Ultra Clean Inc.

3 days ago · zacks.com

Ultra Clean rides rising AI and HBM investments, expanding capacity and improving operating leverage as semiconductor equipment demand strengthens.

15 days ago · seekingalpha.com

Ultra Clean Holdings maintains strong fundamentals despite sector pullback, supported by robust Q2 results and a clear capacity expansion plan. UCTT targets $5 billion annual revenue by 2028, with capacity expansions aligned to rising WFE spending forecasts and direct customer demand. Management revised 2027 WFE spending guidance upward to $190-220 billion, positioning UCTT to achieve its UCT 3.0 framework ahead of schedule.

18 days ago · seekingalpha.com

Ultra Clean Holdings is rated Buy at $65, with strong revenue growth and an attractive 11x 2027 P/E, but not Strong Buy due to cash flow and concentration risks. Q2 2026 revenue rose 24% to $644.9M, with Q3 guidance of $700–$750M and EPS of $0.83–$1.03, driven by AI-related semiconductor complexity. Gross margin improvement is underway, but over 60% of revenue comes from two customers, and inventory buildup has led to negative operating cash flow.

26 days ago · zacks.com

Ultra Clean Holdings (UCTT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

1 month ago · zacks.com

The consensus price target hints at a 47.5% upside potential for Ultra Clean (UCTT). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

1 month ago · defenseworld.net

First Trust Advisors LP acquired a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ: UCTT) in the undefined quarter, according to its most recent disclosure with the SEC. The fund acquired 6,066 shares of the semiconductor company's stock, valued at approximately $377,000. Several other large investors have also recently bought and

1 month ago · seekingalpha.com

Ultra Clean Holdings (UCTT) earns a Hold rating after a 281% rally, as positive operating momentum is offset by weak cash flow and high leverage. Revenue, EBITDA, and operating income are recovering, driven by AI-related demand, but margins remain below cost-of-capital and free cash flow is negative. Inventory ballooned 61% year-over-year, absorbing $254M in cash and raising concerns about demand visibility and working capital management.

1 month ago · prnewswire.com

HAYWARD, Calif., Aug. 10, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced its participation at the following investor conferences: August 11, 2026: Oppenheimer 29th Annual Technology, Internet & Communications Conference.August 19, 2026:  7th Annual Needham Virtual Semiconductor & SemiCap 1x1 Conference.

2 months ago · zacks.com

UCTT's Q2 earnings surge 112.1% as revenues rise 24.3%, driven by stronger demand and AI-led semiconductor investment.

2 months ago · zacks.com

UCTT's Q2 call spotlights AI-driven demand, longer forecasts and capacity expansion as its Q3 outlook rises above second-quarter levels.