
Ultra Clean (UCTT) Stock Forecast & Price Target
Ultra Clean (UCTT) Analyst Ratings
Bulls say
Ultra Clean Holdings Inc. has experienced an upward revision in revenue and net gross earnings per share (NG EPS) estimates for the fourth quarter of 2025 and 2026, indicating strong financial projections. The normalization of inventories at key customers is expected to facilitate immediate revenue growth, particularly as the semiconductor capital equipment industry enters an upcycle. Furthermore, management anticipates revenue increases from recent wins with a European original equipment manufacturer, which has recognized Ultra Clean for additional subsystems and components, promising additional revenue potential beginning in late 2025.
Bears say
Ultra Clean Holdings Inc. is experiencing negative momentum, with 4Q25 guidance indicating a slight decline in revenue and normalized earnings per share (EPS), driven by lower gross margins. The company's third-quarter revenue of $505 million showed a decrease of 2% quarter-over-quarter and 6% year-over-year, primarily due to a decline in the Products segment, despite a modest increase in Services revenue. Furthermore, industry forecasts for 2025 suggest that adjusted wafer front-end (WFE) metrics are expected to remain flat to down, indicating potential challenges in demand across multiple sectors, including leading-edge logic and memory, which could adversely impact future earnings.
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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