Ultra Clean Holdings (UCTT)

• Market cap: $1.17B
• 1 day: 1.94%
• 5 days: 4.09%
• 1 month: 13.45%
• 3 months: 24.92%
• 6 months: 1.5%
• Year to date: -29.8%
• 1 year: -23.82%
• 5 years: 31.29%
• 10 years: 296.91%
• Sector: Technology
• Industry: Semiconductor Equipment & Materials

About: 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 Americas, Asia Pacific and EMEA.

Employees: 7,505

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $894M [Q1] → $950M (+$55.8M) [Q2]

0.63% more ownership

Funds ownership: 92.59% [Q1] → 93.21% (+0.63%) [Q2]

0% more funds holding

Funds holding: 227 [Q1] → 228 (+1) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

27% less call options, than puts

Call options by funds: $2.39M | Put options by funds: $3.26M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $30
• Avg. target: $30
• High target: $30

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Needham Charles Shi

$30

Buy Maintained

29 Jul 2025