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

Ultra Clean (NASDAQ:UCTT) issued an update on its first quarter 2026 earnings guidance on Monday morning. The company provided EPS guidance of 0.180-0.340 for the period, compared to the consensus EPS 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.

Analysts Set New Price Targets

Several research analysts have recently commented on UCTT shares. Needham & Company LLC lifted their price target on Ultra Clean from $35.00 to $50.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Weiss Ratings restated a “sell (d)” rating on shares of Ultra Clean in a research report on Monday, December 29th. Oppenheimer reaffirmed an “outperform” rating on shares of Ultra Clean in a research note on Wednesday, October 29th. Finally, TD Cowen increased their price target on shares of Ultra Clean from $30.00 to $35.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Three analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $38.33.

Ultra Clean Trading Up 3.8%

NASDAQ:UCTT traded up $2.26 during trading hours on Monday, reaching $61.41. 1,623,729 shares of the stock were exchanged, compared to its average volume of 1,183,790. Ultra Clean has a twelve month low of $16.66 and a twelve month high of $61.64. The business has a 50-day moving average of $39.50 and a two-hundred day moving average of $30.73. The company has a market capitalization of $2.79 billion, a price-to-earnings ratio of -17.20, a PEG ratio of 1.74 and a beta of 2.02. The company has a quick ratio of 1.91, a current ratio of 3.21 and a debt-to-equity ratio of 0.60.

Insider Buying and Selling

In related news, Director David T. Ibnale sold 23,500 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The stock was 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 in the company, valued at $1,204,767.83. This trade represents a 34.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 1.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Royal Bank of Canada boosted its stake in Ultra Clean by 35.8% in the first quarter. Royal Bank of Canada now owns 25,926 shares of the semiconductor company’s stock valued at $555,000 after acquiring an additional 6,841 shares in the last quarter. AQR Capital Management LLC increased its position in Ultra Clean by 16.9% during the first quarter. AQR Capital Management LLC now owns 198,791 shares of the semiconductor company’s stock worth $4,256,000 after buying an additional 28,690 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Ultra Clean by 5.0% in 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 acquiring an additional 1,257 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Ultra Clean by 18.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 85,094 shares of the semiconductor company’s stock worth $1,822,000 after acquiring an additional 13,005 shares during the last quarter. Finally, Jane Street Group LLC increased its holdings in shares of Ultra Clean by 1,987.5% in the 1st quarter. Jane Street Group LLC now owns 148,214 shares of the semiconductor company’s stock valued at $3,173,000 after acquiring an additional 141,114 shares during the period. Institutional investors and hedge funds own 96.06% of the company’s stock.

Ultra Clean Company 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.