Rewey Asset Management cited UCTT’s 319% 52-week gain as small-cap stocks outperform broader indices in Q2 2026.
Ultra Clean Holdings (UCTT) surged after Rewey Asset Management highlighted its strong performance in Q2 2026, driven by improving semiconductor spending. The stock closed at $101.46 on July 22, 2026, with a 319.14% gain over the past 52 weeks, despite a one-month decline of 17.80%.
Rewey’s RAM Smid Composite outperformed the Russell 2500 Value Index, rising 20.06% in Q2 versus the benchmark’s 18.50%. The firm noted a rotation toward undervalued small and mid-cap stocks, as the Russell 2500 Value surpassed the S&P 500’s 15.20% and the Magnificent 7’s 11.7% gains. UCTT’s market capitalization stands at $4.55 billion, with a 52-week range of $21.28 to $144.22.
Capital markets remained robust, with IPOs raising $104 billion across 48 deals in the quarter. Economic growth moderated following GDP revisions, but semiconductor demand continued to support UCTT’s rally.