Entegris, Inc.
ENTG · NASDAQ
Company research
Entegris, Inc. (NASDAQ: ENTG) is a leading global provider of advanced materials and process solutions for the semiconductor and other high-technology industries, founded in 1966 and headquartered in Billerica, Massachusetts. The company operates through two primary segments — Materials Solutions (MS), which supplies specialty chemicals, deposition materials, CMP slurries and pads, and formulated etch and clean materials, and Advanced Purity Solutions (APS), which delivers filtration, purification, and contamination-control solutions critical to semiconductor manufacturing processes. Entegris serves a broad customer base including logic and memory semiconductor device manufacturers, semiconductor equipment makers, gas and chemical producers, and wafer growers, with a global operational footprint spanning North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia. With approximately 7,700 employees and a market capitalization of approximately $21 billion, Entegris plays a mission-critical role in helping chipmakers improve yield, performance, and reliability across the semiconductor fabrication process.
Research reports
Investing.com · April 29, 2026Entegris Q1 2026 slides: earnings beat offset by softer guidance
Analyzes Q1 2026 results, highlighting a strong earnings beat, margin expansion, and segment strength in Advanced Purity Solutions, but emphasizes cautious Q2 guidance, modest sequential revenue growth, and potential EBITDA margin compression that temper near‑term sentiment. It also discusses deleveraging progress, improved free cash flow, and manufacturing footprint optimization, framing shares as pressured in the short term despite a constructive multi‑year growth trajectory.
WestPeak Research Association · January 10, 2026Entegris, Inc. (NASDAQ: ENTG) – Purity Powers ProgressUniversity equity research report arguing that Entegris will capture non‑linear growth as chip complexity and materials intensity per wafer rise, supported by a strong moat in contamination control and integrated materials and purity solutions. It assigns a BUY rating with a US$131.85 target price based on DCF and comparables, while flagging customer concentration, China exposure, export‑control risk, and memory‑cycle volatility as key downside factors.
AnalyStock.ai · November 23, 2025Entegris, Inc. (ENTG) Investment Case ReportStructured investment case that synthesizes recent earnings, segment performance, geographic revenue mix, and key financial metrics to present moderate expected revenue growth, strong operating cash flow, and debt‑reduction as pillars of the thesis. It uses SWOT and Porter’s Five Forces analysis, highlights AI‑driven demand and node transitions as growth drivers, and notes valuation richness, cyclical semiconductor demand, and competitive intensity as central risks investors must monitor.
R. Dennis (Opportunity Costs, Substack) · November 19, 2025Entegris, Inc. (ENTG): An Exhaustive Investment Analysis of Strategic Transformation, Financial Performance, and Future Outlook (2020–2025)Long‑form independent report reviewing Entegris’s 2020–Q3 2025 strategic transformation, including the CMC Materials acquisition, portfolio divestitures, deleveraging, and the shift toward a unit‑driven consumables business model with resilient margins. It concludes the stock is undervalued on owner‑earnings and DCF frameworks and recommends BUY based on expected free‑cash‑flow expansion from 2026 onward, while explicitly acknowledging leverage, semiconductor cyclicality, and geopolitical exposure (especially Taiwan and China) as material risks.