EntegrisENTG
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 Materials Solutions, Microcontamination Control (MC), and Advanced Materials Handling (AMH). Materials Solutions provides materials-based solutions, such as chemical mechanical planarization (CMP) slurries and pads, deposition materials, process chemistries and gases, and other specialty materials. The Microcontamination Control (MC) segment includes solutions to purify critical liquid chemistries and process gases used in semiconductor manufacturing processes and other high-technology industries. Its geographical segments are Taiwan, North America, South Korea, Japan, China, Europe, and Southeast.
Employees: 8,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
18% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 190
2% less funds holding
Funds holding: 591 [Q2] → 578 (-13) [Q3]
3.53% less ownership
Funds ownership: 101.49% [Q2] → 97.96% (-3.53%) [Q3]
14% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 95
14% less funds holding in top 10
Funds holding in top 10: 7 [Q2] → 6 (-1) [Q3]
20% less capital invested
Capital invested by funds: $20.7B [Q2] → $16.6B (-$4.06B) [Q3]
34% less call options, than puts
Call options by funds: $114M | Put options by funds: $174M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Citigroup Atif Malik 55% 1-year accuracy 24 / 44 met price target | 24%upside $123 | Buy Maintained | 6 Nov 2024 |
UBS Timothy Arcuri 55% 1-year accuracy 17 / 31 met price target | 16%upside $115 | Neutral Maintained | 5 Nov 2024 |
Mizuho John Roberts 48% 1-year accuracy 16 / 33 met price target | 26%upside $125 | Outperform Maintained | 5 Nov 2024 |
BMO Capital Bhavesh Lodaya 11% 1-year accuracy 1 / 9 met price target | 36%upside $135 | Outperform Maintained | 5 Nov 2024 |
Deutsche Bank Melissa Weathers 50% 1-year accuracy 3 / 6 met price target | 16%upside $115 | Buy Maintained | 5 Nov 2024 |
Financial journalist opinion
Based on 3 articles about ENTG published over the past 30 days