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UCUCTT

Ultra Clean Holdings, Inc.

$UCTT·$3.3B·Semiconductors·Technology
$51.00-8.7%YTD+198.7%1Y+75.9%
Price updated 7h ago·X counts updated 5d ago
UCUCTT
$UCTTUltra Clean Holdings, Inc.
$51.00-8.65%86 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $UCTT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

86X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $UCTT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 74% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-07-15

Ultra Clean Holdings chatter is bullish. UCTT appointed Michael Keogh as CFO effective Aug 5, sending shares +6%. Semi-cap equipment was one of the last groups standing along with memory in June - UCTT was a leader. Community describes UCTT investment thesis around 'Scaling for the AI Semicap Supercycle.' Community groups UCTT with FORM/ICHR/ONTO/AMAT as leaders. Neoclouds heating back up with NBIS driving semicaps + UCTT alongside. Community broadly long.

Read what X is saying about $UCTT

  • Bullish vs bearish call — with the AI summary of the day's posts
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  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UCTT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Ultra Clean up 199% YTD — AI semicap supercycle, FORM/ICHR/ONTO/AMAT cohort leader.

Ultra Clean Holdings is a specialty semiconductor-equipment subsystems provider — ultra-high purity cleaning, precision components, and sophisticated subsystems for the semi-cap industry. The stock is up 199% YTD and 47% of its 52-week range.

  • The P&L is still softening: revenue grew 2.9% YoY to $533.7M last quarter at a 2.1% operating margin and 16% gross margin — modest growth with razor-thin operating margins; the FY27 EPS estimate at $0.95 implies meaningful recovery.
  • The AI-semicap-supercycle thesis is specific: UCTT is grouped with FORM, ICHR, ONTO, AMAT as leaders riding the hyperscaler-driven wafer-fab-equipment capex cycle — the +199% YTD move reflects the Street buying this narrative.
  • The CFO Michael Keogh appointment (effective Aug 5) is specific operational leadership strengthening — plus Alexander Davern's board appointment adds governance depth.

Accelerating holds while semicap-equipment orders stay firm into FY27 and operating margin extends. A soft Oct 27 earnings print on bookings, or any specific commentary on wafer-fab-equipment customer-deferral commentary, is what cools the move; a FY27 EPS guide above $4 plus specific hyperscaler attach commentary is what extends the breakout.

Agrees with X sentimentX bulls on CFO Michael Keogh appointment, UCTT as a leader with semi-cap-equipment and memory, the FORM/ICHR/ONTO/AMAT cohort grouping, and the 'Scaling for the AI Semicap Supercycle' community framing have the specific thesis right — this is a legitimate AI-semicap play.

What to watch: Oct 27 earnings — bookings growth, operating margin trajectory above 2%, hyperscaler-attach disclosure, FY27 EPS guide. A soft bookings print or wafer-fab-equipment customer-deferral commentary is what cools the breakout.

On the calendar: 2026-10-27 — Q3 FY26 earnings

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  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Supplies ultra-high-purity gas delivery subsystems, chemical delivery modules, and cleaning services for semiconductor capital equipment makers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $UCTT.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $UCTT

Direct beneficiary — Supplies ultra-high-purity gas delivery subsystems, chemical delivery modules, and cleaning services for semiconductor capital equipment makers.; every new AI chip design runs through EDA tools and licensed IP, making this a royalty-per-chip play.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-19.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-5.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-28.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
15.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.70$0.53+31.8%
Q1 2026Apr 28, 2026$0.31$0.27+14.8%
Q4 2025Feb 23, 2026$0.22$0.23-4.3%
Q3 2025Oct 28, 2025$0.28$0.24+16.7%
Next earningsTue, Oct 27·consensus EPS $0.94

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$533.7M+2.9%15.8%2.1%$-0.40$-42.9M
Q4 FY25$506.7M-10.0%15.3%2.2%$-0.07$-2.6M
Q3 FY25$510.0M-5.6%16.1%2.1%$-0.24$-10.9M
Q2 FY25$518.8M+0.5%15.3%-27.3%$-3.58$12.4M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.7B$2.7B – $2.7B$3.16$2.90 – $3.634
FY27$3.9B$3.8B – $4.0B$6.55$6.00 – $7.514
FY28$4.3B$3.7B – $5.4B$7.72$4.24 – $13.643
FY29$4.7B$4.4B – $5.2B$7.86$7.20 – $9.012
FY30$5.4B$5.0B – $6.0B$11.24$10.30 – $12.881

