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.

Analyst Commentary

• Bullish analysts highlight Entegris as one of the only pure-play electronic chemicals and materials companies, which underscores its unique market positioning.
• Growth prospects are seen as strong, especially with artificial intelligence expected to accelerate demand in the sector.
• Valuation remains compelling given the expectation of high organic revenue growth compared to sector peers.
• New investor interest is anticipated from the much larger semiconductor sector, which could provide potential for increased liquidity and long-term support.

• Some caution remains regarding the potential impact of legacy chemical sector investors divesting, particularly those who may not wish to hold stocks outside their traditional focus.
• Investors are attentive to execution risks, especially in sustaining high growth rates amid increased competition.
• There is ongoing scrutiny of revenue growth trajectories, with analysts noting the recent downward adjustment in price target as a reflection of softer revenue expectations.

What's in the News

• Mizuho initiated coverage of peer Qnity Electronics with an Outperform rating, noting Entegris as one of only two pure-play electronic chemicals companies projected to benefit from rising AI-driven demand and new semiconductor sector investor interest (Mizuho Analyst Coverage).
• Entegris celebrated the grand opening of its new 135,000-square-foot Colorado Springs Manufacturing Center of Excellence. This facility brings advanced product manufacturing and FOUP production back to the U.S. for the first time in decades (Business Expansion).
• The new Colorado Springs facility expands Entegris' presence in Colorado, creates hundreds of jobs, and is supported by up to $100 million in local and U.S. government incentives (Business Expansion).
• Entegris provided earnings guidance for the fourth quarter of 2025, projecting sales of $790 million to $830 million and GAAP net income between $53 million and $64 million (Corporate Guidance).

Valuation Changes

• Consensus Analyst Price Target has decreased slightly, moving from $101.08 to $100.50.
• Discount Rate has risen modestly from 11.29% to 11.69%.
• Revenue Growth expectations have fallen marginally, from 6.31% to 6.15%.
• Net Profit Margin is nearly unchanged, declining slightly from 12.69% to 12.68%.
• Future P/E ratio has increased incrementally from 43.37x to 43.84x.