Ultra Clean Holdings, Inc. (NASDAQ:UCTT)

CAPS Rating: 4 out of 5

A developer and supplier of critical subsystems for the semiconductor capital equipment industry. The Company develops, designs, prototypes, engineers, manufactures & tests subsystems which are specialized to semiconductor manufacturing process.

UCTT News and Commentary

Caps

How do you think UCTT will perform against the market?

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All Players

371 Outperform
10 Underperform
 

All-Star Players

58 Outperform
5 Underperform
 

Wall Street

4 Outperform
0 Underperform
 

Top UCTT Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

thinleyw (46.02)
Submitted November 15, 2012

Valuation based on 10 year NI seems reasonable

rknapton (54.22)
Submitted August 22, 2013

Short. Semiconductor industry. Declining revenues so this stock should continue to lag.

UCTT VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about UCTT.

Recs

0
Member Avatar rhallbick (97.09) Submitted: 4/17/2018 6:44:02 PM : Outperform Start Price: $26.31 UCTT Score: -33.55

Ultra Clean Holdings, Inc. (NASDAQ Global Select: UCTT)

Low P/E with low near-term growth expectations in a cyclical industry. Has had several years of strong revenue growth. Had 64% revenue growth in 2017 with 128% increase in inventory levels. Much of the inventory growth appeared in Q4. If inventory growth is all contracted work-in-progress, perhaps it will show up in Q1 2018 sales. In the company's reported business model, they say that they prepare for sudden industry slowdowns, so I assume that they are not stockpiling inventory not ordered.

Raised approximately $95.0 million in a Feb 2018 stock offering. Existing shareholders were diluted by about 15%. Total debt to tangible assets is only 28.5%, so perhaps the equity funding is earmarked for more acquisitions.

As of February 23, 2018, there were 38,469,724 common shares outstanding.

Price: $26.31 | Annual Dividend: $0.00 | Dividend Yield: 0.00%

Recs

0
Member Avatar SaintCroix (99.29) Submitted: 1/20/2018 11:36:59 PM : Outperform Start Price: $26.64 UCTT Score: -33.97

Stock doubled last year and it's still cheap.

P.E. (trailing) 14
P.E. (forward) 10
PEG 0.58

Competitor with ICHR in the semiconductor manufacturing space. Both stocks crushed the market last year and should do so again this year.

Recs

0
Member Avatar EnigmaDude (62.70) Submitted: 11/29/2017 1:23:13 PM : Outperform Start Price: $21.56 UCTT Score: -25.28

Great opportunity to load up on this one today at about $21. Should be north of $30 per share by end of 2018.

Leaderboard

Find the members with the highest scoring picks in UCTT.

Score Leader

sumbawa

sumbawa (30.18) Score: +225.54

The Score Leader is the player with the highest score across all their picks in UCTT.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Haugurafpeningum 27.09 2/25/2016 Outperform 5Y $5.21 +229.94% +42.45% +187.49 0 Comment
loangolfer < 20 10/20/2015 Outperform 5Y $5.57 +208.62% +35.97% +172.64 1 Comment
thinleyw 46.02 11/15/2012 Outperform 3Y $4.68 +267.31% +102.95% +164.36 1 Comment
Bigsef77 70.51 4/24/2015 Outperform 5Y $6.12 +180.88% +30.48% +150.40 0 Comment
drnetops < 20 8/17/2016 Outperform 5Y $6.49 +164.87% +26.59% +138.28 0 Comment
dflo 83.26 4/17/2015 Outperform NS $6.87 +150.22% +32.08% +118.14 0 Comment
norbear 46.96 9/3/2015 Outperform 5Y $6.69 +156.95% +40.61% +116.34 0 Comment
timd118 67.24 8/24/2011 Outperform 5Y $5.08 +238.39% +137.31% +101.07 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. skyrocket29 64.56 10/28/2016 4/28/2017 Outperform 3M $7.79 +120.67% +29.48% +91.19 0 Comment
Eric2204 99.11 8/22/2012 Outperform 5Y $6.00 +186.50% +95.49% +91.01 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackStifel 95.12 12/4/2017 Outperform NS $22.56 -23.79% +3.63% -27.42 0 Comment
TrackStandpoint 36.55 5/1/2014 Outperform 5Y $8.48 +16.81% +15.24% +1.58 11/15/2016 @ $9.90 0 Comment
TrackNeedham 90.14 7/26/2011 Outperform NS $7.10 +142.11% +106.35% +35.76 0 Comment
TrackDoughertyCo 60.58 5/26/2011 Outperform NS $10.05 +71.04% +109.04% -37.99 0 Comment
TrackJimCramer 85.46 1/13/2011 Outperform 3W $11.70 +46.92% +114.98% -68.06 0 Comment
TrackDoughertyCo 60.58 7/27/2010 Outperform NS $10.82 -19.87% +13.91% -33.78 3/16/2011 @ $8.67 0 Comment
TrackNeedham 90.14 10/6/2009 Outperform NS $5.92 +72.64% +29.13% +43.51 3/31/2011 @ $10.22 0 Comment
TrackNeedham 90.14 7/24/2007 Outperform NS $14.43 -63.69% -25.89% -37.80 9/30/2008 @ $5.24 0 Comment
TrackStanfordRes < 20 7/24/2007 Outperform NS $14.45 -48.65% -9.83% -38.82 4/17/2012 @ $7.42 0 Comment
TrackZacks < 20 5/29/2007 Outperform 3M $13.20 -64.32% -35.10% -29.22 10/20/2008 @ $4.71 1 Comment
TrackJimCramer 85.46 5/29/2007 Underperform 3W $13.20 -11.36% -15.68% -4.32 1/14/2011 @ $11.70 0 Comment
TrackJPMorgan 87.18 2/23/2007 Outperform NS $15.10 -34.64% -18.48% -16.16 4/30/2010 @ $9.87 0 Comment
TrackPiperJaff 87.43 2/13/2007 Outperform NS $13.22 -5.14% +5.24% -10.38 10/23/2007 @ $12.54 0 Comment
TrackNeedham 90.14 10/24/2006 Outperform NS $13.25 +27.09% +7.93% +19.17 4/24/2007 @ $16.84 0 Comment

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