Insider Selling: Ultra Clean (NASDAQ:UCTT) Insider Sells $896,414.93 in Stock

Ultra Clean Holdings, Inc. (NASDAQ:UCTT) insider Christopher Cook sold 11,903 shares of the company’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $75.31, for a total transaction of $896,414.93. Following the completion of the transaction, the insider directly owned 108,905 shares of the company’s stock, valued at approximately $8,201,635.55. The trade was a 9.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Ultra Clean Stock Performance

NASDAQ:UCTT opened at $83.46 on Thursday. The company has a debt-to-equity ratio of 0.86, a current ratio of 3.07 and a quick ratio of 1.72. The firm has a 50-day moving average of $66.79 and a two-hundred day moving average of $45.47. The stock has a market cap of $3.74 billion, a P/E ratio of -19.45, a PEG ratio of 1.16 and a beta of 1.94. Ultra Clean Holdings, Inc. has a 1-year low of $18.52 and a 1-year high of $87.68.

Ultra Clean (NASDAQ:UCTT) last posted its quarterly earnings data on Tuesday, April 28th. The semiconductor company reported $0.31 earnings per share for the quarter, beating analysts’ consensus estimates of $0.27 by $0.04. The company had revenue of $533.70 million during the quarter, compared to analysts’ expectations of $525.28 million. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same period in the prior year, the company posted $0.28 EPS. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. On average, research analysts expect that Ultra Clean Holdings, Inc. will post 2.04 earnings per share for the current fiscal year.

Trending Headlines about Ultra Clean

Here are the key news stories impacting Ultra Clean this week:

• Positive Sentiment: UBS initiated coverage with a Buy, which can lift demand and analyst visibility for UCTT. UBS initiates coverage of Ultra Clean Holdings (UCTT) with buy recommendation
• Positive Sentiment: Analyst upgrades and higher price targets from firms such as TD Cowen, Oppenheimer and Needham have raised the street’s valuation for UCTT, supporting the rally. Ultra Clean stock page
• Positive Sentiment: Consensus earnings estimate revisions are trending up, and Zacks highlights rising EPS forecasts — a fundamental driver that can justify higher share prices. Will Ultra Clean (UCTT) Gain on Rising Earnings Estimates?
• Positive Sentiment: Company announced participation in upcoming investor conferences — increases management access to investors and can help sustain multiple expansion if guidance and outlook resonate. Ultra Clean Announces Participation at Upcoming Investor Conferences
• Neutral Sentiment: Technical / thematic notes: Seeking Alpha flags WFE upgrades as supportive but suggests waiting for a pullback — useful for timing but not a clear catalyst. Ultra Clean- WFE Upgrades Bodes Well, But Preferable To Wait For A Pullback
• Neutral Sentiment: Coverage is mixed across outlets (analysts conflicted on several tech names including UCTT) — suggests some divergence in near‑term views despite bullish datapoints. Analysts Conflicted on These Technology Names
• Negative Sentiment: CFO Sheri Savage, a 17‑year finance leader at UCTT, announced retirement — could prompt near‑term uncertainty around financial execution and transition costs. Ultra Clean Holdings (UCTT) Announces Retirement of CFO Sheri Savage After 17-Year Tenure
• Negative Sentiment: Insider Christopher Cook sold ~11.9k shares (filed sale) — an execution that may be read negatively by some investors even if it’s routine or preplanned. Ultra Clean (NASDAQ:UCTT) Insider Buying and Selling

Hedge Funds Weigh In On Ultra Clean

Several large investors have recently modified their holdings of UCTT. Invesco Ltd. lifted its position in shares of Ultra Clean by 63.1% during the fourth quarter. Invesco Ltd. now owns 3,399,834 shares of the semiconductor company’s stock worth $86,118,000 after purchasing an additional 1,315,407 shares during the last quarter. Millennium Management LLC lifted its position in shares of Ultra Clean by 944.8% during the fourth quarter. Millennium Management LLC now owns 559,955 shares of the semiconductor company’s stock worth $14,184,000 after purchasing an additional 506,363 shares during the last quarter. SG Americas Securities LLC lifted its position in shares of Ultra Clean by 348.7% during the first quarter. SG Americas Securities LLC now owns 565,569 shares of the semiconductor company’s stock worth $35,167,000 after purchasing an additional 439,526 shares during the last quarter. Vanguard Group Inc. lifted its position in shares of Ultra Clean by 6.2% during the fourth quarter. Vanguard Group Inc. now owns 4,990,724 shares of the semiconductor company’s stock worth $126,415,000 after purchasing an additional 293,048 shares during the last quarter. Finally, JPMorgan Chase & Co. lifted its position in shares of Ultra Clean by 90.6% during the third quarter. JPMorgan Chase & Co. now owns 589,055 shares of the semiconductor company’s stock worth $16,052,000 after purchasing an additional 279,953 shares during the last quarter. Institutional investors own 96.06% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on UCTT shares. UBS Group started coverage on shares of Ultra Clean in a research report on Tuesday. They issued a “buy” rating and a $130.00 price objective for the company. TD Cowen increased their price target on shares of Ultra Clean from $70.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Needham & Company LLC increased their price target on shares of Ultra Clean from $70.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Oppenheimer increased their price target on shares of Ultra Clean from $85.00 to $100.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Finally, Zacks Research cut shares of Ultra Clean from a “strong-buy” rating to a “hold” rating in a research report on Friday, April 24th. Five analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Ultra Clean presently has an average rating of “Moderate Buy” and a consensus target price of $104.40.

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.