Fourier Capital Management Ltd Invests $1.85 Million in Ultra Clean Holdings, Inc. $UCTT

Fourier Capital Management Ltd bought a new stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 12,956 shares of the semiconductor company’s stock, valued at approximately $1,847,000. Ultra Clean makes up approximately 2.9% of Fourier Capital Management Ltd’s holdings, making the stock its 9th biggest holding.

A number of other institutional investors have also made changes to their positions in the business. Kilter Group LLC bought a new stake in Ultra Clean during the 2nd quarter worth about $30,000. Harbor Investment Advisory LLC bought a new position in shares of Ultra Clean in the second quarter worth about $62,000. AdvisorNet Financial Inc bought a new position in shares of Ultra Clean in the first quarter worth about $34,000. Global Retirement Partners LLC acquired a new position in shares of Ultra Clean during the second quarter worth approximately $82,000. Finally, EverSource Wealth Advisors LLC lifted its position in shares of Ultra Clean by 37.3% during the first quarter. EverSource Wealth Advisors LLC now owns 721 shares of the semiconductor company’s stock worth $45,000 after purchasing an additional 196 shares in the last quarter. 96.06% of the stock is owned by institutional investors.

Ultra Clean Stock Up 4.7%

Shares of NASDAQ UCTT opened at $76.43 on Friday. Ultra Clean Holdings, Inc. has a 1 year low of $21.49 and a 1 year high of $144.22. The firm’s 50-day moving average is $98.44 and its 200-day moving average is $80.09. The company has a current ratio of 2.73, a quick ratio of 1.25 and a debt-to-equity ratio of 0.84. The firm has a market capitalization of $3.43 billion, a PE ratio of -146.98, a price-to-earnings-growth ratio of 0.78 and a beta of 1.88.

Ultra Clean (NASDAQ:UCTT) last posted its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.70 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.17. Ultra Clean had a negative net margin of 1.07% and a positive return on equity of 6.99%. The business had revenue of $644.90 million during the quarter, compared to the consensus estimate of $587.65 million. During the same period in the previous year, the firm posted $0.27 earnings per share. Ultra Clean’s revenue for the quarter was up 24.3% compared to the same quarter last year. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Equities analysts expect that Ultra Clean Holdings, Inc. will post 2.67 EPS for the current year.

Insider Buying and Selling at Ultra Clean

In other Ultra Clean news, Director Emily M. Liggett sold 8,198 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $92.18, for a total transaction of $755,691.64. Following the completion of the sale, the director owned 38,152 shares in the company, valued at approximately $3,516,851.36. The trade was a 17.69% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Sheri Savage sold 15,766 shares of the stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $89.47, for a total value of $1,410,584.02. Following the completion of the transaction, the chief financial officer directly owned 50,710 shares in the company, valued at approximately $4,537,023.70. This trade represents a 23.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 39,329 shares of company stock worth $3,540,599. Insiders own 1.80% of the company’s stock.

Analyst Ratings Changes

UCTT has been the subject of a number of research reports. Wall Street Zen raised shares of Ultra Clean from a “hold” rating to a “buy” rating in a report on Sunday, August 9th. UBS Group reaffirmed a “buy” rating on shares of Ultra Clean in a report on Tuesday, August 4th. Oppenheimer increased their price objective on Ultra Clean from $115.00 to $150.00 and gave the company an “outperform” rating in a research report on Tuesday, August 4th. Needham & Company LLC lifted their target price on Ultra Clean from $92.00 to $125.00 and gave the company a “buy” rating in a research note on Tuesday, August 4th. Finally, Zacks Research upgraded Ultra Clean from a “hold” rating to a “strong-buy” rating in a research report on Monday, May 25th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $129.00.

Ultra Clean Company Profile

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.