Ultra Clean Holdings（UCTT）株式概要
ウルトラ・クリーン・ホールディングス社は、米国内外の半導体産業向けに、重要なサブシステム、コンポーネント、部品、洗浄・分析サービスを開発・供給している。 詳細
UCTT Community Fair Values
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Analyst Price Targets
Ultra Clean Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$108.90 |
| 52週高値 | US$110.25 |
| 52週安値 | US$19.51 |
| ベータ | 1.95 |
| 1ヶ月の変化 | 28.07% |
| 3ヶ月変化 | 98.11% |
| 1年変化 | 448.06% |
| 3年間の変化 | 186.20% |
| 5年間の変化 | 118.32% |
| IPOからの変化 | 1,352.00% |
最新ニュース
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
ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • Apr 19
We Think Ultra Clean Holdings (NASDAQ:UCTT) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 28
Returns At Ultra Clean Holdings (NASDAQ:UCTT) Appear To Be Weighed Down
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Mar 07
Investors Shouldn't Be Too Comfortable With Ultra Clean Holdings' (NASDAQ:UCTT) Earnings
Despite announcing strong earnings, Ultra Clean Holdings, Inc.'s ( NASDAQ:UCTT ) stock was sluggish. We think that the...分析記事 • Mar 06
The Market Doesn't Like What It Sees From Ultra Clean Holdings, Inc.'s (NASDAQ:UCTT) Revenues Yet As Shares Tumble 32%
Ultra Clean Holdings, Inc. ( NASDAQ:UCTT ) shareholders that were waiting for something to happen have been dealt a...分析記事 • Feb 27
Results: Ultra Clean Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
There's been a major selloff in Ultra Clean Holdings, Inc. ( NASDAQ:UCTT ) shares in the week since it released its...
新しいナラティブ • 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 Alpha分析記事 • Jan 18
Estimating The Fair Value Of Ultra Clean Holdings, Inc. (NASDAQ:UCTT)
Key Insights The projected fair value for Ultra Clean Holdings is US$42.41 based on 2 Stage Free Cash Flow to Equity...分析記事 • Jan 02
Ultra Clean Holdings (NASDAQ:UCTT) Takes On Some Risk With Its Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 12
Ultra Clean Holdings (NASDAQ:UCTT) Has Some Way To Go To Become A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Seeking 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 Alpha株主還元
| UCTT | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 32.7% | 5.8% | 0.8% |
| 1Y | 448.1% | 98.7% | 24.2% |
業界別リターン: UCTT過去 1 年間で98.7 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: UCTT過去 1 年間で24.2 % の収益を上げたUS市場を上回りました。
価格変動
| UCTT volatility | |
|---|---|
| UCTT Average Weekly Movement | 11.9% |
| Semiconductor Industry Average Movement | 11.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: UCTTの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: UCTTの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1991 | 6,948 | James Xiao | www.uct.com |
ウルトラ・クリーン・ホールディングス社は、米国内外の半導体産業向けに、重要なサブシステム、部品、洗浄・分析サービスを開発・供給している。同社は、先端システムの開発、設計、部品調達、洗浄、試作、エンジニアリング、製造、テストのためのアウトソーシング・ソリューションを提供している。また、精密熱製品、バルブ、コネクター、工業用プロセスコネクターおよびバルブ、空気圧アクチュエーター、マニホールドおよび安全ソリューション、ホース、圧力計、ガスライン、コンポーネントヒーターなどのガス供給ソリューションや、複雑な溶接部品も提供している。さらに、ガスおよび流体供給ソリューション、ウェハー搬送システム、メカトロニクス・アセンブリ、プロセス・モジュール、サブファブ・プロセス装置サポート・ラックなどのアセンブリ、厳格な規格に準拠した溶接およびフレーム、精密な温度制御用のヒーター、センサー、コントローラーも提供している；ツール部品プロセス最適化ソリューション、プロセスツールチャンバー部品洗浄効果の分析的検証、ツール部品、ウェハー、蒸着、化学薬品、クリーンルーム材料、脱イオン水、空気中分子汚染の微小汚染分析。主に半導体製造装置、半導体集積デバイス製造業界、ディスプレイ、民生機器、医療機器、エネルギー機器、産業機器、研究機器業界の顧客にサービスを提供している。同社は1991年に設立され、カリフォルニア州ヘイワードに本社を置いている。
Ultra Clean Holdings, Inc. 基礎のまとめ
| UCTT 基礎統計学 | |
|---|---|
| 時価総額 | US$4.70b |
| 収益（TTM） | -US$194.10m |
| 売上高(TTM) | US$2.07b |
2.4x
P/Sレシオ-25.2x
PER（株価収益率UCTT は割高か？
公正価値と評価分析を参照収益と収入
| UCTT 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.07b |
| 売上原価 | US$1.75b |
| 売上総利益 | US$323.30m |
| その他の費用 | US$517.40m |
| 収益 | -US$194.10m |
直近の収益報告
Mar 27, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -4.33 |
| グロス・マージン | 15.63% |
| 純利益率 | -9.38% |
| 有利子負債／自己資本比率 | 85.7% |
UCTT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/12 23:05 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/27 |
| 年間収益 | 2025/12/26 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ultra Clean Holdings, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Thomas Diffely | D.A. Davidson & Co. |
| Yu Shi | Needham & Company |