UCTT

Ultra Clean Holdings, Inc.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001275014
$108.90 +3.88% $4.9B
Insider Selling Cluster (4 insiders)23 New Institutional Positions14 Institutional Exits
Vol
Market Cap$4.9B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders50 funds
Inst. Value$2.1B
Inst. Activity23 buys / 14 sells
Insider Activity0B / 13S
Insider Net $-$5.3M
SEC Reports14
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001275014·Prev Close $104.83

Recent Activity

Jun 9, 2026 SEC
Three UCTT insiders (CFO, Chief Accounting Officer, General Counsel) sold a total of $136K in open-market sales over a 7
CLUSTER — Impact 2/10
Jun 9, 2026 SEC
Three UCTT insiders (CFO, Chief Accounting Officer, General Counsel) sold a combined $136K in open-market transactions o
CLUSTER — Impact 2/10
Jun 9, 2026 SEC
Two UCTT insiders — the Chief Accounting Officer and General Counsel — sold a combined $101K in open-market transactions
CLUSTER — Impact 2/10
Jun 4, 2026 Insider
Savage Sheri sold 600 shares
CFO @ $87.37 ($52.4K)
Jun 4, 2026 Insider
Savage Sheri sold 396 shares
CFO @ $87.24 ($34.5K)
Jun 4, 2026 Insider
HARDING BRIAN E sold 196 shares
Chief Accounting Officer @ $85.86 ($16.8K)
Inst.
FRONTIER CAPITAL MANAGEMENT CO — TRIM
1,787,451 shares ($111.1M)
Inst.
Invesco Ltd. — TRIM
1,659,949 shares ($103.2M)

Price Targets

$107.40 -1.4% upside Hold
Current $108.90 Low $92.00 Median $100.00 High $130.00 5 analysts
$92.00 $130.00

Analyst Ratings

Strong Buy91% buy · 11 analysts
3Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 5, 2026 UBS INITIATE Buy
Apr 29, 2026 TD Cowen MAINTAIN Buy → Buy
Apr 29, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Apr 29, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.53 $0.51 — $0.58 96% YoY 5
Next Q $0.68 ▲ +1.1% $0.59 — $0.72 142% YoY 4
Current FY $2.35 ▲ +1.2% $2.09 — $2.46 124% YoY 4
Next FY $3.94 ▲ +4.4% $3.15 — $4.92 68% YoY 4

