and outlines his beneficial ownership status in the company's securities. The Form 3 indicates no equity transactions or changes in holdings at this time, serving purely as an initial declaration of his insider status without reporting any stock activities.
Ultra Clean Holdings, Inc. $UCTT Shares Sold by Romano Brothers AND Company
Romano Brothers AND Company reduced its stake in Ultra Clean Holdings (NASDAQ:UCTT) by 36.9% in Q4, selling 17,100 shares. Meanwhile, several other institutional investors, such as Jane Street Group LLC and AQR Capital Management LLC, significantly increased their positions, with institutional investors now owning approximately 96.06% of the stock. Despite a Q4 earnings miss and a 10.1% year-over-year revenue decrease, analysts maintain a "Moderate Buy" rating with an average target price of $81.25, suggesting potential upside from its current price near $58.87.
Investors Urged to Contact Levi & Korsinsky for Information Before May 23, 2025 - Ultra Clean Holdings, Inc. (UCTT)
Levi & Korsinsky is urging investors in Ultra Clean Holdings, Inc. (UCTT) to contact them before May 23, 2025, if they suffered losses due to alleged securities fraud. A class action lawsuit claims that Ultra Clean Holdings made misleading statements about demand for its products in China, concealing issues that led to a significant stock price drop on February 25, 2025. The firm is seeking to recover losses for shareholders affected by these alleged misrepresentations.
Ultra Clean Holdings (UCTT) price target increased by 109.68% to 82.88
This article reports that the price target for Ultra Clean Holdings (UCTT) has been significantly increased by 109.68% to $82.88. The publication is from MSN, but no further details about the analyst or reasoning for the target increase are available in the provided content.
Vanguard disaggregates holdings; reports 0 shares in Ultra Clean (NASDAQ: UCTT)
The Vanguard Group filed an Amendment No. 6 on a Schedule 13G/A for Ultra Clean Holdings Inc (NASDAQ: UCTT), reporting 0 shares beneficially owned and 0% of the class. This change is due to an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will report their beneficial ownership separately in reliance on SEC Release No. 34-39538. The filing indicates an administrative reclassification rather than an economic transaction, with The Vanguard Group no longer deemed to have beneficial ownership of these disaggregated holdings.
JPMorgan Chase & Co. Has $16.05 Million Stock Position in Ultra Clean Holdings, Inc. $UCTT
JPMorgan Chase & Co. significantly increased its stake in Ultra Clean Holdings (UCTT) during the third quarter, now holding 589,055 shares valued at $16.05 million. This coincides with several analysts raising price targets for UCTT. Although Ultra Clean slightly missed EPS estimates last quarter, it exceeded revenue expectations and provided Q1 2026 guidance.
Ultra Clean Holdings (UCTT) reports $506.6M Q4 revenue driven by AI adoption
Ultra Clean Holdings (UCTT) announced a fourth-quarter revenue of $506.6 million, surpassing analyst expectations. The company attributes this growth to the increasing demand for artificial intelligence technologies, which drove strong sales in its semiconductor and display sectors. UCTT anticipates continued momentum in the coming fiscal year due to ongoing AI adoption.
Ultra Clean Holdings (UCTT) reports $506.6M Q4 revenue driven by AI adoption
This article reports that Ultra Clean Holdings (UCTT) achieved $506.6 million in revenue for Q4, a significant figure driven by the growing adoption of artificial intelligence. The growth highlights UCTT's strong performance in a dynamic market.
Ultra Clean Holdings (UCTT) Is Up 11.7% After New AI-Focused Asian Capacity Plan And 2026 Outlook
Ultra Clean Holdings (UCTT) experienced an 11.7% increase after announcing a new AI-focused Asian capacity plan and its 2026 outlook. The company's new CEO, James Xiao, plans to increase Asian manufacturing capacity from 50% to 60% to meet rising AI infrastructure demand. Despite ongoing market cyclicality and customer concentration risks, the strategy targets a path to sustainable profitability driven by AI-related semiconductor spending, projecting $2.7 billion in revenue by 2028.
Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Ultra Clean Holdings, Inc. (NASDAQ:UCTT) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $81.25. Despite missing Q4 EPS estimates at $0.22, the company reported $506.7 million in revenue and issued Q1 2026 EPS guidance between $0.18 and $0.34. Institutional ownership stands at approximately 96%, with notable increases in holdings by firms like Invesco Ltd.
Ultra Clean Holdings (UCTT) Is Up 11.7% After New AI-Focused Asian Capacity Plan And 2026 Outlook
Ultra Clean Holdings (UCTT) shares rose 11.7% following the announcement of its Q1 2026 revenue projections and a new AI-focused growth strategy. CEO James Xiao plans to increase the company's Asian manufacturing capacity from 50% to 60% to meet rising AI infrastructure demand. This move aims to leverage AI-driven semiconductor spending for sustainable profitability, despite ongoing risks like customer concentration and industry cyclicality.
