TD Cowen analyst Krish Sankar maintained a Buy rating on Ultra Clean Holdings today and set a price target of $30.00.
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Krish Sankar has given his Buy rating due to a combination of factors that highlight Ultra Clean Holdings’ potential for growth and strategic positioning. Despite the challenges posed by the domestic China market, which remains a significant risk due to potential regulatory changes, the company’s management is taking proactive steps to mitigate these risks. They are focusing on operational improvements and securing additional design wins, which are expected to support future growth.
Furthermore, the company’s recent financial performance has shown resilience, with better-than-expected results in the June ’25 quarter. This was achieved through disciplined operational expenditure management and strategic positioning as a key supplier in the semiconductor subsystem market. While there are concerns about the timing of a recovery in the core semiconductor business and potential tariff impacts, the company’s efforts to integrate previous acquisitions and explore new partnerships are seen as positive steps towards long-term growth.
Based on the recent corporate insider activity of 44 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of UCTT in relation to earlier this year.