Market Cap
$3.7B
UCTT
Ultra Clean Holdings, Inc.
$75.87 ▼ -3.52%
Prev close $78.64Market cap$3.7B
ConsensusStrong Buy
12-mo target$137.00 (+81.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)24 New Institutional Positions26 Institutional Exits Semiconductors
Snapshot
The big-picture read on UCTT right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$5.9B
Inst. Activity
24 buys / 26 sells
Insider Activity
$0.00 buy / $2.7M sell
Insider Net $
-$2.7M
SEC Reports
17
Price chart 30d +14.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 other
Ultra Clean Appoints Alexander Davern to Board of Directors
HAYWARD, Calif., Sept. 30, 2026 /PRNewswire/ -- /PRNewswire/ — Ultra Clean Holdings, Inc. (Nasdaq: U
Aug 31, 2026 Insider
Keogh Michael Dennis was granted 20,917 shares
Chief Financial Officer
Aug 31, 2026 Insider
Aug 14, 2026 SEC Cook Christopher S surrendered for taxes 12,497 shares
President, Products Division @ $67.83 ($847.7K)
Ultra Clean Holdings entered into an at-the-market (ATM) equity offering sales agreement with UBS, Barclays, Craig-Hallu
8-K — Impact 6/10
Ultra Clean Holdings filed a 424B5 prospectus supplement to establish an at-the-market (ATM) equity offering of up to $4
424B5 — Impact 6/10
Ultra Clean Holdings crushed Q2 2026 expectations with non-GAAP EPS of $0.70 (32% above $0.53 consensus) on revenue of $
PRESS-RELEASE — Impact 8/10
Jul 2, 2026 Insider
HARDING BRIAN E sold 1,203 shares
Chief Accounting Officer @ $130.12 ($156.5K)
Jun 30, 2026 Inst.
Capital World Investors — NEW
2,580,132 shares ($367.9M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 4, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 4, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 4, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 9, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jun 9, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| May 5, 2026 | UBS | INITIATE | Buy | 55% |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 29, 2026 | Needham | MAINTAIN | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Aug 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Apr 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% |
Price targets
Where 5 covering analysts think UCTT trades over the next 12 months.
$137.00 +81.2% upside Strong Buy
Current$75.59 Low$120.00 Median$140.00 High$150.00 5 analysts
$120.00$150.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 1 bullish, 2 bearish, 0 mixed, 14 neutral · avg impact 3.5/10.
BEARISH8-K6/10
Ultra Clean Holdings entered into an at-the-market (ATM) equity offering sales agreement with UBS, B
Aug 14, 2026
BEARISH424B56/10
Ultra Clean Holdings filed a 424B5 prospectus supplement to establish an at-the-market (ATM) equity
Aug 14, 2026
BULLISHPRESS-RELEASE8/10
Ultra Clean Holdings crushed Q2 2026 expectations with non-GAAP EPS of $0.70 (32% above $0.53 consen
Aug 3, 2026
NEUTRALCLUSTER2/10
Three UCTT insiders (CFO, Chief Accounting Officer, General Counsel) sold a total of $136K in open-m
Jun 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
other
Ultra Clean Appoints Alexander Davern to Board of Directors
HAYWARD, Calif., Sept. 30, 2026 /PRNewswire/ -- /PRNewswire/ — Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the appointment of Alexander
Sep 8, 2026
short_volume
Short Volume: UCTT — 63.0% short (0.3M / 0.5M)
Short: 320,738 | Exempt: 47 | TRF Vol: 508,960 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Sep 4, 2026
short_volume
Short Volume: UCTT — 81.9% short (0.7M / 0.9M)
Short: 711,520 | Exempt: 356 | TRF Vol: 868,782 | Short Ratio: 81.9% | Off-exchange volume (dark pool + OTC)
Aug 3, 2026
earnings
Ultra Clean Reports Second Quarter 2026 Financial Results
HAYWARD, Calif., Aug. 3, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today reported its financial results for the second quarter e
Aug 3, 2026
earnings_calendar
UCTT Q2 2026 Earnings Scheduled — 2026-08-03