What makes Ultra Clean Holdings (UCTT) appear so attractive
The article analyzes why Ultra Clean Holdings (UCTT) is an attractive investment. It suggests that factors such as strong financial performance, market position, or future growth prospects likely contribute to its appeal. Without the full content, specific reasons remain speculative.
Ultra Clean Holdings (UCTT) reports $506.6M Q4 revenue driven by AI adoption
Ultra Clean Holdings (UCTT) reported robust Q4 revenue of $506.6 million, surpassing analyst estimates. This growth was primarily fueled by increasing demand for AI-related technologies and the company's strategic market positioning. The company anticipates a strong outlook for 2024, expecting continued revenue growth as AI adoption expands across various sectors.
Ultra Clean Holdings Inc (UCTT) Stock Price Up 3.28% on Mar 17
Shares of Ultra Clean Holdings Inc (UCTT) rose 3.28% on March 17, closing at $57.55. The stock is 22.02% below its 52-week high but 245.54% above its 52-week low. Wall Street analysts have an average target price of $81.25, suggesting a 41.18% upside, while GuruFocus' GF Value estimate indicates a 30.77% downside.
UCTT Technical Analysis & Stock Price Forecast
This article provides a detailed technical analysis for Ultra Clean Holdings Inc (UCTT), indicating a "Strong Buy" consensus based on various technical indicators and moving averages. Key metrics such as MACD and several moving averages suggest positive momentum, while RSI and other oscillators point to a neutral to strong buy sentiment. The analysis also outlines crucial support and resistance levels for the stock.
What Makes Ultra Clean Holdings (UCTT) Appear so Attractive
Ultra Clean Holdings Inc. (UCTT) is positioned for growth in the AI technology sector, as highlighted by CEO James Xiao. The company is shifting towards structural expansion of wafer fab equipment, driven by AI infrastructure demand, and plans to increase its capacity share in Asia. Needham recently raised UCTT's price target to $70 from $50 with a "buy" rating, following strong Q4 results and an accelerated semiconductor outlook.
Ultra Clean Holdings, Inc. $UCTT Shares Sold by Divisar Capital Management LLC
Divisar Capital Management LLC reduced its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 25.7% in the third quarter, selling 364,480 shares although the stock remains its third-largest holding. Despite this sale, other institutional investors like Royal Bank of Canada and Jane Street Group LLC increased their holdings. Analyst ratings for Ultra Clean are generally positive, with a "Moderate Buy" consensus and an average price target of $81.25.
15 AI Stocks That Are Quietly Making Investors Rich
This article highlights Ultra Clean Holdings Inc. (NASDAQ:UCTT) as one of the AI stocks generating significant returns for investors. The company's new CEO, James Xiao, emphasized a strategic shift towards industrial growth in the AI technology sector, focusing on a structural expansion of wafer fab equipment driven by AI infrastructure demand. Needham recently raised its price target on UCTT to $70 from $50, maintaining a buy rating, following strong Q4 results and an optimistic semiconductor outlook.
WINTON GROUP Ltd Invests $766,000 in Ultra Clean Holdings, Inc. $UCTT
WINTON GROUP Ltd recently acquired a new stake of 28,122 shares, valued at approximately $766,000, in Ultra Clean Holdings, Inc. during the third quarter. Other institutional investors also increased their holdings in Ultra Clean. The company has an average rating of "Moderate Buy" from analysts, with a consensus price target of $81.25.
UCTT - Ultra Clean Hldgs Inc Latest Stock News & Market Updates
This page provides an aggregation of news, financial reports, and corporate updates for Ultra Clean Holdings Inc. (UCTT), a supplier of critical subsystems and services for the semiconductor industry. It details earnings results, leadership changes, investor conference participation, and a significant expansion into Malaysia. The company focuses on providing ultra-high purity cleaning and analytical services, supporting the semiconductor industry's design and manufacturing processes.
A Look At Ultra Clean Holdings (UCTT) Valuation After New Zero Coupon Notes And Share Repurchase Program
Ultra Clean Holdings (UCTT) has issued US$525 million in zero-coupon notes and announced a US$40 million share repurchase program, following a strong recent surge in its stock price. While a widely followed narrative suggests UCTT is 29.3% undervalued at an $81.25 fair value due to increased revenue growth and profit margin expectations, a separate discounted cash flow (DCF) model indicates the shares are expensive compared to its estimated future cash flow value of just $0.23. The article highlights mixed signals regarding the company's valuation after these financial moves.
