[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-ultra-clean-holdings-stock-has-surged-230-in-2026-is-uctt-still-worth-buying-at-105-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":258,"relatedPosts":264,"suggestedPosts":338},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":238,"editor":244,"categories":249,"relatedPosts":255,"seo":256},110787,"Ultra Clean Holdings Stock Has Surged 230% in 2026. Is UCTT Still Worth Buying at $105?","2026-06-12T14:00:00","2026-06-12T13:37:42","\u003Cp>Ultra Clean Holdings stock has surged more than 230% in 2026, driven by an AI-fueled semiconductor equipment cycle and a fresh Oppenheimer price target raise to $115. \u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-ultra-clean-holdings-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>Ultra Clean Holdings Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $104.83\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target (Mean):\u003C\u002Fstrong> ~$107\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Model Target (Mid):\u003C\u002Fstrong> ~$125\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return (Mid):\u003C\u002Fstrong> ~19%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR (Mid):\u003C\u002Fstrong> ~4% \u002F year\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Earnings Reaction:\u003C\u002Fstrong> +7.97% (April 28, 2026)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cstrong>Ultra Clean Holdings (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=3720301&tid=9472021&?ref=tikrblog\">\u003Cstrong>UCTT\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> hit a 52-week high of $104.93 on June 11, closing at $104.83 after surging 15.32% on the day. The stock is up more than 230% year to date, making it one of the strongest performers in the semiconductor equipment space. The catalyst: Oppenheimer raised its price target from $100 to $115 and reiterated an Outperform rating following a June 8 broker-hosted meeting with management, citing a semiconductor equipment cycle it now believes is stronger and longer than previously modeled.\u003C\u002Fp>\n\n\n\n\u003Cp>That is the bull case in brief. But the TIKR model’s mid-case target of ~$125 implies only about 19% total return through the end of 2030, or roughly 4% annualized from current prices. The Street’s mean target is ~$107, barely above where the stock closed. Understanding what bulls and bears are actually arguing and what the data supports is the only way to make a clean-eyed decision here.\u003C\u002Fp>\n\n\n\n\u003Cp>Ultra Clean’s investor relations materials lay out the company’s role clearly: it makes the critical subsystems inside chip-making machines, including gas delivery panels, chemical delivery modules, and process modules, and provides ultra-high purity cleaning services that keep those tools running. It does not build the machines itself. That means UCTT captures revenue from both new tool installations tied to WFE spending and from rising wafer starts through its services business.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>What the Upgrade Actually Signals\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>WFE, or wafer fabrication equipment, is the capital that chipmakers spend on machines used to manufacture semiconductors, and it is the master variable for Ultra Clean’s revenue. On the Q1 2026 earnings call, CEO James Xiao said customers are quoting $140 billion to $145 billion in WFE for 2026, implying 18% to 20% growth over 2025, and are already signaling growth of 15% or more for 2027. When the forward demand signal stretches two to three years rather than one, the valuation math changes significantly for a company with Ultra Clean’s operating leverage structure, and that extension is precisely what Oppenheimer is now pricing in.\u003C\u002Fp>\n\n\n\n\u003Cp>Not all WFE spending is growing at the same rate. Xiao noted that leading-edge foundry logic, high-bandwidth memory (HBM), and advanced packaging are seeing the sharpest capital intensity increases, and these segments are “etch and removal intensive,” meaning they disproportionately drive demand for Ultra Clean’s subsystems. Deposition and etch equipment represented roughly mid-30% of total WFE in the first half of 2026. Customers are projecting that share to rise to the high 30s in the second half, a direct tailwind for UCTT’s product mix.\u003C\u002Fp>\n\n\n\n\u003Cp>As for China risk: domestic Chinese customers represent less than 5% of UCTT’s total revenue, confirmed by CEO Xiao on the Q1 call. China’s share of worldwide WFE has normalized from 35%–40% during the 2024–2025 inventory-build period back to the low 20s, which Xiao described as a return to normal, not a structural headwind.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Q1 Beat, Q2 Guidance Points Higher\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Ultra Clean reported Q1 2026 revenue of $533.7 million, ahead of the guided midpoint. Product revenue was $465.7 million, and services revenue was $68 million, with services gross margin at 30%. Adjusted EPS of $0.31 beat the $0.26 consensus by 18.1%, and the stock gained 7.97% on the April 28 reporting date.