Ultra Clean (NASDAQ:UCTT) Trading Up 9.2% After Analyst Upgrade

Ultra Clean Holdings, Inc. (NASDAQ:UCTT) rose 9.2% on Tuesday after Oppenheimer raised their price target on the stock from $35.00 to $85.00. Oppenheimer currently has an outperform rating on the stock. Ultra Clean traded as high as $70.54 and last traded at $67.07. Approximately 914,904 shares changed hands during trading, a decline of 22% from the average daily volume of 1,166,742 shares. The stock had previously closed at $61.41.

Several other research firms have also recently commented on UCTT. Weiss Ratings reissued a “sell (d)” rating on shares of Ultra Clean in a research report on Monday, December 29th. Needham & Company LLC increased their target price on shares of Ultra Clean from $50.00 to $70.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, TD Cowen boosted their price objective on Ultra Clean from $35.00 to $70.00 and gave the company a “buy” rating in a research note on Tuesday. Four equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $81.25.

Insider Transactions at Ultra Clean

In other Ultra Clean news, Director David T. Ibnale sold 23,500 shares of Ultra Clean 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 $1,204,767.83. The trade was a 34.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.90% of the stock is currently owned by insiders.

Key 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

Institutional Trading of Ultra Clean

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Quadrant Capital Group LLC increased its holdings in shares of Ultra Clean by 40.3% during the fourth quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock valued at $25,000 after acquiring an additional 284 shares in the last quarter. ProShare Advisors LLC raised its stake in shares of Ultra Clean by 2.7% in the fourth quarter. ProShare Advisors LLC now owns 13,491 shares of the semiconductor company’s stock worth $342,000 after buying an additional 350 shares during the period. State of Alaska Department of Revenue lifted its holdings in Ultra Clean by 1.6% during the fourth quarter. State of Alaska Department of Revenue now owns 25,093 shares of the semiconductor company’s stock valued at $635,000 after purchasing an additional 400 shares in the last quarter. Amalgamated Bank boosted its holdings in Ultra Clean by 3.4% in the 3rd quarter. Amalgamated Bank now owns 13,312 shares of the semiconductor company’s stock worth $363,000 after buying an additional 434 shares during the period. Finally, Pitcairn Co. grew its position in shares of Ultra Clean by 3.3% during the second quarter. Pitcairn Co. now owns 16,396 shares of the semiconductor company’s stock worth $370,000 after purchasing an additional 523 shares in the last quarter. 96.06% of the stock is owned by hedge funds and other institutional investors.

Ultra Clean Price Performance

The firm has a 50 day moving average of $41.15 and a 200-day moving average of $31.35. The company has a current ratio of 3.21, a quick ratio of 1.91 and a debt-to-equity ratio of 0.60. The company 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.

Ultra Clean (NASDAQ:UCTT) last announced 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 company had revenue of $506.60 million for the quarter, compared to analysts’ expectations 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 quarterly revenue was down 10.1% compared to the same quarter last year. During the same period last year, the business earned $0.51 earnings per share. Ultra Clean has set its Q1 2026 guidance at 0.180-0.340 EPS. On average, equities research analysts predict that Ultra Clean Holdings, Inc. will post 1.09 EPS for the current 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.