Ultra Clean (UCTT)

Target price: analyst consensus $75 (below current). Bull case at $100+ if UCT 3.0 executes and WFE hits 20%+ growth. Bear case at $40-50 if H2 2026 inflection slips.

— Full briefing at https://pink.sakdiarpa.com/reports/uctt.html (3 sections, ~18282 words).