Top Institutional Holders

FundValueMove
BlackRock, Inc.$424.9M
VANGUARD PORTFOLIO MANAGEMENT LLC$174.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$131.0M
VANGUARD CAPITAL MANAGEMENT LLC$119.2M
TORONTO DOMINION BANK$118.1MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Savage SheriSELL$52.4K
Jun 4, 2026Savage SheriSELL$34.5K
Jun 4, 2026HARDING BRIANSELL$16.8K
Jun 2, 2026Cho PaulSELL$84.4K
May 27, 2026LIGGETT EMILYSELL$755.7K
50 institutional holders with $2.1B total value (34,162,638 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, SUSQUEHANNA. Net buying activity: 23 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.6,832,619$424.9M20.0%
2VANGUARD PORTFOLIO MANAGEMENT LLC2,802,250$174.2M8.2%
3SUSQUEHANNA INTERNATIONAL GROUP, LLP2,106,800$131.0M6.2%
4VANGUARD CAPITAL MANAGEMENT LLC1,916,501$119.2M5.6%
5TORONTO DOMINION BANK1,900,000$118.1M5.6%DOUBLED +616.4%
6STATE STREET CORP1,837,824$114.3M5.4%
7FRONTIER CAPITAL MANAGEMENT CO LLC1,787,451$111.1M5.2%TRIM -49.1%
8Invesco Ltd.1,659,949$103.2M4.9%TRIM -51.2%
9D. E. Shaw & Co., Inc.1,183,257$73.6M3.5%
10DRIEHAUS CAPITAL MANAGEMENT LLC1,062,376$66.1M3.1%DOUBLED +134.2%
11DIMENSIONAL FUND ADVISORS LP1,011,778$62.9M3.0%TRIM -33.6%
12MORGAN STANLEY911,700$56.7M2.7%ADD +31.1%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC840,456$52.3M2.5%
14ROYCE & ASSOCIATES LP759,497$47.2M2.2%TRIM -30.9%
15TWO SIGMA INVESTMENTS, LP581,131$36.1M1.7%
16GOLDMAN SACHS GROUP INC503,328$31.3M1.5%
17FULLER & THALER ASSET MANAGEMENT, INC.475,073$29.5M1.4%DOUBLED +3417.8%
18BANK OF AMERICA CORP /DE/454,020$28.2M1.3%DOUBLED +502.4%
19First Eagle Investment Management, LLC434,100$27.0M1.3%
20NOMURA ASSET MANAGEMENT INTERNATIONAL INC.412,699$25.7M1.2%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FRONTIER CAPITAL MANAGEMENT CO LLCTRIM3,509,8391,787,451-49.1%$111.1M2026-Q1
Invesco Ltd.TRIM3,399,8341,659,949-51.2%$103.2M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCDOUBLED453,6301,062,376+134.2%$66.1M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM1,524,8571,011,778-33.6%$62.9M2026-Q1
ROYCE & ASSOCIATES LPTRIM1,098,693759,497-30.9%$47.2M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.DOUBLED13,505475,073+3417.8%$29.5M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED75,372454,020+502.4%$28.2M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.NEW412,699$25.7M2026-Q1
Russell Investments Group, Ltd.DOUBLED64,681359,945+456.5%$22.4M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDADD157,177277,351+76.5%$17.2M2026-Q1
MetLife Investment Management, LLCDOUBLED26,200267,871+922.4%$16.7M2026-Q1
MARSHALL WACE, LLPDOUBLED113,476259,852+129.0%$16.2M2026-Q1
LOOMIS SAYLES & CO L PNEW231,058$14.4M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED75,518221,486+193.3%$13.8M2026-Q1
FEDERATED HERMES, INC.NEW172,106$10.7M2026-Q1
Allspring Global Investments Holdings, LLCDOUBLED15,350158,256+931.0%$10.0M2026-Q1
Assenagon Asset Management S.A.ADD89,220141,434+58.5%$8.8M2026-Q1
TORONTO DOMINION BANKDOUBLED18,127129,863+616.4%$8.1M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED21,937106,209+384.2%$6.6M2026-Q1
FIFTH THIRD BANCORPDOUBLED21384,470+39557.3%$5.3M2026-Q1
SEI INVESTMENTS CODOUBLED8,91477,983+774.8%$4.8M2026-Q1
ExodusPoint Capital Management, LPADD33,93052,062+53.4%$3.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM42,88127,974-34.8%$1.7M2026-Q1
FRANKLIN RESOURCES INCTRIM24,91016,944-32.0%$1.1M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEAR_EXIT165,56511,760-92.9%$731.2K2026-Q1
16 unique insiders with 37 transactions. Net insider value: -$5.3M ($0.00 bought, $5.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Savage SheriCFOSELL600$87.37$52.4K
Jun 4, 2026Savage SheriCFOSELL396$87.24$34.5K
Jun 4, 2026HARDING BRIAN EChief Accounting OfficerSELL196$85.86$16.8K