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-30.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.855-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 2Brian E HardingChief Accounting Officer3.8K sh$494KSellJun 4Sheri SavageCFO20.0K sh$1.8MSellJun 4Brian E HardingChief Accounting Officer3.3K sh$292KSellJun 2Cho Paul YoonkuGeneral Counsel and Secretary944 sh$84KSellMay 27Emily M LiggettDirector8.2K sh$756KSellMay 14Jeffrey L. MckibbenChief Information Officer4.2K sh$366KSellMay 8Cho Paul YoonkuGeneral Counsel and Secretary2.0K sh$174KSellMay 8Jeffrey L. MckibbenChief Information Officer2.5K sh$216KSellMay 5Jamie J. PalfreySVP, Global Human Resources8.7K sh$693KSellMay 5Brian E HardingChief Accounting Officer4.0K sh$320K
1–10 of 13
+ 26 other (18 awards · 8 inkinds) in window

See when $UCTT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 23
8-KOfficer or director changeSep 308-K — Item 5.02: Officer or director change
3New insider — initial holdingsSep 43
AI summary

Michael Dennis Keogh, newly appointed Chief Financial Officer of Ultra Clean Holdings (UCTT), filed an initial Form 3 statement of beneficial ownership as of August 5, 2026. The filing discloses no direct or indirect securities beneficially owned — no common shares, no derivative securities. Routine administrative filing required within 10 days of becoming a reporting person under Section 16(a).

8-KMaterial agreementAug 148-K — Item 1.01: Material agreement
AI summary

Ultra Clean Holdings entered into a Sales Agreement on August 14, 2026 with UBS Securities, Barclays Capital, Craig-Hallum, and Oppenheimer for an at-the-market (ATM) offering program allowing up to $400 million of common stock to be sold at management's discretion. Shares may be sold in ordinary broker transactions or otherwise permitted methods at prevailing market prices. Potentially dilutive over time; $400M in authorized capacity is material relative to UCT's scale and provides the company flexible equity financing on demand.

424B5Prospectus supplement (offering)Aug 14424B5
AI summary

Ultra Clean Holdings, Inc. filed a 424B5 prospectus supplement for an at-the-market offering of up to $400 million in common stock through UBS Securities, Barclays, Craig-Hallum, and Oppenheimer as sales agents. Shares were priced off August 13, 2026's closing price of $92.91 on Nasdaq; sales may occur through brokers, market makers, Nasdaq, OTC, block trades, or forward sale transactions at prevailing or negotiated prices. This ATM shelf represents material potential dilution — roughly 4.3M shares at current prices — and is a large capital-raising mechanism for a semiconductor equipment supplier riding chip fab buildout demand.

8-KOfficer or director changeAug 68-K — Item 5.02: Officer or director change
AI summary

Ultra Clean Holdings, Inc. (UCTT) disclosed an officer or director change (Item 5.02) on 2026-08-06. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No financial terms were disclosed in this filing.

8-KOfficer or director changeJul 88-K — Item 5.02: Officer or director change
AI summary

Ultra Clean Holdings (UCTT) — 8-K (Item 5.02) reporting an officer or director change effective July 2, 2026. Body excerpt does not identify the specific executive or the nature of the change. Administrative — officer/director change; refer to the full filing for the individual and role details.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
AI summary

Ultra Clean Holdings held its 2026 Annual Meeting on May 22, 2026 with approximately 40.4M shares voted. Stockholders approved five proposals: (1) election of all eight directors; (2) ratification of PricewaterhouseCoopers LLP as auditor (40.1M for); (3) non-binding say-on-pay (35.1M for, 773K against); (4) stock incentive plan amendment adding 3,500,000 shares; and (5) ESPP amendment adding 450,000 shares. The share plan amendments are mildly dilutive but standard governance.

+ 17 other (6 13Gs · 3 10-Qs · 3 earnings 8-Ks · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ultra Clean Holdings: Why I'm Changing My Tune On This Name (Rating Upgrade)seekingalpha.com·5d agoUltra Clean Announces Q3 2026 Earnings Date and Conference Callprnewswire.com·12d agoUltra Clean (NASDAQ:UCTT) Shares Gap Up – Here’s What Happeneddefenseworld.net·16d agoUltra Clean Appoints Alexander Davern to Board of Directorsprnewswire.com·17d agoBuy 3 High-Flying AI-Led Mid-Cap Stocks With More Room to Grow in Q4zacks.com·19d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureSemiconductor Onshoring

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Voices on X · last 7 days

No standout posts about $UCTT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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