Q2 2026 Entegris Inc Earnings Call Transcript
This article provides the transcript of Entegris Inc.'s Q2 2026 earnings call, detailing the company's financial performance and strategic initiatives. Entegris (ENTG) exceeded guidance with 11% year-over-year revenue growth, strong free cash flow, and debt reduction. Key points highlight accelerated demand in the semiconductor ecosystem, technology-driven content gains, and the company's decision to exit its life sciences fluid management business.
Entegris (ENTG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Entegris (ENTG) is projected to announce increased earnings and revenues for the quarter ended June 2026, with an expected EPS of $0.83, up 25.8% year-over-year. Analysts have revised their EPS estimates upward, and the company's positive Earnings ESP and Zacks Rank #2 suggest a high probability of beating the consensus estimate. Investors are advised to consider these factors ahead of the earnings release on August 4.
Ceredex Value Advisors LLC Purchases New Shares in Entegris, Inc. $ENTG
Ceredex Value Advisors LLC acquired a new position in Entegris, Inc. (NASDAQ:ENTG) by purchasing 147,150 shares valued at approximately $26.5 million during the second quarter. Other major institutional investors like BlackRock, Principal Financial, State Street, Durable Capital, and Invesco also increased their stakes. Entegris reported strong quarterly earnings, exceeding estimates with an EPS of $0.93 and an 11.5% increase in revenue, and analysts maintain a consensus "Buy" rating for the stock.
Trillium Asset Management LLC Takes $4.66 Million Position in Entegris, Inc. $ENTG
Trillium Asset Management LLC has acquired a new stake of 25,925 shares in Entegris, Inc. (NASDAQ:ENTG), valued at approximately $4.66 million, during the second quarter. Other institutional investors also adjusted their positions in Entegris, and the company recently announced a quarterly dividend of $0.10 per share. Entegris reported strong quarterly earnings, beating analyst estimates, and has received positive ratings from several Wall Street analysts.
Why Is Entegris (ENTG) Winning CMP Patent Cases In Taiwan And China?
Entegris (ENTG) has secured significant legal victories in Taiwan and China, upholding its patents on advanced CMP slurry technology essential for semiconductor production. These rulings reinforce the company's intellectual property, strengthen its competitive position in key Asian markets, and help protect revenue from uncompensated technology use. This development supports Entegris's narrative as a leader in advanced materials, potentially bolstering pricing and margins despite existing concerns about debt and Asia-heavy exposure.
21,906 Shares in Entegris, Inc. $ENTG Purchased by Madison Asset Management LLC
Madison Asset Management LLC has acquired a new stake of 21,906 shares in Entegris, Inc. (NASDAQ:ENTG), valued at approximately $3.94 million. This article also details recent changes in holdings by other institutional investors and insider transactions, including sales by SVP Joseph Colella and SVP Clinton M. Haris. Financial performance and analyst ratings for Entegris are also covered, noting a recent dividend declaration and several analyst upgrades.
Mitsubishi UFJ Asset Management Co. Ltd. Buys Shares of 178,536 Entegris, Inc. $ENTG
Mitsubishi UFJ Asset Management Co. Ltd. recently acquired 178,536 shares of Entegris, Inc. (NASDAQ:ENTG) during the second quarter, valued at approximately $32.11 million, giving them a 0.12% stake in the semiconductor company. Several other institutional investors also adjusted their positions in Entegris. The stock has a consensus "Buy" rating from Wall Street analysts with a target price of $170.89, and insiders have sold shares totaling over $2.8 million in the last three months.
Earnings Beat and Raised Guidance Send Entegris (ENTG) Higher
Entegris, Inc. (ENTG) has seen its stock rise after reporting strong Q1 2026 results and providing Q2 guidance above consensus. The company, a key supplier to the semiconductor industry, benefited from the AI infrastructure buildout and improved gross margins. Hedge fund portfolios also showed increased holdings in ENTG, though some believe other AI stocks offer greater upside.