Jun 2, 2026Cho Paul YoonkuGeneral Counsel and SecretarySELL944$89.37$84.4K
May 27, 2026LIGGETT EMILY MDirectorSELL8,198$92.18$755.7K
May 22, 2026GRANGER CLARENCE LDirectorAWARD2,575
May 22, 2026IBNALE DAVID TDirectorAWARD2,575
May 22, 2026Johnson Samuel WilliamsSVP, Services BusinessAWARD5,567
May 22, 2026LIGGETT EMILY MDirectorAWARD2,575
May 22, 2026Wunar Robert AnthonyChief Operating OfficerAWARD10,732
May 22, 2026MADDOCK ERNEST EDirectorAWARD2,575
May 22, 2026Seto Jacqueline A.DirectorAWARD2,575
May 22, 2026Palfrey Jamie J.SVP, Global Human ResourcesAWARD9,897
May 22, 2026Solomon JoanneDirectorAWARD2,575
May 22, 2026Savage SheriCFOAWARD26,392
May 22, 2026HARDING BRIAN EChief Accounting OfficerAWARD8,412
May 22, 2026EDMAN THOMAS TDirectorAWARD2,575
May 22, 2026McKibben Jeffrey L.Chief Information OfficerAWARD5,896
May 22, 2026Cho Paul YoonkuGeneral Counsel and SecretaryAWARD8,041
May 22, 2026Cook Christopher SPresident, Products DivisionAWARD13,196
May 22, 2026Xiao JinsongChief Executive OfficerAWARD31,175
May 14, 2026McKibben Jeffrey L.Chief Information OfficerSELL4,205$87.00$365.8K
May 8, 2026McKibben Jeffrey L.Chief Information OfficerSELL2,500$86.48$216.2K
May 8, 2026Cho Paul YoonkuGeneral Counsel and SecretarySELL2,000$86.89$173.8K
May 5, 2026Palfrey Jamie J.SVP, Global Human ResourcesSELL8,691$79.73$692.9K
May 5, 2026HARDING BRIAN EChief Accounting OfficerSELL4,000$80.00$320.0K
May 4, 2026Cook Christopher SPresident, Products DivisionSELL10,247$73.89$757.2K
May 1, 2026GRANGER CLARENCE LDirectorSELL12,523$74.41$931.8K
Apr 30, 2026Cho Paul YoonkuGeneral Counsel and SecretaryTAX W/H1,582$78.15$123.6K
Apr 30, 2026McKibben Jeffrey L.Chief Information OfficerTAX W/H964$78.15$75.3K
Apr 30, 2026Cook Christopher SPresident, Products DivisionTAX W/H1,861$78.15$145.4K
Apr 30, 2026Cook Christopher SPresident, Products DivisionSELL11,903$75.31$896.4K
Apr 30, 2026Palfrey Jamie J.SVP, Global Human ResourcesTAX W/H2,463$78.15$192.5K
Apr 30, 2026HARDING BRIAN EChief Accounting OfficerTAX W/H1,957$78.15$152.9K
Apr 30, 2026Savage SheriCFOTAX W/H3,770$78.15$294.6K
Mar 31, 2026Johnson Samuel WilliamsSVP, Services BusinessTAX W/H1,476$62.18$91.8K
Feb 27, 2026GRANGER CLARENCE LDirectorGIFT6,000
14 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 14 neutral. Avg impact: 2.8/10.
NEUTRAL CLUSTER 2/10
Three UCTT insiders (CFO, Chief Accounting Officer, General Counsel) sold a total of $136K in open-m
Jun 9, 2026
NEUTRAL CLUSTER 2/10
Three UCTT insiders (CFO, Chief Accounting Officer, General Counsel) sold a combined $136K in open-m
Jun 9, 2026
NEUTRAL CLUSTER 2/10
Two UCTT insiders — the Chief Accounting Officer and General Counsel — sold a combined $101K in open
Jun 9, 2026
NEUTRAL CLUSTER 2/10
Two UCTT insiders sold a combined $840K in open-market transactions over a one-week window. Director
Jun 4, 2026
NEUTRAL 144 2/10
Director Emily M. Liggett filed a Form 144 notice of intent to sell 8,198 shares of Ultra Clean Hold
May 27, 2026
NEUTRAL CLUSTER 3/10
Two UCTT insiders (General Counsel and CIO) collectively sold $540K in open-market sales over 8 days
May 19, 2026
NEUTRAL CLUSTER 3/10
Five Ultra Clean insiders sold a total of $2.92M in open-market sales over a 7-day window, including
May 12, 2026
NEUTRAL CLUSTER 3/10
Three Ultra Clean Holdings insiders sold a total of $2.01M in open-market transactions over a 7-day
May 8, 2026
NEUTRAL CLUSTER 3/10
Two insiders at Ultra Clean Holdings sold a combined $1.69M in open-market transactions over a week,
May 6, 2026
NEUTRAL CLUSTER 2/10
Two insiders at Ultra Clean Holdings sold a combined $1.83M in open-market sales, representing less
May 5, 2026
NEUTRAL 10-Q/A 2/10
Ultra Clean Holdings filed an amended 10-Q solely to add previously omitted disclosure of Rule 10b5-
May 1, 2026
NEUTRAL 8-K 4/10
