Ultra Clean Holdings (UCTT) is up 9.4% today. Here is some analysis on what might have caused this price movement. ([uct.com](https://www.uct.com/English/investors/overview/default.aspx?utm_source=openai))

Analysis: The move appears tied to renewed strength across semiconductor and chip-equipment stocks, with investors rotating back into AI infrastructure names on June 30. There does not appear to be a fresh company-specific press release today, so the rally likely reflects a mix of sector momentum and continued confidence in Ultra Clean’s improving earnings outlook, AI-linked demand exposure, and longer-cycle wafer-fab spending narrative. ([fool.com](https://www.fool.com/investing/2026/06/30/market-indexes-close-out-june-with-a-tech-rally/?utm_source=openai))

Details:

Sources:

Ultra Clean Holdings Investor Relations, SEC, AP News, Stock Analysis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$UCTT Insider Trading Activity

$UCTT insiders have traded $UCTT stock on the open market 80 times in the past 6 months. Of those trades, 0 have been purchases and 80 have been sales.

Here’s a breakdown of recent trading of $UCTT stock by insiders over the last 6 months:

• SHERI SAVAGE (CFO) has made 0 purchases and 46 sales selling 30,187 shares for an estimated $2,700,471.
• CLARENCE L GRANGER has made 0 purchases and 4 sales selling 30,000 shares for an estimated $2,258,929.
• BRIAN E HARDING (Chief Accounting Officer) has made 0 purchases and 23 sales selling 20,988 shares for an estimated $1,839,891.
• CHRISTOPHER S COOK (President, Products Division) has made 0 purchases and 3 sales selling 23,381 shares for an estimated $1,745,336.
• EMILY M LIGGETT sold 8,198 shares for an estimated $755,691
• JAMIE J. PALFREY (SVP, Global Human Resources) sold 8,691 shares for an estimated $692,889
• JEFFREY L. MCKIBBEN (Chief Information Officer) sold 4,205 shares for an estimated $365,835
• PAUL YOONKU CHO (General Counsel and Secretary) sold 944 shares for an estimated $84,365

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$UCTT Hedge Fund Activity

We have seen 202 institutional investors add shares of $UCTT stock to their portfolio, and 114 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• FRONTIER CAPITAL MANAGEMENT CO LLC removed 1,722,388 shares (-49.1%) from their portfolio in Q1 2026, for an estimated $107,098,085
• BOSTON PARTNERS added 1,468,878 shares (+inf%) to their portfolio in Q1 2026, for an estimated $91,334,834
• INVESCO LTD. added 1,315,407 shares (+63.1%) to their portfolio in Q4 2025, for an estimated $33,319,259
• SHAPIRO CAPITAL MANAGEMENT LLC removed 1,278,492 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $79,496,632
• DRIEHAUS CAPITAL MANAGEMENT LLC added 608,746 shares (+134.2%) to their portfolio in Q1 2026, for an estimated $37,851,826
• COOPER CREEK PARTNERS MANAGEMENT LLC added 586,773 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,485,545
• TWO SIGMA INVESTMENTS, LP added 581,131 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,134,725

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$UCTT Analyst Ratings

Wall Street analysts have issued reports on $UCTT in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• TD Cowen issued a "Buy" rating on 04/29/2026
• Needham issued a "Buy" rating on 01/20/2026

To track analyst ratings and price targets for $UCTT, check out Quiver Quantitative's $UCTT forecast page.

$UCTT Price Targets

Multiple analysts have issued price targets for $UCTT recently. We have seen 4 analysts offer price targets for $UCTT in the last 6 months, with a median target of $107.5.

Here are some recent targets:

• Edward Yang from Oppenheimer set a target price of $115.0 on 06/09/2026
• Timothy Arcuri from UBS set a target price of $130.0 on 05/05/2026
• Charles Shi from Needham set a target price of $92.0 on 04/29/2026
• Krish Sankar from TD Cowen set a target price of $100.0 on 04/29/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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