Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) have been assigned a consensus rating of “Moderate Buy” from the five research firms that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation and four have issued a buy recommendation on the company. The average 12-month target price among analysts that have updated their coverage on the stock in the last year is $81.25.

UCTT has been the topic of several recent research reports. Needham & Company LLC increased their target price on Ultra Clean from $50.00 to $70.00 and gave the stock a “buy” rating in a report on Tuesday. Oppenheimer increased their price objective on shares of Ultra Clean from $35.00 to $85.00 and gave the stock an “outperform” rating in a research note on Tuesday. Craig Hallum reissued a “buy” rating and issued a $100.00 target price on shares of Ultra Clean in a report on Tuesday. TD Cowen upped their price target on shares of Ultra Clean from $35.00 to $70.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Ultra Clean in a research report on Monday, December 29th.

Insider Activity at Ultra Clean

In other Ultra Clean news, Director David T. Ibnale sold 23,500 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $26.63, for a total value of $625,805.00. Following the transaction, the director directly owned 45,241 shares of the company’s stock, valued at approximately $1,204,767.83. The trade was a 34.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 1.90% of the company’s stock.

Hedge Funds Weigh In On Ultra Clean

Several hedge funds have recently modified their holdings of UCTT. Wealth Enhancement Advisory Services LLC bought a new stake in shares of Ultra Clean during the 3rd quarter worth $416,000. Optimize Financial Inc purchased a new stake in Ultra Clean during the third quarter valued at about $1,541,000. Y Intercept Hong Kong Ltd bought a new stake in Ultra Clean during the third quarter worth about $962,000. Wedge Capital Management L L P NC purchased a new position in shares of Ultra Clean in the 3rd quarter worth about $3,174,000. Finally, Dynamic Technology Lab Private Ltd bought a new position in shares of Ultra Clean during the 2nd quarter valued at about $512,000. Institutional investors own 96.06% of the company’s stock.

Ultra Clean News Summary

Here are the key news stories impacting Ultra Clean this week:

• Positive Sentiment: Multiple Wall Street analysts reiterated or raised targets and buy ratings (Needham raised its price target to $70 and kept a Buy; TD Cowen maintained a $70 target), giving institutional validation to a higher valuation and likely fueling buying interest. Ultra Clean (UCTT) PT Raised to $70 at Needham
• Positive Sentiment: Analyst note emphasizing strengthening long‑term wafer‑fab demand and reduced China risk underpins a Buy thesis — supports expectations for margin expansion and multi‑year revenue growth tied to AI and advanced nodes. Ultra Clean Holdings: Near-Term Weakness Amid Strengthening Long-Term Wafer Fab Demand
• Positive Sentiment: Company public messaging about a strategy to reach a $4B revenue run‑rate as AI-driven semiconductor demand accelerates gives a tangible long‑term growth narrative that investors are rewarding. Ultra Clean signals $4B revenue run rate strategy
• Neutral Sentiment: Earnings release and company slide deck are available — revenue was roughly in line (~$506.6M) though down year‑over‑year; investors are parsing the details for sustainability of margins and cash flow. Ultra Clean Reports Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Q4 EPS missed consensus (reported $0.22 vs. $0.23 est.) and results showed compression from prior year; some outlets note operating pressures and a modest decline in revenue year‑over‑year. These near‑term weak points could cap gains if visibility doesn’t improve. Ultra Clean Holdings (UCTT) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Third‑party reports highlighted operating cash softness and an insider sale noted in filings; these are watch items for sentiment and potential selling pressure. Ultra Clean Holdings Inc. (UCTT) Stock Falls on Q4 2025 Earnings

Ultra Clean Trading Up 14.5%

Ultra Clean stock traded up $8.89 during midday trading on Tuesday, hitting $70.30. 2,840,312 shares of the stock were exchanged, compared to its average volume of 1,225,569. Ultra Clean has a 52 week low of $16.66 and a 52 week high of $71.31. The company has a quick ratio of 1.91, a current ratio of 3.21 and a debt-to-equity ratio of 0.60. The stock has a market capitalization of $3.19 billion, a PE ratio of -19.63, a P/E/G ratio of 1.74 and a beta of 2.02. The company has a fifty day simple moving average of $40.21 and a two-hundred day simple moving average of $31.00.

Ultra Clean (NASDAQ:UCTT) last issued its quarterly earnings data on Monday, February 23rd. The semiconductor company reported $0.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.23 by ($0.01). The company had revenue of $506.60 million for the quarter, compared to the consensus estimate of $503.34 million. Ultra Clean had a positive return on equity of 5.15% and a negative net margin of 7.66%.The firm’s revenue was down 10.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.51 EPS. Ultra Clean has set its Q1 2026 guidance at 0.180-0.340 EPS. Equities research analysts anticipate that Ultra Clean will post 1.09 EPS for the current fiscal year.

Ultra Clean Company Profile

Ultra Clean Holdings, Inc is a global supplier of critical consumables and process tools for the semiconductor manufacturing industry. The company specializes in precision parts cleaning, chemical–mechanical planarization (CMP) slurries, surface conditioning pads, and specialty components used in wafer fabrication and advanced packaging. Ultra Clean also provides assembly and test hardware, tooling, and automated modules designed to support complex front-end and back-end processes in semiconductor fabs.

Ultra Clean’s product portfolio encompasses a range of cleaning systems and consumables aimed at particle and film removal, as well as CMP slurries and pads that are engineered for uniform material removal and planarization.