Ultra Clean (NASDAQ:UCTT) Stock Price Up 9.2% on Analyst Upgrade

Ultra Clean Holdings, Inc. (NASDAQ:UCTT) rose 9.2% during mid-day trading on Tuesday after Needham & Company LLC raised their price target on the stock from $50.00 to $70.00. Needham & Company LLC currently has a buy rating on the stock. Ultra Clean traded as high as $70.54 and last traded at $67.07. Approximately 914,904 shares traded hands during mid-day trading, a decline of 22% from the average daily volume of 1,166,742 shares. The stock had previously closed at $61.41.

A number of other research firms also recently issued reports on UCTT. Oppenheimer reaffirmed an “outperform” rating on shares of Ultra Clean in a report on Wednesday, October 29th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Ultra Clean in a research note on Monday, December 29th. Finally, TD Cowen raised their price objective on Ultra Clean from $30.00 to $35.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Three analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $63.33.

Insider Buying and Selling

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 completion of the sale, the director owned 45,241 shares in the company, 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 document filed with the SEC, which can be accessed through this hyperlink. 1.90% of the stock is owned by company insiders.

More Ultra Clean News

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

• Positive Sentiment: Needham raised its price target from $50 to $70 and reiterated a Buy, highlighting long‑term wafer‑fab demand that supports upside to valuation. Benzinga
• Positive Sentiment: Needham’s analyst Charles Shi reiterated a Buy and argues near‑term weakness is outweighed by strengthening long‑term demand for wafer fabs, supporting the higher target. TipRanks: Needham Note
• Positive Sentiment: TD Cowen kept a Buy rating with a $70 target, citing an anticipated 2026 recovery in leading‑edge semiconductors, margin expansion and reduced China risk — reinforcing the bullish analyst tone. TipRanks: TD Cowen
• Positive Sentiment: Company messaging around a strategy to reach a $4B revenue run‑rate driven by accelerating AI/data‑center semiconductor demand provides a constructive growth narrative for investors. MSN: $4B Strategy
• Neutral Sentiment: Q1 2026 guidance was updated to EPS $0.180–$0.340 and revenue $505M–$545M; the range brackets the consensus but is wide, leaving near‑term visibility mixed. PR Newswire: Q4 Results & Guidance
• Negative Sentiment: Q4 results were mixed: EPS $0.22 missed consensus by $0.01 and revenue was roughly in line but down year‑over‑year; profitability metrics showed weakness (negative net margin), which pressured sentiment after the print. Zacks: Q4 Miss
• Negative Sentiment: Some market reaction included share weakness after hours and commentary emphasizing lower operating cash and compressing margins, underscoring execution and near‑term demand risks. Investing.com: Market Reaction

Institutional Investors Weigh In On Ultra Clean

Several institutional investors have recently added to or reduced their stakes in UCTT. Invesco Ltd. increased its position in shares of Ultra Clean by 63.1% in the fourth quarter. Invesco Ltd. now owns 3,399,834 shares of the semiconductor company’s stock valued at $86,118,000 after acquiring an additional 1,315,407 shares during the period. Summit Global Investments bought a new stake in shares of Ultra Clean in the fourth quarter worth about $210,000. State of Tennessee Department of Treasury increased its holdings in Ultra Clean by 25.1% during the 4th quarter. State of Tennessee Department of Treasury now owns 23,557 shares of the semiconductor company’s stock valued at $597,000 after purchasing an additional 4,732 shares during the period. XTX Topco Ltd bought a new position in Ultra Clean during the 4th quarter valued at approximately $504,000. Finally, VARCOV Co. purchased a new stake in Ultra Clean in the 4th quarter worth approximately $361,000. Hedge funds and other institutional investors own 96.06% of the company’s stock.

Ultra Clean Trading Up 10.3%

The company has a debt-to-equity ratio of 0.60, a quick ratio of 1.91 and a current ratio of 3.21. The stock has a market capitalization of $3.07 billion, a P/E ratio of -19.06, a price-to-earnings-growth ratio of 1.74 and a beta of 2.02. The stock has a 50-day moving average price of $40.21 and a two-hundred day moving average price of $31.00.

Ultra Clean (NASDAQ:UCTT) last announced its quarterly earnings results on Monday, February 23rd. The semiconductor company reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.23 by ($0.01). The business had revenue of $506.60 million during the quarter, compared to analysts’ expectations of $503.34 million. Ultra Clean had a positive return on equity of 5.15% and a negative net margin of 7.66%.The business’s revenue was down 10.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.51 EPS. Ultra Clean has set its Q1 2026 guidance at 0.180-0.340 EPS. On average, research analysts forecast that Ultra Clean Holdings, Inc. will post 1.09 EPS for the current fiscal year.

About Ultra Clean

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.