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ENENTG

Entegris, Inc.

$ENTG·$21B·Semiconductors·Technology
$138.74+3.1%YTD+61.0%1Y+53.7%
Mentions · last 7 days
2026-07-11: 21 posts2026-07-12: 38 posts2026-07-13: 102 posts2026-07-14: 78 posts2026-07-15: 137 posts2026-07-16: 116 posts2026-07-17: 96 posts590+47%
Price updated 7h ago·X counts updated 7h ago
ENENTG
$ENTGEntegris, Inc.
$138.74+3.08%590 posts+47%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Semi-materials specialist riding the AI-supply-chain re-rate — the JSR/Inpria deal removes a specific overhang.

Entegris is a specialty materials and process solutions provider — the specific vendor supplying the ultra-pure chemicals, gas systems and filtration inside every advanced semiconductor fab. The stock is up 38% in seven days on the JSR/Inpria cross-licensing deal.

Why the setup reads clean:

  • The JSR/Inpria cross-licensing deal is category-defining: ending the EUV photoresist patent dispute removes a specific competitive overhang for Entegris's materials portfolio — meaning revenue capture on advanced-node processes is cleaner going forward.
  • Fundamentals are best-in-class specialty-semi: 29% operating margin and 11% return on invested capital at 100x TTM P/E — the elevated multiple reflects the specific incremental positioning on the Anthropic/Micron deal and the AI-supply-chain re-rating.
  • The tape is cooling into earnings: sitting 8% below the 50-day but still 15% above the 200-day, at 56% of the 52-week range — a healthy pullback after the seven-day 38% surge.
  • The specific check is the multi-year base: cup-and-handle setup with a multi-year base means the current move has room to extend, but the 100x P/E leaves no margin for a soft print.

Aug 4 earnings is the trigger. A number confirming advanced-node revenue plus specific EUV-materials commentary extends the leg; a soft materials print with muted commentary is the specific setup that would compress the multiple back to peers.

Agrees with X sentimentX is bullish on the JSR/Inpria deal, the Anthropic/Micron beneficiary framing, and the cup-and-handle setup, and the fundamentals genuinely support it — Entegris's positioning inside every Micron chip is a real specific catalyst. The gap the corpus isn't sizing is the 100x multiple; the print has to deliver on both aerospace-like premium expectations.

What to watch: The Aug 4 print — advanced-node materials revenue, EUV-related commentary, and any specific Micron-adjacent revenue disclosure. Above-consensus advanced-node revenue extends the leg; a soft materials print activates the compression risk.

On the calendar: 2026-08-04 — Q2 earnings

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-06-25

Entegris is +38% in 7 days at 100x P/E with the JSR/Inpria cross-licensing deal ending an EUV photoresist patent dispute. Anthropic/Micron deal beneficiary as Entegris supplies materials inside every Micron chip. Cup-and-handle setup with multi-year base. +12% from start. Tone is firmly bullish.

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  • X crowd read with bullish/bearish call + post volume
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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 — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $ENTG

Partial — Makes ultra-pure specialty chemicals, gases, and material handling systems that semiconductor fabs depend on for contamination control; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+50.8%YTD
+90.8%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 earningsTue, Aug 4·consensus EPS $0.83

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$3.65$3.56 – $3.868
FY27$3.9B$3.7B – $4.1B$4.69$4.43 – $5.068
FY28$4.2B$4.2B – $4.2B$5.40$3.63 – $8.007
FY29$4.2B$4.0B – $4.4B$4.99$4.73 – $5.273
FY30$4.6B$4.4B – $4.8B$6.06$5.74 – $6.406

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.-5.2%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.+18.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 151.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% 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.β1.315-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

SellJun 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$843KSellApr 17Bertrand LoyChair44.1K sh$6.4MSellApr 14Bertrand LoyChair17.4K sh$2.4MSellApr 7Olivier BlachierSVP, Chief Strategy Officer275 sh$32KSellApr 7Joseph ColellaSVP and General Counsel1.6K sh$184K
+ 27 other (13 awards · 7 exempts · 7 inkinds) 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 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 routine 8-Ks · 2 earnings 8-Ks) in window

Recent news

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

Artisan Mid Cap Fund Q2 2026 Performance Reviewseekingalpha.com·3d agoWill Entegris (ENTG) Beat Estimates Again in Its Next Earnings Report?zacks.com·3d agoEntegris Declares Quarterly Cash Dividendbusinesswire.com·3d agoEntegris to Report Results for Second Quarter of 2026 on Tuesday, August 4, 2026businesswire.com·4d agoWall Street Analysts Predict a 25.33% Upside in Entegris (ENTG): Here's What You Should Knowzacks.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor OnshoringAI Memory Supercycle

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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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