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Entegris
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Entegris Community
NasdaqGS:ENTG Community
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Entegris
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Entegris
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
New Taiwan Facilities And Asian Clusters Will Secure Semiconductor Success
Key Takeaways Localization of manufacturing and supply chains boosts resilience, reduces revenue volatility, and strengthens positioning in key Asian markets. Advanced materials leadership and operational efficiencies support margin expansion and capture opportunities from rising semiconductor complexity and long-term industry growth trends.
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US$99
FV
6.5% undervalued
intrinsic discount
6.40%
Revenue growth p.a.
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7 days ago
author updated this narrative
Entegris
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
AI And 5G Expansion Will Transform Semiconductor Manufacturing Worldwide
Key Takeaways Strong positioning in advanced semiconductor materials enables Entegris to capture outsized growth from technology shifts and heightened demand across digital transformation trends. Diversified global supply chain and ongoing innovation drive resilience, margin expansion, and increasing customer dependence on its high-value solutions.
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US$115
FV
19.5% undervalued
intrinsic discount
6.67%
Revenue growth p.a.
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0
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about 2 months ago
author updated this narrative
Entegris
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Tariffs And Regulatory Burdens Will Undercut Semiconductor Industry Prospects
Key Takeaways Geopolitical tensions, tariffs, and shifting regulatory environments threaten market access, growth, and profitability, especially in key regions like China. Rising competition, evolving technology, and supply chain challenges increase risks of margin compression, product obsolescence, and earnings volatility.
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US$85
FV
9.0% overvalued
intrinsic discount
7.06%
Revenue growth p.a.
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0
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4 months ago
author updated this narrative