Ultra Clean Holdings, Inc.

NasdaqGS:UCTT 株式レポート

時価総額：US$5.1b

Ultra Clean Holdings 将来の成長

Future 基準チェック /56

Ultra Clean Holdings利益と収益がそれぞれ年間54.3%と16.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.9% 54.4%なると予測されています。

主要情報

54.3%

収益成長率

54.39%

EPS成長率

Semiconductor 収益成長26.6%
収益成長率16.5%
将来の株主資本利益率21.87%
アナリストカバレッジ

Low

最終更新日09 Jun 2026

今後の成長に関する最新情報

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...

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...
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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
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

業績と収益の成長予測

NasdaqGS:UCTT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,047278942132
12/31/20273,0521502353484
12/31/20262,550400-485
3/27/20262,069-194-434N/A
12/26/20252,054-1811566N/A
9/26/20252,111-1621775N/A
6/27/20252,141-1532889N/A
3/28/20252,139282683N/A
12/27/20242,09824265N/A
9/27/20241,97942083N/A
6/28/20241,874-945105N/A
3/29/20241,779-3751118N/A
12/29/20231,735-3160136N/A
9/29/20231,8561-3062N/A
6/30/20232,05625-397N/A
3/31/20232,244944143N/A
12/30/20222,37440-5347N/A
9/30/20222,4235843128N/A
7/1/20222,3428026109N/A
4/1/20222,248122-379N/A
12/31/20212,102120152212N/A
9/24/20211,85697162214N/A
6/25/20211,66689139181N/A
3/26/20211,49593111147N/A
12/25/20201,399786197N/A
9/25/20201,315454585N/A
6/26/20201,206215086N/A
3/27/20201,127-190119N/A
12/27/20191,066-9N/A121N/A
9/27/20191,0370N/A115N/A
6/28/20191,017-7N/A122N/A
3/29/20191,04212N/A55N/A
12/28/20181,09737N/A42N/A
9/28/20181,08859N/A27N/A
6/29/20181,09784N/A17N/A
3/30/20181,03585N/A45N/A
12/29/201792475N/A49N/A
9/29/201785064N/A46N/A
6/30/201775447N/A34N/A
3/31/201765528N/A27N/A
12/30/201656310N/A18N/A
9/23/2016492-16N/A6N/A
6/24/2016468-17N/A0N/A
3/25/2016456-15N/A6N/A
12/25/2015469-11N/A1N/A
9/25/20154869N/A11N/A
6/26/20154802N/A27N/A

アナリストによる今後の成長予測

収入対貯蓄率: UCTTは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: UCTT今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: UCTT今後 3 年以内に収益を上げることが予想されます。

収益対市場: UCTTの収益 ( 16.5% ) US市場 ( 13% ) よりも速いペースで成長すると予測されています。

高い収益成長: UCTTの収益 ( 16.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: UCTTの 自己資本利益率 は、3年後には高くなると予測されています ( 21.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/16 09:31
終値2026/06/16 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 SchwabCraig-Hallum Capital Group LLC
Thomas DiffelyD.A. Davidson & Co.
Yu ShiNeedham & Company