19,373 Shares in Ultra Clean Holdings, Inc. $UCTT Bought by Jupiter Topco LLC

Key Points

• Jupiter Topco LLC acquired 19,373 shares of Ultra Clean Holdings during the second quarter, worth approximately $2.76 million. Institutional investors collectively own 96.06% of the company.
• Analyst sentiment is broadly positive: Ultra Clean has a consensus rating of “Moderate Buy” and an average price target of $129, with several firms recently issuing upgrades or raising targets.
• Ultra Clean exceeded quarterly expectations, reporting $0.70 in earnings per share versus the $0.53 estimate and $644.9 million in revenue, up 24.3% year over year. The company guided for third-quarter 2026 EPS of $0.83–$1.03.

Jupiter Topco LLC bought a new stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 19,373 shares of the semiconductor company's stock, valued at approximately $2,761,000.

Other institutional investors also recently bought and sold shares of the company. Quadrant Capital Group LLC boosted its position in Ultra Clean by 40.3% during the 4th quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company's stock worth $25,000 after purchasing an additional 284 shares during the period. Danske Bank A S raised 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 during the period. Kilter Group LLC purchased a new position in Ultra Clean in the second quarter valued at about $30,000. AdvisorNet Financial Inc acquired a new position in shares of Ultra Clean during the first quarter worth about $34,000. Finally, Smartleaf Asset Management LLC lifted its stake in shares of Ultra Clean by 472.9% during the second quarter. Smartleaf Asset Management LLC now owns 1,713 shares of the semiconductor company's stock worth $39,000 after purchasing an additional 1,414 shares in the last quarter. 96.06% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on UCTT. Zacks Research raised Ultra Clean from a "hold" rating to a "strong-buy" rating in a research report on Monday, May 25th. Wall Street Zen upgraded Ultra Clean from a "hold" rating to a "buy" rating in a report on Sunday, August 9th. TD Cowen boosted their price target on Ultra Clean from $130.00 to $140.00 and gave the stock a "buy" rating in a research report on Tuesday, August 4th. UBS Group restated a "buy" rating on shares of Ultra Clean in a report on Tuesday, August 4th. Finally, Weiss Ratings cut Ultra Clean from a "sell (d)" rating to a "sell (d-)" rating in a report on Friday, August 7th. One investment 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 data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $129.00.

Ultra Clean Stock Performance

Ultra Clean stock opened at $66.07 on Thursday. Ultra Clean Holdings, Inc. has a 12-month low of $21.49 and a 12-month high of $144.22. The company has a debt-to-equity ratio of 0.84, a current ratio of 2.73 and a quick ratio of 1.25. The company has a market capitalization of $2.96 billion, a price-to-earnings ratio of -127.06, a price-to-earnings-growth ratio of 0.70 and a beta of 1.88. The firm's fifty day moving average price is $91.28 and its 200 day moving average price is $81.51.

Ultra Clean (NASDAQ:UCTT - Get Free Report) last posted its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.70 earnings per share for the quarter, beating analysts' consensus estimates of $0.53 by $0.17. The company had revenue of $644.90 million during the quarter, compared to analysts' expectations of $587.65 million. Ultra Clean had a negative net margin of 1.07% and a positive return on equity of 6.99%. The firm's revenue for the quarter was up 24.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.27 EPS. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. On average, research analysts forecast that Ultra Clean Holdings, Inc. will post 2.67 EPS for the current fiscal year.

Ultra Clean 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.

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