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Ultra Clean Holdings (CH:UCE)
:UCE

Ultra Clean Holdings (UCE) Price & Analysis

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UCE Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Strong Demand And Growth OutlookRecord quarterly revenue and constructive next-quarter guidance indicate strengthening demand across UCTT’s semiconductor supply-chain offerings. Continued growth would improve operating leverage, support customer relationships, and provide a stronger base for sustained earnings expansion over the next several quarters.
Capacity Expansion Supports Long-term GrowthNew clean-room capacity and planned expansions in Malaysia, Singapore, and the Czech Republic give UCTT infrastructure to support larger customer programs. The investment aligns manufacturing capability with expected wafer-fabrication-equipment demand and can strengthen its role in future tool production.
Customer Concentration Is ImprovingA lower share of revenue from the two largest customers suggests broader customer participation and reduced dependence on a narrow account base. Greater diversification can make demand more resilient, improve negotiating balance, and support steadier utilization of UCTT’s manufacturing platform.
Bears Say
Persistent Cash ConsumptionNegative operating and free cash flow show that UCTT is not currently funding operations and investment internally. If cash conversion remains weak, the company may need additional financing, while working-capital demands could constrain investment and reduce flexibility during semiconductor downturns.
Elevated Leverage Limits FlexibilityDebt exceeding equity increases the financial burden on a business whose end markets and customer tool builds are cyclical. Elevated leverage can restrict capital allocation, raise sensitivity to weaker demand, and make it harder to sustain expansion if cash generation does not improve.
Thin And Volatile ProfitabilityNear-breakeven profitability leaves limited protection if volumes soften, costs rise, or product and regional mix shifts unfavorably. The history of large earnings swings also reduces confidence that recent margin improvement will persist consistently through the semiconductor cycle.

Ultra Clean Holdings News

UCE FAQ

What was Ultra Clean Holdings’s price range in the past 12 months?
Currently, no data Available
What is Ultra Clean Holdings’s market cap?
Ultra Clean Holdings’s market cap is CHF2.54B.
    When is Ultra Clean Holdings’s upcoming earnings report date?
    Ultra Clean Holdings’s upcoming earnings report date is Oct 27, 2026 which is in 17 days.
      How were Ultra Clean Holdings’s earnings last quarter?
      Ultra Clean Holdings released its earnings results on Aug 03, 2026. The company reported CHF0.581 earnings per share for the quarter, beating the consensus estimate of CHF0.441 by CHF0.14.
        Is Ultra Clean Holdings overvalued?
        According to Wall Street analysts Ultra Clean Holdings’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Ultra Clean Holdings pay dividends?
          Ultra Clean Holdings does not currently pay dividends.
          What is Ultra Clean Holdings’s EPS estimate?
          Ultra Clean Holdings’s EPS estimate is 0.78.
            How many shares outstanding does Ultra Clean Holdings have?
            Currently, no data Available
            What happened to Ultra Clean Holdings’s price movement after its last earnings report?
            Ultra Clean Holdings reported an EPS of CHF0.581 in its last earnings report, beating expectations of CHF0.441. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Ultra Clean Holdings?
              Currently, no hedge funds are holding shares in CH:UCE
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Ultra Clean Holdings

                Ultra Clean Holdings, Inc. specializes in providing essential subsystems, intricate components, precision parts, and rigorous ultra-high purity cleaning and sophisticated analytical verification services. The company primarily caters to the global semiconductor sector, operating across the U.S. and internationally. Their extensive product portfolio includes ultra-clean valves, high-purity and industrial process connectors, pneumatic actuators, manifolds, safety solutions, hoses, pressure gauges, and heaters for gas lines and components. They also supply specialized chemical delivery modules engineered to transport gases and reactive chemicals in liquid or gaseous forms from a central point to reaction chambers. Furthermore, they offer comprehensive gas delivery systems, encompassing weldments, filters, precise mass flow controllers, regulators, pressure transducers, various valves, component heaters, and integrated electronic or pneumatic control systems. Ultra Clean Holdings also provides a range of industrial and automation production machinery, alongside fluid delivery systems that incorporate multiple chemical delivery units, PFA tubing, filters, flow controllers, regulators, component heaters, and integrated electronic/pneumatic controls. Additionally, the company engineers precision robotic systems, top-plate and frame assemblies, and process modules – which are vital subsystems within semiconductor manufacturing tools designed to process integrated circuits onto wafers – along with other advanced high-level assemblies. Beyond manufacturing, Ultra Clean Holdings offers critical services such as cleaning and coating for tool chamber components. They conduct specialized micro-contamination analysis, evaluating tool parts, wafers, depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contaminants. The company also provides analytical verification specifically for the cleanliness of process tool chamber components. Their principal clientele includes original equipment manufacturers (OEMs) within the semiconductor capital equipment and integrated device manufacturing industries. Beyond semiconductors, they also cater to the display, consumer, medical, energy, industrial, and research equipment sectors. Established in 1991, the corporation maintains its headquarters in Hayward, California.

                Ultra Clean Holdings (UCE) Earnings & Revenues

                UCE Company Deck

                UCE Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call conveyed strong operational momentum and execution: record revenue, robust product growth, improved overall margins, doubled net income and clear capacity expansion plans (26,000 sq ft added, $4B run-rate target by mid-2027). Strategic initiatives — MPX Center of Excellence and digital transformation — and proactive supply-chain actions support the growth thesis. Offsetting items include a meaningful decline in cash, negative operating cash flow from inventory buildups, higher absolute operating spend, services margin compression, and margin sensitivity to mix and regional factors. Management provided constructive Q3 guidance and reiterated targets (20% gross margin at a $4B run rate), but also flagged timing/recognition risks with large customers and potential industry supply-chain pressure as WFE scales. Overall, the positives from accelerating revenue, margin improvement and clear capacity roadmap outweigh the near-term liquidity and margin variability concerns.View all CH:UCE earnings summaries

                UCE Stock 12 Month Forecast

                Average Price Target

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