51,415 Shares in Ultra Clean Holdings, Inc. $UCTT Purchased by Lombard Odier Asset Management Europe Ltd

Lombard Odier Asset Management Europe Ltd purchased a new stake in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 51,415 shares of the semiconductor company’s stock, valued at approximately $3,197,000.

A number of other hedge funds have also recently bought and sold shares of the stock. Entropy Technologies LP acquired a new position in shares of Ultra Clean during the 1st quarter worth approximately $567,000. Gabelli Funds LLC boosted its holdings in shares of Ultra Clean by 16.1% in the 1st quarter. Gabelli Funds LLC now owns 30,000 shares of the semiconductor company’s stock valued at $1,865,000 after buying an additional 4,153 shares during the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in shares of Ultra Clean in the 1st quarter valued at approximately $3,509,000. Caxton Associates LLP grew its stake in shares of Ultra Clean by 32.8% in the first quarter. Caxton Associates LLP now owns 23,977 shares of the semiconductor company’s stock valued at $1,491,000 after buying an additional 5,922 shares in the last quarter. Finally, Sei Investments Co. grew its stake in shares of Ultra Clean by 774.8% in the first quarter. Sei Investments Co. now owns 77,983 shares of the semiconductor company’s stock valued at $4,849,000 after buying an additional 69,069 shares in the last quarter. 96.06% of the stock is currently owned by institutional investors.

Ultra Clean Stock Performance

NASDAQ UCTT opened at $92.75 on Friday. The stock has a market cap of $4.16 billion, a PE ratio of -21.62, a P/E/G ratio of 1.24 and a beta of 1.83. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.72 and a current ratio of 3.07. The firm has a 50-day moving average of $100.50 and a 200-day moving average of $74.18. Ultra Clean Holdings, Inc. has a 52-week low of $21.28 and a 52-week high of $144.22.

Ultra Clean (NASDAQ:UCTT) last announced its quarterly earnings results on Tuesday, April 28th. The semiconductor company reported $0.31 EPS for the quarter, beating analysts’ consensus estimates of $0.27 by $0.04. The business had revenue of $533.70 million for the quarter, compared to analyst estimates of $525.28 million. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. Ultra Clean’s quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.28 EPS. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. On average, sell-side analysts anticipate that Ultra Clean Holdings, Inc. will post 2.14 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms have issued reports on UCTT. Oppenheimer upped their price target on shares of Ultra Clean from $100.00 to $115.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 9th. Zacks Research raised shares of Ultra Clean from a “hold” rating to a “strong-buy” rating in a research report on Monday, May 25th. UBS Group started coverage on shares of Ultra Clean in a research note on Tuesday, May 5th. They set a “buy” rating and a $130.00 price objective on the stock. Wall Street Zen raised shares of Ultra Clean from a “hold” rating to a “buy” rating in a report on Tuesday, July 7th. Finally, Needham & Company LLC raised their target price on shares of Ultra Clean from $70.00 to $92.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $113.40.

Insider Activity at Ultra Clean

In other Ultra Clean news, CFO Sheri Savage sold 15,766 shares of Ultra Clean stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $89.47, for a total value of $1,410,584.02. Following the completion of the sale, the chief financial officer owned 50,710 shares in the company, valued at $4,537,023.70. The trade was a 23.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jamie J. Palfrey sold 8,691 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $79.72, for a total transaction of $692,846.52. Following the completion of the sale, the senior vice president directly owned 16,446 shares of the company’s stock, valued at $1,311,075.12. This represents a 34.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 80,106 shares of company stock valued at $6,734,589. 1.80% of the stock is currently owned by insiders.

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.