UCTT Ultra Clean Holdings, Inc. Loading... : Bullish and Bearish Analyst Opinions
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04:31
Aug 14
Aug 14
Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs.
Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs for equipment, foundries, and analog suppliers, with directional impacts framed as fundamental risks rather than explicit positions.
04:31
Aug 14
Aug 14
Applied capacity expansion carries material overbuild risk.
Watch semicap component suppliers as Applied's capacity expansion plan is a high-beta positive but carries overbuild risks.
MED
17:38
Aug 05
Aug 05
Watch UCTT AI ramp margin dilution risk.
Watch Ultra Clean Holdings for near-term margin dilution risk despite strong semiconductor equipment orders. Rapid ramp costs and legacy pricing may outweigh record demand; no author-owned position.
MED
23:08
Aug 03
Aug 03
Watch UCTT for delayed services, cash drag
Watch UCTT for delayed services acceleration, but monitor near-term cash consumption from inventory builds and negative operating cash flow offsetting strong revenue growth.
MED
23:08
Aug 03
Aug 03
Watch UCTT; volume strong, margins/cash lag
Watch UCTT: strong Q2/Q3 and OEM outsourcing support product volume, but flat gross margin, negative operating cash flow and capacity commitments temper the bullish read; no author position disclosed.
MED
20:08
Aug 03
Aug 03
Ultra Clean reported strong Q2 beats and raised Q3 guidance above consensus.
Ultra Clean reported strong Q2 beats and raised Q3 guidance above consensus, but this is a factual earnings recap without an explicit author position.
LOW
17:51
Jul 14
Jul 14
The author is compiling a list of follower-requested stocks for future review without.
The author is compiling a list of follower-requested stocks for future review without expressing any current positions or trade ideas.
LOW
21:31
Jul 08
Jul 08
Watch UCTT as a leveraged AI semicap supercycle play via subsystem manufacturing.
Watch UCTT as a leveraged AI semicap supercycle play via subsystem manufacturing and high-purity services; research note without author position.
MED
21:23
Jul 08
Jul 08
Watch UCTT as a high-convexity play on WFE cycle.
Watch UCTT as a high-convexity play on WFE cycle; research note provides analysis but no position disclosure from author.
MED
07:31
Jul 05
Jul 05
The author lists 23 stocks he plans to review after receiving suggestions from followers.
The author lists 23 stocks he plans to review after receiving suggestions from followers, with no current position or directional view expressed.
LOW
16:22
Jul 04
Jul 04
The author has not heard of UCTT and plans to research it.
The author has not heard of UCTT and plans to research it, expressing no directional view or position.
LOW
23:48
Jun 30
Jun 30
Ultra Clean keeps running on data centers.
Ultra Clean Technology is one of the hottest stocks tied to data center demand; it can continue to make money and run another 15%, though it is expensive.
MED
00:27
Jun 15
Jun 15
Author holds UCTT within a semicap-heavy book; same capex-expansion thesis applies.
Author holds UCTT within a semicap-heavy book; same capex-expansion thesis applies — forced supply-side investment benefits semicap equipment and components names.
MED
04:53
Jun 12
Jun 12
Author endorses parent's picks and confirms they hold STM, UCTT, and ICHR as well.
Author endorses parent's picks and confirms they hold STM, UCTT, and ICHR as well, indicating a long position in all three.
14:38
Jun 11
Jun 11
Author discloses active long position in UCTT; positioned in semi supply chain names expected.
Author discloses active long position in UCTT; positioned in semi supply chain names expected to benefit from forced capex expansion and government pressure on supply.
MED
03:50
Jun 10
Jun 10
Author explicitly says “Buy $UCTT,” which is a direct bullish/actionable call.
00:05
May 15
May 15
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs.
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs, and improved pricing terms as the supply chain becomes the gating factor.
HIGH
13:32
Apr 30
Apr 30
Long subsystem suppliers as wafer-fab tool scaling drives demand for vacuum, gas.
Long subsystem suppliers as wafer-fab tool scaling drives demand for vacuum, gas, and process-control components, capturing bottleneck value.
HIGH
16:21
Apr 28
Apr 28
The trader adds back FORM and AEHR with a bullish semi thesis.
The trader adds back FORM and AEHR with a bullish semi thesis, expecting trapped late bulls to sell while pension funds sell and CTA buys small, making tomorrow a key session.
HIGH
14:39
Apr 28
Apr 28
Buy semiconductor stocks after late bulls panicked and sold.
Buy semiconductor stocks after late bulls panicked and sold, with earnings catalysts for SANM and AMKR; expects reluctant buyers tomorrow.
HIGH
16:46
Apr 24
Apr 24
Buy UCTT for exposure to Intel’s fab/capex expansion.
Buy UCTT for exposure to Intel’s fab/capex expansion, as the stock has shown persistent strength and is unlikely to pull back meaningfully.
MED
16:26
Apr 11
Apr 11
Long $UCTT — speaker implies own holding via the word 'also' when asking another holder.
Long $UCTT — speaker implies own holding via the word 'also' when asking another holder, casual ownership signal consistent with semi-cap supply chain coverage.
HIGH
04:49
Feb 24
Feb 24
The trade is to go long based on a significant price target increase from a sell-side firm.
The trade is to go long based on a significant price target increase from a sell-side firm, which suggests a strong fundamental re-rating of the stock is underway.
MED
00:15
Feb 13
Feb 13
Watch suppliers on cleanroom bottleneck backlog
Watch AMAT and upstream suppliers as cleanroom bottlenecks cause near-term lumpiness but build 2027 backlog.
MED
About UCTT Analyst Coverage
Buzzberg tracks UCTT (Ultra Clean Holdings, Inc.) across 5 sources. 8 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (33%). 24 total trade ideas tracked. Latest voices: TheValueist, __con_, Jim Cramer.