Analysts Raise Entegris Price Target as Earnings Guidance Spurs Modest Valuation Adjustment

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Aug 24

Updated

09 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-13.2%

7D

3.8%

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1Y

-13.2%

7D

3.8%

You can edit this narrative until Dec 10 1:05 PM. Then, changes will post as Updates.

Author's Valuation

US$100.57.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

ENTG: AI Materials Demand And New U.S. Facility Will Drive Upside

Analysts have modestly trimmed their price target on Entegris by about $1 to roughly $100 per share, citing slightly lower assumed discount rates and a marginally less demanding future P E multiple, while leaving long term growth and margin expectations intact. Analyst Commentary Recent commentary on the sector highlights Entegris as one of only a few pure play electronic chemicals and materials providers, a positioning that investors increasingly view as strategically valuable as semiconductor capital spending and AI related demand scale up.

Shared on 25 Nov 25

ENTG: AI Demand And New Facility Will Drive Future Sector Outperformance

Analysts have reiterated their fair value target for Entegris at $100.50, citing expectations for robust revenue growth as AI-driven demand continues to boost the electronic materials sector. Analyst Commentary Bullish Takeaways Entegris is considered one of the only pure play electronic chemicals and materials companies, positioning it well for sector specific investment inflows.

Shared on 06 Nov 25

Fair value Decreased 0.58%

ENTG: Future Semiconductor Demand Will Accelerate Gains For Pure-Play Chemicals

Entegris' analyst price target has been adjusted slightly downward from $101.08 to $100.50, as analysts incorporate marginally softer revenue growth expectations. Nevertheless, there is continued optimism about the company's positioning alongside peers in the electronic chemicals sector.

Shared on 23 Oct 25

Fair value Increased 0.33%

Analysts have modestly increased their price target for Entegris from $100.75 to $101.08. This reflects minor adjustments based on updated fair value estimates and forecast refinements.

Shared on 08 Oct 25

Fair value Increased 1.77%

Narrative Update on Entegris: Analyst Price Target Revision Analysts have slightly increased their price target for Entegris from $99.00 to $100.75, reflecting modest adjustments in key financial assumptions and updated forecasts. What's in the News Entegris issued earnings guidance for the third quarter ending September 27, 2025, and projects sales between $780 million and $820 million (Key Developments).

Shared on 07 May 25

Fair value Decreased 14%

Shared on 30 Apr 25

Fair value Decreased 1.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 4.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 3.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.078%

AnalystConsensusTarget has decreased profit margin from 21.4% to 16.5% and increased future PE multiple from 29.6x to 38.4x.

Shared on 10 Mar 25

Fair value Increased 29%

AnalystConsensusTarget has decreased revenue growth from 8.8% to 7.3% and decreased future PE multiple from 38.8x to 29.6x.

AnalystConsensusTarget Fair Value

US$100.5

7.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.54%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.58%

Calculation

US$488.71m

Earnings '28

x

43.85x

PE Ratio '28

=

US$21.43b

Market Cap '28

US$21.43b

Market Cap '28

/

153.03m

No. shares '28

=

US$140.04

Share Price '28

US$140.04 Share Price '28

Discounted to 2025 @ 11.70% p.a.

=

US$100.48

Fair Value '25