Ultra Clean (NASDAQ:UCTT) Releases Q3 2026 Earnings Guidance

Posted by Stanley Muller on Aug 5th, 2026

Ultra Clean (NASDAQ:UCTT – Get Free Report) updated its third quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 0.830-1.030 for the period, compared to the consensus earnings per share estimate of 0.670. The company issued revenue guidance of $700.0 million-$750.0 million, compared to the consensus revenue estimate of $667.6 million.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on UCTT shares. Weiss Ratings downgraded Ultra Clean from a “sell (d+)” rating to a “sell (d)” rating in a research note on Friday, July 24th. Needham & Company LLC lifted their price target on Ultra Clean from $92.00 to $125.00 and gave the company a “buy” rating in a research note on Tuesday. UBS Group reaffirmed a “buy” rating on shares of Ultra Clean in a report on Tuesday. Wall Street Zen cut Ultra Clean from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Oppenheimer raised their target price on Ultra Clean from $115.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has given a Sell rating to the company. According to MarketBeat, Ultra Clean currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.00.

Read Our Latest Stock Report on Ultra Clean

Ultra Clean Stock Down 5.2%

UCTT opened at $84.54 on Wednesday. The company has a market cap of $3.79 billion, a price-to-earnings ratio of -19.71, a PEG ratio of 1.19 and a beta of 1.88. Ultra Clean has a one year low of $21.49 and a one year high of $144.22. The business’s fifty day moving average is $100.57 and its two-hundred day moving average is $76.81. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.72 and a current ratio of 3.07.

Ultra Clean (NASDAQ:UCTT – Get Free Report) last posted its earnings results on Monday, August 3rd. The semiconductor company reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.17. The firm had revenue of $644.90 million during the quarter, compared to the consensus estimate of $587.65 million. Ultra Clean had a negative net margin of 1.07% and a positive return on equity of 6.90%. The firm’s revenue for the quarter was up 24.3% on a year-over-year basis. During the same period last year, the firm posted $0.27 EPS. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Analysts anticipate that Ultra Clean will post 2.14 EPS for the current fiscal year.

Insiders Place Their Bets

In other Ultra Clean news, insider Jeffrey L. Mckibben sold 4,205 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $87.00, for a total transaction of $365,835.00. Following the transaction, the insider owned 11,349 shares of the company’s stock, valued at $987,363. This represents a 27.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Emily M. Liggett sold 8,198 shares of Ultra Clean 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 of the company’s stock, valued at $3,516,851.36. This trade represents a 17.69% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 48,034 shares of company stock valued at $4,296,414. Insiders own 1.80% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Cubist Systematic Strategies LLC acquired a new stake in Ultra Clean during the second quarter worth about $4,347,000. Pathstone Holdings LLC lifted its stake in shares of Ultra Clean by 5.0% in the 3rd quarter. Pathstone Holdings LLC now owns 85,390 shares of the semiconductor company’s stock valued at $2,327,000 after purchasing an additional 4,038 shares in the last quarter. Swiss National Bank grew its holdings in shares of Ultra Clean by 2.2% during the 4th quarter. Swiss National Bank now owns 89,400 shares of the semiconductor company’s stock worth $2,265,000 after purchasing an additional 1,900 shares during the period. Russell Investments Group Ltd. increased its position in Ultra Clean by 823.0% during the 3rd quarter. Russell Investments Group Ltd. now owns 67,010 shares of the semiconductor company’s stock worth $1,826,000 after purchasing an additional 59,750 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings 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 buying an additional 13,005 shares during the period. Institutional investors and hedge funds own 96.06% of the company’s stock.

Ultra Clean Company Profile

(Get Free Report)

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.