Quantbot Technologies LP Has $194,000 Stake in Ultra Clean Holdings, Inc. $UCTT
Quantbot Technologies LP significantly reduced its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 82% in Q3, now owning 7,121 shares valued at $194,000. Despite this, institutional investors hold 96.06% of the stock, and analysts have recently increased price targets, leading to a "Moderate Buy" consensus. Ultra Clean reported mixed Q4 earnings, missing EPS estimates but surpassing revenue expectations, and provided Q1 2026 guidance.
A Look At Ultra Clean Holdings (UCTT) Valuation After New Zero Coupon Notes And Share Repurchase Program
Ultra Clean Holdings (UCTT) has garnered investor attention following a US$525 million zero coupon note offering and a US$40 million share repurchase program. While the company's valuation narrative suggests it is 29.3% undervalued, with a fair value of $81.25, Simply Wall St's DCF model presents a contrasting view, considering the shares expensive at $56.25 against an estimated future cash flow value of just $0.23. The article advises investors to conduct their own due diligence given these mixed signals.
(UCTT) as a Liquidity Pulse for Institutional Tactics
Ultra Clean Holdings Inc. (NASDAQ: UCTT) is exhibiting weak near and mid-term sentiment, posing a challenge to its long-term positive outlook. The analysis identifies elevated downside risk due to a lack of additional long-term support signals. AI-generated trading strategies for UCTT include position trading, momentum breakout, and risk hedging, each with tailored entry, target, and stop-loss parameters.
Ultra Clean Holdings Inc (UCTT) Trading 5.93% Higher on Mar 10
Ultra Clean Holdings Inc (UCTT) shares rose 5.93% on March 10, trading at $56.11, which is 23.97% below its 52-week high but 236.90% above its 52-week low. Analysts have an average one-year price target of $81.25, suggesting a 44.80% upside. However, GuruFocus' estimated GF Value of $39.84 indicates a potential 29% downside.
Pinnacle Associates Ltd. Grows Holdings in Ultra Clean Holdings, Inc. $UCTT
Pinnacle Associates Ltd. significantly increased its stake in Ultra Clean Holdings (NASDAQ:UCTT) by 55.7%, now owning 0.87% of the company, with other institutions also boosting their positions. Analyst sentiment for Ultra Clean has turned positive, with multiple upgrades and an average price target of $81.25, reflecting a "Moderate Buy" consensus. Despite missing EPS estimates slightly in the latest quarter, the company's revenue surpassed expectations, and institutional ownership remains high at over 96%.
Why is Ultra Clean Holdings, Inc. (UCTT) one of the best semiconductor stocks to invest in now?
This article focuses on Ultra Clean Holdings, Inc. (UCTT) and aims to explain why it is considered a promising investment within the semiconductor industry. It likely delves into the company's financial performance, market position, and future prospects to make its case.
43,500 Shares in Ultra Clean Holdings, Inc. $UCTT Acquired by Teton Advisors LLC
Teton Advisors LLC has acquired a new stake of 43,500 shares in Ultra Clean Holdings, Inc. (NASDAQ:UCTT), valued at approximately $1.185 million, increasing their holding to about 0.10%. Institutional investors now own roughly 96.06% of the company's stock. Despite positive analyst sentiment with price target raises and a "Moderate Buy" rating, the stock is down 9.4% after missing Q4 EPS estimates and providing cautious Q1 guidance.
Why Ultra Clean Holdings (UCTT) Is Down 12.4% After Zero‑Coupon Notes, Buyback Plan And Loss Disclosure
Ultra Clean Holdings (UCTT) recently issued US$525 million in zero-coupon notes and announced a US$40 million share repurchase program, coinciding with a reported full-year 2025 net loss of US$181.2 million. These financial maneuvers, along with first-quarter 2026 guidance, indicate the company is balancing balance sheet restructuring and capital allocation against ongoing earnings pressure. The article suggests that despite these strategies, Ultra Clean's investment outlook heavily relies on a sustained upturn in semiconductor capital equipment demand and addresses the company's customer concentration risk.
Why is Ultra Clean Holdings, Inc. (UCTT) One of the Best Semiconductor Stocks to Invest In Now?
Ultra Clean Holdings, Inc. (UCTT) is highlighted as a top semiconductor stock, receiving multiple analyst rating upgrades and increased price targets following its strong fiscal Q4 and full-year 2025 results. Analysts, including Needham, TD Cowen, and Oppenheimer, cited improved customer forecasts, anticipated industry growth, robust guidance for Q1, and a positive outlook for 2026 as reasons for their optimism. The company specializes in critical subsystems and services for the semiconductor industry.
Why Ultra Clean Holdings (UCTT) Is Down 12.4% After Zero‑Coupon Notes, Buyback Plan And Loss Disclosure
Ultra Clean Holdings (UCTT) recently completed a US$525 million zero-coupon note issuance and announced a US$40 million share repurchase plan, alongside reporting a US$181.2 million net loss for full-year 2025. The company's Q1 2026 guidance shows expected revenue of US$505 million to US$545 million and GAAP EPS between a loss of US$0.13 and a profit of US$0.03. These developments underscore the company's efforts to reshape its balance sheet and manage earnings pressure while awaiting a rebound in semiconductor capital equipment demand.
