TTMI vs. UCTT: Which AI Hardware Supplier is a Smarter Investment?
TTM Technologies and Ultra Clean Holdings are riding the AI infrastructure boom, but differences in growth, execution and valuation could shape the better opportunity.
UCTT - Ultra Clean Holdings, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$103.75
DETAILS
HIGH:
$130.00
LOW:
$70.00
MEDIAN:
$107.50
CONSENSUS:
$103.75
UPSIDE:
1.71%
Stock News
Can Ultra Clean's Services Business Drive Long-Term Revenue Growth?
UCTT's expanding Services business delivers higher margins and recurring revenues, positioning it for sustained growth as semiconductor manufacturing activity rises.
Ultra Clean Insider Sells 3,837 Shares After Q1 Revenue Hit $533.7 Million
Brian E. Harding liquidated 3,837 shares for approximately $494,000 on July 2, 2026. The disposal reduced the insider's direct equity holdings by 10%.
Ultra Clean Appoints Michael Keogh as Chief Financial Officer
HAYWARD, Calif., July 8, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT) today announced the appointment of Michael Keogh as Chief Financial Officer, effective August 5, 2026.
Can Ultra Clean Benefit From Rising AI-Driven WFE Spending?
UCTT is positioned to benefit from rising AI-driven WFE spending as leading-edge chip investments and expanding fab capacity support long-term growth.
What To Do After Ultra Clean Holdings Fell By Nearly 15%
Ultra Clean Holdings (UCTT) is positioned as an attractive buy ahead of its upcoming Q2 report, despite recent profit-taking-driven stock volatility. UCTT reported Q1 revenue of $533.7M (+2.9% Y/Y) and non-GAAP EPS of $0.31, beating consensus, with strong quant and revisions grades signaling bullish momentum. Management expects robust Wafer Fab Equipment (WFE) demand, margin expansion, and capacity growth, supported by industry tailwinds and customer investments.
Ultra Clean Announces Q2 2026 Earnings Date and Conference Call
HAYWARD, Calif., July 7, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the Company will release its second quarter 2026 financial results on Monday, August 3, 2026, after market close and will host a conference call and webcast the same day.
Is Ultra Clean Stock Still a Buy After 320% Surge in the YTD Period?
UCTT's growth story remains intact as rising fab investments, strong customer demand and strategic execution fuel momentum.
Zacks Industry Outlook Kulicke and Soffa , Ultra Clean and Veeco
Kulicke and Soffa , Ultra Clean and Veeco have been highlighted in this Industry Outlook article.
3 Stocks to Buy From the Prospering Electronics Manufacturing Industry
The Zacks Electronics - Manufacturing Machinery industry participants, such as KLIC, UCTT and VECO, are benefiting from strong demand for high-performance computing, advanced packaging and AI-driven demand amid challenging macroeconomic conditions.
What Makes Ultra Clean Holdings (UCTT) a Strong Momentum Stock: Buy Now?
Does Ultra Clean Holdings (UCTT) have what it takes to be a top stock pick for momentum investors? Let's find out.
Why Direxion Daily Semiconductor Bull 3X ETF Jumped 20% Today
The Direxion Daily Semiconductor Bull 3X ETF gained roughly 20% by midday on June 18, 2026. President Trump announced an Intel-Apple semiconductor partnership via social media, though neither company confirmed it immediately.
Why Semiconductor Equipment Suppliers Are Crushing Their Customers in 2026
Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain.
UCTT Rides on Holistic Growth Focus: Is the Stock Worth Buying Now?
Ultra Clean is riding AI-led chip spending, advanced node demand and acquisitions as its stock outpaces peers and industry gains.
What Does the Ultra Clean CFO's Sale of Company Shares Worth $1.3 Million Mean for Investors?
CFO Sheri Savage sold 14,421 shares for a total transaction value of approximately $1.29 million, based on a weighted average sale price of $89.45 per share on June 4, 2026. This transaction represented 17.83% of Savage's direct holdings, reducing her position to 66,476 shares post-sale.
Ultra Clean: H2 2026 Production Ramp Accelerates The Roadmap To $4B In Revenue
Ultra Clean Holdings is initiated with a Buy rating, capitalizing on secular WFE expansion and discounted valuation versus peers. UCTT is a direct beneficiary of AMAT and LRCX growth, with 59% of FY2025 revenue derived from these customers, positioning it for outsized gains. The company is set to leverage underutilized capacity, targeting $4B in annual revenue and >20% margins by 2030 as WFE spending accelerates.
What Makes Ultra Clean (UCTT) a New Strong Buy Stock
Ultra Clean (UCTT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
New Strong Buy Stocks for June 8th
EXPD, VNCE, UCTT, PRG and TNET have been added to the Zacks Rank #1 (Strong Buy) List on June 8, 2026.
Ultra Clean (UCTT) Surges 6.5%: Is This an Indication of Further Gains?
Ultra Clean (UCTT) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
A Look at Ultra Clean Holdings Inc (UCTT) After 4.7% Gain -- GF Value $37.31 vs Price $91.67
On May 27, 2026, Ultra Clean Holdings Inc (UCTT) shares rose 4.7% today, bringing the current price to $91.67. The stock has experienced significant fluctuation
Price Targets
Ultra Clean price target raised to $115 from $100 at Oppenheimer
$115.00
(was $83.93)
Oppenheimer
Ultra Clean initiated with a Buy at UBS
$130.00
(was $73.11)
UBS
Ultra Clean (UCTT) PT Raised to $100 at Craig-Hallum
$100.00
(was $69.28)
Christian Schwab
·
Craig-Hallum
Ultra Clean (UCTT) PT Raised to $70 at Needham
$70.00
(was $70.98)
Quinn Bolton
·
Needham
Ultra Clean (UCTT) PT Raised to $35 at Needham
$35.00
(was $29.84)
Quinn Bolton
·
Needham
Ultra Clean (UCTT) PT Lowered to $44 at Needham
$44.00
(was $32.13)
Quinn Bolton
·
Needham
Ultra Clean initiated with an Outperform at Oppenheimer
$70.00
(was $34.25)
Edward Yang
·
Oppenheimer
Ultra Clean (UCTT) PT Raised to $56 at Needham
$56.00
(was $42.96)
Quinn Bolton
·
Needham
Needham Maintains Buy on Ultra Clean Holdings, Lowers Price Target to $42
$42.00
(was $36.09)
Needham
Needham Maintains Buy on Ultra Clean Holdings, Lowers Price Target to $45
$45.00
(was $32.84)
Needham