
Ultra Clean (UCTT) Stock Forecast & Price Target
Ultra Clean (UCTT) Analyst Ratings
Bulls say
Ultra Clean Holdings Inc. has recently increased its revenue and non-GAAP EPS estimates for the fourth quarter of 2025 and 2026, indicating strong expected growth. Management has highlighted new business wins, particularly with a European OEM, which aims to diversify its supplier base and potentially boost revenue from additional subsystems and components, with contributions expected to begin in late 2025. Furthermore, the company delivered robust performance in the second quarter of 2025, surpassing revenue expectations largely due to an upswing in its Chinese operations, reinforcing its positive financial outlook.
Bears say
Ultra Clean Holdings Inc. faces a negative outlook as projections indicate that adjusted wafer fabrication equipment (WFE) is expected to decline or remain flat into 2025 and 2026, reflecting stagnation in both leading-edge and mature-node logic markets, as well as in memory sectors. Additionally, a recent quarter revealed a 9% quarter-over-quarter revenue drop from key competitor Lam Research Corporation (LRCX), alongside stagnant revenue from Applied Materials (AMAT), suggesting industry-wide challenges that could impact Ultra Clean's performance. These conditions signal potential difficulties for the company in maintaining robust revenue growth in an increasingly competitive semiconductor capital equipment landscape.
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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