Ultra Clean Holdings (UCTT) Hisse Özeti
Ultra Clean Holdings, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda yarı iletken endüstrisi için kritik alt sistemler, bileşenler ve parçalar ile temizlik ve analitik hizmetler geliştirmekte ve tedarik etmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
UCTT Community Fair Values
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Analyst Price Targets
Ultra Clean Holdings, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$85.56 |
| 52 Haftanın En Yüksek Seviyesi | US$92.29 |
| 52 Haftanın En Düşük Seviyesi | US$18.93 |
| Beta | 1.94 |
| 1 Aylık Değişim | 18.82% |
| 3 Aylık Değişim | 41.00% |
| 1 Yıllık Değişim | 341.71% |
| 3 Yıllık Değişim | 148.72% |
| 5 Yıllık Değişim | 48.28% |
| Halka arzdan bu yana değişim | 1,040.80% |
Son Haberler & Güncellemeler
Recent updates
Seeking Alpha • May 05
Ultra Clean- WFE Upgrades Bodes Well, But Preferable To Wait For A Pullback
Summary Ultra Clean Holdings (UCTT) has surged by 189% YTD, outperforming semiconductor and Russell 2000 peers handsomely, with a solid quant rating to boot. The upgrade in WFE outlook is poised to reflect well on UCTT's topline prospects, and with utilization at implied rates of under 75%, operating leverage too appears to be onthecards.. UCTT is priced at earnings multiple premium but offers compelling earnings growth; however its FCF yield is quite poor by historical standards. The monthly charts imply some overextension, while a potential mean reversion trade versus other semiconductor offerings has already played out. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaSeeking Alpha • Oct 27
Ultra Clean Holdings: Margins Remains The Issue
Summary Ultra Clean Holdings' sales remain strong, but margins are lagging, impacting overall profitability. The company's reliance on Lam Research and Applied Materials has decreased, as the company is gradually diversifying its customer base. Despite a pullback in shares, the potential for margin improvement offers significant upside, though achieving past high margins may be challenging. Current valuation appears high given realistic earnings, but the stock's appeal is increasing with improved earnings and share price pullback. Read the full article on Seeking AlphaHissedar Getirileri
| UCTT | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | 1.8% | 4.4% | 1.8% |
| 1Y | 341.7% | 110.3% | 28.4% |
Getiri vs. Endüstri: UCTT geçen yıl % 110.3 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: UCTT geçen yıl % 28.4 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| UCTT volatility | |
|---|---|
| UCTT Average Weekly Movement | 11.1% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
İstikrarlı Hisse Senedi Fiyatı: UCTT son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: UCTT 'nin haftalık oynaklığı ( 11% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1991 | 6,948 | James Xiao | www.uct.com |
Ultra Clean Holdings, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda yarı iletken endüstrisi için kritik alt sistemler, bileşenler ve parçalar ile temizlik ve analitik hizmetler geliştirmekte ve tedarik etmektedir. Şirket, gelişmiş sistemlerin geliştirilmesi, tasarımı, bileşen tedariki ve temizliği, prototipleme, mühendislik ve üretim ve testi için dış kaynaklı çözümler sunmaktadır. Ayrıca hassas termal ürünler, valfler, konektörler, endüstriyel proses konektörleri ve valfleri, pnömatik aktüatörler, manifoldlar ve güvenlik çözümleri, hortumlar, basınç göstergeleri, gaz hatları ve bileşen ısıtıcılarının yanı sıra karmaşık kaynaklar gibi bir dizi gaz dağıtım çözümü de sunmaktadır.
Ultra Clean Holdings, Inc. Temel Bilgiler Özeti
| UCTT temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.91b |
| Kazançlar(TTM) | -US$194.10m |
| Gelir(TTM) | US$2.07b |
1.9x
P/S Oranı-19.8x
F/K OranıUCTT aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| UCTT gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.07b |
| Gelir Maliyeti | US$1.75b |
| Brüt Kâr | US$323.30m |
| Diğer Giderler | US$517.40m |
| Kazançlar | -US$194.10m |
Son Raporlanan Kazançlar
Mar 27, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -4.33 |
| Brüt Marj | 15.63% |
| Net Kâr Marjı | -9.38% |
| Borç/Özkaynak Oranı | 85.7% |
UCTT uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/29 22:57 |
| Gün Sonu Hisse Fiyatı | 2026/05/29 00:00 |
| Kazançlar | 2026/03/27 |
| Yıllık Kazançlar | 2025/12/26 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Ultra Clean Holdings, Inc. 10 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Thomas Diffely | D.A. Davidson & Co. |
| Yu Shi | Needham & Company |