Zacks Investment Ideas feature highlights: Taiwan, Entegris and MACOM Technology
Zacks Investment Ideas highlights Taiwan Semiconductor Manufacturing (TSM), Entegris (ENTG), and MACOM Technology Solutions (MTSI) as three red-hot stocks benefiting from AI tailwinds. These companies are experiencing significant growth due to demand in advanced chips, semiconductor manufacturing complexity, and AI data center connectivity. All three stocks currently hold a Zacks Rank #2 (Buy) and show strong earnings and sales growth forecasts.
Entegris, Inc. (NASDAQ:ENTG) Stock Has Average Price Target of $170.89 According to Brokerages
Entegris, Inc. (NASDAQ:ENTG) has received an average price target of $170.89 from twelve brokerages, with most analysts issuing "Buy" or "Strong Buy" recommendations. The company recently reported strong quarterly results, exceeding EPS and revenue estimates, and provided positive guidance for the next quarter. Despite some insider selling, institutional investors have largely increased their positions in the semiconductor company.
Entegris Jumps 5.8% Amid Sector-Wide Rally
Entegris surged 5.8% on Friday, closing at $167.67, as a broad rally lifted the entire semiconductor equipment and materials sector. This coordinated upward movement, which saw several peer companies also making significant gains, suggests renewed investor confidence and positive sentiment within the industry. The rally points to shifting expectations regarding demand, capital spending, or broader technological trends affecting the semiconductor supply chain.
Entegris to Report Results for Third Quarter of 2026 on Thursday, October 29, 2026
Entegris, Inc. (NASDAQ: ENTG) announced it will release its third-quarter 2026 financial results before the market opens on Thursday, October 29, 2026. The company will also hold a teleconference with management on the same day at 8:00 AM ET to discuss the results. Entegris is a global supplier of advanced materials and process solutions for the semiconductor and high-tech industries.
ENQ Forecast — Price Target — Prediction for 2027
This article provides a forecast for Entegris, Inc. (ENQ) stock, including analyst price targets, earnings estimates, and financial performance data. It indicates that analysts have a maximum price estimate of 189.56 EUR and a minimum of 105.80 EUR for ENQ. The company's recent earnings exceeded estimates, and its next earnings report is scheduled for October 29, 2026.
Entegris Shares Climb Amid Surging Creep Resistance Materials Market : 기업주식정보 : JKN
Entegris, Inc. (ENTG) saw its shares climb by 3.52% to $155.94, driven by its strong position in the expanding global creep resistance materials market, projected to grow significantly by 2030. Despite broader tech sector headwinds and mixed valuation analyses, the company's focus on critical materials for high-temperature applications positions it favorably. This performance suggests that growth prospects are currently outweighing valuation concerns for investors.
Here's How Much $100 Invested In Entegris 15 Years Ago Would Be Worth Today
Entegris (NASDAQ: ENTG) has significantly outperformed the market over the last 15 years, achieving an average annual return of 23.0%. An initial investment of $100 in ENTG stock 15 years ago would now be worth $2,465.30. This demonstrates the substantial impact of compounded returns on investment growth over time.
Is Entegris (ENTG) Outperforming Other Computer and Technology Stocks This Year?
This article examines whether Entegris (ENTG) is outperforming its peers in the Computer and Technology sector. It highlights ENTG's 80.3% year-to-date gain compared to the sector's 22.6% average, and notes its strong Zacks Rank #2 (Buy) due to improving analyst sentiment. The article also mentions BlackBerry (BB) as another strong performer in the sector.
ETFs Are Net Sellers of Entegris (ENTG) on Sept. 23
On September 23, ETFs were net sellers of Entegris (ENTG) stock, with a total net outflow of $19.6 million, despite more ETFs buying than selling. The semiconductor equipment and materials company, Entegris, reported a strong year-to-date return of 80.71% and a market cap of $23.2 billion. Analysts suggest watching whether this net selling trend continues beyond one day, especially given recent alternating fund flows and a quarterly rebalance.
Entegris (ENTG) Looks 13% Below Fair Value, Is The P E Premium Too High?
Entegris (ENTG) has seen recent stock volatility, with a 68.52% year-to-date return but a 14.38% decline in the last 90 days. While one analysis suggests it is 13% undervalued with a fair value of $173.36, another perspective highlights its P/E ratio of 75.5x, significantly higher than its industry peers and fair ratio, raising questions about its valuation amidst debt and cyclicality. Investors are encouraged to weigh both the potential undervaluation and the high P/E premium when considering the stock.
Nykredit A S Makes New $7.78 Million Investment in Entegris, Inc. $ENTG
Nykredit A/S has made a new $7.78 million investment in Entegris, Inc. (NASDAQ:ENTG) by purchasing 43,226 shares in the second quarter. Entegris reported strong quarterly earnings, surpassing analyst expectations with $0.93 EPS and $883.2 million in revenue, leading to positive analyst sentiment and a consensus "Buy" rating. Despite insider sales totaling nearly $1.27 million over the past 90 days, the company also declared a quarterly dividend of $0.10 per share.
