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Ultra Clean Holdings, Inc. Stock Price

NasdaqGS:UCTT Community·US$3.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 50 Fair Values set on narratives written by author
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UCTT Share Price Performance

US$70.64
41.26 (140.44%)
​
US$150.00
Fair Value
US$70.64
41.26 (140.44%)
52.9% undervalued intrinsic discount
US$150.00
Fair Value
Price US$70.64
AnalystHighTarget US$150.00
AnalystConsensusTarget US$137.00
AnalystLowTarget US$120.00
Wed, 19 Aug 26
Fair ValueUS$150.00
Share Pricen/a

UCTT Community Narratives

AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$150 52.9% undervalued intrinsic discount

AI-Driven Equipment Demand And Vertical Integration Will Support A Stronger Long-Term Outlook

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3users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$137 48.4% undervalued intrinsic discount

UCTT: Earnings Momentum And Margin Expansion Will Drive Shares Higher

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20users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$120 41.1% undervalued intrinsic discount

AI Demand And China Expansion Will Likely Fail To Offset Margin And Complexity Risks

0users have liked this narrative
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UCTT logo
Ultra Clean Holdings
52.9% undervalued intrinsic discount

AI-Driven Equipment Demand And Vertical Integration Will Support A Stronger Long-Term Outlook

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 19 Aug
Read Narrative
UCTT logo
Ultra Clean Holdings
41.1% undervalued intrinsic discount

AI Demand And China Expansion Will Likely Fail To Offset Margin And Complexity Risks

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
UCTT logo
Ultra Clean Holdings
48.4% undervalued intrinsic discount

UCTT: Earnings Momentum And Margin Expansion Will Drive Shares Higher

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 5 Aug
Read Narrative

Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
UCTT logo

UCTT: Early WFE Upcycle And 2027 Revenue Milestone Will Drive Repricing

Fair Value: US$120 41.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
UCTT logo

UCTT: WFE Upcycle And AI Demand Will Drive Repricing Ahead

Fair Value: US$150 52.9% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
UCTT logo

UCTT: WFE Upcycle And AI Demand Will Drive Next Phase

Fair Value: US$137 48.4% undervalued intrinsic discount
20 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential and good value.

2 Risks
3 Rewards
View Full Analysis

Ultra Clean Holdings, Inc. Key Details

US$2.2b

Revenue

US$1.8b

Cost of Revenue

US$347.5m

Gross Profit

US$370.9m

Other Expenses

-US$23.4m

Earnings

Last Reported Earnings
Jun 26, 2026
Next Reporting Earnings
n/a
-0.52
15.83%
-1.07%
83.6%
View Full Analysis

About UCTT

Founded
1991
Employees
6948
CEO
Jinsong Xiao
WebsiteView website
www.uct.com

Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally. The company offers outsourced solutions for the development, design, component sourcing and cleaning, prototyping, engineering, and manufacturing and testing of advanced systems. It also provides a range of gas delivery solutions, such as precision thermal products, valves, connectors, industrial process connectors and valves, pneumatic actuators, manifolds and safety solutions, hoses, pressure gauges, gas lines, and component heaters, as well as complex weldments. In addition, the company offers assemblies, including gas and fluid delivery solutions, wafer transport systems, mechatronic assemblies, process modules, and sub-fab process equipment support racks; weldments and frames with exacting standards; heaters, sensors, and controllers for precise temperature control; integrated device manufacturers and OEMs validated process tool chamber parts cleaning and coating services; and tool part process optimization solutions, analytical verification of process tool chamber part cleaning effectiveness and micro contamination analysis of tool parts, wafers and depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contamination. It primarily serves customers in the semiconductor capital equipment and semiconductor integrated device manufacturing industries, as well as display, consumer, medical, energy, industrial, and research equipment industries. The company was founded in 1991 and is headquartered in Hayward, California.

Recent UCTT News & Updates

Seeking Alpha • Sep 04

Ultra Clean: AI Growth Is Surging And The Market Still Looks Too Cautious

Summary 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. Valuation is compelling versus peers, but I want to see inventory normalization and positive free cash flow before considering a higher rating. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

UCTT: Early WFE Upcycle And 2027 Revenue Milestone Will Drive Repricing

Analysts have lifted their fair value estimate for Ultra Clean Holdings from $92 to $120, citing expectations of stronger revenue growth, higher profit margins and a lower future P/E multiple following recent price target increases that reflect more positive views on WFE demand and company execution. Analyst Commentary on Ultra Clean Holdings Recent research on Ultra Clean Holdings has centered on the strength of its latest results, updated guidance and the implications for valuation.
User avatar
Narrative Update • Aug 19

UCTT: WFE Upcycle And AI Demand Will Drive Repricing Ahead

Ultra Clean Holdings now carries a Street-high analyst price target of $150, up from $50 in the prior framework. Analysts point to recent upside in results and guidance, stronger WFE demand trends, and earlier potential realization of management’s revenue goals as key supports for a higher fair value and updated assumptions on growth, margins, and future P/E.

Recent updates

No updates

Ultra Clean Holdings, Inc. Competitors

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