NewEdge Advisors LLC Has $951,000 Holdings in Entegris, Inc. $ENTG
NewEdge Advisors LLC significantly increased its stake in Entegris, Inc. (NASDAQ:ENTG) by 540% in the first quarter, now holding 8,109 shares valued at $951,000. This move aligns with several other institutional investors modestly boosting their positions in the semiconductor company. Despite insider selling activity totaling $2.8 million over 90 days, analysts maintain a "Buy" rating for Entegris, which recently surpassed quarterly earnings and revenue estimates and announced a $0.10 per share quarterly dividend.
Entegris Inc (ENTG) Shares Fall 4.0% -- GF Value Says Still Overvalued
Entegris Inc (ENTG) shares recently dropped 4.0%, bringing its current price to $144.28, yet GuruFocus assesses the stock as 32.6% overvalued with a GF Value™ of $108.78. Despite strong profitability and growth indicated by a GF Score™ of 89/100, the high P/E ratio and significant insider selling suggest caution for potential investors.
Entegris (ENTG) CEO uses stock to cover tax bill on RSUs
Entegris (ENTG) President & CEO David Reeder had 5,386 shares of common stock withheld at $150.27 per share to cover tax obligations arising from the settlement of restricted stock units on August 18, 2026. This transaction, categorized as a Code F disposition, is not an open-market sale. Following this, Reeder directly owns 91,821 shares of Entegris common stock.
Q2 2026 Entegris Inc Earnings Call Transcript
This article provides the transcript of Entegris Inc.'s Q2 2026 earnings call, detailing key financial highlights and strategic developments. The company exceeded guidance with 11% revenue growth, strong free cash flow, and debt reduction. It also covers strategic shifts, such as exiting the life sciences fluid management business, and outlines future growth prospects driven by semiconductor ecosystem demand.
M.D. Sass LLC Makes New Investment in Entegris, Inc. $ENTG
M.D. Sass LLC has made a significant new investment in Entegris, Inc. (NASDAQ:ENTG), acquiring 157,517 shares valued at approximately $28.3 million, making it their 21st-largest holding. Entegris reported strong Q2 earnings, exceeding analyst estimates with $883.2 million in revenue and $0.93 adjusted EPS, and provided positive Q3 guidance. Despite a recent 7.9% stock decline, analysts maintain a "Buy" rating with an average price target of $170.89, and the company announced a quarterly dividend.
K2 Principal Fund L.P. Invests $2.47 Million in Entegris, Inc. $ENTG
K2 Principal Fund L.P. initiated a new position in Entegris, Inc. (NASDAQ:ENTG) during the second quarter, investing $2.47 million by purchasing 13,739 shares. This move aligns with a generally positive sentiment from analysts, who have given Entegris an average "Buy" rating and a consensus price target of $170.89. The semiconductor company also reported strong quarterly earnings, exceeding expectations with $0.93 EPS and $883.2 million in revenue, an 11.5% increase year-over-year, and declared a quarterly dividend of $0.10 per share.
Compass Wealth Management LLC Acquires Shares of 36,055 Entegris, Inc. $ENTG
Compass Wealth Management LLC has acquired 36,055 shares of Entegris, Inc. (NASDAQ:ENTG) during the second quarter, valuing the stake at approximately $6.5 million. This makes Entegris the 27th-largest holding in Compass Wealth Management's portfolio, representing 1.2% of its total assets. Other institutional investors also increased their holdings in Entegris, while the company reported strong Q2 earnings, exceeding analyst expectations with $0.93 EPS and $883.2 million in revenue, and issued optimistic Q3 2026 EPS guidance.
20,480,129 Shares in Entegris, Inc. $ENTG Acquired by BlackRock Inc.
BlackRock Inc. has acquired a significant new position in Entegris, Inc. (NASDAQ: ENTG), purchasing over 20 million shares valued at approximately $3.68 billion during the second quarter, making it a 13.43% owner. Other institutional investors have also increased their stakes. The article also details recent insider stock sales, Entegris's financial performance, its recent dividend announcement, and analyst ratings, which generally recommend a "Buy" for the stock.
