Jupiter Topco LLC Buys Shares of 19,373 Ultra Clean Holdings, Inc. $UCTT

Jupiter Topco LLC bought a new stake in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 19,373 shares of the semiconductor company’s stock, valued at approximately $2,761,000.

A number of other hedge funds have also made changes to their positions in the stock. BlackRock Inc. acquired a new stake in shares of Ultra Clean during the second quarter worth approximately $986,722,000. Vanguard Group Inc. raised its holdings in Ultra Clean by 6.2% in the fourth quarter. Vanguard Group Inc. now owns 4,990,724 shares of the semiconductor company’s stock valued at $126,415,000 after acquiring an additional 293,048 shares in the last quarter. Invesco Ltd. raised its holdings in Ultra Clean by 63.1% in the fourth quarter. Invesco Ltd. now owns 3,399,834 shares of the semiconductor company’s stock valued at $86,118,000 after acquiring an additional 1,315,407 shares in the last quarter. State Street Corp raised its holdings in Ultra Clean by 5.0% in the fourth quarter. State Street Corp now owns 1,852,482 shares of the semiconductor company’s stock valued at $46,923,000 after acquiring an additional 87,931 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake in Ultra Clean by 5.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 821,088 shares of the semiconductor company’s stock valued at $20,798,000 after acquiring an additional 43,987 shares during the last quarter. Institutional investors and hedge funds own 96.06% of the company’s stock.

Ultra Clean Stock Up 1.5%

NASDAQ:UCTT opened at $66.07 on Thursday. The company has a current ratio of 2.73, a quick ratio of 1.25 and a debt-to-equity ratio of 0.84. The firm has a market capitalization of $2.96 billion, a PE ratio of -127.06, a price-to-earnings-growth ratio of 0.70 and a beta of 1.88. Ultra Clean Holdings, Inc. has a 52 week low of $21.49 and a 52 week high of $144.22. The stock has a 50 day moving average of $91.28 and a 200-day moving average of $81.51.

Ultra Clean (NASDAQ:UCTT) last announced its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.70 EPS for the quarter, beating the consensus estimate of $0.53 by $0.17. Ultra Clean had a negative net margin of 1.07% and a positive return on equity of 6.99%. The company had revenue of $644.90 million for the quarter, compared to analyst estimates of $587.65 million. During the same quarter last year, the business earned $0.27 earnings per share. Ultra Clean’s revenue was up 24.3% compared to the same quarter last year. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Analysts predict that Ultra Clean Holdings, Inc. will post 2.67 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages have weighed in on UCTT. Zacks Research raised shares of Ultra Clean from a “hold” rating to a “strong-buy” rating in a report on Monday, May 25th. Wall Street Zen raised shares of Ultra Clean from a “hold” rating to a “buy” rating in a research report on Sunday, August 9th. Weiss Ratings downgraded Ultra Clean from a “sell (d)” rating to a “sell (d-)” rating in a research note on Friday, August 7th. UBS Group reissued a “buy” rating on shares of Ultra Clean in a report on Tuesday, August 4th. Finally, Needham & Company LLC upped their price objective on Ultra Clean from $92.00 to $125.00 and gave the company a “buy” rating in a research note on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Ultra Clean presently has a consensus rating of “Moderate Buy” and an average target price of $129.00.

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.