Nykredit A S Makes New Investment in Ultra Clean Holdings, Inc. $UCTT

Key Points

• Nykredit A/S acquired 24,610 shares of Ultra Clean Holdings during the second quarter, valued at approximately $3.5 million. Institutional investors and hedge funds collectively own 96.06% of the company.
• Analyst sentiment is generally positive: Ultra Clean has a consensus rating of “Moderate Buy” and a consensus price target of $129, with Needham and Oppenheimer recently raising their targets.
• Ultra Clean exceeded quarterly expectations, reporting $0.70 in adjusted EPS versus estimates of $0.53 and revenue of $644.9 million, up 24.3% year over year. The company issued third-quarter 2026 EPS guidance of $0.83 to $1.03.

Nykredit A S acquired a new stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 24,610 shares of the semiconductor company's stock, valued at approximately $3,509,000. Nykredit A S owned about 0.05% of Ultra Clean as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. Maverick Capital Ltd. acquired a new position in Ultra Clean in the 1st quarter valued at about $1,263,000. Pinnacle Wealth Management Advisory Group LLC purchased a new stake in Ultra Clean during the 1st quarter worth about $710,000. Lombard Odier Asset Management Europe Ltd purchased a new stake in Ultra Clean during the 1st quarter worth about $3,197,000. Castleark Management LLC purchased a new stake in shares of Ultra Clean during the first quarter worth approximately $6,226,000. Finally, Royal Bank of Canada raised its holdings in shares of Ultra Clean by 114.3% in the 1st quarter. Royal Bank of Canada now owns 27,786 shares of the semiconductor company's stock valued at $1,727,000 after purchasing an additional 14,818 shares in the last quarter. 96.06% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have commented on UCTT. Wall Street Zen upgraded shares of Ultra Clean from a "hold" rating to a "buy" rating in a research note on Sunday, August 9th. Needham & Company LLC upped their price objective on shares of Ultra Clean from $92.00 to $125.00 and gave the company a "buy" rating in a research note on Tuesday, August 4th. Weiss Ratings lowered Ultra Clean from a "sell (d)" rating to a "sell (d-)" rating in a report on Friday, August 7th. UBS Group reiterated a "buy" rating on shares of Ultra Clean in a research report on Tuesday, August 4th. Finally, Oppenheimer boosted their target price on Ultra Clean from $115.00 to $150.00 and gave the company an "outperform" rating in a report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $129.00.

Ultra Clean Price Performance

Shares of UCTT opened at $76.55 on Wednesday. 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 stock's 50 day moving average is $79.81 and its two-hundred day moving average is $82.59. The firm has a market capitalization of $3.43 billion, a PE ratio of -147.21, a P/E/G ratio of 0.78 and a beta of 1.88. Ultra Clean Holdings, Inc. has a twelve month low of $21.49 and a twelve month high of $144.22.

Ultra Clean (NASDAQ:UCTT - Get Free Report) last posted its earnings results on Monday, August 3rd. The semiconductor company reported $0.70 EPS for the quarter, topping analysts' consensus estimates of $0.53 by $0.17. Ultra Clean had a positive return on equity of 6.99% and a negative net margin of 1.07%.The company had revenue of $644.90 million for the quarter, compared to the consensus estimate of $587.65 million. During the same period in the previous year, the business earned $0.27 earnings per share. Ultra Clean's quarterly 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. Research analysts anticipate that Ultra Clean Holdings, Inc. will post 2.67 earnings per share for the current 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.