Ultra Clean Holdings refinanced and replaced its existing revolving credit facility with a new $250
Apr 24, 2026
NEUTRAL 8-K 4/10
Analysis based on filing metadata only — document content was unavailable. The 8-K reports entry int
Feb 27, 2026
NEUTRAL 8-K 5/10
Ultra Clean Holdings announced a proposed $400 million private offering of Convertible Senior Notes
Feb 25, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 3 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$107.40 mean target -1.4% upside Hold (1.20)
$92.00 Low $130.00 High
MetricValue
Current Price$108.90
Target Low$92.00
Target Mean$107.40
Target Median$100.00
Target High$130.00
# Analysts5
RecommendationHold (1.20)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.53 $0.51 $0.58 96.4% -0.4% 2↑ 0↓ $0.6B 13.1% 5
Next Q
2026-09-30
$0.68 $0.59 $0.72 142.0% +1.1% 1↑ 1↓ $0.7B 31.1% 4
Current FY
2026-12-31
$2.35 $2.09 $2.46 123.6% +1.2% 3↑ 0↓ $2.6B 24.2% 4
Next FY
2027-12-31
$3.94 $3.15 $4.92 67.7% +4.4% 4↑ 0↓ $3.1B 19.7% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.530
7d ago$0.532-0.002
30d ago$0.532-0.002
60d ago$0.350+0.180
90d ago$0.360+0.170
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 5, 2026 UBS INITIATE Buy
Apr 29, 2026 TD Cowen MAINTAIN Buy Buy
Apr 29, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 29, 2026 Needham MAINTAIN Buy Buy
Feb 24, 2026 TD Cowen MAINTAIN Buy Buy
Feb 24, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 24, 2026 Needham MAINTAIN Buy Buy
Jan 20, 2026 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263710091%
May 1, 20263610090%
Apr 1, 20263610090%
Mar 1, 20263610090%
Feb 1, 20263610090%
Jan 1, 20263610090%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 11, 2026
short_volume
Short Volume: UCTT — 60.6% short (0.4M / 0.7M)
Short: 446,581 | Exempt: 25 | TRF Vol: 736,810 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: UCTT — 58.1% short (0.4M / 0.7M)
Short: 391,132 | Exempt: 0 | TRF Vol: 673,151 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: UCTT — 56.0% short (0.5M / 0.8M)
Short: 451,533 | Exempt: 5,184 | TRF Vol: 806,456 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: UCTT — 55.6% short (0.5M / 0.9M)
Short: 504,004 | Exempt: 281 | TRF Vol: 906,832 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: UCTT — 65.4% short (0.4M / 0.6M)
Short: 404,610 | Exempt: 176 | TRF Vol: 618,837 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: UCTT — 17,869 shares ($1.5M) failed to deliver
Settlement: 20260513, Price: $82.99, FTD Value: $1,482,948.31, ULTRA CLEAN HOLDINGS INC
May 1, 2026
short_volume
Short Volume: UCTT — 60.7% short (0.3M / 0.5M)
Short: 332,959 | Exempt: 66,416 | TRF Vol: 548,543 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: UCTT — 58.1% short (0.3M / 0.5M)
Short: 318,779 | Exempt: 5,111 | TRF Vol: 548,632 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: UCTT — 58.3% short (0.6M / 1.1M)
Short: 634,711 | Exempt: 17,897 | TRF Vol: 1,087,889 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings_calendar
UCTT Q1 2026 Earnings Scheduled — 2026-04-28
Apr 24, 2026
short_volume
Short Volume: UCTT — 68.3% short (0.5M / 0.8M)
Short: 545,597 | Exempt: 2,752 | TRF Vol: 798,971 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: UCTT — 60.4% short (0.4M / 0.6M)
Short: 366,450 | Exempt: 0 | TRF Vol: 606,837 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: UCTT — 68.2% short (0.7M / 1.1M)
Short: 733,842 | Exempt: 0 | TRF Vol: 1,075,621 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_volume
Short Volume: UCTT — 57.2% short (0.3M / 0.5M)
Short: 297,022 | Exempt: 216 | TRF Vol: 519,411 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: UCTT — 56.8% short (0.4M / 0.8M)
Short: 444,714 | Exempt: 216 | TRF Vol: 782,488 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)