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- $2.2BMarket Cap
- 80.98%1-Year Change
- Semiconductor Equipment & MaterialsIndustry
Ultra Clean Hldg (UCTT)
Key Performance
More- Earnings Score: 23
- Momentum Score: 48
- True Yield: N/A
- Financial Health Score: 88
Latest Research & News
Ultra Clean Holdings: 3 Key Takeaways for Long-Term Investors
Ultra Clean Holdings reported record Q3 2026 revenue of $759 million, up 48.8% year-over-year, driven by semiconductor industry expansion. The company secured eight new program wins with major equipment makers through early design collaboration and expanded manufacturing capacity across multiple regions. Management expects wafer fab equipment spending to exceed $200 billion in 2027 as AI workloads drive semiconductor demand.
11/09/2026, 10:24 PM • The Motley Fool
Why Ultra Clean Holdings Rallied Today
Ultra Clean Holdings (UCTT) surged 8.55% after delivering strong Q3 earnings with revenue up 48.8% to $759M and EPS up 64.3% to $1.15, both beating expectations. The company raised guidance to $800-860M for the current quarter and outlined a path to 20% gross margins. The rally was also supported by broad AI sector strength following Anthropic's S-1 filing and strong earnings across the semiconductor equipment space.
10/28/2026, 4:44 PM • The Motley Fool
What Does the Ultra Clean CFO's Sale of Company Shares Worth $1.3 Million Mean for Investors?
Ultra Clean Holdings CFO Sheri Savage sold 14,421 shares worth $1.3 million on June 4, 2026, representing 17.83% of her direct holdings. The sale is not concerning for investors as Savage announced her retirement in April and retained over 66,000 shares, demonstrating continued confidence in the company. The stock has surged 345% year-over-year, driven by strong semiconductor demand from the AI industry.
06/12/2026, 11:01 PM • The Motley Fool
Ultra Clean Holdings' Chief Human Resources Officer Jamie Palfrey sold 8,691 shares worth approximately $693,000 on May 5, 2026, reducing her direct holdings by 34.57%. The sale occurred as the stock surged 332.47% over the past year, driven by strong semiconductor demand and AI sector enthusiasm. The transaction price of $79.72 was below the market close, and analysts suggest the stock's elevated price-to-sales ratio of 2.0 makes it a good time for current holders to sell, while potential buyers should wait for a price correction.
05/11/2026, 10:34 AM • The Motley Fool
Small-Cap Stocks to Watch in 2026 as Investors Rotate Out of Big Tech
The Russell 2000 small-cap index is up 11% year-to-date, with analysts expecting strong performance in 2026 as investors rotate away from overvalued mega-cap tech stocks. Five small-cap stocks are highlighted as potential opportunities: Gorman-Rupp (pump systems), Ultra Clean Holdings (semiconductor supplies), Select Water Solutions (water management), Evolv Technologies (AI security), and Wolverine World Wide (footwear).
12/22/2025, 9:34 AM • Investing
Ultra Clean Posts Q2 Revenue Beat
Ultra Clean reported Q2 2025 earnings with $518.8 million revenue, matching analyst expectations but experiencing weak profitability due to a significant non-cash goodwill impairment. The company faces ongoing challenges in semiconductor industry demand and operational efficiency.
07/30/2025, 12:22 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 11/10/2026
Company Profile
Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally. The company offers outsourced solutions for the development, design, component sourcing and cleaning, prototyping, engineering, and manufacturing and testing of advanced systems. It also provides a range of gas delivery solutions, such as precision thermal products, valves, connectors, industrial process connectors and valves, pneumatic actuators, manifolds and safety solutions, hoses, pressure gauges, gas lines, and component heaters, as well as complex weldments. In addition, the company offers assemblies, including gas and fluid delivery solutions, wafer transport systems, mechatronic assemblies, process modules, and sub-fab process equipment support racks; weldments and frames with exacting standards; heaters, sensors, and controllers for precise temperature control; integrated device manufacturers and OEMs validated process tool chamber parts cleaning and coating services; and tool part process optimization solutions, analytical verification of process tool chamber part cleaning effectiveness and micro contamination analysis of tool parts, wafers and depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contamination. It primarily serves customers in the semiconductor capital equipment and semiconductor integrated device manufacturing industries, as well as display, consumer, medical, energy, industrial, and research equipment industries. The company was founded in 1991 and is headquartered in Hayward, California.
Key Executives
- Sheri L. Savage
- Michael D. Keogh Jr.
- Jinsong Xiao
- Christopher S. Cook
- Robert Wunar
Current Ownership Distribution
- Mutual Funds817.1M (50.54%)
- Institutions788.0M (48.74%)
- Insiders11.7M (0.73%)
- Other0 (0.00%)