Entegris (ENTG)

• Market cap: $12B
• 1 day: 0.55%
• 5 days: 7.65%
• 1 month: -9.56%
• 3 months: -22.23%
• 6 months: -25.99%
• Year to date: -18.63%
• 1 year: -40.48%
• 5 years: 45.90%
• 10 years: 494.44%
• Sector: Technology
• Industry: Semiconductor Equipment & Materials

About: Entegris Inc is a supplier of materials and process solutions for the semiconductor and other high-technology industries. The company's reportable segments include The Materials Solutions segment which provides materials-based solutions, such as chemical vapor and atomic layer deposition materials, chemical mechanical planarization slurries and pads, ion implantation specialty gases, formulated etch and clean materials, and other specialty materials. The Advanced Purity Solutions segment offers filtration, purification and contamination-control solutions that improve customers' yield, device reliability and cost by ensuring the purity of critical liquid chemistries and gases and the cleanliness of wafers and other substrates.

Employees: 8,200

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

67% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 10 (+4) [Q4]

36% more call options, than puts

Call options by funds: $102M | Put options by funds: $75.2M

6.42% more ownership

Funds ownership: 97.66% [Q3] → 104.07% (+6.42%) [Q4]

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

2% less funds holding

Funds holding: 580 [Q3] → 569 (-11) [Q4]

6% less capital invested

Capital invested by funds: $16.6B [Q3] → $15.6B (-$1.05B) [Q4]

23% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 237

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $90 14% upside
• Avg. target: $114 44% upside
• High target: $130 64% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

UBS Timothy Arcuri 35% 1-year accuracy 12 / 34 met price target	14% upside $90	Neutral Maintained	29 Apr 2025
Seaport Global Michael Harrison 47% 1-year accuracy 7 / 15 met price target	45% upside $115	Buy Maintained	21 Apr 2025
Keybanc Aleksey Yefremov 29% 1-year accuracy 32 / 111 met price target	64% upside $130	Overweight Maintained	14 Apr 2025
Needham Charles Shi 14% 1-year accuracy 10 / 73 met price target	52% upside $120	Buy Reiterated	7 Feb 2025