Entegris (ENTG)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
$154.39-3.51%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
Research Workspace
Put ENTG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductor Materials & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue grows at least 5% year-over-year: Revenue growth: 24.61%.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskENTG depends on revenue growth through advanced manufacturing processes. Revenue growth rose from 5% to 11% year over year; Q3 growth is unavailable. Q3 2026 non-GAAP earnings beat estimates by 18.3%. Cash backs reported profits. ENTG trades at 43× earnings versus a 41× peer median. The price reflects less growth than our forecast. Our model puts the next-quarter miss probability at 16%. Revenue growth is the primary pillar under pressure, despite 24.61% growth. Peer multiples imply a price roughly in line with where it trades (about fair). This read is provisional.
Trailing returns as of 2026-10-30. ENTG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering ENTG (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for ENTG in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ENTG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductor Materials & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ENTG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive revenue growth through advanced manufacturing processes
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $154.39
The last 12 months of price, then the range of analyst 12-month targets from today’s $154.39.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Revenue topping $1 billion and beating estimates support growth, though one quarter is not thesis-changing.
Advances: Drive revenue growth through advanced manufacturing processes
Q4 sales and EPS outlook provides company guidance supporting growth and profitability objectives.
Advances: Drive revenue growth through advanced manufacturing processes
Revenue above $1B and record-high margins support growth and profitability objectives.
Quarterly earnings and revenue beats support the thesis, though no beat size is provided.
Advances: Drive revenue growth through advanced manufacturing processes
Analyst upgrade supports revenue growth through advanced manufacturing.
Advances: Drive revenue growth through advanced manufacturing processes
Increased wafer starts support revenue growth objective.
Advances: Drive revenue growth through advanced manufacturing processes
Increased demand supports revenue growth objective.
Advances: Drive revenue growth through advanced manufacturing processes
Increased demand supports revenue growth objective.