Ultra Clean (NASDAQ:UCTT) Updates Q3 2026 Earnings Guidance

Ultra Clean (NASDAQ:UCTT) updated its third quarter 2026 earnings guidance on Monday morning. The company provided EPS guidance of 0.830-1.030 for the period, compared to the consensus EPS estimate of 0.670. The company issued revenue guidance of $700.0 million-$750.0 million, compared to the consensus revenue estimate of $667.6 million.

Analyst Ratings Changes

A number of brokerages have commented on UCTT. Weiss Ratings lowered Ultra Clean from a “sell (d+)” rating to a “sell (d)” rating in a research report on Friday, July 24th. Oppenheimer upped their target price on Ultra Clean from $100.00 to $115.00 and gave the company an “outperform” rating in a 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. Wall Street Zen cut shares of Ultra Clean from a “buy” rating to a “hold” rating in a report on Saturday. Finally, UBS Group initiated coverage on shares of Ultra Clean in a research report on Tuesday, May 5th. They set a “buy” rating and a $130.00 price objective on the stock. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Ultra Clean currently has an average rating of “Buy” and an average target price of $113.40.

Ultra Clean Stock Up 7.0%

Shares of UCTT traded up $5.86 during midday trading on Monday, reaching $89.17. 1,527,414 shares of the stock were exchanged, compared to its average volume of 1,342,197. Ultra Clean has a 12-month low of $21.49 and a 12-month high of $144.22. The firm has a 50 day simple moving average of $100.52 and a 200-day simple moving average of $76.14. The company has a quick ratio of 1.72, a current ratio of 3.07 and a debt-to-equity ratio of 0.86. The company has a market cap of $4.00 billion, a price-to-earnings ratio of -20.79, a P/E/G ratio of 1.11 and a beta of 1.88.

Ultra Clean (NASDAQ:UCTT) last announced its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.56 EPS for the quarter, beating the consensus estimate of $0.53 by $0.03. Ultra Clean had a positive return on equity of 4.28% and a negative net margin of 9.38%.Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Research analysts forecast that Ultra Clean will post 2.14 EPS for the current year.

Insider Transactions at Ultra Clean

In other Ultra Clean news, CFO Sheri Savage sold 15,766 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $89.47, for a total transaction of $1,410,584.02. Following the transaction, the chief financial officer directly owned 50,710 shares in the company, valued at $4,537,023.70. This trade represents a 23.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 stock was sold at an average price of $79.72, for a total value 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. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 56,725 shares of company stock valued at $4,989,261 in the last three months. 1.80% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Quadrant Capital Group LLC lifted its holdings in Ultra Clean by 40.3% in the 4th quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 284 shares during the last quarter. Smartleaf Asset Management LLC grew its holdings in Ultra Clean by 472.9% during the second quarter. Smartleaf Asset Management LLC now owns 1,713 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 1,414 shares during the last quarter. Advisory Services Network LLC acquired a new position in Ultra Clean during the third quarter valued at approximately $45,000. State of Wyoming raised its position in shares of Ultra Clean by 45.7% in the fourth quarter. State of Wyoming now owns 1,825 shares of the semiconductor company’s stock valued at $46,000 after purchasing an additional 572 shares during the period. Finally, Wexford Capital LP bought a new position in shares of Ultra Clean in the third quarter valued at approximately $64,000. 96.06% of the stock is owned by institutional investors.

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.