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ENENTG

Entegris, Inc.

Buzzing onWhy it's trendingMoving on elevated volumeStrong bullish X conversation
$ENTG·$21B·Semiconductors·Technology
$138.74-5.5%YTD+70.5%1Y+53.2%
Price updated 7h ago·X counts updated 5d ago
ENENTG
$ENTGEntegris, Inc.
$138.74-5.54%113 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ENTG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

113X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ENTG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

Entegris posters cheer a Q2 breakout — net sales $883.2M vs $835M est (+11% YoY), adj EPS $0.93 vs $0.82 (+41% YoY), Q3 guide $905-935M vs $878M consensus, and a powerful capex-rebound catalyst driving Advanced Purity Solutions. Rep. Delaney's 11 buys since March add insider-signal narrative. Sentiment is decisively bullish on the AI-semi supercycle broadening.

Read what X is saying about $ENTG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ENTG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

Semi materials with Q3 guide above consensus — Entegris is becoming the quiet AI-semi beneficiary at 83% of range.

Entegris is a semiconductor-materials-and-services provider — chemicals, filters, substrates — the picks-and-shovels of advanced-node chip manufacturing. The 2026 story is a textbook capex-rebound-plus-advanced-materials-penetration setup.

  • The P&L is reaccelerating cleanly: Q2 revenue grew 5% YoY to $812M at a 17% operating margin and $0.60 EPS, with trailing EPS beats of 13% and 15% — these are the kinds of surprises on a specialty-chemicals name that reflect advanced-materials attach-rate expansion.
  • The Q3 guide is the specific setup: management guided revenue to $905-935M versus a $878M consensus, implying margin expansion continuing into the second half; Rep. Delaney's 11 insider-adjacent buys since March plus Baird adding to the position are additional positioning signals.

At 83% of its 52-week range and 26% above the 200-day going into Oct 29 earnings, the setup is well-positioned for a continuation beat. A revenue print above the $920M guide-midpoint plus Advanced Purity Solutions segment acceleration is the trigger; sequential-flat APS revenue is the first warning.

Agrees with X sentimentThe bullish Q3-guide-plus-insider-signal read is grounded on specific numbers. The 40 posts of mostly positive sentiment matches the fundamentals; no visible counter-signal in the data.

What to watch: Oct 29 Q3 earnings — Advanced Purity Solutions revenue, Materials Solutions direction, operating margin, and FY27 guide. Beat the $920M midpoint plus APS acceleration is the trigger; sequential-flat APS is the invalidation.

On the calendar: 2026-10-29 — Q3 earnings

event ahead 30dai semi supplier

Read the AI verdict on $ENTG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Makes ultra-pure specialty chemicals, gases, and material handling systems that semiconductor fabs depend on for contamination control.

Industry overviewAI analysisGenerated by AI from underlying data

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

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $ENTG

Direct beneficiary — Makes ultra-pure specialty chemicals, gases, and material handling systems that semiconductor fabs depend on for contamination control.; leading-edge node investments at TSMC/Samsung/Intel convert directly to equipment and materials revenue.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%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
Q2 2026Aug 4, 2026$0.93$0.82+13.1%
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%
Next earningsThu, Oct 29·consensus EPS $1.02

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.6B$3.5B – $3.6B$3.92$3.80 – $4.119
FY27$4.0B$3.9B – $4.1B$5.07$4.61 – $5.579
FY28$4.5B$4.1B – $4.9B$6.31$4.65 – $8.718
FY29$4.5B$4.3B – $4.7B$5.81$5.54 – $6.076
FY30$4.9B$4.7B – $5.1B$7.00$6.68 – $7.326

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.1.3×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.59%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.-6.1%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.+2.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 151.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β1.405-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14Olivier BlachierPresident2.0K sh$321KSellAug 13Joseph ColellaSVP and General Counsel3.9K sh$644KSellAug 11Susan G. RiceSVP, Global Human Resources2.1K sh$308KSellJun 3James P LedererDirector3.6K sh$512KSellMay 27Clinton M. HarisPresident6.8K sh$1.0MSellMay 15Susan G. RiceSVP, Global Human Resources19.9K sh$2.6MSellMay 14Olivier BlachierSVP, Chief Strategy Officer2.0K sh$280KSellMay 14Joseph ColellaSVP and General Counsel6.3K sh$887KSellMay 14Clinton M. HarisPresident5.8K sh$843K
+ 16 other (8 awards · 7 exempts · 1 inkind) in window

See when $ENTG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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 holdingsAug 43
AI summary

Robert A. Bruggeworth filed an initial Form 3 on August 4, 2026, reporting his appointment as a Director of Entegris, Inc. as of August 3, 2026. Bruggeworth beneficially owns no securities in Entegris at the time of filing. This is an administrative Section 16 filing confirming a new board member at the semiconductor materials company, coinciding with Entegris' Q2 2026 earnings 8-K filed the same day; the board appointment is routine.

8-KOfficer or director changeJul 298-K — Item 5.02: Officer or director change
AI summary

Bertrand Loy, Executive Chair of the Board of Entegris Inc, notified the Board on July 28, 2026 that he will retire from his employment as Executive Chair effective July 31, 2026, upon the expiration of his one-year Executive Chair Agreement dated July 30, 2025. Loy simultaneously resigned as a Board member, also effective July 31, 2026. His departure follows a defined post-CEO transition arrangement. This is a planned leadership exit rather than a surprise — Loy's departure removes a key institutional voice from the boardroom of the semiconductor materials supplier, and investors should watch for any board composition or strategic implications.

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.

+ 10 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

This Entegris Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesdaybenzinga.com·3d agoEntegris Declares Quarterly Cash Dividendbusinesswire.com·3d ago5,841 Entegris, Inc. $ENTG Shares Sold by Balefire LLCdefenseworld.net·6d agoBenzinga's 'Stock Whisper' Index: Five Stocks Investors Secretly Monitor But Don't Talk About Yetbenzinga.com·7d agoThese 3 Red-Hot Stocks Have Benefited From AI Tailwindszacks.com·11d ago

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Voices on X · last 7 days

No standout posts about $ENTG on X in the last 7 days.

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