Ultra Clean Holdings (UCTT) Resumen de Acciones
Ultra Clean Holdings, Inc. desarrolla y suministra subsistemas, componentes y piezas críticos, así como servicios de limpieza y análisis para la industria de semiconductores en Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
UCTT Community Fair Values
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Analyst Price Targets
Competidores de Ultra Clean Holdings, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$113.55 |
| Máximo en las últimas 52 semanas | US$116.52 |
| Mínimo de 52 semanas | US$19.51 |
| Beta | 1.95 |
| Cambio en 1 mes | 32.13% |
| Variación en 3 meses | 93.77% |
| Cambio de 1 año | 451.48% |
| Variación en 3 años | 198.42% |
| Variación en 5 años | 128.42% |
| Variación desde la OPV | 1,414.00% |
Noticias y actualizaciones recientes
Seeking Alpha • Jun 09
Ultra Clean: H2 2026 Production Ramp Accelerates The Roadmap To $4B In Revenue
Summary 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. Forward P/E compresses from 38.2x (FY26) to 23.1x (FY27) on consensus EPS growth, making UCTT attractively valued relative to subsystem and OEM peers. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 07
UCTT: AI Memory Cycle And UCT 3.0 Plan Will Drive Future Upside
Analysts have lifted their fair value estimate for Ultra Clean Holdings from $81.25 to $104.40, citing updated assumptions for revenue growth, profit margins and future P/E. These changes have also supported a series of recent price target increases from firms including UBS, Needham, TD Cowen and Oppenheimer.Recent updates
Seeking Alpha • Jun 09
Ultra Clean: H2 2026 Production Ramp Accelerates The Roadmap To $4B In Revenue
Summary 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. Forward P/E compresses from 38.2x (FY26) to 23.1x (FY27) on consensus EPS growth, making UCTT attractively valued relative to subsystem and OEM peers. Read the full article on Seeking AlphaActualización de narrativa • Jun 07
UCTT: AI Memory Cycle And UCT 3.0 Plan Will Drive Future Upside
Analysts have lifted their fair value estimate for Ultra Clean Holdings from $81.25 to $104.40, citing updated assumptions for revenue growth, profit margins and future P/E. These changes have also supported a series of recent price target increases from firms including UBS, Needham, TD Cowen and Oppenheimer.Actualización de narrativa • Apr 21
UCTT: AI Memory Cycle And UCT 3.0 Plan Will Shape Outlook
Analysts have raised Ultra Clean Holdings' price targets into a $70 to $85 range, reflecting their updated views that improving 2026 customer forecasts, stronger expectations for leading edge foundry and DRAM demand, and the company's "UCT 3.0" plan together support a higher valuation framework, even as model inputs like fair value and growth assumptions stay largely unchanged. Analyst Commentary Recent research highlights that bullish analysts are adjusting their valuation ranges higher for Ultra Clean Holdings, pointing to stronger customer outlooks into 2026, a constructive view on leading edge foundry and DRAM exposure, and execution around the "UCT 3.0" plan.Actualización de narrativa • Apr 06
UCTT: AI And Memory Upcycle Will Support New UCT 3.0 Plan
Analysts have lifted Ultra Clean Holdings' consolidated price target to $70, up from $50. They cite stronger customer outlooks into 2026, a more constructive view on leading edge memory and foundry spending, and support from the new "UCT 3.0" plan and related revenue growth expectations.Actualización de narrativa • Mar 23
UCTT: AI And Memory Upcycle Will Support New UCT 3.0 Execution
Analysts have lifted Ultra Clean Holdings' price targets by as much as $50, to the $70 to $85 range, citing stronger customer forecasts into 2026, Q1 guidance that aligns with a robust longer-term outlook, and expectations that the new "UCT 3.0" plan could benefit from projected 15% to 20% WFE and revenue growth tied to AI and memory demand. Analyst Commentary Research desks are largely positive on Ultra Clean Holdings, with recent reports tying higher price targets to Q4 performance, Q1 guidance, and a multi year outlook that is closely linked to wafer fab equipment demand and AI and memory spending.Actualización de narrativa • Mar 09
UCTT: AI And Memory Cycle Upswing Will Test New UCT 3.0 Plan
Analysts have raised their core valuation work on Ultra Clean Holdings, with the internal fair value estimate increasing from about $38.75 to $81.25 as they factor in higher long term revenue growth assumptions, updated profit margin expectations, a much higher future P/E framework, and Street research pointing to stronger 2026 demand for wafer fab equipment and memory related exposure. Analyst Commentary Recent Street commentary on Ultra Clean Holdings has centered on updated targets, a stronger multi year revenue outlook and company specific execution under new leadership.Actualización de narrativa • Feb 22
UCTT: Raised Price Objective Will Heighten Risk If Margin Upside Disappoints
Narrative update on Ultra Clean Holdings Analysts have raised their price target on Ultra Clean Holdings by $15, based on updated assumptions regarding discount rates, long-term revenue growth, profit margins, and future P/E expectations that together support a higher valuation framework. Analyst Commentary Bullish analysts see the higher price target as a reflection of updated modeling around revenue growth, profitability, and the P/E multiple that investors may be willing to pay for Ultra Clean Holdings over time.Actualización de narrativa • Feb 08
UCTT: Higher P/E Assumptions Will Magnify Earnings Risk Next WFE Downturn
Analysts have raised their price target on Ultra Clean Holdings by $15 to $38.75, citing updated assumptions for the discount rate and forward P/E that they view as better aligned with current fundamentals. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target of $38.75 as more consistent with their updated P/E assumptions, suggesting the previous target may have been too conservative relative to current earnings expectations.
