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Ultra Clean Holdings

UCTT

時価総額 $23.1億

51.00 USD

-4.83

8.65%

終値時点更新済み 10月16日 16:00 EDT

プレマーケット

時間外取引

51.00

0.00

0%

1日

-8.65%

5日間

-24.11%

1か月

-23.34%

3か月

-44.92%

6か月

-33.28%

年初来

86.68%

1年

75.86%

5年間

15.65%

10年間

571.05%

概要： Ultra Clean Holdings Inc, through its subsidiaries, manufactures and supplies production tools, modules, and subsystems for the semiconductor capital equipment industry. The product includes precision robotic solutions, gas delivery systems, and a variety of industrial and automation production equipment products; subsystems include wafer cleaning subsystems, chemical delivery modules, top-plate assemblies, frame assemblies, and process modules. Its customer base includes firms in the semiconductor capital equipment industry, medical, energy, industrial, flat panel, and research equipment industries. It has two segments: Products and Services. Its principal markets are the Americas, Asia Pacific, and EMEA.

従業員数： 7,411

情報技術半導体製造装置・材料

ニュース

ポジティブ

ニュートラル

ネガティブ

センチメント 3か月間

ポジティブ 56.5%

ニュートラル 39.1%

ネガティブ 4.3%

ポジティブ

Ultra Clean Holdings: Why I'm Changing My Tune On This Name (Rating Upgrade)

Ultra Clean Holdings shifts from a strong sell to a buy as margins and profitability improve alongside robust revenue growth. Q2 2026 saw revenue climb 20.8% sequentially, with operating margin expanding 250 basis points and net income turning positive. Management's Q3 2026 guidance projects revenue of $700M–$750M and GAAP diluted EPS up over 300%, signaling a strong growth roadmap.

Ultra Clean Holdings: Why I'm Changing My Tune On This Name (Rating Upgrade)

ニュートラル

Ultra Clean Announces Q3 2026 Earnings Date and Conference Call

HAYWARD, Calif., Oct. 5, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the Company will release its third quarter 2026 financial results on Tuesday, October 27th, after market close and will host a conference call and webcast the same day.

Ultra Clean Announces Q3 2026 Earnings Date and Conference Call

ニュートラル

Ultra Clean Appoints Alexander Davern to Board of Directors

HAYWARD, Calif., Sept. 30, 2026 /PRNewswire/ -- /PRNewswire/ — Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the appointment of Alexander Davern to serve on its Board of Directors, effective September 28, 2026.

Ultra Clean Appoints Alexander Davern to Board of Directors

ポジティブ

Zacks Investment Research

Buy 3 High-Flying AI-Led Mid-Cap Stocks With More Room to Grow in Q4

AI-driven demand is fueling UCTT, FSLY and AVT, with strong growth, estimate revisions and further upside potential highlighted for Q4.

Buy 3 High-Flying AI-Led Mid-Cap Stocks With More Room to Grow in Q4

ポジティブ

Zacks Investment Research

UCTT Rides on Solid Growth Dynamics: Should You Buy the Stock Now?

Ultra Clean rides rising AI and HBM investments, expanding capacity and improving operating leverage as semiconductor equipment demand strengthens.

UCTT Rides on Solid Growth Dynamics: Should You Buy the Stock Now?

ポジティブ

Zacks Investment Research

3 Top-Ranked AI Semiconductor Equipment Stocks Amid Huge Price Upside

AI infrastructure demand is fueling growth in semiconductor equipment, with AMKR, UCTT and FORM offering major price upside.

3 Top-Ranked AI Semiconductor Equipment Stocks Amid Huge Price Upside

ニュートラル

Ultra Clean Holdings: Record Q2 Beats And Raised WFE Forecasts Make Sell-Off Unjustified

Ultra Clean Holdings maintains strong fundamentals despite sector pullback, supported by robust Q2 results and a clear capacity expansion plan. UCTT targets $5 billion annual revenue by 2028, with capacity expansions aligned to rising WFE spending forecasts and direct customer demand. Management revised 2027 WFE spending guidance upward to $190-220 billion, positioning UCTT to achieve its UCT 3.0 framework ahead of schedule.

Ultra Clean Holdings: Record Q2 Beats And Raised WFE Forecasts Make Sell-Off Unjustified

ニュートラル

What To Do After Ultra Clean Holdings Shares Fell By 20%

Ultra Clean Holdings delivered strong Q2 results, with revenue up 24.3% year-over-year and a non-GAAP EPS beat. Despite robust performance and raised guidance, UCTT shares fell due to profit-taking and concerns over negative operating cash flow from inventory build-up. Management forecasts Q3 revenue of $700–$750 million and expects gross margins to move toward 20% next year as utilization rises.

What To Do After Ultra Clean Holdings Shares Fell By 20%

ポジティブ

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

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.

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

ポジティブ

Zacks Investment Research

2 Stocks to Buy From the Prospering Electronics Manufacturing Industry

The Zacks Electronics - Manufacturing Machinery industry participants, such as KLIC and UCTT, are benefiting from strong demand for high-performance computing, advanced packaging and AI-driven demand amid challenging macroeconomic conditions.

2 Stocks to Buy From the Prospering Electronics Manufacturing Industry

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