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_UCTT-Ultra-Clean-Holdings-Inc.-Revenue-and-Gross-Margin-\u002FTIKR.com_UCTT-Ultra-Clean-Holdings-Inc.-Revenue-and-Gross-Margin-.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781271263\u002Fimages\u002FTIKR.com_UCTT-Ultra-Clean-Holdings-Inc.-Revenue-and-Gross-Margin-\u002FTIKR.com_UCTT-Ultra-Clean-Holdings-Inc.-Revenue-and-Gross-Margin-.webp?_i=AA\" alt=\"\" class=\"wp-post-110787 wp-image-110805\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271263\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Ultra Clean Holdings Revenue & Gross Margin \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Q2 guidance calls for revenue of $565–$605 million and EPS of $0.44–$0.60, continuing the sequential growth trajectory. CEO Xiao put the capacity picture plainly: “Our global footprint supports around $3 billion in revenue today and can scale up to $4 billion with modest incremental capital investment.” With the current annualized run rate around $2.1–$2.2 billion, there is meaningful headroom before the company needs major new capital commitments to absorb growth. CFO Sheri Savage confirmed gross margin should continue expanding through the year, with Q4 the expected peak as higher volumes spread fixed costs across a larger revenue base.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for Ultra Clean Holdings stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-how-uctt-stacks-up-against-peers\">\u003Cstrong>\u003Cstrong>How UCTT Stacks Up Against Peers\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>On the TIKR Competitors page, Ultra Clean trades at an NTM\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\"> EV\u002FEBITDA\u003C\u002Fa> of 20.86x. The peer group median across 19 semiconductor equipment comparables, per TIKR’s summary statistics, sits at 25.15x. Entegris (ENTG) trades at 24.97x, Onto Innovation (ONTO) at 31.16x, FormFactor (FORM) at 37.41x, and Camtek (CAMT) at 41.55x.\u003C\u002Fp>\n\n\n\n\u003Cp>That roughly 17% discount to the peer median is partly justified. Ultra Clean is a subsystem assembler rather than a full equipment maker, so its\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fprofit-margins-and-cost-structure-5-best-free-tools-to-analyze\"> profit margins\u003C\u002Fa> are structurally thinner. LTM gross margin is 15.6%. But part of the discount likely reflects skepticism about whether the operating leverage story will show up in the numbers. The Q1 results and Q2 guidance suggest it is beginning to.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_Ultra-Clean-Holdings-Inc.-UCTT-NTM-Total-Enterprise-Value-_-EBITDA\u002FTIKR.com_Ultra-Clean-Holdings-Inc.-UCTT-NTM-Total-Enterprise-Value-_-EBITDA.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781271245\u002Fimages\u002FTIKR.com_Ultra-Clean-Holdings-Inc.-UCTT-NTM-Total-Enterprise-Value-_-EBITDA\u002FTIKR.com_Ultra-Clean-Holdings-Inc.-UCTT-NTM-Total-Enterprise-Value-_-EBITDA.webp?_i=AA\" alt=\"\" class=\"wp-post-110787 wp-image-110804\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271245\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Ultra Clean Holdings NTM EV \u002F EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-bears-are-watching\">\u003Cstrong>What Bears Are Watching\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Two things warrant honest attention.\u003C\u002Fp>\n\n\n\n\u003Cp>First, CFO Sheri Savage announced her retirement on the Q1 earnings call, after 17 years with the company, committing to stay until a successor is named. Separately, SEC Form 4 filings show she sold approximately 14,421 shares for roughly $1.29 million on June 4, retaining 66,476 shares. The Chief Accounting Officer filed a similar sale of approximately 16,988 shares for roughly $1.52 million on the same date. Executive share sales are common near all-time highs and do not necessarily signal concern about the company’s prospects, but investors should note the activity.\u003C\u002Fp>\n\n\n\n\u003Cp>Second, Q1 operating \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fhow-to-analyze-a-stocks-cash-flow-statement-in-under-5-minutes\">cash flow\u003C\u002Fa> was negative $33.3 million, driven by deliberate inventory build ahead of the demand ramp. On the positive side, Ultra Clean restructured its debt in Q1: it issued $600 million in zero-coupon convertible senior notes, repaid its Term Loan B, and cut annual cash interest expense by approximately $30 million, reducing its weighted average borrowing rate from around 6.2% to approximately 1.4%. The balance sheet is materially stronger than six months ago. \u003Cspan style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">Bu\u003C\u002Fspan>t free cash flow turning consistently positive is the next proof point the operating leverage thesis needs.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how Ultra Clean Holdings performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $104.83\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Model Target (Mid):\u003C\u002Fstrong> ~$125\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~19%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~4% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2104\" data-public-id=\"images\u002FUCTT_valuation_model_1108065886a\u002FUCTT_valuation_model_1108065886a.