Entegris Drops 8.7% Amid Sector-Wide Selling
Entegris (ENTG) shares dropped 8.7% to $148.96 on Tuesday due to a broad selloff affecting semiconductor equipment manufacturers. This decline was part of a wider sector downdraft, with several peers also experiencing significant losses, suggesting a shift in investor sentiment rather than company-specific issues. Despite the selloff, analyst sentiment remains positive, indicating the dip might be a temporary sector rotation.
MACOM, Seagate, and Entegris Stocks Trade Down, What You Need To Know
Shares of MACOM, Seagate, and Entegris fell after the 30-year U.S. Treasury yield reached a 19-year high and oil prices remained elevated due to ongoing geopolitical concerns, impacting chip stocks. This market reaction is attributed to increased discount rates for future earnings and higher financing costs for data-center buildouts, which are essential for chip companies. Despite the downturn, MACOM has shown significant year-to-date gains and positive long-term growth for investors.
Entegris wins patent rulings in Taiwan and China
Entegris Inc. announced that courts in Taiwan and China have upheld its patents covering colloidal silica slurry technology used in semiconductor manufacturing. These rulings against an affiliate of Qnity Electronics Inc. reinforce previous enforcement actions, including a U.S. International Trade Commission finding in 2021 that Qnity infringed Entegris's U.S. patent. Entegris emphasized that these decisions strengthen its intellectual property, competitive position, and support long-term value creation.
Entegris keeps U.S. orders barring Qnity slurry sales in force through 2035
Entegris, Inc. announced recent decisions in Taiwan and China upholding its patents for colloidal silica slurry technology, which are critical for semiconductor manufacturing. These decisions reinforce previous U.S. International Trade Commission rulings from 2021 that issued exclusion and cease and desist orders against Qnity Electronics, Inc.'s infringing products, orders that remain in force until 2035. The company emphasizes that these victories protect its innovations and strengthen its competitive position in the high-technology industry.
Buckland Partners Management Co LLC Purchases New Stake in Entegris, Inc. $ENTG
Buckland Partners Management Co LLC has acquired a new stake of 16,500 shares in Entegris, Inc. (NASDAQ:ENTG) worth approximately $3.0 million during the second quarter. This move aligns with positive analyst sentiment, as Entegris holds a consensus "Buy" rating and has exceeded quarterly earnings expectations with $0.93 EPS and $883.2 million in revenue. Other institutional investors, including BlackRock Inc. and Invesco Ltd., have also increased their positions in the semiconductor company.
Entegris President Olivier Blachier Executes Stock Options and Sells 2,000 Shares Under Rule 10b5-1 Plan
Olivier Blachier, President of Materials Solutions at Entegris, Inc. (NASDAQ:ENTG), exercised 2,000 employee stock options at $80.71 per share and simultaneously sold 2,000 common shares at $160.66 each on August 14, 2026. These transactions were conducted under a Rule 10b5-1 trading plan established on May 14, 2026. Following these transactions, Blachier directly holds 34,996.76 shares of common stock and retains 3,972 employee stock options.
Entegris (ENTG) president trades 2,000 shares under 10b5-1 plan
Olivier Blachier, President, Materials Solutions at Entegris (ENTG), exercised 2,000 employee stock options at $80.71 per share and subsequently sold 2,000 shares at $160.66 per share. This transaction, executed under a Rule 10b5-1 Trading Plan, resulted in an approximate pre-tax spread of $160,000. Following the trade, Blachier still holds 3,972 unexercised employee stock options.
Olivier Blachier sells $321,320 of Entegris stock By Investing.com
Olivier Blachier, President of Materials Solutions at Entegris Inc. (NASDAQ:ENTG), sold $321,320 worth of company stock on August 14, 2026, as part of a pre-arranged trading plan. Concurrently, he acquired 2,000 shares by exercising employee stock options. This comes as Entegris reported strong Q2 2026 results and received positive analyst upgrades.
Oppenheimer Asset Management Inc. Makes New $11.55 Million Investment in Entegris, Inc. $ENTG
Oppenheimer Asset Management Inc. has initiated a new position in Entegris, Inc. (NASDAQ:ENTG), purchasing 64,212 shares valued at approximately $11.55 million. Several other institutional investors also significantly increased their holdings in Entegris. The company reported strong Q2 earnings, surpassing analyst estimates, and analysts maintain a "Buy" rating with an average price target of $170.89.
