Ultra Clean Holdings, Inc. (UCTT)

In April 2025, InvestingPro's Fair Value model identified UCTT shares as significantly undervalued, trading at $18.63, and the stock subsequently delivered a 63% return, reaching $30.41 by October 2025. The company reported a challenging first quarter for fiscal year 2025, with revenue missing guidance due to geopolitical uncertainties and customer-specific technical challenges, but reported a Q2 2025 revenue beat. Over the last year, the stock has shown a 14.27% decrease.

The demand for Ultra Clean Holdings, Inc.'s products and services is influenced by the cyclical nature of the semiconductor industry. The company's outlook can be affected by broader industry expectations, such as a subdued or contracting market, which may result from inventory adjustments and cautious capital spending among semiconductor manufacturers. While the company has experienced historical volatility, its business model, including a growing service segment, aims to provide future stability.

Ultra Clean Holdings, Inc. (UCTT) operates in the Technology sector, specifically within the Semiconductors industry, focusing on Semiconductor Materials and Equipment. The company specializes in developing and supplying critical subsystems, components, parts, and ultra-high purity cleaning and analytical services for the semiconductor manufacturing industry. The Products Segment designs, engineers, and manufactures production tools, components, parts, modules, and subsystems, including chemical delivery modules, frame assemblies, gas delivery systems, fluid delivery systems, precision robotics, and process modules. The Services Segment provides ultra-high purity parts cleaning, process tool part recoating, surface encapsulation, and high-sensitivity micro-contamination analysis, primarily for semiconductor device makers and wafer fabrication equipment (WFE) markets.

Headquartered in Hayward, California, Ultra Clean Holdings, Inc. has a global presence, selling its products and services throughout North America, Asia, and Europe. Ultra Clean Holdings expanded its global footprint by establishing an Advanced Technology Cleaning Centre (ATCC) in Cavan, Ireland, which serves as its 15th Services site and supports European customers, including Intel Corporation.

Ultra Clean Holdings, Inc. has established a strong reputation in the semiconductor manufacturing industry and is recognized for delivering high-purity, mission-critical components and systems. The company is considered a trusted partner in the complex and dynamic semiconductor supply chain.

Ultra Clean Holdings, Inc.'s ownership structure is predominantly driven by institutional investors, who hold a significant percentage of the company's stock. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., and Shapiro Capital Management Llc. Individual investors hold a smaller stake, estimated around 11% or 2.99% of the company. The company's CEO, Jinsong Xiao, owns 0.7% of the company's shares.