UCTT - Ultra Clean Holdings, Inc.
Ultra Clean (NASDAQ: UCTT - Get Free Report) is projected to announce its Q3 2026 results after the market closes on Tuesday, October 27th. Analysts expect the company to post earnings of $0.9380 per share and revenue of $727.55 million for the quarter. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Parties can
Ultra Clean Holdings shifts from a strong sell to a buy as margins and profitability improve alongside robust revenue growth. Q2 2026 saw revenue climb 20.8% sequentially, with operating margin expanding 250 basis points and net income turning positive. Management's Q3 2026 guidance projects revenue of $700M–$750M and GAAP diluted EPS up over 300%, signaling a strong growth roadmap.
HAYWARD, Calif., Oct. 5, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the Company will release its third quarter 2026 financial results on Tuesday, October 27th, after market close and will host a conference call and webcast the same day.
Shares of Ultra Clean Holdings, Inc. (NASDAQ: UCTT - Get Free Report) gapped up prior to trading on Tuesday. The stock had previously closed at $78.07, but opened at $81.08. Ultra Clean shares last traded at $81.2970, with a volume of 64,334 shares. Analysts Set New Price Targets A number of research analysts recently weighed in
HAYWARD, Calif., Sept. 30, 2026 /PRNewswire/ -- /PRNewswire/ — Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the appointment of Alexander Davern to serve on its Board of Directors, effective September 28, 2026.
AI-driven demand is fueling UCTT, FSLY and AVT, with strong growth, estimate revisions and further upside potential highlighted for Q4.
Ultra Clean rides rising AI and HBM investments, expanding capacity and improving operating leverage as semiconductor equipment demand strengthens.
AI infrastructure demand is fueling growth in semiconductor equipment, with AMKR, UCTT and FORM offering major price upside.
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.
Ultra Clean Holdings delivered strong Q2 results, with revenue up 24.3% year-over-year and a non-GAAP EPS beat. Despite robust performance and raised guidance, UCTT shares fell due to profit-taking and concerns over negative operating cash flow from inventory build-up. Management forecasts Q3 revenue of $700–$750 million and expects gross margins to move toward 20% next year as utilization rises.
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.
The Zacks Electronics - Manufacturing Machinery industry participants, such as KLIC and UCTT, are benefiting from strong demand for high-performance computing, advanced packaging and AI-driven demand amid challenging macroeconomic conditions.
Ultra Clean Holdings (UCTT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
AI infrastructure is expanding beyond semiconductors, with INOD, SOUN and UCTT targeting growth across AI-driven markets.
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.
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
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.
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.
Ultra Clean (NASDAQ: UCTT) reported record second-quarter revenue as demand increased across its Products and Services businesses, with management pointing to AI-driven semiconductor investment and customer capacity expansions as key drivers of activity. Chief Executive Officer James Xiao said the semiconductor capital-equipment environment is being reshaped by investment in artificial intelligence infrastructure. He said demand is
UCTT's Q2 earnings surge 112.1% as revenues rise 24.3%, driven by stronger demand and AI-led semiconductor investment.