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Upturn AI SWOT - About
UCTT 
Ultra Clean Holdings Inc (UCTT)
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Upturn Advisory Summary
10/15/2025: UCTT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $31.25
1 Year Target Price $31.25
| 3 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 15.96% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.31B USD | Price to earnings Ratio - | 1Y Target Price 31.25 |
Price to earnings Ratio - | 1Y Target Price 31.25 | ||
Volume (30-day avg) 4 | Beta 2.14 | 52 Weeks Range 16.66 - 40.64 | Updated Date 10/17/2025 |
52 Weeks Range 16.66 - 40.64 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.39 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-22 | When - | Estimate 0.2175 | Actual - |
Profitability
Profit Margin -7.15% | Operating Margin (TTM) 1.79% |
Management Effectiveness
Return on Assets (TTM) 2.53% | Return on Equity (TTM) -16.76% |
Valuation
Trailing PE - | Forward PE 24.27 | Enterprise Value 1640509468 | Price to Sales(TTM) 0.61 |
Enterprise Value 1640509468 | Price to Sales(TTM) 0.61 | ||
Enterprise Value to Revenue 0.77 | Enterprise Value to EBITDA 349.04 | Shares Outstanding 45343968 | Shares Floating 44316474 |
Shares Outstanding 45343968 | Shares Floating 44316474 | ||
Percent Insiders 2.46 | Percent Institutions 93.07 |
Upturn AI SWOT
Ultra Clean Holdings Inc
Company Overview
History and Background
Ultra Clean Holdings, Inc. (UCTT) was founded in 1991. It designs, develops, and manufactures critical subsystems, components, and parts for the semiconductor capital equipment, display, medical, energy, and industrial industries. Over time, it has expanded its manufacturing capabilities and geographic reach through acquisitions and organic growth, becoming a key supplier to leading equipment manufacturers.
Core Business Areas
- Semiconductor: Supplies critical subsystems and components for semiconductor manufacturing equipment, including gas delivery systems, frame and process modules, and other precision components.
- Display: Provides manufacturing solutions for the display industry, including components and subsystems used in display manufacturing equipment.
- Other: Serves other industries such as medical, energy, and industrial, providing precision cleaning and other manufacturing services.
Leadership and Structure
Jim Scholhamer is the Chief Executive Officer. The company operates with a functional organizational structure across various divisions, including sales, operations, and engineering.
Top Products and Market Share
Key Offerings
- Gas Delivery Systems: These systems precisely control and deliver gases used in semiconductor manufacturing processes. Market share data is not readily available as a single aggregated number. Competitors include Brooks Automation and Horiba. Revenue generated by this product is a significant portion of their semiconductor business.
- Frame and Process Modules: These are complex integrated modules used in semiconductor manufacturing equipment. Again, specific market share is difficult to pinpoint. Competitors include MKS Instruments. These modules are crucial for controlling and executing semiconductor fabrication steps and are a major revenue contributor.
- Chambers: Chambers for wafer processing for semi equipment. Competitors include Applied Materials and Lam Research. Market share for this is very fragmented
Market Dynamics
Industry Overview
The semiconductor equipment industry is cyclical, driven by demand for semiconductors across various applications. It is highly competitive and requires continuous innovation. Display and other markets have their own demand cycles.
Positioning
UCTT is a key supplier in the semiconductor equipment supply chain, providing critical subsystems and components to leading equipment manufacturers. Its competitive advantage lies in its manufacturing capabilities, quality, and long-standing relationships with key customers.
Total Addressable Market (TAM)
The total addressable market for semiconductor equipment is estimated to be several billion dollars annually. UCTT is positioned to capture a portion of this TAM through its offerings in gas delivery systems, frame and process modules, and other components.
Upturn SWOT Analysis
Strengths
- Strong relationships with leading semiconductor equipment manufacturers
- Advanced manufacturing capabilities
- Broad product portfolio
- Global presence
Weaknesses
- Dependence on the cyclical semiconductor industry
- High customer concentration
- Potential impact from supply chain disruptions
- Exposure to industry-specific risks
Opportunities
- Growth in semiconductor demand from new applications (e.g., AI, 5G)
- Expansion into new markets (e.g., advanced packaging)
- Acquisitions to expand capabilities and market share
- Focus on high margin products
Threats
- Economic downturns affecting semiconductor demand
- Increased competition
- Technological changes rendering existing products obsolete
- Geopolitical risks and trade tensions
Competitors and Market Share
Key Competitors
- MXL
- AMAT
- LAM
- MKSI
Competitive Landscape
UCTT competes with larger, more diversified companies. Its advantages include specialized expertise, customer relationships, and manufacturing capabilities. Disadvantages may include less financial flexibility and limited bargaining power.
Major Acquisitions
Advanced Flow Systems, Inc.
- Year: 2017
- Acquisition Price (USD millions): 230
- Strategic Rationale: Expand product portfolio and manufacturing capabilities in gas delivery systems.
Growth Trajectory and Initiatives
Historical Growth: Historically, UCTT's growth has been tied to the semiconductor equipment cycle. Periods of high semiconductor demand have resulted in strong growth.
Future Projections: Future growth projections depend on analyst estimates and depend on future semiconductor demand, technology and market trends. Analyst estimates indicate growth of 5% to 10% annually.
Recent Initiatives: Recent initiatives include expanding manufacturing capacity, investing in R&D for new technologies, and pursuing strategic acquisitions.
Summary
Ultra Clean Holdings is a key supplier in the semiconductor equipment industry, benefitting from strong relationships and advanced manufacturing. However, it faces cyclical demand, high customer concentration, and stiff competition. Strategic acquisitions and market diversification are crucial for future growth. With robust growth potential but significant reliance on the semiconductor industry, UCTT has a risk profile slightly above average.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Company Website
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share and financial data are estimates and may vary. Investment decisions should be based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ultra Clean Holdings Inc
Exchange NASDAQ | Headquaters Hayward, CA, United States | ||
IPO Launch date 2004-03-25 | CEO & Director Mr. James Xiao | ||
Sector Technology | Industry Semiconductor Equipment & Materials | Full time employees 6773 | Website https://www.uct.com |
Full time employees 6773 | Website https://www.uct.com | ||
Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally. The company provides ultra-clean valves, high purity connectors, industrial process connectors and valves, pneumatic actuators, manifolds and safety solutions, hoses, pressure gauges, and gas line and component heaters; chemical delivery modules that deliver gases and reactive chemicals in a liquid or gaseous form from a centralized subsystem to the reaction chamber; and gas delivery systems, such as weldments, filters, mass flow controllers, regulators, pressure transducers and valves, component heaters, and an integrated electronic and/or pneumatic control system. It also offers various industrial and automation production equipment; fluid delivery systems consist of one or more chemical delivery units, including PFA tubing, filters, flow controllers, regulators, component heaters, and an integrated electronic and/or pneumatic control system; precision robotic systems; top-plate assemblies; frame assemblies; process modules, a subsystem of semiconductor manufacturing tools that process integrated circuits onto wafers; and other high-level assemblies. In addition, the company provides tool chamber parts cleaning and coating services; tool part life extension and process tool part optimization solutions; micro-contamination analysis services for tool parts, wafers and depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contamination; and analytical verification services for process tool chamber part cleaning. It primarily serves customers in the semiconductor capital equipment and semiconductor integrated device manufacturing industries, as well as display, consumer, medical, energy, industrial, and research equipment industries. The company was founded in 1991 and is headquartered in Hayward, California.
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