UCTT Ultra Clean Holdings, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
04:31
14 авг
14 авг
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
14 авг
14 авг
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.
Сред.
17:38
05 авг
05 авг
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.
Сред.
23:08
03 авг
03 авг
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.
Сред.
23:08
03 авг
03 авг
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.
Сред.
20:08
03 авг
03 авг
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.
Низ.
17:51
14 июл
14 июл
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.
Низ.
21:31
08 июл
08 июл
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.
Сред.
21:23
08 июл
08 июл
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.
Сред.
07:31
05 июл
05 июл
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.
Низ.
16:22
04 июл
04 июл
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.
Низ.
23:48
30 июн
30 июн
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.
Сред.
00:27
15 июн
15 июн
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.
Сред.
04:53
12 июн
12 июн
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
11 июн
11 июн
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.
Сред.
03:50
10 июн
10 июн
Author explicitly says “Buy $UCTT,” which is a direct bullish/actionable call.
00:05
15 мая
15 мая
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.
Выс.
13:32
30 апр
30 апр
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.
Выс.
16:21
28 апр
28 апр
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.
Выс.
14:39
28 апр
28 апр
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.
Выс.
16:46
24 апр
24 апр
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.
Сред.
16:26
11 апр
11 апр
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.
Выс.
04:49
24 фев
24 фев
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.
Сред.
00:15
13 фев
13 фев
Watch suppliers on cleanroom bottleneck backlog
Watch AMAT and upstream suppliers as cleanroom bottlenecks cause near-term lumpiness but build 2027 backlog.
Сред.
Об аналитическом покрытии UCTT
Buzzberg отслеживает UCTT (Ultra Clean Holdings, Inc.) в 5 источниках. Бычьих сигналов: 8, медвежьих: 0, от 6 аналитиков. Сентимент преимущественно бычий (33%). Всего отслеживаются 24 торговые идеи. Последние спикеры: TheValueist, __con_, Jim Cramer.