Added to YB: 2026-09-18
Pitch date: 2026-09-15
ENTG [bullish]
Entegris, Inc.
Author Info
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Company Info
Entegris, Inc. provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.
Market Cap
$19.8B
Pitch Price
N/A
Price Target
N/A
Dividend
0.31%
EV/EBITDA
24.67
P/E
64.78
EV/Sales
6.92
Sector
Semiconductors and Semiconductor Equipment
Category
value
Entegris Stock Analysis: The Chips Get Smaller. The Contamination Problem Gets Bigger.
ENTG (monitor): Entegris benefits as smaller, more complex chips require stricter contamination control, while qualification barriers create switching friction and support rising content per wafer. Q2 2026 revenue grew 11.5% and operating income 55%, with sustainable owner earnings estimated at $2.90-$3.25 per share. At $50-$65, modeled annual returns are 8%-10%; deeper work hinges on whether CMC Materials and recent capacity investments earn adequate returns given $3.46 billion of debt.
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