<div id="readability-page-1">Ultra Clean Holdings, Inc. (NASDAQ:UCTT) is one of the Most Undervalued Semiconductor Stocks to Buy According to Analysts. On July 29, Needham analyst Charles Shi lifted the price target on the company’s stock to $30 from $26, while keeping a “Buy” rating, as reported by The Fly. As per the analyst, Ultra Clean Holdings, Inc. (NASDAQ:UCTT) posted strong Q2 2025 results, with revenue beating the Street’s estimate, mainly because of upside from its China business.<div id="attachment_1209822"><img src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/23225140/UCTT-insidermonkey-1698115897979.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NTg4ODAwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="830" height="465" original-src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/23225140/UCTT-insidermonkey-1698115897979.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NTg4ODAwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA"/>A technician inspecting a series of critical ultra-high purity components.</div>Furthermore, the analyst noted that Q3 2025 revenue was guided slightly above the Street. Ultra Clean Holdings, Inc. (NASDAQ:UCTT)’s management sees cost reduction benefits to reflect gradually and more pronounced in Q4 2025, highlighted Needham. Ultra Clean Holdings, Inc. (NASDAQ:UCTT) saw total revenues of $518.8 million, with Products contributing $454.9 million and Services adding $63.9 million. For Q3 2025, it expects revenue of between $480 million – $530 million.Ultra Clean Holdings, Inc. (NASDAQ:UCTT) remains confident in its ability to surpass the broader semiconductor industry growth, thanks to its capability to navigate evolving conditions, expand its addressable market, gain share, and deliver innovative products and services which advance the multi-year growth strategy.Frontier Capital Management, an investment management company, released its Q1 2025 investor letter. Here is what the fund said:<blockquote> “Another underperformer was Ultra Clean Holdings, Inc. (NASDAQ:UCTT), a manufacturer of critical subsystems and services for semiconductor capital equipment manufacturers and semi fabs. While Ultra Clean’s December quarter results exceeded consensus expectations, its outlook for the March quarter disappointed due to product qualification delays at a top Chinese customer and weakening semiconductor equipment demand in China. Management expects the qualification delays to be resolved soon and still anticipates overall company sales to outpace semiconductor wafer fabrication equipment (WFE) industry spending in 2025. Longer term, Ultra Clean is well positioned to gain market share through new design wins at top-tier semi cap equipment manufacturers.” </blockquote>While we acknowledge the potential of UCTT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. 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超科林半導體

Needham 分析師 Charles Shi 將超科林半導體（Ultra Clean Holdings，UCTT）的目標股價從 26 美元上調至 30 美元，維持 “買入” 評級。該公司報告了強勁的 2025 年第二季度業績，收入為 5.188 億美元，超出預期，主要得益於其中國業務的增長。對於 2025 年第三季度，UCTT 預計收入將在 4.8 億美元至 5.3 億美元之間。管理層預計成本削減將在 2025 年第四季度變得更加明顯，並對超越半導體行業增長保持樂觀，儘管近期面臨挑戰

Needham 上調了超科林半導體（UCTT）股票的目標價格