Nueva narrativa • Feb 07
AI Demand And China Expansion Will Likely Fail To Offset Margin And Complexity Risks
Catalysts About Ultra Clean Holdings Ultra Clean Holdings supplies subsystems, components and services to semiconductor equipment manufacturers supporting advanced chip production. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 24
UCTT: Normalized Customer Inventories Will Expose Earnings To Next WFE Downturn Risk
Narrative Update: Ultra Clean Holdings Analyst Price Target Shift Analysts have lifted their price target on Ultra Clean Holdings from US$35.00 to about US$38.75, citing recent Q3 earnings strength, better gross margins and the view that normalized inventories at key customers could support revenue when wafer fab equipment demand improves. Analyst Commentary Recent commentary from bullish analysts focuses on how Q3 execution and customer inventory trends might affect Ultra Clean Holdings' earnings power and valuation over time.Artículo de análisis • Jan 11
Ultra Clean Holdings, Inc.'s (NASDAQ:UCTT) Share Price Boosted 31% But Its Business Prospects Need A Lift Too
Ultra Clean Holdings, Inc. ( NASDAQ:UCTT ) shares have had a really impressive month, gaining 31% after a shaky period...Actualización de narrativa • Jan 10
UCTT: Margin Strength And Normalized Inventories Will Shape Next WFE Upcycle
Analysts have raised their price target on Ultra Clean Holdings to US$35 from US$30, citing the recent Q3 earnings beat, stronger gross margins and indications that normalized inventories at key customers could support a more immediate revenue pickup when wafer fab equipment spending improves. Analyst Commentary Bullish Takeaways Bullish analysts view the Q3 earnings beat as a sign that execution on costs and operations is tracking ahead of what was baked into prior expectations.Actualización de narrativa • Dec 17
UCTT: Margin Strength And Normalized Inventories Will Drive Next WFE Upcycle
Analysts have lifted their price target on Ultra Clean Holdings to $35 from $30, citing the company’s Q3 earnings beat, stronger gross margins, and normalized customer inventories that, in their view, position the business for a sharper revenue rebound in the next wafer fab equipment upcycle. Analyst Commentary Bullish analysts view the higher price target as a reflection of improving fundamentals, pointing to recent operating trends as support for renewed multiple expansion and upside to forward growth expectations.Actualización de narrativa • Dec 03
UCTT: Margin Strength And Normalized Inventories Will Support Next WFE Upcycle
Analysts have raised their price target on Ultra Clean Holdings to $35 from $30, citing the company’s Q3 earnings beat, stronger gross margins, and normalized customer inventories that position it for an eventual wafer fab equipment upcycle. Analyst Commentary Bullish analysts view the price target increase as confirmation that Ultra Clean is executing well through the current cycle, with recent results helping to de risk near term estimates and support a higher valuation multiple.Actualización de narrativa • Nov 19
UCTT: Expected Margin Improvement Will Drive Further Upside Amid Industry Recovery
Ultra Clean Holdings' analyst price target has increased by $5 to $35. Analysts cite the company's Q3 earnings beat, improved gross margins, and normalized inventories as drivers for their raised expectations.Actualización de narrativa • Nov 04
UCTT: Earnings Momentum And Margin Expansion Will Drive Shares Higher
Ultra Clean Holdings’ analyst price target has increased from $31.25 to $35.00, as analysts cite improved earnings, stronger profit margins, and normalized inventories that support the company's outlook. Analyst Commentary Recent analyst commentary reflects a predominantly positive outlook on Ultra Clean Holdings, citing a range of financial and operational developments influencing the company's valuation and growth prospects.Artículo de análisis • Oct 11
A Look At The Intrinsic Value Of Ultra Clean Holdings, Inc. (NASDAQ:UCTT)
Key Insights The projected fair value for Ultra Clean Holdings is US$29.33 based on 2 Stage Free Cash Flow to Equity...Artículo de análisis • Aug 29
These 4 Measures Indicate That Ultra Clean Holdings (NASDAQ:UCTT) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jul 31
Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Last week, you might have seen that Ultra Clean Holdings, Inc. ( NASDAQ:UCTT ) released its quarterly result to the...Artículo de análisis • Jul 07
The Returns At Ultra Clean Holdings (NASDAQ:UCTT) Aren't Growing
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Artículo de análisis • Jun 16
Improved Revenues Required Before Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Shares Find Their Feet
Ultra Clean Holdings, Inc.'s ( NASDAQ:UCTT ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a strong...
