Ultra Clean (NASDAQ:UCTT) Releases Q3 2026 Earnings Guidance

Ultra Clean (NASDAQ:UCTT) issued an update on its third quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 0.830-1.030 for the period, compared to the consensus earnings per share estimate of 0.670. The company issued revenue guidance of $700.0 million-$750.0 million, compared to the consensus revenue estimate of $667.6 million.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Weiss Ratings lowered Ultra Clean from a “sell (d+)” rating to a “sell (d)” rating in a research report on Friday, July 24th. TD Cowen lifted their price objective on Ultra Clean from $100.00 to $130.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. Oppenheimer lifted their price target on shares of Ultra Clean from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Tuesday, June 9th. Needham & Company LLC increased their price objective on shares of Ultra Clean from $70.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Finally, Zacks Research upgraded shares of Ultra Clean from a “hold” rating to a “strong-buy” rating in a report on Monday, May 25th. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Ultra Clean has a consensus rating of “Buy” and a consensus price target of $113.40.

Ultra Clean Stock Up 7.0%

NASDAQ:UCTT traded up $5.86 during trading hours on Monday, hitting $89.17. The stock had a trading volume of 1,536,610 shares, compared to its average volume of 1,342,420. The company has a market cap of $4.00 billion, a PE ratio of -20.79, a price-to-earnings-growth ratio of 1.11 and a beta of 1.88. The business has a 50 day simple moving average of $100.52 and a two-hundred day simple moving average of $76.14. Ultra Clean has a 1-year low of $21.49 and a 1-year high of $144.22. The company has a current ratio of 3.07, a quick ratio of 1.72 and a debt-to-equity ratio of 0.86.

Ultra Clean (NASDAQ:UCTT) last posted its earnings results on Monday, August 3rd. The semiconductor company reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.03. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Analysts predict that Ultra Clean will post 2.14 EPS for the current year.

Insider Activity at Ultra Clean

In related news, Director Emily M. Liggett sold 8,198 shares of the stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $92.18, for a total value of $755,691.64. Following the completion of the transaction, the director owned 38,152 shares of the company’s stock, valued at approximately $3,516,851.36. This represents a 17.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Jeffrey L. Mckibben sold 4,205 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $87.00, for a total value of $365,835.00. Following the completion of the transaction, the insider directly owned 11,349 shares in the company, valued at approximately $987,363. The trade was a 27.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 56,725 shares of company stock valued at $4,989,261. 1.80% of the stock is currently owned by insiders.

Institutional Trading of Ultra Clean

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Quadrant Capital Group LLC increased its position in shares of Ultra Clean by 40.3% in the 4th quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 284 shares during the last quarter. Pitcairn Co. grew its stake in Ultra Clean by 3.3% in the second quarter. Pitcairn Co. now owns 16,396 shares of the semiconductor company’s stock worth $370,000 after purchasing an additional 523 shares in the last quarter. State of Wyoming increased its holdings in Ultra Clean by 45.7% in the fourth quarter. State of Wyoming now owns 1,825 shares of the semiconductor company’s stock valued at $46,000 after buying an additional 572 shares during the last quarter. LPL Financial LLC raised its stake in Ultra Clean by 4.5% during the fourth quarter. LPL Financial LLC now owns 26,798 shares of the semiconductor company’s stock valued at $679,000 after buying an additional 1,147 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Ultra Clean by 5.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,425 shares of the semiconductor company’s stock valued at $566,000 after buying an additional 1,257 shares in the last quarter. Institutional investors own 96.06% of the company’s stock.

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.