Do You Believe in the Earnings Potential of Ultra Clean Holdings (UCTT)?

Group 1 - Rewey Asset Management's "RAM Smid Composite" reported a 10.70% increase in the third quarter of 2025, outperforming the benchmark Russell 2500 Value Total Return Index, which gained 8.17% [1] - Year-to-date, the composite returned 9.29%, matching the benchmark's performance [1] - Smaller market cap indices in the Russell family outperformed larger counterparts during the third quarter [1] Group 2 - Ultra Clean Holdings, Inc. (NASDAQ:UCTT) is highlighted as a key stock, with a one-month return of 6.40% but a 52-week loss of 25.72% [2] - As of October 13, 2025, Ultra Clean Holdings, Inc. had a market capitalization of $1.26 billion, with shares closing at $27.78 [2] - The company focuses on gas delivery systems and cleaning services for the semiconductor capital equipment industry, with Lam Research and Applied Materials as its largest customers [3] Group 3 - RAM Smid Composite continued to build its position in Ultra Clean Holdings, Inc. during price weakness early in the quarter [3] - UCTT shares ended the quarter at $27.29, significantly below their 52-week high of $41.84, attributed to weak semiconductor capital equipment spending [3] - The investment outlook for UCTT is considered compelling, with expectations of a positive inflection in the semiconductor capital expenditure cycle not yet reflected in revenue and earnings estimates [3]