Ultra Clean (NASDAQ:UCTT) Price Target Raised to $70.00 at Needham & Company LLC

Ultra Clean (NASDAQ:UCTT) had its price target hoisted by Needham & Company LLC from $50.00 to $70.00 in a research report released on Tuesday, MarketBeat Ratings reports. Needham & Company LLC currently has a buy rating on the semiconductor company’s stock.

A number of other analysts have also recently commented on UCTT. Weiss Ratings restated a “sell (d)” rating on shares of Ultra Clean in a research report on Monday, December 29th. TD Cowen boosted their price objective on Ultra Clean from $30.00 to $35.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, Oppenheimer reissued an “outperform” rating on shares of Ultra Clean in a report on Wednesday, October 29th. Four research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $81.25.

Ultra Clean Stock Up 17.2%

Shares of UCTT stock opened at $71.96 on Tuesday. The company has a current ratio of 3.21, a quick ratio of 1.91 and a debt-to-equity ratio of 0.60. Ultra Clean has a 12 month low of $16.66 and a 12 month high of $72.69. The stock has a market cap of $3.27 billion, a P/E ratio of -17.99, a P/E/G ratio of 1.81 and a beta of 2.02. The company has a 50 day simple moving average of $41.15 and a two-hundred day simple moving average of $31.35.

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 analysts’ consensus estimates of $0.23 by ($0.01). The business had revenue of $506.60 million for the quarter, compared to the consensus estimate of $503.34 million. Ultra Clean had a negative net margin of 8.82% and a positive return on equity of 3.82%. The company’s revenue was down 10.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.51 EPS. Ultra Clean has set its Q1 2026 guidance at 0.180-0.340 EPS. On average, research analysts expect that Ultra Clean will post 1.09 earnings per share for the current year.

Insider Transactions at Ultra Clean

In other news, Director David T. Ibnale sold 23,500 shares of the business’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $26.63, for a total value of $625,805.00. Following the transaction, the director 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.90% of the stock is currently owned by company insiders.

Institutional Trading of Ultra Clean

A number of institutional investors and hedge funds have recently bought and sold shares of UCTT. EverSource Wealth Advisors LLC boosted its holdings in shares of Ultra Clean by 148.9% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 926 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 554 shares during the last quarter. Quadrant Capital Group LLC increased its holdings in shares of Ultra Clean by 40.3% in the fourth quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 284 shares during the last quarter. Danske Bank A S lifted its position in shares of Ultra Clean by 450.0% in the fourth quarter. Danske Bank A S now owns 1,100 shares of the semiconductor company’s stock worth $28,000 after buying an additional 900 shares in the last quarter. Allworth Financial LP boosted its stake in Ultra Clean by 237.6% during the second quarter. Allworth Financial LP now owns 1,330 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 936 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its holdings in Ultra Clean by 472.9% during the 2nd quarter. Smartleaf Asset Management LLC now owns 1,713 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 1,414 shares in the last quarter. 96.06% of the stock is currently owned by institutional investors.

More Ultra Clean News

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

• Positive Sentiment: Management outlined a strategy targeting a $4B revenue run‑rate as AI‑driven semiconductor demand accelerates — this narrative is the primary bullish catalyst. Ultra Clean signals $4B revenue run rate strategy as AI-driven semiconductor demand accelerates
• Positive Sentiment: Analysts are increasingly bullish: Needham raised its price target (and reiterated Buy) and TD Cowen reiterated Buy citing leading‑edge recovery, margin expansion and lower China risk — analyst support is amplifying the rally. Ultra Clean (UCTT) PT Raised to $70 at Needham
• Positive Sentiment: Q4 revenue (~$506.6M) roughly beat/was near some consensus estimates and management provided supporting slides/PR material — the topline stability despite seasonal weakness helped sentiment. Ultra Clean Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Q1 2026 guidance was given as EPS $0.18–0.34 and revenue $505M–$545M (consensus near the midpoint). Guidance range leaves uncertainty on near‑term prints even as management highlights longer‑term opportunity. NASDAQ:UCTT MarketBeat summary
• Negative Sentiment: Q4 EPS missed by $0.01 (reported $0.22 vs. $0.23 consensus) and revenue was down ~10% YoY — the beat/miss mix created near‑term volatility. Ultra Clean Holdings Inc (UCTT) Q4 2025 Earnings Call Highlights: Navigating Challenges and …
• Negative Sentiment: Third‑party summaries flagged weaker operating and cash metrics (some providers showed a small net loss in adjusted figures), which underscores execution risk if semiconductor cyclicality re‑emerges. Ultra Clean Holdings Inc. (UCTT) Stock Falls on Q4 2025 Earnings

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.