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

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH bought a new stake of 21,937 shares in Ultra Clean (NASDAQ:UCTT) in Q4, valued at about $564,000.
• Analysts are bullish: several firms raised price targets (Oppenheimer and TD Cowen to $100, UBS initiated coverage at $130), and the consensus rating is a "Moderate Buy" with a $104.40 average price target.
• Operational results: Ultra Clean beat Q1 EPS estimates ($0.31 vs. $0.27), set Q2 2026 guidance of $0.44–$0.60, and its shares trade around $73 with a 12‑month range of $18.52–$84.43.

Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 21,937 shares of the semiconductor company's stock, valued at approximately $564,000.

A number of other institutional investors also recently modified their holdings of UCTT. JPMorgan Chase & Co. raised its stake in shares of Ultra Clean by 90.6% in the third quarter. JPMorgan Chase & Co. now owns 589,055 shares of the semiconductor company's stock valued at $16,052,000 after acquiring an additional 279,953 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Ultra Clean by 13.8% in the second quarter. Invesco Ltd. now owns 1,913,576 shares of the semiconductor company's stock valued at $43,189,000 after purchasing an additional 231,901 shares in the last quarter. BNP Paribas Financial Markets grew its holdings in Ultra Clean by 360.3% during the 2nd quarter. BNP Paribas Financial Markets now owns 271,843 shares of the semiconductor company's stock worth $6,135,000 after acquiring an additional 212,791 shares during the period. Cubist Systematic Strategies LLC acquired a new stake in Ultra Clean during the 2nd quarter worth $4,347,000. Finally, Ameriprise Financial Inc. grew its holdings in Ultra Clean by 170.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 270,352 shares of the semiconductor company's stock worth $7,367,000 after acquiring an additional 170,240 shares during the period. Institutional investors own 96.06% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the stock. Oppenheimer boosted their price target on shares of Ultra Clean from $85.00 to $100.00 and gave the company an "outperform" rating in a report on Wednesday, April 29th. Zacks Research lowered shares of Ultra Clean from a "strong-buy" rating to a "hold" rating in a report on Friday, April 24th. Craig Hallum reissued a "buy" rating and issued a $100.00 price target on shares of Ultra Clean in a report on Tuesday, February 24th. TD Cowen boosted their price target on shares of Ultra Clean from $70.00 to $100.00 and gave the company a "buy" rating in a report on Wednesday, April 29th. Finally, UBS Group assumed coverage on shares of Ultra Clean in a report on Tuesday. They issued a "buy" rating and a $130.00 price target for the company. Five research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $104.40.

Ultra Clean Trading Down 2.0%

UCTT opened at $73.11 on Tuesday. The stock has a market capitalization of $3.28 billion, a P/E ratio of -17.04, a P/E/G ratio of 1.04 and a beta of 1.94. Ultra Clean Holdings, Inc. has a 12 month low of $18.52 and a 12 month high of $84.43. The firm's fifty day simple moving average is $65.86 and its 200 day simple moving average is $44.70. The company has a current ratio of 3.07, a quick ratio of 1.72 and a debt-to-equity ratio of 0.86.

Ultra Clean (NASDAQ:UCTT - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The semiconductor company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.27 by $0.04. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. The firm had revenue of $533.70 million for the quarter, compared to analysts' expectations of $525.28 million. During the same period in the previous year, the firm posted $0.28 EPS. The company's revenue for the quarter was up 2.9% on a year-over-year basis. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. As a group, research analysts anticipate that Ultra Clean Holdings, Inc. will post 2.04 EPS for the current fiscal year.

Insider Transactions at Ultra Clean

In related news, insider Christopher S. Cook sold 11,903 shares of the company's stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $75.31, for a total transaction of $896,414.93. Following the sale, the insider owned 108,905 shares in the company, valued at approximately $8,201,635.55. This represents a 9.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 1.90% of the company's stock.

About Ultra Clean

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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