Andra AP fonden Takes $4.79 Million Position in Ultra Clean Holdings, Inc. $UCTT

Key Points

• Andra AP fonden acquired 33,626 shares of Ultra Clean Holdings in the second quarter, valued at approximately $4.8 million and representing about 0.08% of the company. Institutional investors and hedge funds collectively own 96.06% of UCTT.
• Analysts remain broadly optimistic, with a consensus rating of “Moderate Buy” and an average price target of $129. TD Cowen, Needham and Oppenheimer recently raised their targets, while Weiss Ratings maintained a bearish rating.
• Ultra Clean exceeded quarterly expectations, reporting $0.70 in EPS versus the $0.53 consensus estimate and $644.9 million in revenue, up 24.3% year over year. The company issued third-quarter 2026 EPS guidance of $0.83 to $1.03.

Andra AP fonden bought a new stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 33,626 shares of the semiconductor company's stock, valued at approximately $4,795,000. Andra AP fonden owned approximately 0.08% of Ultra Clean at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in UCTT. Kilter Group LLC bought a new stake in shares of Ultra Clean during the second quarter valued at approximately $30,000. Harbor Investment Advisory LLC bought a new position in shares of Ultra Clean in the 2nd quarter worth $62,000. AdvisorNet Financial Inc bought a new position in shares of Ultra Clean in the 1st quarter worth $34,000. Global Retirement Partners LLC acquired a new stake in Ultra Clean in the 2nd quarter valued at $82,000. Finally, EverSource Wealth Advisors LLC grew its position in Ultra Clean by 37.3% in the 1st quarter. EverSource Wealth Advisors LLC now owns 721 shares of the semiconductor company's stock valued at $45,000 after purchasing an additional 196 shares during the period. 96.06% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. TD Cowen upped their target price on shares of Ultra Clean from $130.00 to $140.00 and gave the stock a "buy" rating in a report on Tuesday, August 4th. UBS Group reiterated a "buy" rating on shares of Ultra Clean in a research note on Tuesday, August 4th. Needham & Company LLC boosted their price objective on Ultra Clean from $92.00 to $125.00 and gave the stock a "buy" rating in a report on Tuesday, August 4th. Oppenheimer increased their price objective on Ultra Clean from $115.00 to $150.00 and gave the stock an "outperform" rating in a research note on Tuesday, August 4th. Finally, Weiss Ratings lowered Ultra Clean from a "sell (d)" rating to a "sell (d-)" rating in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $129.00.

Ultra Clean Stock Performance

Shares of UCTT stock opened at $77.29 on Thursday. 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 firm has a 50-day moving average of $79.32 and a 200-day moving average of $82.74. Ultra Clean Holdings, Inc. has a one year low of $21.49 and a one year high of $144.22. The company has a market cap of $3.46 billion, a P/E ratio of -148.63, a P/E/G ratio of 0.82 and a beta of 1.88.

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

About Ultra Clean

Ultra Clean Holdings, Inc NASDAQ: UCTT, doing business as Ultra Clean Technology, provides critical subsystems, components and services used in the semiconductor manufacturing industry. The company primarily serves semiconductor equipment manufacturers and semiconductor device producers, helping support the fabrication processes used to make integrated circuits and other advanced electronic components.

Ultra Clean's products include gas delivery systems, fluid and chemical delivery systems, vacuum assemblies, process modules, structural components and other engineered assemblies for semiconductor production equipment.

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