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ENENTG

Entegris, Inc.

$ENTG·$27B·Semiconductors·Technology
$178.77+13.6%YTD+107.5%1Y+137.0%
Mentions · last 7 days
2026-06-13: 5 posts2026-06-14: 10 posts2026-06-15: 40 posts2026-06-16: 25 posts2026-06-17: 41 posts2026-06-18: 72 posts2026-06-19: 16 posts210+8%
Price updated 12h ago·X counts updated 12h ago
ENENTG
Entegris, Inc.$ENTG
$178.77+13.62%210 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ENTG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-20

The move is getting stronger, with heavier trading behind it.

Entegris' EUV cross-license with JSR/Inpria and the gross-margin recovery have triple-digit YTD performance keying off real fundamentals.

Entegris is the leading provider of advanced semiconductor materials, filtration, and process chemicals to the foundry and IDM cohort — exactly the layer that disproportionately benefits from each EUV and advanced-packaging node transition. Q1 revenue around $812M grew ~5% year over year, gross margin near 41%, operating margin above 17%, free cash flow of $141.5M for the quarter, and EPS of $0.86 beat the $0.75 consensus by ~15% — the fourth straight beat. The May 26 non-exclusive cross-licensing agreement with JSR/Inpria for EUV lithography materials is the kind of platform-extending IP arrangement that locks in Entegris's position in the EUV photoresist value chain through the next node migration. The stock is up about 107% YTD and ~137% over the trailing year, sits 25% above the 50-day and 60% above the 200-day, and is in the top 2% of its 52-week range — the chart is doing exactly what a multi-year-base breakout should look like. Sell-side modeling has FY26 EPS near $3.64 stepping to $4.66 in FY27. The new CFO Nagesh (Form 3 May 19) and the Materials Solutions division succession from Woodland to Blachier (May 11) are governance-routine. What sustains the move is EUV adoption cadence holding (TSMC/Samsung/Intel ramps) and the gross-margin expansion continuing; what would interrupt it is a destocking re-entry on tools/materials, a customer-concentration shock, or a pricing surprise on bulk consumables.

Agrees with X sentimentX correctly identifies the multi-year-base breakout and earnings acceleration; the 100x P/E framing is a valuation caveat worth carrying but not a thesis-breaker.

What to watch: EUV photoresist demand cadence, gross-margin trajectory, Materials Solutions division performance under Blachier, and TSMC/Samsung/Intel node-ramp timing.

On the calendar: Q2 2026 earnings on 2026-07-29.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-19

Entegris is up 38 percent in seven days at a 100x P/E, with bulls flagging earnings and sales acceleration and a recent breakout on 2x relative volume. Authors include it among multi-year-base breakouts alongside DIOD up 12 percent, ALGM up 8 percent, and APH up 3 percent.

Read the AI verdict + X sentiment for $ENTG

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What it does

Plain-English summary of the business — what they sell and how they make money.

Entegris, Inc. is a global enterprise that develops, manufactures, and supplies critical solutions for microcontamination control, specialty chemicals, and advanced material handling. The company operates extensively across North America, Taiwan, China, South Korea, Japan, Europe, and Southeast Asia. Its operations are structured into three primary segments: Specialty Chemicals and Engineered Materials (SCEM): This division delivers high-performance, ultra-pure process chemistries, specialized gases, and advanced materials, along with their associated delivery systems, crucial for semiconductor fabrication and other sophisticated manufacturing processes. Microcontamination Control (MC): The MC unit focuses on providing systems designed to filter and purify essential liquid chemicals and gases utilized within the semiconductor industry and various other high-technology sectors. Advanced Materials Handling (AMH): This segment creates solutions for the monitoring, protection, transport, and precise delivery of vital liquid chemicals, silicon wafers, and a range of other critical substrates. These offerings support industries such as semiconductors, life sciences, and other high-tech applications. Entegris serves a diverse clientele, prominently including manufacturers of logic and memory semiconductor devices, semiconductor equipment builders, gas and chemical producers, and wafer growers. They also cater to the flat panel display industry, encompassing equipment and panel manufacturers, alongside producers of hard disk drive components and their related ecosystems. Furthermore, the company's services extend to clients in the solar sector, electrical discharge machining (EDM), glass and glass container manufacturing, aerospace, and the development of biomedical implantation devices. Founded in 1966, Entegris, Inc. maintains its corporate headquarters in Billerica, Massachusetts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ENTG.

Semiconductors · Technology

Hyperscaler AI capex is the structural engine — Goldman Sachs' $1T+ AI infrastructure spend forecast for 2027 re-accelerated sentiment this week, validating no capex retreat. NVDA Blackwell allocation remains tight through 2H26; HBM3e pricing holds as LLM context-window expansion keeps per-server memory requirements 5-8x prior cycles.

