ARGA Investment Management LP Buys Shares of 6,694 Ultra Clean Holdings, Inc. $UCTT

ARGA Investment Management LP purchased a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 6,694 shares of the semiconductor company’s stock, valued at approximately $416,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in UCTT. Quadrant Capital Group LLC lifted its position in shares of Ultra Clean by 40.3% in the fourth quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 284 shares in the last quarter. Danske Bank A S grew its position in Ultra Clean by 450.0% in the fourth quarter. Danske Bank A S now owns 1,100 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 900 shares in the last quarter. AdvisorNet Financial Inc acquired a new stake in Ultra Clean in the 1st quarter valued at $34,000. Smartleaf Asset Management LLC increased its stake in Ultra Clean by 472.9% in the 2nd quarter. Smartleaf Asset Management LLC now owns 1,713 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 1,414 shares during the last quarter. Finally, Advisory Services Network LLC bought a new stake in Ultra Clean during the 3rd quarter worth about $45,000. 96.06% of the stock is currently owned by institutional investors and hedge funds.

Ultra Clean Stock Up 0.1%

Shares of UCTT stock opened at $106.27 on Friday. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.72 and a current ratio of 3.07. The firm’s 50-day moving average is $97.64 and its 200-day moving average is $69.14. The stock has a market cap of $4.76 billion, a price-to-earnings ratio of -24.77, a PEG ratio of 1.42 and a beta of 1.83. Ultra Clean Holdings, Inc. has a 52-week low of $21.28 and a 52-week high of $144.22.

Ultra Clean (NASDAQ:UCTT) last posted its quarterly earnings results on Tuesday, April 28th. The semiconductor company reported $0.31 EPS for the quarter, topping analysts’ consensus estimates of $0.27 by $0.04. The business had revenue of $533.70 million during the quarter, compared to analysts’ expectations of $525.28 million. Ultra Clean had a positive return on equity of 4.28% and a negative net margin of 9.38%.Ultra Clean’s quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter last year, the company posted $0.28 earnings per share. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. Sell-side analysts predict that Ultra Clean Holdings, Inc. will post 2.14 EPS for the current year.

Wall Street Analyst Weigh In

UCTT has been the subject of a number of recent research reports. Oppenheimer increased their price objective on shares of Ultra Clean from $100.00 to $115.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 9th. Needham & Company LLC upped their target price on Ultra Clean from $70.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Wall Street Zen raised Ultra Clean from a “hold” rating to a “buy” rating in a research report on Tuesday. TD Cowen raised their price target on Ultra Clean from $100.00 to $130.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Ultra Clean in a research report on Friday, June 26th. Two equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $113.40.

Insider Buying and Selling

In related news, CFO Sheri Savage sold 15,766 shares of the stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $89.47, for a total value of $1,410,584.02. Following the sale, the chief financial officer owned 50,710 shares in the company, valued at approximately $4,537,023.70. This represents a 23.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeffrey L. Mckibben sold 4,205 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $87.00, for a total value of $365,835.00. Following the sale, the insider directly owned 11,349 shares of the company’s stock, valued at $987,363. This represents a 27.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 80,106 shares of company stock valued at $6,734,589. Insiders own 1.80% of the company’s stock.

Ultra Clean Company Profile

Ultra Clean Holdings, Inc is a global supplier of critical consumables and process tools for the semiconductor manufacturing industry. The company specializes in precision parts cleaning, chemical–mechanical planarization (CMP) slurries, surface conditioning pads, and specialty components used in wafer fabrication and advanced packaging. Ultra Clean also provides assembly and test hardware, tooling, and automated modules designed to support complex front-end and back-end processes in semiconductor fabs.

Ultra Clean’s product portfolio encompasses a range of cleaning systems and consumables aimed at particle and film removal, as well as CMP slurries and pads that are engineered for uniform material removal and planarization.