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2104,c_scale\u002Ff_webp,q_auto\u002Fv1781271317\u002Fimages\u002FUCTT_valuation_model_1108065886a\u002FUCTT_valuation_model_1108065886a.webp?_i=AA\" alt=\"\" class=\"wp-post-110787 wp-image-110806\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271317\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Ultra Clean Holdings Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for Ultra Clean Holdings stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>The TIKR mid-case uses a revenue CAGR of approximately 14% and a net income margin of around 6%, producing a target of roughly $125 and a total return of around 19% through the end of 2030, or about 4% annualized. At $105, the mid-case does not make a compelling argument for buyers who need market-beating returns.\u003C\u002Fp>\n\n\n\n\u003Cp>Two revenue drivers anchor the forecast:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>WFE volume growth from the AI infrastructure buildout, with customers providing multi-year demand visibility through long-range forecasts, CEO Xiao described as “building week by week.”\u003C\u002Fli>\n\n\n\n\u003Cli>Services revenue growth tied to rising wafer starts, which management expects to compound in the double-digit range annually as newly commissioned fabs ramp production.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>The margin driver is operating leverage: most of Ultra Clean’s cost structure is fixed, so incremental revenue above the current ~$2.2 billion run rate flows through at higher margins. The primary risk is timing if WFE spending plateaus before margin expansion materializes, the thesis stalls. The high case, at approximately 16% revenue CAGR and stronger margin expansion, produces a target near $220 with a total return of roughly 110% through 2030 and an IRR of approximately 9% annualized.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The thesis resolves at Q2 earnings, expected around July 27, 2026. Management guided Q2 revenue to $565–$605 million and EPS of $0.44–$0.60. A result at or above the $585 million midpoint with continuing sequential gross margin improvement would confirm the operating leverage story is tracking. A miss on revenue or a stall in margins would signal the ramp is not translating to financials as quickly as the Street has now priced in.\u003C\u002Fp>\n\n\n\n\u003Cp>WFE commentary from TSMC, Lam Research, and Applied Materials in their upcoming earnings will also set the cycle’s forward visibility more than any single subsystem supplier can. For existing holders, the data supports patience through Q2. For new buyers at $105, the mid-case returns about 4% annually through 2030. The high case makes the math work, but only if the cycle extends, as CEO Xiao and Oppenheimer both now believe it will.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-ultra-clean-holdings\">Should You Invest in Ultra Clean Holdings?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>Ultra Clean Holdings\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>Ultra Clean Holdings\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze Ultra Clean Holdings on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1689,"en","\u002Fblog\u002Fultra-clean-holdings-stock-has-surged-230-in-2026-is-uctt-still-worth-buying-at-105","ultra-clean-holdings-stock-has-surged-230-in-2026-is-uctt-still-worth-buying-at-105","images\u002F4-4_11079253abb\u002F4-4_11079253abb","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270670\u002Fimages\u002F4-4_11079253abb\u002F4-4_11079253abb.png?_i=AA",{"altText":225,"imageCredit":237},"@CristianIS from pixabay via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":245,"slug":246,"role":247,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":248},"David Hanson","davidtikr","editor",[],[250],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":225,"metaDesc":257,"opengraphDescription":257,"twitterTitle":225,"twitterDescription":257},"Ultra Clean Holdings stock has surged more than 230% in 2026, driven by an AI-fueled semiconductor equipment cycle and a fresh Oppenheimer price target raise to $115.",{"title":225,"description":257,"twitterTitle":225,"twitterDescription":257,"author":239,"articlePublisher":259,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":260,"twitterData1":261,"ogTitle":225,"ogDescription":257,"ogUrl":232,"ogImage":235,"ogImageWidth":262,"ogImageHeight":263,"ogImageSecureUrl":235,"ogImageAlt":225,"twitterImage":235},"TIKR.com","Est. reading time","9 minutes",1200,630,[265,280,295,310,323],{"id":254,"title":266,"date":267,"excerpt":268,"wordCount":269,"uri":270,"slug":271,"cloudinaryAssetId":272,"featuredImageOriginalUrl":273,"featuredImageMetadata":274,"author":275,"categories":277,"relatedPosts":279},"CrowdStrike Dropped After Its Best Quarter Ever. Was the Market Wrong?","2026-06-12 13:50:00","CrowdStrike posted all-time records in free cash flow and operating income, a 32% jump in net new ARR, and a full-year guidance raise then the stock fell anyway. The question is not why it dropped, but whether the drop created an opportunity.",1764,"\u002Fblog\u002Fcrowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong","crowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong","images\u002F3-4_110791b6440\u002F3-4_110791b6440","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270668\u002Fimages\u002F3-4_110791b6440\u002F3-4_110791b6440.png?