
Ultra Clean (UCTT) Stock Forecast & Price Target
Ultra Clean (UCTT) Analyst Ratings
Bulls say
Ultra Clean Holdings Inc. has seen increased revenue estimates for 4Q25 and 2026, reflecting a positive outlook for the company's financial performance. The normalization of inventories among key customers is expected to facilitate immediate revenue growth as the wafer fabrication equipment (WFE) market enters an upcycle. Additionally, recent wins with a European OEM, likely ASML, position Ultra Clean for new revenue streams from subsystems and components, further supporting optimism about future earnings growth driven by strong margins and effective cost recovery strategies.
Bears say
Ultra Clean Holdings Inc. is facing a challenging financial outlook, with 4Q25 guidance indicating a projected revenue decline of 1% quarter-over-quarter and 10% year-over-year, which is expected to stabilize around these levels for the following 2-3 quarters. The company's 3Q25 results showed a total revenue of $505 million, reflecting a decrease of 2% QoQ and 6% YoY, with a minor increase in Services revenue being insufficient to counterbalance the decline in Products revenue. Additionally, gross margins are anticipated to decrease by approximately 50 basis points due to a less favorable product mix, and the bear case assumptions forecast a stagnant or declining wafer fab equipment market through 2026.
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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