Investment Announcement: Entegris, Inc. has announced a $700 million investment in domestic R&D to accelerate semiconductor innovation in collaboration with the Trump Administration.
New Technology Center: A portion of the funding will be used to develop a state-of-the-art U.S. Technology Center in Aurora, Illinois, aimed at enhancing product performance and reducing time to market.
Commitment to Semiconductor Ecosystem: Entegris emphasizes its commitment to building a resilient domestic semiconductor ecosystem and supporting advanced manufacturing through this investment, which complements a previous $700 million commitment for a facility in Colorado Springs.
Industry Growth Potential: As the semiconductor industry expands in the U.S., there is an increasing need for new domestic capacity and collaboration on innovation, creating opportunities for materials suppliers.
ENTG
$87.96+Infinity%1D
Analyst Views on ENTG
Wall Street analysts forecast ENTG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ENTG is 100.50 USD with a low forecast of 90.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
Wall Street analysts forecast ENTG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ENTG is 100.50 USD with a low forecast of 90.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 89.920
Low
90.00
Averages
100.50
High
115.00
Current: 89.920
Low
90.00
Averages
100.50
High
115.00
Goldman Sachs
Neutral -> Sell
downgrade
$88 -> $75
2025-12-15
New
Reason
Goldman Sachs
Price Target
$88 -> $75
2025-12-15
New
downgrade
Neutral -> Sell
Reason
Goldman Sachs downgraded Entegris to Sell from Neutral with a price target of $75, down from $88. The firm adjusted ratings in the semiconductor group as part of its 2026 outlook. Goldman sees hyperscaler artificial intelligence spending continuing to move higher, driving tailwinds for digital, memory and storage in 2026. It also also sees a gradual industrial and automotive recovery driving cyclical tailwinds in analog. The analyst believes Entegris is "poorly positioned" to capture upside with limited margin improvement.
Mizuho
Outperform
to
NULL
downgrade
$108 -> $96
2025-11-20
Reason
Mizuho
Price Target
$108 -> $96
2025-11-20
downgrade
Outperform
to
NULL
Reason
Mizuho lowered the firm's price target on Entegris to $96 from $108 and keeps an Outperform rating on the shares. The firm cites the recent weakness in Philadelphia Semiconductor Index for the target drop.
Oppenheimer
Edward Yang
Perform
initiated
$95
2025-09-04
Reason
Oppenheimer
Edward Yang
Price Target
$95
2025-09-04
initiated
Perform
Reason
Oppenheimer analyst Edward Yang initiated coverage of Entegris with a Perform rating and $95 price target. The firm says Entegris is potentially a compelling investment, strategically built through multiple successful acquisitions to become the "one-stop-shop" for semiconductor consumables and process solutions. However, its full promise is still unfolding, requiring patience, constrained by industry cycles and an extended balance sheet from the $6.5B purchase of CMC in June 2022, Oppenheimer argues. It's paused buybacks and M&A, focusing on reducing net debt/EBITDA from 4-times to long-term 2-times. A CEO transition, muted revenue, and shares that already largely discount a 2026 recovery make the firm wait for new growth catalysts. Finally, the planned spin-out of Qnity, another semiconductor/chemical hybrid, could create valuation ripples for Entegris, says the firm.
Citi
Buy
maintain
$100
2025-08-21
Reason
Citi
Price Target
$100
2025-08-21
maintain
Buy
Reason
Citi keeps a Buy rating on Entegris with a $100 price target following a transfer of coverage. The firm finds the shares attractively valued and sees a better 2026 for the company on improved wafer starts. Citi opened an "upside catalyst watch" on Entegris into management's presentation at its tech conference in September.
About ENTG
Entegris, Inc. is a supplier of critical advanced materials and process solutions for semiconductors and other high-technology industries. Its segments include Materials Solutions (MS) and Advanced Purity Solutions (APS). The MS segment provides materials-based solutions, such as chemical vapor and atomic layer deposition materials, chemical mechanical planarization (CMP) slurries and pads, ion implantation specialty gases, formulated etch and clean materials, and other specialty materials. The APS segment offers filtration, purification and contamination-control solutions that improve customers’ yield and device reliability by ensuring the purity of critical liquid chemistries and gases and the cleanliness of wafers and other substrates used throughout semiconductor manufacturing processes, the semiconductor ecosystem and other high-technology industries. It has manufacturing, customer service and/or research facilities in the United States, Canada, China, Germany and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