_i=AA",{"altText":266},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":276},[],[278],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":281,"date":282,"excerpt":283,"wordCount":284,"uri":285,"slug":286,"cloudinaryAssetId":287,"featuredImageOriginalUrl":288,"featuredImageMetadata":289,"author":290,"categories":292,"relatedPosts":294},"Adobe Stock Fell 6% After a Beat-and-Raise Quarter. The Market Got It Wrong.","2026-06-12 13:40:00","Adobe delivered record Q2 revenue of $6.62 billion and raised full-year guidance then fell 6% on a CFO departure and a deliberate ARR slowdown investors may be misreading as weakness",1390,"\u002Fblog\u002Fadobe-stock-fell-6-after-a-beat-and-raise-quarter-the-market-got-it-wrong","adobe-stock-fell-6-after-a-beat-and-raise-quarter-the-market-got-it-wrong","images\u002F2-4_11079041b2e\u002F2-4_11079041b2e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270663\u002Fimages\u002F2-4_11079041b2e\u002F2-4_11079041b2e.png?_i=AA",{"altText":281},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":291},[],[293],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":296,"date":297,"excerpt":298,"wordCount":299,"uri":300,"slug":301,"cloudinaryAssetId":302,"featuredImageOriginalUrl":303,"featuredImageMetadata":304,"author":305,"categories":307,"relatedPosts":309},"AMD Stock Rose 130% in 2026. BofA Just Raised Its Target to $560 Here's What the CFO Said That Could Push It Even Higher","2026-06-12 12:50:00","Bank of America just raised its AMD price target to $560 and expanded its server CPU market forecast to more than $170 billion. AMD's CFO laid out the case at BofA's own conference ten days earlier.",1582,"\u002Fblog\u002Famd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","amd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","images\u002F7-2_11069649f24\u002F7-2_11069649f24","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234140\u002Fimages\u002F7-2_11069649f24\u002F7-2_11069649f24.png?_i=AA",{"altText":296},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":306},[],[308],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":311,"date":312,"excerpt":313,"wordCount":314,"uri":315,"slug":316,"cloudinaryAssetId":302,"featuredImageOriginalUrl":303,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"Marvell Technology Surged Over 90% in Two Weeks. Here's Where the Stock Could Go","2026-06-12 12:40:00","Marvell Technology nearly doubled in two weeks after record Q1 earnings, a $2 billion NVIDIA investment, and Jensen Huang calling it \"the next trillion-dollar company\" at COMPUTEX 2026. ",1498,"\u002Fblog\u002Fmarvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go","marvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go",{"altText":311},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":319},[],[321],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"Lam Research Has Hit All-Time Highs. Here's Why the Cycle May Just Be Getting Started","2026-06-12 12:30:00","Lam Research just broke to all-time highs on a wave of analyst upgrades and record earnings. But the most important signal came from the CFO at the Bank of America Technology Conference, where he described customer demand conversations as the most robust he has seen in his entire career.",1580,"\u002Fblog\u002Flam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started","lam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started","images\u002F6-2_1106950b453\u002F6-2_1106950b453","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234128\u002Fimages\u002F6-2_1106950b453\u002F6-2_1106950b453.png?_i=AA",{"altText":324},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":334},[],[336],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],[339,359,373,388,403,418,437,452,469,483,498,516],{"id":254,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":353,"relatedPosts":358},"Formula One Group Stock's Q1 2026 Gross Margin Surge: Is the Income Statement Signaling a $165 Recovery?","2026-06-12 13:00:00","Formula One Group stock swung from a $67 million operating loss to a $64 million gain in one year. Here's what that means for the stock.",1566,"\u002Fblog\u002Fformula-one-group-stocks-q1-2026-gross-margin-surge-is-the-income-statement-signaling-a-165-recovery","formula-one-group-stocks-q1-2026-gross-margin-surge-is-the-income-statement-signaling-a-165-recovery","images\u002FFEATURED-IMAGE-MAKER-840\u002FFEATURED-IMAGE-MAKER-840","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781244383\u002Fimages\u002FFEATURED-IMAGE-MAKER-840\u002FFEATURED-IMAGE-MAKER-840.png?