Nueva narrativa • Feb 17
AI Demand In China And Operational Efficiencies In Malaysia Will Improve Future Prospects
Increased demand for AI infrastructure and diverse service offerings in China drive revenue growth and customer investments in technology.Seeking Alpha • Jan 27
Ultra Clean Holdings: Reliable, Cost-Effective And Downright Undervalued
Summary Ultra Clean Holdings is poised for a 55.5% upside over the next 12 months due to margin recovery and strong market fundamentals. UCTT's business model, divided into Products and Services, benefits from high-margin service segments and strong relationships with major semiconductor OEMs. Despite historical volatility, UCTT's revenue growth, driven by acquisitions and international expansion, positions it well for future stability and diversification. Investment risks include customer concentration and interest rate exposure, but UCTT stock remains undervalued with significant potential based on forward revenues and earnings. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Ultra Clean Holdings: Time To Buy The Cyclical Trough On AI Strength
Summary Ultra Clean Holdings is a contract manufacturer for semiconductor equipment, with significant upside potential during market strength. UCTT's main customers, Lam Research and Applied Materials, and a growing number of other clients, bolster its strong growth prospects. The company has a reasonable valuation and has reached a buy point for the next 2–4 years due to a new semiconductor cycle. Q3 results highlight improving fundamentals, reinforcing UCTT's position as a strong investment opportunity. Read the full article on Seeking AlphaRentabilidad de los accionistas
| UCTT | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 35.3% | 2.8% | 0.5% |
| 1Y | 451.5% | 97.2% | 23.5% |
Rentabilidad vs. Industria: UCTT superó a la industria US Semiconductor, que obtuvo un rendimiento del 97.2% el año pasado.
Rentabilidad vs. Mercado: UCTT superó al mercado US, que obtuvo un rendimiento del 23.5% el año pasado.
Volatilidad de los precios
| UCTT volatility | |
|---|---|
| UCTT Average Weekly Movement | 11.8% |
| Semiconductor Industry Average Movement | 12.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: El precio de las acciones de UCTT ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de UCTT(12%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1991 | 6,948 | James Xiao | www.uct.com |
Ultra Clean Holdings, Inc. desarrolla y suministra subsistemas, componentes y piezas críticos, así como servicios de limpieza y análisis para la industria de semiconductores en Estados Unidos y a escala internacional. La empresa ofrece soluciones subcontratadas para el desarrollo, diseño, abastecimiento y limpieza de componentes, creación de prototipos, ingeniería y fabricación y ensayo de sistemas avanzados. También proporciona una gama de soluciones de suministro de gas, como productos térmicos de precisión, válvulas, conectores, conectores y válvulas para procesos industriales, actuadores neumáticos, colectores y soluciones de seguridad, mangueras, manómetros, conductos de gas y calentadores de componentes, así como soldaduras complejas.
Resumen de fundamentos de Ultra Clean Holdings, Inc.
| Estadísticas fundamentales de UCTT | |
|---|---|
| Capitalización bursátil | US$4.88b |
| Beneficios(TTM) | -US$194.10m |
| Ingresos (TTM) | US$2.07b |
2.5x
Ratio precio-ventas (PS)-26.2x
Ratio precio-beneficio (PE)¿Está UCTT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de UCTT | |
|---|---|
| Ingresos | US$2.07b |
| Coste de los ingresos | US$1.75b |
| Beneficio bruto | US$323.30m |
| Otros gastos | US$517.40m |
| Beneficios | -US$194.10m |
Últimos beneficios comunicados
Mar 27, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -4.33 |
| Margen bruto | 15.63% |
| Margen de beneficio neto | -9.38% |
| Ratio deuda/patrimonio | 85.7% |
¿Cómo se ha desempeñado UCTT a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/15 23:26 |
| Precio de las acciones al final del día | 2026/06/15 00:00 |
| Beneficios | 2026/03/27 |
| Ingresos anuales | 2025/12/26 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Ultra Clean Holdings, Inc. está cubierta por 10 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Thomas Diffely | D.A. Davidson & Co. |
| Yu Shi | Needham & Company |