ENTG (ENTG) insider Olivier Blachier files to sell 2,000 shares under Rule 144
Olivier Blachier, an insider at Entegris Inc. (ENTG), has filed a Form 144 to sell 2,000 shares of common stock on or about August 14, 2026, through a cash-funded stock option exercise. This procedural notice indicates a potential resale by an affiliate rather than a capital-raising event by the company. Blachier also sold 2,000 shares for $280,088.00 on May 14, 2026, within the past three months.
Joseph M. Colella plans 3,916-share ENTG stock sale in Form 144 filing
Joseph M. Colella has filed a Form 144 to sell up to 3,916 shares of ENTEGRIS INC (ENTG) common stock through Fidelity Brokerage Services LLC, with an indicated value of $644,103.66. This sale is planned for on or after August 13, 2026, and originates from a stock option exercise. Colella also previously sold 6,326 shares on May 14, 2026, for proceeds of $886,718.20.
Entegris Jumps 6.4% Amid Sector-Wide Rally
Entegris (ENTG) surged 6.4% on Wednesday as the semiconductor equipment sector experienced a powerful rally. The broad advance, which also saw gains for Applied Materials, Lam Research, KLA Corporation, Teradyne, and MKS Instruments, suggests a shift in investor sentiment towards end-market demand and chip cycle expectations. Analysts remain constructive on Entegris, a critical materials supplier for chip fabrication, with one price target raise in the past week.
Entegris Inc (ENTG) Insider Sell: SVP, Global Human Resources Su
Susan Rice, SVP of Global Human Resources at Entegris Inc (ENTG), sold 2,062 shares on August 11, 2026, totaling 30,813 shares sold over the last year with no purchases. This insider selling, along with 23 insider sells and zero buys at Entegris in the past year, signals a bearish sentiment. GuruFocus assesses the stock as "Significantly Overvalued" with a GF Value of $108.43 against a trading price of $149.52, suggesting limited margin of safety for investors despite the company's strong position in the semiconductor industry.
How Investors May Respond To Entegris (ENTG) Strong Q2 Results, Raised Outlook, And Portfolio Streamlining
Entegris (ENTG) reported strong Q2 2026 results with increased sales and net income, and raised its outlook for the second half of the year. The company is also streamlining its portfolio and board. Investors will need to consider the improved guidance and operational changes against the backdrop of the company's high debt load and industry cyclicality, though some analysts already had more bullish projections.
Insider Selling: Entegris (NASDAQ:ENTG) SVP Sells $308,310.24 in Stock
Entegris (NASDAQ:ENTG) Senior Vice President Susan Rice sold 2,062 shares of company stock, valued at $308,310.24, reducing her ownership by 2.99%. This transaction occurred as Entegris shares rose 7.3% to $161.20 following strong quarterly earnings that surpassed analyst expectations, with EPS of $0.93 and revenue of $883.2 million. Analysts maintain a "Buy" rating for Entegris, citing an average price target of $170.89 and the company declared a quarterly dividend of $0.10 per share.
Entegris SVP Susan Rice sells $308,310 in common stock
Susan G. Rice, Senior Vice President of Global Human Resources at Entegris Inc. (NASDAQ:ENTG), sold 2,062 shares of common stock for $308,310 on August 11, 2026. The sale occurred at $149.52 per share, and Rice now holds 66,976.004 shares. This insider transaction follows recent strong financial results for Entegris, leading to analyst upgrades from Oppenheimer and Deutsche Bank, who raised their price targets for the stock.
Entegris, Penguin Solutions, Seagate, Applied Materials, and KLA Corporation Shares Are Soaring, What You Need To Know
Shares of several technology companies, including Entegris, Penguin Solutions, Seagate, Applied Materials, and KLA Corporation, surged following strong earnings reports and bullish forecasts from key industry players, reinforcing investor confidence in the artificial intelligence sector. This rally was fueled by positive results from AI-related firms like Super Micro Computer and CoreWeave, and a significant increase in South Korea's semiconductor exports. The market saw a repricing of chip manufacturers supplying these systems, despite recent concerns about increased competition from China and doubts about the sustainability of AI-related demand.
