Entegris (NASDAQ:ENTG) Releases Q3 2026 Earnings Guidance

Entegris (NASDAQ:ENTG) updated its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.960-1.040 for the period, compared to the consensus earnings per share estimate of 0.920. The company issued revenue guidance of $905.0 million-$935.0 million, compared to the consensus revenue estimate of $875.9 million.

Entegris Trading Down 1.3%

Shares of Entegris stock opened at $143.69 on Thursday. The company has a debt-to-equity ratio of 0.83, a current ratio of 3.05 and a quick ratio of 2.05. Entegris has a 1 year low of $67.97 and a 1 year high of $186.94. The company has a market capitalization of $21.91 billion, a P/E ratio of 72.22, a P/E/G ratio of 1.68 and a beta of 1.35. The business has a 50 day moving average price of $144.61 and a 200 day moving average price of $134.38.

Entegris (NASDAQ:ENTG) last posted its earnings results on Tuesday, August 4th. The semiconductor company reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.82 by $0.11. The firm had revenue of $883.20 million for the quarter, compared to analyst estimates of $835.79 million. Entegris had a return on equity of 12.25% and a net margin of 9.18%.Entegris’s revenue was up 11.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.66 EPS. Entegris has set its Q3 2026 guidance at 0.960-1.040 EPS. Sell-side analysts anticipate that Entegris will post 3.65 EPS for the current fiscal year.

Entegris Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Wednesday, July 29th will be given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Wednesday, July 29th. Entegris’s dividend payout ratio (DPR) is currently 23.12%.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Needham & Company LLC upped their target price on shares of Entegris from $165.00 to $170.00 and gave the company a “buy” rating in a report on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of Entegris in a report on Monday. Freedom Capital raised shares of Entegris to a “strong-buy” rating in a research report on Monday. Oppenheimer reissued an “outperform” rating and set a $160.00 price objective on shares of Entegris in a research note on Friday, May 1st. Finally, Mizuho raised their target price on shares of Entegris from $180.00 to $200.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $165.56.

Insider Buying and Selling

In other news, SVP Clinton M. Haris sold 6,848 shares of the company’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $149.23, for a total transaction of $1,021,927.04. Following the completion of the transaction, the senior vice president owned 54,961 shares of the company’s stock, valued at $8,201,830.03. This represents a 11.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Olivier Blachier sold 2,000 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $140.04, for a total transaction of $280,080.00. Following the transaction, the senior vice president owned 34,897 shares in the company, valued at approximately $4,886,975.88. The trade was a 5.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 44,466 shares of company stock worth $6,186,624 over the last ninety days. Insiders own 0.53% of the company’s stock.

Key Headlines Impacting Entegris

Here are the key news stories impacting Entegris this week:

• Positive Sentiment: Entegris reported Q2 adjusted earnings of $0.93 per share on revenue of $883.2 million, surpassing estimates of approximately $0.82–$0.83 per share and $835.8 million in revenue. Sales increased 11.5% year over year, supported by AI-driven chip investment and demand for advanced-purity solutions. Entegris Q2 Earnings Beat on AI Demand and Advanced Purity Solutions
• Positive Sentiment: Management issued stronger-than-expected Q3 guidance of $905 million to $935 million in revenue and $0.96 to $1.04 in adjusted EPS, compared with consensus estimates of $875.9 million and $0.92, respectively. Gross margin reached 47.6%, its highest level since early 2022, while bookings improved visibility into 2027. Entegris Q2 Earnings Call Highlights
• Positive Sentiment: Needham raised its price target from $165 to $170 and maintained a Buy rating. Freedom Capital also upgraded ENTG, adding to the positive analyst momentum. Needham Raises Entegris Price Target
• Neutral Sentiment: A valuation analysis argues that Entegris could be roughly 12% undervalued after the earnings report, although the conclusion depends on continued AI-related growth and execution. Entegris Could Be 12% Undervalued
• Negative Sentiment: Despite the improving fundamentals, another analysis cautions that ENTG’s valuation remains demanding, with a price-to-earnings ratio above 70. Continued multiple compression could limit upside if growth or semiconductor spending slows. Entegris: Great Business, Same Valuation Problem
• Negative Sentiment: Recent trading data shows substantially more insider selling than buying, a potential sentiment overhang even though the transactions may reflect routine or planned sales.

Hedge Funds Weigh In On Entegris

A number of hedge funds have recently made changes to their positions in ENTG. Invesco Ltd. boosted its position in shares of Entegris by 183.5% in the third quarter. Invesco Ltd. now owns 3,167,857 shares of the semiconductor company’s stock worth $292,900,000 after buying an additional 2,050,473 shares during the period. Duquesne Family Office LLC acquired a new position in Entegris during the 2nd quarter worth approximately $132,741,000. Rafferty Asset Management LLC boosted its holdings in Entegris by 64.4% in the 2nd quarter. Rafferty Asset Management LLC now owns 1,970,734 shares of the semiconductor company’s stock worth $158,940,000 after acquiring an additional 771,650 shares during the period. Bank of America Corp DE grew its position in Entegris by 31.2% in the second quarter. Bank of America Corp DE now owns 3,031,048 shares of the semiconductor company’s stock valued at $244,454,000 after acquiring an additional 720,467 shares in the last quarter. Finally, Durable Capital Partners LP grew its position in Entegris by 23.2% in the third quarter. Durable Capital Partners LP now owns 3,765,035 shares of the semiconductor company’s stock valued at $348,115,000 after acquiring an additional 709,121 shares in the last quarter.

Entegris Company Profile

Entegris, Inc is a leading provider of advanced materials and process control solutions for the semiconductor and other high-technology industries. The company develops and supplies a broad portfolio of products designed to ensure purity and reliability throughout the manufacturing process, helping customers address critical contamination and yield challenges.

Entegris’s product offerings include high-purity chemicals and specialty materials, liquid and gas filtration and purification systems, and sophisticated wafer and chip handling solutions.