
Ultra Clean (UCTT) Stock Forecast & Price Target
Ultra Clean (UCTT) Analyst Ratings
Bulls say
Ultra Clean Holdings Inc. is experiencing a notably positive outlook, with management reporting continuous improvement in customer forecasts, which extend visibility for revenue growth well into 2027. The company anticipates a significant year-over-year industry growth of 15-20% in 2026, driven by forthcoming expansions in foundry and memory segments, particularly in the second half of the year. Furthermore, the company's strong earnings potential, showcased by an EPS of over $4, alongside normalized inventories with key customers, positions Ultra Clean Holdings favorably for capturing revenue growth as the semiconductor capital equipment market enters an upcycle.
Bears say
Ultra Clean Holdings Inc. is experiencing a concerning financial trajectory, marked by a revenue decline of 10% year-over-year in Q4 2025 and a prolonged forecast of stagnant sales expected to hover around current levels for the next few quarters. The company reported a 36.2% drop in non-GAAP operating income to $25 million for the year, accompanied by a significant contraction in operating margins, which fell 200 basis points to 4.9%. Furthermore, the anticipated flat to declining wafer fabrication equipment (WFE) demand through 2025 and beyond suggests a challenging market environment that could further hinder Ultra Clean's growth prospects.
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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