Entegris in focus as Deutsche Bank upgrades on pending chip equipment cycle (ENTG:NASDAQ)
Deutsche Bank has upgraded Entegris (ENTG) shares to Buy, anticipating a significant chip equipment spending cycle. This positive outlook led to a 3.3% rise in Entegris's premarket trading. The bank believes the upcoming wafer front end (WFE) cycle will be a key driver for the semiconductor materials company.
Deutsche Bank Upgrades Entegris to Buy From Hold, Adjusts PT to $200 From $152
Deutsche Bank has upgraded its rating for Entegris (ENTG) from "Hold" to "Buy" and increased its price target to $200 from $152. This positive revision indicates increased confidence in the semiconductor equipment and testing company's future performance. The article also notes recent adjustments by other analysts, including UBS maintaining a "Buy" rating and Oppenheimer upgrading to "Outperform."
Deutsche Bank upgrades Entegris stock rating on WFE cycle outlook
Deutsche Bank has upgraded Entegris Inc (NASDAQ:ENTG) to Buy from Hold, increasing its price target to $200 from $152, anticipating a 33% upside. The upgrade is driven by expectations of a strong wafer fabrication equipment cycle, which should boost capital expenditure-related revenues and improve margins. The firm also noted Entegris's strategic actions and operating efficiencies, expecting earnings per share to exceed $10 by 2030, following recent positive Q2 2026 earnings and an Oppenheimer upgrade.
How Investors May Respond To Entegris (ENTG) Strong Q2 Results, Raised Outlook, And Portfolio Streamlining
Entegris, Inc. reported strong Q2 2026 results with increased sales and net income, alongside a raised outlook for the second half of the year. The company is also streamlining its portfolio by exiting non-core operations and has appointed a new board director with semiconductor industry experience. This positive performance and strategic adjustments are expected to reshape its investment narrative and medium-term growth assumptions.
Entegris (ENTG) insider Susan Rice plans sale of 2,062 shares under Rule 144
Entegris, Inc. insider Susan Rice has filed a Form 144 to sell 2,062 common shares with an aggregate market value of $308,310.24 through Fidelity Brokerage Services, with the sale planned for on or after August 11, 2026. This filing also discloses a previous sale on May 15, 2026, of 19,893 common shares for $2,642,659.97. The shares being sold were acquired through restricted stock vesting as compensation in 2021 and 2024.
Earnings Estimates Moving Higher for Entegris (ENTG): Time to Buy?
Entegris (ENTG) is experiencing upward revisions in its earnings estimates, indicating growing analyst optimism and potential for continued stock price gains. The company holds a Zacks Rank #2 (Buy), reflecting promising estimate revisions for both the current quarter and the full year. Investors might consider adding ENTG to their portfolios to capitalize on its favorable earnings growth prospects.
Entegris Jumps 6.1% After UBS Maintains Buy
Entegris shares rose 6.1% to $153.05 after three Wall Street firms, including UBS, Oppenheimer, and Needham, raised their price targets on the semiconductor equipment maker. The average new price target of $188, an increase of 6.6% from previous targets, reflects growing optimism about Entegris's position in the chip manufacturing supply chain. Investors are now focused on execution and upcoming company commentary to validate the more optimistic outlook.
5 Insightful Analyst Questions From Entegris’s Q2 Earnings Call
Entegris reported a strong Q2, surpassing analyst expectations due to AI-driven semiconductor demand and improved operations. The article highlights key questions from analysts during the earnings call, focusing on CapEx growth, margin sustainability, liquid filtration drivers, and advanced packaging strategy. Future catalysts include fab construction, margin expansion, and progress in advanced packaging and HBM memory.
