
Entegris (ENTG) Stock Forecast & Price Target
Entegris (ENTG) Analyst Ratings
Bulls say
Entegris has demonstrated a positive outlook due to its increasing reliance on TSMC, which has grown from 12% to 16% of the company's revenue in 2024, driven by AI-induced demand. The company operates in an environment where semiconductor-related stocks have experienced significant re-ratings since late 2022, reflecting an overall bullish sentiment and anticipated long-term growth in the industry. Additionally, Entegris's Advanced Purity Solutions provide substantial value to customers, with potential yield improvements translating to significant profit increases, reinforcing its strategic position within the semiconductor supply chain.
Bears say
Entegris faces significant challenges as the semiconductor industry has experienced pronounced fluctuations, with WFE dropping more than 10% in ten separate years since 1990, signaling potential instability in demand for purification solutions. Furthermore, the flat-lining of fab utilization around 3,300 MSI for the past ten quarters, coupled with weak performance outside of AI developments, indicates a stagnation in the broader semiconductor market. Additionally, operational inefficiencies and lengthy qualification processes have adversely impacted gross margins, thus further constraining profitability and financial performance.
This aggregate rating is based on analysts' research of Entegris and is not a guaranteed prediction by Public.com or investment advice.
Entegris (ENTG) Analyst Forecast & Price Prediction
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