Entegris stock gains as price holds near consensus targets
Entegris stock (ENTG) closed at USD 142.25 on September 18, 2026, gaining 5.63% and nearing recent highs, though still trading about 29.3% above its GF Value estimate of USD 109.98. Despite valuation concerns, the stock holds a consensus price target of USD 170.89, suggesting a 20.1% upside, and is positively rated by most analysts. The company has a market capitalization of approximately USD 20.58 billion and is a constituent of the iShares Semiconductor ETF.
Entegris, Inc. - Common Stock (Nasdaq:ENTG) Stock Quote
This page provides a detailed stock quote for Entegris, Inc. (Nasdaq: ENTG), including its current price, daily range, 52-week range, dividend yield, and volume. It also features recent news headlines related to the company, covering topics like AI, earnings reports, and analyst opinions. The article also provides performance metrics for different timeframes and answers frequently asked questions about the stock.
Has Entegris (ENTG) Outpaced Other Computer and Technology Stocks This Year?
Entegris (ENTG) has significantly outperformed its peers in the Computer and Technology sector this year, with a year-to-date return of 67.5% compared to the sector average of 18.5%. The stock holds a Zacks Rank #2 (Buy) and has seen its full-year earnings estimates increase by 8.7% recently. Another strong performer in the sector is Arista Networks (ANET), which has returned 48.8% year-to-date.
WINTON GROUP Ltd Cuts Stock Holdings in Entegris, Inc. $ENTG
WINTON GROUP Ltd reduced its stake in Entegris, Inc. by 12.2% in the second quarter of 2026, selling 22,057 shares and retaining 159,427 shares valued at $28.7 million. Despite this, analysts maintain a "Buy" rating with an average price target of $170.89, and the company reported strong Q2 earnings, exceeding expectations with $0.93 EPS and $883.2 million in revenue. Entegris also issued positive Q3 EPS guidance and continues to pay a quarterly dividend.
Entegris (ENTG): Buy, Sell, or Hold Post Q2 Earnings?
Entegris (ENTG) has performed in line with the S&P 500 over the past six months, but StockStory analysts express a lack of confidence in the company. Their concerns stem from flat revenue growth, slim projected revenue increases below the sector average, and a mediocre free cash flow margin. Consequently, StockStory recommends against investing in Entegris, suggesting better opportunities exist elsewhere.
Why Is Entegris (ENTG) Down 9.8% Since Last Earnings Report?
Entegris (ENTG) shares have dropped 9.8% since its last earnings report, underperforming the S&P 500 despite beating Q2 2026 earnings and revenue estimates. The company reported a 40.9% year-over-year earnings increase and 11.5% revenue growth, driven by stronger semiconductor demand and AI-linked investments. Entegris also raised its 2026 market growth outlook and provided optimistic Q3 guidance, leading to upward revisions in analyst estimates and a Zacks Rank #2 (Buy).
Entegris Appoints Nathaniel Arnold (Nate) as Chief Information and Digital Officer
Entegris has appointed Nathaniel "Nate" Arnold as Senior Vice President and Chief Information and Digital Officer, bringing over 20 years of global technology leadership experience. In this role, Arnold will lead Entegris’ global information technology organization and digital strategy, focusing on technology innovation, cybersecurity, enterprise systems, data and analytics, and digital transformation initiatives. His extensive background includes previous leadership positions at GE Aerospace, GE Power, GE Digital, and GE Transportation, where he spearheaded various digital and technological advancements.
Entegris | 4: Statement of changes in beneficial ownership of securities-Officer Rice Susan G.
This document, a Statement of changes in beneficial ownership of securities (Form 4), reports transactions for Officer Susan G. Rice at Entegris. The filing indicates a change in her holdings, which is standard disclosure for company insiders.
Entegris Drops 5.5% Amid Sector-Wide Selling
Entegris (ENTG) shares dropped 5.5% to $135.71 on Monday, caught in a broad selloff across semiconductor equipment stocks. This decline was not company-specific, as several other sector peers also experienced significant losses, indicating a wider reassessment of industry conditions rather than issues with Entegris's fundamentals. Investors are now watching whether this marks a temporary pullback or the beginning of a deeper sector correction, with future capital expenditure announcements from major chipmakers likely influencing the trend.
Are Computer and Technology Stocks Lagging Entegris (ENTG) This Year?
Entegris (ENTG) has significantly outperformed the Computer and Technology sector this year, with a 70.5% gain compared to the sector's 15.7%. The company holds a Zacks Rank #2 (Buy) and has seen a 9% increase in its full-year earnings consensus estimate. Another strong performer in the sector is Arista Networks (ANET), which has gained 44% year-to-date and holds a Zacks Rank #1 (Strong Buy).
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 Achieves Further Success in Defending Its CMP Slurry Patent Portfolio
Entegris, Inc. announced recent legal victories in Taiwan and China, where courts upheld the validity of its patents related to colloidal silica slurry technology used in semiconductor manufacturing. These decisions against an affiliate of Qnity Electronics, Inc. further strengthen Entegris's global intellectual property portfolio. This success follows previous enforcement actions in the U.S. in 2021 and 2024, reinforcing Entegris's commitment to protecting its innovative technology.
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.