Top industry ETF

$SMHVanEck Semiconductor ETF
+78.9%YTD
+153.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
102.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.86$0.74+15.4%
Q4 2025Feb 10, 2026$0.70$0.67+4.9%
Q3 2025Oct 30, 2025$0.72$0.720.0%
Q2 2025Jul 30, 2025$0.66$0.65+2.3%
Next earningsWed, Jul 29·consensus EPS $0.81

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$811.9M+5.0%41.2%17.5%$0.60$141.5M
Q4 FY25$823.9M-3.1%43.8%69.1%$0.33$134.0M
Q3 FY25$807.1M-0.1%43.5%15.2%$0.46$182.8M
Q2 FY25$792.4M-2.5%44.4%13.4%$0.35$221.5M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.5B$3.4B – $3.5B$3.64$3.58 – $3.748
FY27$3.9B$3.7B – $4.0B$4.66$4.46 – $4.838
FY28$4.2B$4.1B – $4.2B$5.35$3.60 – $7.927
FY29$4.2B$4.0B – $4.3B$4.99$4.76 – $5.153
FY30$4.6B$4.4B – $4.7B$6.06$5.78 – $6.266

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+25.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+60.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 151.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 193
AI summary

Sukhi Nagesh filed a Form 3 (initial statement of beneficial ownership) for Entegris, Inc. following his appointment as SVP and Chief Financial Officer effective May 18, 2026, addressed c/o Entegris headquarters in Billerica, Massachusetts. Initial share ownership is not detailed in the available excerpt. Routine administrative Form 3 accompanying the new CFO appointment.

8-KOfficer or director changeMay 118-K — Item 5.02: Officer or director change
AI summary

Entegris SVP and President of Materials Solutions Daniel Woodland will retire effective June 1, 2026 per a Transition Agreement and Release signed May 9, 2026. Olivier Blachier, currently SVP and Chief Strategy and Innovation Officer, will succeed Woodland in leading the Materials Solutions division. Routine senior executive succession — internal promotion with a defined handoff date, no external search required. Orderly transition for a key division of the semiconductor materials company.

8-KCharter amendmentMay 88-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Entegris held its 2026 Annual Meeting virtually on May 6, 2026, at which stockholders approved a Second Amended and Restated Certificate of Incorporation eliminating all supermajority voting requirements and replacing them with simple majority voting standards. Annual Meeting results also included director elections and other routine proposals (details not fully in the excerpt). Shareholder-friendly governance improvement — eliminating supermajority thresholds lowers the bar for future bylaw/charter changes and contested votes, giving ordinary shareholders greater influence over corporate decisions.

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change
AI summary

Entegris announced on April 30, 2026 the appointment of Sukhi Nagesh as SVP and Chief Financial Officer effective May 18, 2026. Nagesh succeeds Michael Sauer, who had been serving as Interim CFO since March 1, 2026; Sauer will step down as Interim CFO on May 18. No detailed biography for Nagesh is included in the excerpt beyond his appointment. New permanent CFO resolves an interim leadership gap that began in March 2026, providing financial leadership stability for the semiconductor materials company.

8-KMaterial agreementApr 298-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Entegris entered into Amendment No. 4 to its Credit and Guaranty Agreement on April 29, 2026 with Morgan Stanley Senior Funding as administrative agent, establishing a new $750 million five-year senior secured revolving credit facility maturing April 29, 2031 (with a springing maturity tied to other debt thresholds). Applicable margins range from 1.25%–1.75% over Term Benchmark/RFR or 0.25%–0.75% over base rate, depending on first lien net leverage. This refinancing replaces the prior revolving facility (originally 2018, restated 2022, amended three prior times) and provides meaningful liquidity runway through 2031 at competitive rates.

8-KOfficer or director changeJan 208-K — Item 5.02: Officer or director change
+ 17 other (5 13Gs · 3 proxys · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Entegris (ENTG) Soars 13.6%: Is Further Upside Left in the Stock?zacks.com·1d agoEntegris and JSR Corporation/Inpria Corporation Announce Non-Exclusive Cross-Licensing to EUV Lithographybusinesswire.com·25d agoEntegris Inc (ENTG) Stock Down 4.4% but Still Overvalued -- GF Score: 91/100gurufocus.com·33d agoAshland Board appoints Bertrand Loy as new directorglobenewswire.com·33d agoIs ENTG Stock's Valuation Too Rich After a 72% YTD Run?zacks.com·38d ago

In themes

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Semiconductor OnshoringAI Memory Supercycle

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Voices on X · top 5 · last 7 days

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