Insider Selling: Ultra Clean (NASDAQ:UCTT) Insider Sells 11,478 Shares of Stock

Ultra Clean Holdings, Inc. (NASDAQ:UCTT) insider Christopher Cook sold 11,478 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $73.96, for a total value of $848,912.88. Following the transaction, the insider directly owned 97,427 shares of the company’s stock, valued at $7,205,700.92. The trade was a 10.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink.

Ultra Clean Price Performance

Shares of NASDAQ UCTT traded up $0.32 during midday trading on Wednesday, hitting $83.46. 1,349,600 shares of the company’s stock were exchanged, compared to its average volume of 1,083,982. Ultra Clean Holdings, Inc. has a 12-month low of $18.52 and a 12-month high of $87.68. The company has a current ratio of 3.07, a quick ratio of 1.72 and a debt-to-equity ratio of 0.86. The company has a market cap of $3.74 billion, a price-to-earnings ratio of -19.45, a PEG ratio of 1.16 and a beta of 1.94. The business’s fifty day moving average price is $66.79 and its two-hundred day moving average price is $45.47.

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

Analysts Set New Price Targets

Several research analysts have recently commented on UCTT shares. Craig Hallum reissued a “buy” rating and set a $100.00 price objective on shares of Ultra Clean in a report on Tuesday, February 24th. Needham & Company LLC upped their target price on Ultra Clean from $70.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. TD Cowen upped their target price on Ultra Clean from $70.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Oppenheimer upped their target price on Ultra Clean from $85.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Finally, Wall Street Zen raised Ultra Clean from a “hold” rating to a “buy” rating in a research note on Saturday. Five analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $104.40.

Institutional Trading of Ultra Clean

Several hedge funds and other institutional investors have recently bought and sold shares of UCTT. Royal Bank of Canada lifted its position in Ultra Clean by 35.8% in the first quarter. Royal Bank of Canada now owns 25,926 shares of the semiconductor company’s stock valued at $555,000 after purchasing an additional 6,841 shares during the last quarter. AQR Capital Management LLC lifted its position in Ultra Clean by 16.9% in the first quarter. AQR Capital Management LLC now owns 198,791 shares of the semiconductor company’s stock valued at $4,256,000 after purchasing an additional 28,690 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Ultra Clean by 5.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,425 shares of the semiconductor company’s stock valued at $566,000 after purchasing an additional 1,257 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Ultra Clean by 18.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 85,094 shares of the semiconductor company’s stock valued at $1,822,000 after purchasing an additional 13,005 shares during the last quarter. Finally, Jane Street Group LLC lifted its position in Ultra Clean by 1,987.5% in the first quarter. Jane Street Group LLC now owns 148,214 shares of the semiconductor company’s stock valued at $3,173,000 after purchasing an additional 141,114 shares during the last quarter. Institutional investors own 96.06% of the company’s stock.

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.