Cooper Creek Partners Management LLC Takes $36.49 Million Position in Ultra Clean Holdings, Inc. $UCTT

Cooper Creek Partners Management LLC purchased a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the 1st quarter, Holdings Channel.com reports. The institutional investor purchased 586,773 shares of the semiconductor company’s stock, valued at approximately $36,486,000. Ultra Clean comprises 1.2% of Cooper Creek Partners Management LLC’s holdings, making the stock its 29th biggest position.

Several other large investors also recently added to or reduced their stakes in the company. Lombard Odier Asset Management Europe Ltd bought a new stake in Ultra Clean in the 1st quarter valued at about $3,197,000. Entropy Technologies LP bought a new position in Ultra Clean during the first quarter worth about $567,000. Gabelli Funds LLC boosted its position in Ultra Clean by 16.1% during the first quarter. Gabelli Funds LLC now owns 30,000 shares of the semiconductor company’s stock worth $1,865,000 after purchasing an additional 4,153 shares during the period. Arrowstreet Capital Limited Partnership purchased a new position in shares of Ultra Clean in the first quarter worth about $3,509,000. Finally, Caxton Associates LLP increased 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 worth $1,491,000 after purchasing an additional 5,922 shares in the last quarter. Hedge funds and other institutional investors own 96.06% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Needham & Company LLC boosted their price target on shares of Ultra Clean from $70.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. UBS Group started coverage on shares of Ultra Clean in a report on Tuesday, May 5th. They issued a “buy” rating and a $130.00 price objective for the company. TD Cowen lifted their price objective on shares of Ultra Clean from $100.00 to $130.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. Zacks Research raised shares of Ultra Clean from a “hold” rating to a “strong-buy” rating in a report on Monday, May 25th. Finally, Weiss Ratings upgraded Ultra Clean from a “sell (d)” rating to a “sell (d+)” rating in a research report on Friday, July 10th. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $113.40.

Insider Buying and Selling at Ultra Clean

In other Ultra Clean news, Director Emily M. Liggett sold 8,198 shares of the firm’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $92.18, for a total value of $755,691.64. Following the completion of the transaction, the director directly owned 38,152 shares of the company’s stock, valued at $3,516,851.36. This trade represents a 17.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Jamie J. Palfrey sold 8,691 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $79.72, for a total transaction of $692,846.52. Following the transaction, the senior vice president owned 16,446 shares of the company’s stock, valued at $1,311,075.12. This trade represents a 34.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 80,106 shares of company stock worth $6,734,589 in the last ninety days. Insiders own 1.80% of the company’s stock.

Ultra Clean Stock Down 7.8%

UCTT stock opened at $92.75 on Friday. The stock has a 50-day simple moving average of $100.50 and a two-hundred day simple moving average of $74.18. Ultra Clean Holdings, Inc. has a twelve month low of $21.28 and a twelve month high of $144.22. The firm has a market capitalization of $4.16 billion, a PE ratio of -21.62, a PEG ratio of 1.24 and a beta of 1.83. The company has a quick ratio of 1.72, a current ratio of 3.07 and a debt-to-equity ratio of 0.86.

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

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.