Emerald Investment Advisers LLC Takes Position in Ultra Clean Holdings, Inc. $UCTT

Emerald Investment Advisers LLC purchased a new stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 49,855 shares of the semiconductor company’s stock, valued at approximately $7,109,000. Emerald Investment Advisers LLC owned about 0.11% of Ultra Clean as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in UCTT. Maverick Capital Ltd. acquired a new stake in Ultra Clean in the 1st quarter valued at about $1,263,000. Universal Beteiligungs und Servicegesellschaft mbH acquired a new position in shares of Ultra Clean during the fourth quarter worth approximately $564,000. Pinnacle Wealth Management Advisory Group LLC acquired a new position in shares of Ultra Clean during the first quarter worth approximately $710,000. Lombard Odier Asset Management Europe Ltd acquired a new position in shares of Ultra Clean during the first quarter worth approximately $3,197,000. Finally, Castleark Management LLC bought a new stake in shares of Ultra Clean during the first quarter valued at approximately $6,226,000. Institutional investors and hedge funds own 96.06% of the company’s stock.

Ultra Clean Stock Up 4.7%

Shares of NASDAQ UCTT opened at $76.43 on Friday. Ultra Clean Holdings, Inc. has a 1 year low of $21.49 and a 1 year high of $144.22. The firm’s 50-day moving average is $98.44 and its 200-day moving average is $80.09. The company has a current ratio of 2.73, a quick ratio of 1.25 and a debt-to-equity ratio of 0.84. The firm has a market capitalization of $3.43 billion, a PE ratio of -146.98, a price-to-earnings-growth ratio of 0.78 and a beta of 1.88.

Ultra Clean (NASDAQ:UCTT) last posted its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.70 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.17. The business had revenue of $644.90 million during the quarter, compared to the consensus estimate of $587.65 million. Ultra Clean had a negative net margin of 1.07% and a positive return on equity of 6.99%. Ultra Clean’s revenue for the quarter was up 24.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.27 earnings per share. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Equities analysts expect that Ultra Clean Holdings, Inc. will post 2.67 EPS for the current year.

Insiders Place Their Bets

In other Ultra Clean news, Director Emily M. Liggett sold 8,198 shares of Ultra Clean stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $92.18, for a total transaction of $755,691.64. Following the completion of the sale, the director owned 38,152 shares of the company’s stock, valued at approximately $3,516,851.36. The trade was a 17.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Paul Yoonku Cho sold 944 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $89.37, for a total transaction of $84,365.28. Following the sale, the general counsel owned 22,941 shares of the company’s stock, valued at $2,050,237.17. The trade was a 3.95% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 39,329 shares of company stock valued at $3,540,599. Company insiders own 1.80% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on UCTT. Oppenheimer raised their price target on shares of Ultra Clean from $115.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, August 4th. Zacks Research raised Ultra Clean from a “hold” rating to a “strong-buy” rating in a report on Monday, May 25th. Needham & Company LLC increased their price objective on Ultra Clean from $92.00 to $125.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. UBS Group reissued a “buy” rating on shares of Ultra Clean in a research note on Tuesday, August 4th. Finally, Weiss Ratings downgraded Ultra Clean from a “sell (d)” rating to a “sell (d-)” rating in a research report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $129.00.

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.