Rewey Asset Management released its “RAM Smid Composite” third-quarter 2025 investor letter, noting a 10.70% increase, outperforming the Russell 2500 Value Total Return Index. Ultra Clean Holdings, Inc. (NASDAQ: UCTT) was highlighted, with a one-month return of 6.40% and a market cap of $1.26 billion. RAM sees a positive outlook for UCTT amid semiconductor industry trends.

RAM Smid Composite continued to build its position in Ultra Clean Holdings, Inc. (NASDAQ: UCTT) in Q3 2025. UCTT supplies the semiconductor industry and has key customers like Lam Research and Applied Materials. UCTT shares ended the quarter at $27.29 due to weak semi capital equipment spending, with a positive outlook for the future.

Ultra Clean Holdings, Inc. (NASDAQ: UCTT) had 20 hedge fund portfolios invested in Q2 2025, up from 14 in the previous quarter. UCTT reported $518.8 million in revenue in Q2 2025. While UCTT has potential, certain AI stocks may offer greater upside and lower downside risk, according to analysts. Check out more investor letters and articles for further insights.

In another article, Ultra Clean Holdings, Inc. (NASDAQ: UCTT) was listed as one of the most undervalued semiconductor stocks to buy according to analysts. Explore hedge fund investor letters from Q3 2025 for additional investment perspectives. Stay informed about the best and worst Dow stocks and unstoppable stocks that could double your money. This article was originally published on Insider Monkey.

Read more at Yahoo Finance: Do You Believe in the Earnings Potential of Ultra Clean Holdings (UCTT)?