Emerald Investment Advisers LLC Purchases New Position in Ultra Clean Holdings, Inc. $UCTT

Emerald Investment Advisers LLC acquired a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 49,855 shares of the semiconductor company’s stock, valued at approximately $7,109,000.

Other institutional investors have also recently bought and sold shares of the company. EverSource Wealth Advisors LLC increased its stake in Ultra Clean by 37.3% in the first quarter. EverSource Wealth Advisors LLC now owns 721 shares of the semiconductor company’s stock valued at $45,000 after purchasing an additional 196 shares in the last quarter. Kilter Group LLC bought a new position in shares of Ultra Clean during the second quarter worth $30,000. Quadrant Capital Group LLC boosted its position in shares of Ultra Clean by 40.3% during the fourth quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 284 shares in the last quarter. ProShare Advisors LLC grew its holdings in shares of Ultra Clean by 2.7% in the 4th quarter. ProShare Advisors LLC now owns 13,491 shares of the semiconductor company’s stock valued at $342,000 after buying an additional 350 shares during the period. Finally, State of Alaska Department of Revenue grew its holdings in shares of Ultra Clean by 1.6% in the 4th quarter. State of Alaska Department of Revenue now owns 25,093 shares of the semiconductor company’s stock valued at $635,000 after buying an additional 400 shares during the period. Institutional investors and hedge funds own 96.06% of the company’s stock.

Wall Street Analysts Forecast Growth

UCTT has been the topic of several research analyst reports. TD Cowen raised their price objective on Ultra Clean from $130.00 to $140.00 and gave the stock a “buy” rating in a research note on Tuesday, August 4th. Zacks Research raised Ultra Clean from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Weiss Ratings cut Ultra Clean from a “sell (d)” rating to a “sell (d-)” rating in a research note on Friday, August 7th. Needham & Company LLC raised their price target on Ultra Clean from $92.00 to $125.00 and gave the stock a “buy” rating in a research report on Tuesday, August 4th. Finally, Oppenheimer lifted their price objective on Ultra Clean from $115.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $129.00.

Ultra Clean Stock Up 4.7%

Shares of UCTT stock opened at $76.43 on Friday. Ultra Clean Holdings, Inc. has a 12-month low of $21.49 and a 12-month high of $144.22. The company has a quick ratio of 1.25, a current ratio of 2.73 and a debt-to-equity ratio of 0.84. The firm has a fifty day moving average of $98.44 and a 200-day moving average of $80.09. The company has a market capitalization of $3.43 billion, a price-to-earnings ratio of -146.98, a P/E/G ratio of 0.78 and a beta of 1.88.

Ultra Clean (NASDAQ:UCTT) last posted its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.70 EPS for the quarter, beating the consensus estimate of $0.53 by $0.17. The business had revenue of $644.90 million for the quarter, compared to analysts’ expectations of $587.65 million. Ultra Clean had a negative net margin of 1.07% and a positive return on equity of 6.99%. The firm’s revenue was up 24.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.27 EPS. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. As a group, equities research analysts predict that Ultra Clean Holdings, Inc. will post 2.67 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Ultra Clean news, General Counsel Paul Yoonku Cho sold 944 shares of Ultra Clean stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $89.37, for a total value of $84,365.28. Following the sale, the general counsel owned 22,941 shares of the company’s stock, valued at $2,050,237.17. This trade represents a 3.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Emily M. Liggett sold 8,198 shares of the business’s stock in a transaction dated 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 sale, the director owned 38,152 shares in the company, valued at approximately $3,516,851.36. This trade represents a 17.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 39,329 shares of company stock worth $3,540,599. Corporate insiders own 1.80% 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.