
Ultra Clean (UCTT) Stock Forecast & Price Target
Ultra Clean (UCTT) Analyst Ratings
Bulls say
Ultra Clean Holdings Inc. is positioned favorably in the semiconductor capital equipment industry, evidenced by an increase in revenue and net growth earnings per share (NG EPS) estimates for 4Q25 and 2026. The company recently secured new contracts with a European original equipment manufacturer (OEM), interpreted as ASML, which is likely to generate additional revenue streams from newly qualified subsystems and components beginning in 4Q25. In addition, Ultra Clean's strong performance in 2Q25, driven by substantial demand from its China operations, highlights its potential for further growth amidst a recovering global semiconductor market.
Bears say
Ultra Clean Holdings Inc. faces a negative outlook due to projected declines in adjusted wafer fabrication equipment (WFE) for 2025 and 2026, with expectations of flat to down performance across key segments such as leading-edge logic, mature-node logic, and memory. In addition, revenue performance from major customers like Lam Research Corporation and Applied Materials has shown concerning trends, with Lam's revenue declining by 9% quarter-over-quarter and Applied's remaining flat. These factors collectively indicate potential challenges in sustaining revenue growth and profitability in the upcoming periods.
This aggregate rating is based on analysts' research of Ultra Clean and is not a guaranteed prediction by Public.com or investment advice.
Ultra Clean (UCTT) Analyst Forecast & Price Prediction
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