Vanguard Group Inc. Boosts Position in Ultra Clean Holdings, Inc. $UCTT
Vanguard Group Inc. increased its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 1.5% in the third quarter of 2025, now owning 4,697,676 shares valued at approximately $128 million. Wall Street analysts maintain a "Moderate Buy" rating for UCTT with a consensus price target of $81.25, following several upgrades. Despite a slight revenue beat, the company's Q4 2025 earnings per share missed estimates, and its Q1 2026 EPS guidance was set between $0.18 and $0.34.
Ultra Clean Holdings (UCTT) Valuation Check After Zero Coupon Notes Offering And Share Repurchase Plan
Ultra Clean Holdings (UCTT) recently completed a $525 million zero coupon notes offering and announced a $40 million share repurchase plan. Despite strong recent share price performance, Simply Wall St's "Most Popular Narrative" assesses UCTT as overvalued with a fair value of $38.75, compared to its current share price of $59.60, based on analyst assumptions regarding revenue growth and profit margins. However, another valuation angle notes that UCTT's P/S ratio of 1.3x is significantly below its industry and peers.
JPMorgan Chase & Co. Boosts Holdings in Ultra Clean Holdings, Inc. $UCTT
JPMorgan Chase & Co. significantly increased its stake in Ultra Clean Holdings, Inc. (UCTT) by 90.6% in the third quarter, now owning 589,055 shares valued at $16.05 million. This move aligns with a largely positive sentiment from Wall Street analysts, who have an average price target of $81.25 for UCTT amidst several target and rating upgrades. Despite missing quarterly EPS estimates by a small margin, the company's revenue slightly exceeded expectations, and management provided Q1 EPS guidance.
[Form 4] Ultra Clean Holdings, Inc. Insider Trading Activity
Ultra Clean Holdings director Clarence L. Granger gifted 6,000 shares of company common stock on February 27, 2026, at a price of $0.00 per share. Following this transaction, Granger directly holds 111,817 shares and indirectly holds 1,000 shares through a trust. The Form 4 filing documents this change in beneficial ownership.
Ultra Clean Holdings issues $600 million in convertible senior notes due 2031
Ultra Clean Holdings (NASDAQ:UCTT) has issued $600 million in 0.00% Convertible Senior Notes due 2031. These unsecured notes do not bear regular interest and are convertible into cash, stock, or a combination, with an initial conversion rate of 11.8001 shares per $1,000 principal amount. The company has also entered into capped call transactions to mitigate dilution, with a cap price of $104.0725 per share.
Ultra Clean Holdings Inc - Issues $600 Million 0.00% Convertible Senior Notes Due 2031 - SEC Filing
Ultra Clean Holdings Inc. has announced the issuance of $600 million in 0.00% Convertible Senior Notes due in 2031. This information was disclosed in a recent SEC filing. The news was reported by Reuters through TradingView.
$600M 0% convertible notes: Ultra Clean (NASDAQ: UCTT) adds capped calls
Ultra Clean Holdings, Inc. has issued $600 million in 0.00% Convertible Senior Notes due 2031 through a private Rule 144A offering. These notes bear no cash interest, mature on March 15, 2031, and are senior unsecured obligations with an initial conversion price of approximately $84.75 per share. To mitigate potential dilution, Ultra Clean also entered into capped call transactions with a cap price of $104.0725, costing approximately $25.1 million, which are designed to cover shares underlying the notes upon conversion.
Royce & Associates LP Has $30.18 Million Stock Position in Ultra Clean Holdings, Inc. $UCTT
Royce & Associates LP increased its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 7.1%, now owning 1,107,416 shares valued at approximately $30.18 million. This comes as several analysts have raised their price targets for UCTT, resulting in a "Moderate Buy" consensus rating and an average price target of $81.25. Ultra Clean recently reported Q4 EPS of $0.22, missing estimates slightly, with revenue of $506.7M, and provided Q1 guidance.
Ultra Clean (NASDAQ: UCTT) prices $525M 0% 2031 convert and buyback
Ultra Clean Holdings (NASDAQ: UCTT) has priced a private offering of $525 million in 0.00% convertible senior notes due 2031, upsizing the offering from $400 million. The company expects net proceeds of approximately $511.1 million, which will be used to fund capped call transactions, repurchase about $40 million of its common stock, and for general corporate purposes. Additionally, Ultra Clean temporarily amended its credit agreement to increase the maximum permitted Consolidated Total Gross Leverage Ratio for its revolving facility to 6.00 to 1.00 for the fiscal periods ending March 31, 2026, and June 30, 2026.