5 Insightful Analyst Questions From Entegris’s Q2 Earnings Call
Entegris (ENTG) reported a strong Q2, surpassing analyst expectations for revenue and adjusted EPS, driven by AI-driven demand and operational improvements. The company provided optimistic Q3 guidance and highlighted key growth areas like advanced logic and HBM. Analysts' questions focused on CapEx growth, margin sustainability, liquid filtration, and advanced packaging strategy, revealing management's outlook on these critical aspects.
Entegris Inc (ENTG) Stock Down 5.2% but Still Overvalued -- GF S
Entegris Inc (ENTG) shares fell 5.2% to $144.14, yet GuruFocus assesses the stock as significantly overvalued with a GF Value™ of $107.60. Despite a strong GF Score™ of 92/100, driven by excellent growth and profitability, the valuation and financial strength ratings are moderate. Insider selling of $6.2 million over the last three months, coupled with mixed guru activity, suggests caution for investors due to potential overvaluation.
Assenagon Asset Management S.A. Trims Holdings in Entegris, Inc. $ENTG
Assenagon Asset Management S.A. reduced its stake in Entegris, Inc. by 25% in the second quarter, selling 50,856 shares but still holding 152,702 shares valued at $27.5 million. Despite this reduction, analysts maintain a "Moderate Buy" rating for Entegris with an average price target of $165.56, and the company recently surpassed quarterly earnings and revenue expectations. Entegris also declared a quarterly dividend, though insiders have been selling shares.
Entegris, Inc. (ENTG) Stock Forecasts
Argus has raised its target price for Entegris, Inc. (ENTG) to $152.00, maintaining a positive outlook for the company. Entegris is a major supplier of purification solutions and advanced materials, with the majority of its sales directed to the semiconductor industry. The current price of ENTG stock is $152.08.
Pacer Advisors Inc. Cuts Position in Entegris, Inc. $ENTG
Pacer Advisors Inc. significantly reduced its stake in Entegris, Inc. (NASDAQ:ENTG) by 93.4% in the first quarter, selling over 254,000 shares. This comes despite Entegris reporting stronger-than-expected quarterly earnings with a revenue increase of 11.5% year-over-year and analysts maintaining a "Moderate Buy" rating with an average price target of $165.56. Meanwhile, company insiders have sold shares worth approximately $6.2 million over the past 90 days.
Entegris, Inc. Just Beat Revenue Estimates By 5.8%
Entegris, Inc. (NASDAQ: ENTG) exceeded its latest revenue estimates by 5.8%, reporting US$883m, and statutory EPS by 4.3% at US$0.61. Following these strong results, analysts have modestly upgraded their 2026 revenue and EPS forecasts for Entegris, projecting US$3.57b in revenue and US$2.73 in EPS, though their price target remains unchanged at US$169. Despite the positive adjustments, the company's anticipated growth rate of 15% annually through 2026 is still expected to lag behind the broader industry's 25% annual growth.
Entegris (NASDAQ:ENTG) Downgraded by Wall Street Zen to Buy
Wall Street Zen downgraded Entegris (NASDAQ:ENTG) from a "strong buy" to a "buy" rating, though broader analyst consensus remains a "Moderate Buy" with an average price target of $165.56. Entegris reported strong quarterly results, beating EPS estimates with $0.93 and achieving an 11.5% year-over-year revenue increase to $883.2 million. Despite a 6.6% stock price increase, insiders sold 44,466 shares totaling approximately $6.19 million in the last three months.
A Look at Entegris Inc (ENTG) After 6.6% Gain -- GF Value $102.1
Entegris Inc (ENTG) shares recently gained 6.6%, but the stock is significantly overvalued according to GuruFocus' GF Value estimate of $102.14 compared to its current price of $152.08. Despite a strong GF Score of 90/100, driven by high profitability and growth, the moderate valuation rank and significant insider selling raise concerns for investors. The article suggests caution for potential investors due to the risk of a price correction.
Q2 2026 Entegris Inc Earnings Call Transcript
This article provides the Q2 2026 earnings call transcript for Entegris Inc (ENTG), highlighting both positive and negative aspects of their performance. The company exceeded guidance with 11% year-over-year revenue growth and strong free cash flow, reducing debt. However, they are exiting a life sciences business, closing a facility, and facing mixed mainstream logic demand.
