
Ultra Clean (UCTT) Stock Forecast & Price Target
Ultra Clean (UCTT) Analyst Ratings
Bulls say
Ultra Clean Holdings Inc. has demonstrated positive financial momentum, with increased revenue and next-generation earnings per share (NG EPS) estimates for both the fourth quarter of 2025 and the entirety of 2026, indicating strong forward guidance. The normalization of inventories at major customers and the anticipated revenue contributions from new contracts with European original equipment manufacturers suggest an imminent revenue uptick as demand in the wafer fabrication equipment market improves. Additionally, noteworthy profitability was reflected through strong NG gross margins owing to a favorable product mix, enhanced utilization rates, and a robust strategy to mitigate tariff costs, all contributing to the company's solid performance in the second quarter of 2025.
Bears say
Ultra Clean Holdings Inc. is facing a challenging financial outlook, with fourth-quarter 2025 guidance indicating a slight decrease in revenue and non-GAAP earnings per share, primarily attributed to declining gross margins. The company reported mixed results in its third-quarter 2025 performance, revealing a total revenue of $505 million, which reflects a quarter-over-quarter decline and a year-over-year decrease, heavily influenced by a drop in product sales despite some growth in services. Additionally, bearish assumptions surrounding the wafer fabrication equipment market suggest stagnant or declining adjusted spending in 2025 and 2026, further contributing to the negative outlook for the company’s financial performance.
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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