46,285 Shares in Ultra Clean Holdings, Inc. $UCTT Purchased by Lisanti Capital Growth LLC

Lisanti Capital Growth LLC purchased a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 46,285 shares of the semiconductor company’s stock, valued at approximately $6,600,000. Ultra Clean accounts for approximately 1.5% of Lisanti Capital Growth LLC’s investment portfolio, making the stock its 20th largest holding.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Quadrant Capital Group LLC grew its stake 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 valued at $25,000 after purchasing an additional 284 shares during the period. Danske Bank A S lifted its position in shares of Ultra Clean by 450.0% during the 4th quarter. Danske Bank A S now owns 1,100 shares of the semiconductor company’s stock worth $28,000 after buying an additional 900 shares during the period. AdvisorNet Financial Inc acquired a new stake in Ultra Clean in the 1st quarter valued at $34,000. Smartleaf Asset Management LLC boosted its stake in Ultra Clean by 472.9% in the 2nd quarter. Smartleaf Asset Management LLC now owns 1,713 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 1,414 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its stake in Ultra Clean by 37.3% in the 1st quarter. EverSource Wealth Advisors LLC now owns 721 shares of the semiconductor company’s stock valued at $45,000 after buying an additional 196 shares in the last quarter. 96.06% of the stock is owned by institutional investors and hedge funds.

Ultra Clean Trading Down 8.3%

UCTT stock opened at $75.01 on Thursday. The business has a fifty day moving average price of $99.72 and a 200 day moving average price of $79.91. The company has a debt-to-equity ratio of 0.84, a current ratio of 2.73 and a quick ratio of 1.25. Ultra Clean Holdings, Inc. has a fifty-two week low of $21.49 and a fifty-two week high of $144.22. The stock has a market capitalization of $3.36 billion, a price-to-earnings ratio of -144.25, a P/E/G ratio of 0.88 and a beta of 1.88.

Ultra Clean (NASDAQ:UCTT) last posted its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.70 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.17. The company had revenue of $644.90 million for the quarter, compared to analyst estimates of $587.65 million. Ultra Clean had a positive return on equity of 6.99% and a negative net margin of 1.07%.The business’s revenue was up 24.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.27 earnings per share. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Analysts expect that Ultra Clean Holdings, Inc. will post 2.67 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. TD Cowen increased their price objective on Ultra Clean from $130.00 to $140.00 and gave the stock a “buy” rating in a research note on Tuesday, August 4th. Needham & Company LLC upped their target price on shares of Ultra Clean from $92.00 to $125.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Wall Street Zen raised shares of Ultra Clean from a “hold” rating to a “buy” rating in a report on Sunday, August 9th. Zacks Research upgraded shares of Ultra Clean from a “hold” rating to a “strong-buy” rating in a research report on Monday, May 25th. Finally, Weiss Ratings downgraded shares of Ultra Clean from a “sell (d)” rating to a “sell (d-)” rating in a report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $129.00.

Insider Activity at Ultra Clean

In related news, General Counsel Paul Yoonku Cho sold 944 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $89.37, for a total transaction of $84,365.28. Following the transaction, the general counsel owned 22,941 shares in the company, valued at $2,050,237.17. This represents a 3.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction of $755,691.64. Following the sale, the director directly owned 38,152 shares in the company, valued at approximately $3,516,851.36. This represents a 17.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 39,329 shares of company stock valued at $3,540,599 over the last ninety days. 1.80% of the stock is owned by insiders.

Ultra Clean Profile

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.