Ultra Clean Holdings, Inc.

Ultra Clean Holdings, Inc.

UCTTยทNASDAQ

$92.55

+0.37%
TechnologySemiconductors

Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally. The company provides ultra-clean valves, high purity connectors, industrial process connectors and valves, pneumatic actuators, manifolds and safety solutions, hoses, pressure gauges, and gas line and component heaters; chemical delivery modules that deliver gases and reactive chemicals in a liquid or gaseous form from a centralized subsystem to the reaction chamber; and gas delivery systems, such as weldments, filters, mass flow controllers, regulators, pressure transducers and valves, component heaters, and an integrated electronic and/or pneumatic control system. It also offers various industrial and automation production equipment; fluid delivery systems consist of one or more chemical delivery units, including PFA tubing, filters, flow controllers, regulators, component heaters, and an integrated electronic and/or pneumatic control system; precision robotic systems; top-plate assemblies; frame assemblies; process modules, a subsystem of semiconductor manufacturing tools that process integrated circuits onto wafers; and other high-level assemblies. In addition, the company provides tool chamber parts cleaning and coating services; micro-contamination analysis services for tool parts, wafers and depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contamination; and analytical verification services for process tool chamber part cleaning. It primarily serves original equipment manufacturing customers in the semiconductor capital equipment and semiconductor integrated device manufacturing industries, as well as display, consumer, medical, energy, industrial, and research equipment industries. The company was founded in 1991 and is headquartered in Hayward, California.

At a Glance

Live Snapshot
Market Cap$4.15B
EPS-4.0000
P/E Ratio-23.14
Earnings Date07/27/2026
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Ultra Clean Holdings, Inc. Street Expectations Map

UCTT ยท NASDAQ

Wall Street analysts project that UCTT stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 100.00, with estimates ranging from a low of 70.00 to a high of 130.00.

Lowest Target
70.00
-24.37%
Consensus Target
100.00
8.05%
Highest Target
130.00
40.46%

The consensus 1-year price target stands at 100.00, with estimates ranging from a low of 70.00 to a high of 130.00.

Analyst Consensus Analysis

Upside Potential

+8.1%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

60.0% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

1.66x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Ultra Clean Holdings, Inc. Forward Estimates of Revenue

UCTT ยท NASDAQ
Latest Revenue
2.05B
FY 2025
Avg Estimate
2.54B
FY 2026
Estimate Range
2.49B - 2.59B
Analyst Spread

Forward Growth Analysis

Projected Growth+23.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ultra Clean Holdings, Inc. Forward Estimates of Net Income

UCTT ยท NASDAQ
Latest Net Income
-181.20M
FY 2025
Avg Estimate
120.76M
FY 2026
Estimate Range
109.10M - 132.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+166.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ultra Clean Holdings, Inc. Forward Estimates of EPS

UCTT ยท NASDAQ
Latest EPS
-4.00
FY 2025
Avg Estimate
$2.57
FY 2026
Estimate Range
$2.41 - $2.92
Analyst Spread

Forward Growth Analysis

Projected Growth+164.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread20%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ultra Clean Holdings, Inc. Forward Estimates of EBIT

UCTT ยท NASDAQ
Latest EBIT
-107.40M
FY 2025
Avg Estimate
83.11M
FY 2026
Estimate Range
81.45M - 84.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+177.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ultra Clean Holdings, Inc. Forward Estimates of EBITDA

UCTT ยท NASDAQ
Latest EBITDA
-31.40M
FY 2025
Avg Estimate
169.48M
FY 2026
Estimate Range
166.10M - 172.85M
Analyst Spread

Forward Growth Analysis

Projected Growth+639.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ultra Clean Holdings, Inc. Forward Estimates of SG&A Expense

UCTT ยท NASDAQ
Latest SG&A Expense
247.20M
FY 2025
Avg Estimate
284.33M
FY 2026
Estimate Range
278.67M - 290.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ultra Clean Holdings, Inc. Insider Positioning

UCTT ยท NASDAQ

During the last 12 months, insiders have sold $6.40M worth of UCTT shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

64.3K

5.11M

Net Activity

-5.1M

-$5.11M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

33.4K

876.48K

Net Activity

-876K

-$876K

9-12 Months

Bought

0

0.00

Sold

19.1K

414.45K

Net Activity

-414K

-$414K

Top Buyers

No buying activity

Top Sellers

1
CCS

Cook Christopher S

Officer: President, Products Division

22.1K sharesโ€ข2 transactions

$1.65M

2
GCL

Granger Clarence L

Director

22.5K sharesโ€ข2 transactions

$1.18M

3
LEM

Liggett Emily M

Director

8.2K sharesโ€ข1 transactions

$756K

4
MJL

Mckibben Jeffrey L.

Officer: Chief Information Officer

13.0K sharesโ€ข3 transactions

$713K

5
PJJ

Palfrey Jamie J.

Officer: Svp, Global Human Resources

8.7K sharesโ€ข1 transactions

$693K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.40M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$5.11M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.