
Ultra Clean (UCTT) Stock Forecast & Price Target
Ultra Clean (UCTT) Analyst Ratings
Bulls say
Ultra Clean Holdings Inc. has experienced significant growth under its current leadership, with its annual revenue run rate increasing from approximately $500 million to $2 billion, significantly outpacing the broader wafer fabrication equipment (WFE) market, which tripled in the same timeframe. Looking ahead to 2025, it is anticipated that Ultra Clean Holdings will not only outperform the expected 5% growth in the WFE market but also achieve high single-digit revenue growth, driven by strong demand from its subsystems business and a steady, high-margin service segment that provides parts cleaning and analytical services to wafer fabs. The company's strategic positioning within the semiconductor capital equipment industry, coupled with expected improvements in its next-generation gross margins to over 19%, suggests a robust outlook for financial performance.
Bears say
Ultra Clean Holdings Inc's earnings per share (EPS) for 2026 has been revised downward to $2.82 from a previous estimate of $3.62, reflecting a significant concern regarding the company's performance. The company reported a sequential decline in revenue from China, dropping from $57 million in 3Q24 to $44 million in 4Q24, attributed primarily to delays in product qualification from a key customer. Management anticipates that the downturn in the Chinese market could lead to a dramatic 70% reduction in China revenue in 1Q25, compounding the outlook for the stock as it faces increased pressure from a decline in demand from a critical segment of its market.
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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