Ultra Clean (NASDAQ:UCTT) Updates Q1 2026 Earnings Guidance

Ultra Clean (NASDAQ:UCTT) issued an update on its first quarter 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 0.180-0.340 for the period, compared to the consensus estimate of 0.220. The company issued revenue guidance of $505.0 million-$545.0 million, compared to the consensus revenue estimate of $509.6 million.

Ultra Clean Price Performance

Shares of UCTT traded up $2.26 during trading hours on Monday, reaching $61.41. 1,623,729 shares of the company’s stock traded hands, compared to its average volume of 1,183,790. Ultra Clean has a 12 month low of $16.66 and a 12 month high of $61.64. The company has a current ratio of 3.21, a quick ratio of 1.91 and a debt-to-equity ratio of 0.60. The stock has a market cap of $2.79 billion, a PE ratio of -17.20, a price-to-earnings-growth ratio of 1.74 and a beta of 2.02. The firm’s 50 day simple moving average is $39.50 and its 200-day simple moving average is $30.73.

Analyst Upgrades and Downgrades

UCTT has been the topic of a number of analyst reports. Weiss Ratings reissued a “sell (d)” rating on shares of Ultra Clean in a research note on Monday, December 29th. Needham & Company LLC lifted their price target on shares of Ultra Clean from $35.00 to $50.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. TD Cowen upped their target price on Ultra Clean from $30.00 to $35.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Finally, Oppenheimer reiterated an “outperform” rating on shares of Ultra Clean in a research note on Wednesday, October 29th. Three investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat.com, Ultra Clean presently has a consensus rating of “Moderate Buy” and a consensus price target of $38.33.

Insider Activity at Ultra Clean

In other news, Director David T. Ibnale sold 23,500 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $26.63, for a total transaction of $625,805.00. Following the completion of the transaction, the director directly owned 45,241 shares of the company’s stock, valued at $1,204,767.83. The trade was a 34.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On Ultra Clean

A number of hedge funds have recently added to or reduced their stakes in the stock. Invesco Ltd. grew its holdings in Ultra Clean by 63.1% during the fourth quarter. Invesco Ltd. now owns 3,399,834 shares of the semiconductor company’s stock valued at $86,118,000 after purchasing an additional 1,315,407 shares during the period. Summit Global Investments bought a new position in shares of Ultra Clean in the fourth quarter worth about $210,000. State of Tennessee Department of Treasury lifted its position in shares of Ultra Clean by 25.1% during the 4th quarter. State of Tennessee Department of Treasury now owns 23,557 shares of the semiconductor company’s stock valued at $597,000 after buying an additional 4,732 shares in the last quarter. XTX Topco Ltd bought a new position in shares of Ultra Clean during the 4th quarter valued at approximately $504,000. Finally, VARCOV Co. bought a new position in shares of Ultra Clean during the 4th quarter valued at approximately $361,000. 96.06% of the stock is currently owned by hedge funds and other institutional investors.

About Ultra Clean

Ultra Clean Holdings, Inc is a global supplier of critical consumables and process tools for the semiconductor manufacturing industry. The company specializes in precision parts cleaning, chemical–mechanical planarization (CMP) slurries, surface conditioning pads, and specialty components used in wafer fabrication and advanced packaging. Ultra Clean also provides assembly and test hardware, tooling, and automated modules designed to support complex front-end and back-end processes in semiconductor fabs.

Ultra Clean’s product portfolio encompasses a range of cleaning systems and consumables aimed at particle and film removal, as well as CMP slurries and pads that are engineered for uniform material removal and planarization.