Semiconductor Materials and Equipment

Ultra Clean

TD Cowen Analyst Raises KLA Target Price to $100

Ultra Clean released FY2026 Q1 earnings on April 28 After-Market EST, actual revenue USD 533.7 M (forecast USD 525.28 M), actual EPS USD -0.4 (forecast USD -0.0466)

UCTT Reports Q1 Earnings with Net Income Growth

Uphill Semiconductor Inc. Reports Q1 Net Loss of $15 Million

Ultra Clean to Release FY2026 Q1 Earnings on April 28 After-Market EST, Forecast Revenue USD 525.28 M, EPS USD -0.0466

Supercell Holding Issuing $600 Million Convertible Senior Notes

Supercell Holdings Plans to Issue $400 Million Convertible Senior Notes

Ultra Clean released FY2025 Annual Earnings on February 23 After-Market (EST), actual revenue USD 2.054 B (forecast USD 2.051 B), actual EPS USD -4 (forecast USD -3.97)

Ultra Clean released FY2025 Q4 earnings on February 23 After-Market EST, actual revenue USD 506.7 M (forecast USD 503.34 M), actual EPS USD -0.0785 (forecast USD -0.0533)

USCO Announces Q4 Earnings and Q1 Revenue Outlook

Ultra Clean to Release FY2025 Q4 Earnings on February 23 After-Market EST, Forecast Revenue USD 503.34 M, EPS USD -0.0533

Krish Sankar Gives Ultra Clean Holdings a Buy Rating

Ultra Clean released FY2025 Q3 earnings on October 28 After-Market (EST), actual revenue USD 510M (forecast USD 505.23M), actual EPS USD -0.24 (forecast USD -0.27)

Ultra Clean released FY2025 9 Months earnings on October 28 After-Market (EST), actual revenue USD 1.547 B, actual EPS USD -3.935

Ultra Clean to Release FY2025 Q3 Earnings on October 28 After-Market EST, Forecast Revenue USD 505.23 M, EPS USD -0.27

Ultra Clean released FY2025 Semi-Annual earnings on July 28 After-Market EST, actual revenue USD 1.037 B, actual EPS USD -3.7

Ultra Clean released FY2025 Q2 earnings on July 28 After-Market (EST), actual revenue USD 518.8 M (forecast USD 500.83 M), actual EPS USD -3.584 (forecast USD -0.15)

Ultratech Semiconductor Announces Q2 Earnings and Q3 Outlook

Ultra Clean to release FY2025 Q2 earnings report on July 28 After-Market EST, forecast revenue USD 500.83 M, EPS USD -0.15

Frontier Capital Management Highlights UCTT Stock

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UCTT

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Ultra Clean Holdings (UCTT) has experienced mixed trading, with a recent stock price of $85.94, slightly above its fair value of $81.25, indicating it may be overvalued. Despite a strong 30-day return of 13.0% and a 1-year total return of 289.8%, concerns about execution risks and market pricing persist. Analysts suggest a bullish outlook for 2026, but potential risks include customer concentration and supply chain issues. Investors are encouraged to evaluate the underlying data and consider broader market opportunities.

Simplywall

iShares Semiconductor ETF

VanEck Semiconductor ETF

Ultra Clean Holdings (UCTT) Valuation Check After Strong Recent Share Price Momentum

Ultra Clean Holdings, Inc. General Counsel Paul Yoonku Cho sold 2,000 shares of the company's stock at an average price of $86.89, totaling $173,780. Following the sale, he owns 15,844 shares, reflecting an 11.21% decrease in his ownership. The transaction was disclosed to the SEC. Ultra Clean's stock opened at $82.99, with a market cap of $3.72 billion and a PE ratio of -19.34. The company reported $0.31 EPS for the last quarter, exceeding estimates, and has set Q2 2026 guidance at 0.440-0.600 EPS.

Market Beat

Danske Bank

KBC Group

UBS Group AG

Oppenheimer

Ultra Clean (NASDAQ:UCTT) General Counsel Paul Yoonku Cho Sells 2,000 Shares

COHU

ICHR

SLYV

Small-cap tech stocks have significantly outperformed large-cap peers, with the S&P SmallCap 600's tech sector surpassing the S&P 500's by 38 percentage points over the past year. Notable gainers include MaxLinear, up nearly 800%, and Ichor Holdings, up 347%. Cohu and Ultra Clean Holdings also saw substantial increases of 209% and 332%, respectively. This trend highlights the impact of AI demand on smaller companies, contrasting with the struggles of larger software firms like Salesforce and Adobe, which have faced declines of over 30% due to market pressures.

Dow Jones

Maxlinear

Cohu

ICHOR

iShares Core S&P Small Cap

Global X Cloud Computing ETF

VG S-Cp Value

iShares Expanded Tech Software Sector ETF

Direxion Small Cap Bull 3X

SPDR S&P 600 S-Cp Val

Invesco Semiconductors ETF

Vanguard Russell 2000 Value

These smaller tech stocks are punching well above their weight

UBS analysts suggest two stocks to buy as the market rally continues, driven by resilient corporate earnings and AI investments. They highlight Ultra Clean Holdings (UCTT), a key player in semiconductor manufacturing, which has seen a 215% share price increase this year. UCTT reported a revenue of $533.7 million in Q1 2026, exceeding expectations. UBS believes US equities have room to grow, with a shift in market leadership beyond major tech companies, despite ongoing geopolitical tensions.

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Applied Materials

'More Room to Run': UBS Suggests 2 Stocks to Buy as the Market Rally Pushes Higher

Jamie J. Palfrey, an officer serving as SVP, Global Human Resources, sold 8,691 shares of Common Stock at $79.725 per share for a total of $692,889. The transaction was a direct sale on 2026-05-05. Following the sale, Palfrey directly owns 16,446 shares of Common Stock.Reporter NamePalfrey Jamie J.RelationshipSVP, Global Human ResourcesTypeSellAmount$692,889SEC FilingForm 4DisclaimerThis is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.

TradingView

Ultra Clean Holdings SVP, Global Human Resources Sold Shares Worth Over $692K

Universal Beteiligungs und Servicegesellschaft mbH has acquired a new stake in Ultra Clean Holdings, Inc. (NASDAQ: UCTT), purchasing 21,937 shares valued at approximately $564,000. Other institutional investors have also increased their holdings, with JPMorgan Chase raising its stake by 90.6%. Analysts have set new price targets for UCTT, with Oppenheimer raising it to $100.00. The stock has a market cap of $3.28 billion and reported a quarterly EPS of $0.31, exceeding estimates. Insider Christopher S. Cook sold shares worth $896,414, retaining 108,905 shares.

JPMorgan Chase

Invesco

BNP Paribas

Ameriprise Financial

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Universal Beteiligungs und Servicegesellschaft mbH Makes New Investment in Ultra Clean Holdings, Inc. $UCTT

Needham & Company LLC has raised its price target for Ultra Clean (NASDAQ:UCTT) from $70.00 to $92.00, maintaining a "buy" rating. This suggests a potential upside of 17.57% from the previous close. Other analysts have also increased their targets, with an average consensus price target of $86.75. Ultra Clean's stock opened at $78.25, and the company reported a Q1 EPS of $0.31, beating estimates. Institutional investors own 96.06% of the stock, indicating strong support.

State Street

Charles Schwab

State Street® US Equity Premium Inc ETF

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Ultra Clean (NASDAQ:UCTT) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Ultra Clean(UCTT.US)