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UCTT

Ultra Clean Holdings, Inc.

UCTT

NASDAQ·Technology·Semiconductors·Mkt cap $5.8B

$106.48

-17.84%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$21.28 - $144.22

P/E

-24.82

Fwd P/E

53.91

Beta

1.95

Div Yield

0.00%

Avg Vol

1.2M

Shares Out

45.5M

Mkt Cap

$5.8B

Price action

Price chart

Up 419.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

3 reasons

  • Specialized expertise in ultra-high purity manufacturing and contamination control critical to semiconductor production
  • Integrated solutions combining components, subsystems, and services create customer switching costs and deeper relationships
  • Long-standing relationships with leading semiconductor equipment manufacturers and chipmakers built over 30+ years

Bear Case

2 risks

  • Above-average volatility (beta 2.0).
  • Premium valuation to Semiconductor Equipment peers

Growth

Turning profitable

Semiconductor industry expansion driven by AI, data centers, advanced computing, and automotive electrification

Value

Premium valuation to Semiconductor Equipment peers

Momentum

Hot

+105.2% over 3m

Quality

Thin

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 27, 2026

Q2 26 RECAP

APR 28, 2026

Reported EPS of $0.31 vs $0.27 consensus (+14.8% surprise). Revenue of $533.7M vs $525.3M expected (+1.6%). Beat on both top and bottom lines.

EPS beat +14.8%
Rev beat +1.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+14.8%

Next: Apr 27, 2026

Revenue trend · last 8Q

+27%

+9%

+1%

-6%

-10%

+3%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$516.1M

$540.4M

$563.3M

$518.6M

$518.8M

$510.0M

$506.7M

$533.7M

Margins · last 8Q

Gross

Operating

Profit

-3.4%

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

$130.00

+22.1% vs $106.48

Low $130.00
Median $130.00
High $130.00

Latest: Oppenheimer · Jun 9, 2026

1 analyst covering

vs Industry

How UCTT stacks vs Semiconductors

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.