
Ultra Clean (UCTT) Stock Forecast & Price Target
Ultra Clean (UCTT) Analyst Ratings
Bulls say
Ultra Clean Holdings Inc. has demonstrated a positive financial outlook as evidenced by increased revenue and non-GAAP EPS estimates for 4Q25 and 2026, indicating strong future growth potential. The normalization of inventories at major customers suggests an impending uptick in revenue aligned with the anticipated upcycle in wafer fabrication equipment demand. Additionally, new partnerships with European original equipment manufacturers are expected to contribute to revenue growth starting in late 2025, supported by enhanced gross margins from a higher-value product mix and effective cost recovery strategies.
Bears say
Ultra Clean Holdings Inc. has issued guidance for 4Q25 indicating a slight decline in revenue expectations, projecting a decrease of 1% quarter-over-quarter and 10% year-over-year, with revenue likely to remain stable within a $5 million range for the next several quarters. The company's 3Q25 results reflected a total revenue of $505 million, which represented a 2% decline both sequentially and year-over-year, with a growth in Services revenue not enough to compensate for a reduction in Products revenue. Additionally, the bear case assumptions suggest a flat to declining trend in adjusted wafer fab equipment (WFE) for both 2025 and 2026, aligning with further expected declines in leading-edge logic and memory sectors, contributing to a negative outlook on the stock.
This aggregate rating is based on analysts' research of Ultra Clean and is not a guaranteed prediction by Public.com or investment advice.
Ultra Clean (UCTT) Analyst Forecast & Price Prediction
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