_i=AA",{"altText":340},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":352},"Gian Estrada","giantikr",[],[354],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":254,"title":360,"date":325,"excerpt":361,"wordCount":362,"uri":363,"slug":364,"cloudinaryAssetId":365,"featuredImageOriginalUrl":366,"featuredImageMetadata":367,"author":368,"categories":370,"relatedPosts":372},"Caris Life Sciences Stock's Gross Margin Story: From 38% to 65% in Seven Quarters and What Comes Next","Caris Life Sciences stock's gross margins expanded from 38% to 65% in seven quarters. The operating cost structure barely moved.",1450,"\u002Fblog\u002Fcaris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","caris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","images\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781242941\u002Fimages\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1.png?_i=AA",{"altText":360},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":369},[],[371],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":374,"date":375,"excerpt":376,"wordCount":377,"uri":378,"slug":379,"cloudinaryAssetId":380,"featuredImageOriginalUrl":381,"featuredImageMetadata":382,"author":383,"categories":385,"relatedPosts":387},"MercadoLibre Stock Posts Fastest Revenue Growth in Four Years: Should You Buy Now?","2026-06-12 12:00:00","MercadoLibre's credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.",1473,"\u002Fblog\u002Fmercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","mercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","images\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781235406\u002Fimages\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837.png?_i=AA",{"altText":374},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":384},[],[386],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":395,"featuredImageOriginalUrl":396,"featuredImageMetadata":397,"author":398,"categories":400,"relatedPosts":402},"CoStar Group Stock's Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12 11:20:00","CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. ",1520,"\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":389},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":399},[],[401],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":404,"date":405,"excerpt":406,"wordCount":407,"uri":408,"slug":409,"cloudinaryAssetId":410,"featuredImageOriginalUrl":411,"featuredImageMetadata":412,"author":413,"categories":415,"relatedPosts":417},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":404},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":414},[],[416],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":419,"date":420,"excerpt":421,"wordCount":422,"uri":423,"slug":424,"cloudinaryAssetId":425,"featuredImageOriginalUrl":426,"featuredImageMetadata":427,"author":429,"categories":431,"relatedPosts":436},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":428},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":430},[],[432],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":254,"title":438,"date":439,"excerpt":440,"wordCount":441,"uri":442,"slug":443,"cloudinaryAssetId":444,"featuredImageOriginalUrl":445,"featuredImageMetadata":446,"author":447,"categories":449,"relatedPosts":451},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":438},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":448},[],[450],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":453,"date":454,"excerpt":455,"wordCount":456,"uri":457,"slug":458,"cloudinaryAssetId":459,"featuredImageOriginalUrl":460,"featuredImageMetadata":461,"author":462,"categories":466,"relatedPosts":468},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":453},{"name":463,"slug":464,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":465},"Aditya Raghunath","adityatikr",[],[467],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":470,"date":471,"excerpt":472,"wordCount":473,"uri":474,"slug":475,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":476,"featuredImageMetadata":477,"author":478,"categories":480,"relatedPosts":482},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":470},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":479},[],[481],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":484,"date":485,"excerpt":486,"wordCount":487,"uri":488,"slug":489,"cloudinaryAssetId":490,"featuredImageOriginalUrl":491,"featuredImageMetadata":492,"author":493,"categories":495,"relatedPosts":497},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":484},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":494},[],[496],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":499,"date":500,"excerpt":501,"wordCount":502,"uri":503,"slug":504,"cloudinaryAssetId":505,"featuredImageOriginalUrl":506,"featuredImageMetadata":507,"author":508,"categories":510,"relatedPosts":515},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":499},{"name":463,"slug":464,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":509},[],[511],{"name":512,"slug":513,"uri":514,"description":242,"postsCount":254},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":254,"title":517,"date":518,"excerpt":519,"wordCount":520,"uri":521,"slug":522,"cloudinaryAssetId":523,"featuredImageOriginalUrl":524,"featuredImageMetadata":525,"author":526,"categories":528,"relatedPosts":530},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":517},{"name":463,"slug":464,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":527},[],[529],{"name":512,"slug":513,"uri":514,"description":242,"postsCount":254},[]]