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.95 | $0.91–$1.03 | 237.6% | +41.8% | 3↑ 0↓ | $0.7B | 5 |
| Next Q | $1.21 | $1.09–$1.50 | 448.9% | +43.8% | 3↑ 0↓ | $0.8B | 5 |
| Current FY | $3.16 | $3.03–$3.54 | 201.4% | +35.6% | 3↑ 0↓ | $2.7B | 5 |
| Next FY | $5.87 | $5.08–$6.59 | 85.5% | +49.1% | 4↑ 0↓ | $3.9B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.945 | — |
| 7d ago | $0.770 | +0.175 |
| 30d ago | $0.667 | +0.279 |
| 60d ago | $0.657 | +0.289 |
| 90d ago | $0.657 | +0.289 |
Institutional ownership
Which big funds own UCTT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.9B total value (41,869,811 shares) as of 2026-Q2. Top holders: BlackRock,, Invesco, VANGUARD. Net selling activity: 26 institutions trimmed/exited vs 24 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,919,992 | $986.7M | 16.7% | — |
| Invesco Ltd. | 3,124,839 | $445.6M | 7.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,757,438 | $393.2M | 6.7% | — |
| Capital World Investors | 2,580,132 | $367.9M | 6.2% | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,101,200 | $299.6M | 5.1% | TRIM -40.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,909,026 | $272.2M | 4.6% | — |
| TORONTO DOMINION BANK | 1,900,000 | $270.9M | 4.6% | — |
| STATE STREET CORP | 1,802,261 | $257.0M | 4.4% | — |
| Boston Partners | 1,360,211 | $191.9M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,317,631 | $187.9M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | NEW | — | 2,580,132 | — | $367.9M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | TRIM | 1,787,451 | 667,532 | -62.7% | $95.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 412,699 | 624,028 | +51.2% | $89.0M |
| D. E. Shaw & Co., Inc. | TRIM | 1,183,257 | 619,802 | -47.6% | $88.4M |
| MORGAN STANLEY | TRIM | 911,700 | 549,240 | -39.8% | $78.3M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 685,436 | 388,205 | -43.4% | $55.4M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 171,602 | 348,875 | +103.3% | $49.7M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 57,182 | 793,936 | +1288.4% | $49.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 503,328 | 345,842 | -31.3% | $49.3M |
| Allspring Global Investments Holdings, LLC | ADD | 158,256 | 315,916 | +99.6% | $40.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$2.7M — $0.00 bought, $2.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Keogh Michael Dennis | Chief Financial Officer | AWARD | 20,917 | — | — |
| Aug 31, 2026 | Cook Christopher S | President, Products Division | TAX W/H | 12,497 | $67.83 | $847.7K |
| Jul 2, 2026 | HARDING BRIAN E | Chief Accounting Officer | SELL | 1,203 | $130.12 | $156.5K |
| Jul 2, 2026 | HARDING BRIAN E | Chief Accounting Officer | SELL | 2,194 | $128.37 | $281.6K |
| Jul 2, 2026 | HARDING BRIAN E | Chief Accounting Officer | SELL | 440 | $126.92 | $55.8K |
| Jun 26, 2026 | HARDING BRIAN E | Chief Accounting Officer | AWARD | 9,363 | — | — |
| Jun 4, 2026 | HARDING BRIAN E | Chief Accounting Officer | SELL | 196 | $85.86 | $16.8K |
| Jun 4, 2026 | Savage Sheri | CFO | SELL | 396 | $87.24 | $34.5K |
| Jun 4, 2026 | Savage Sheri | CFO | SELL | 600 | $87.37 | $52.4K |
| Jun 4, 2026 | Savage Sheri | CFO | SELL | 1,070 | $88.69 | $94.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UCTT.
Shares short
3,618,539
Settlement Sep 15, 2026
Change vs prior
+0.2%
Semi-monthly cycle
Days to cover
4.4
At avg daily volume
Of shares outstanding
≈8.0%
Estimate — not % of float
All UCTT filing & press-release reports (17)
- 8-K reportAug 14, 2026
- 424B5 reportAug 14, 2026
- PRESS-RELEASE reportAug 3, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 4, 2026
- 144 reportMay 27, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 12, 2026
- CLUSTER reportMay 8, 2026
- CLUSTER reportMay 6, 2026
- CLUSTER reportMay 5, 2026
- 10-Q/A reportMay 1, 2026
- 8-K reportApr 24, 2026
- 8-K reportFeb 27, 2026
- 8-K reportFeb 25, 2026