ENTG Entegris Inc Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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04:31
Aug 14
Aug 14
Applied capacity expansion carries material overbuild risk.
Watch semicap component suppliers as Applied's capacity expansion plan is a high-beta positive but carries overbuild risks.
MED
10:45
Aug 12
Aug 12
JPMorgan, Deutsche Bank, Mizuho, Oppenheimer, Daiwa, Citizens, BTIG, William Blair, Jefferies.
JPMorgan, Deutsche Bank, Mizuho, Oppenheimer, Daiwa, Citizens, BTIG, William Blair, Jefferies, Berenberg, Raymond James, and China Renaissance issue multiple upgrades and downgrades with price target changes across a broad set of stocks.
03:02
Aug 06
Aug 06
Watch Entegris on EUV contamination-control demand
Watch Entegris on EUV contamination-control and filtration demand from higher mask infrastructure intensity; beneficiary-map read-through.
MED
01:17
Aug 06
Aug 06
Buy ENTG on content-lift ramp beginning
Go long ENTG as advanced-node and memory transitions — 2nm, GAA, NAND layers, HBM, base dies — drive 10-50% content-per-unit lifts, with volume growth still early.
MED
18:43
Aug 04
Aug 04
Watch ENTG on broad semi demand read-through
Watch ENTG as a cross-cycle demand signal, not an author position. The Q2 beat, Q3 guide, and WFE order growth confirm broad semiconductor strength, but this is read-through research without ownership.
MED
18:43
Aug 04
Aug 04
Watch filtration and materials suppliers
Watch as beneficiaries of structural growth in filtration at advanced nodes and increased bargaining power for critical materials suppliers.
MED
18:41
Aug 04
Aug 04
Advanced materials benefit as wafer content rises
Watch advanced-materials suppliers as content per wafer outgrows wafer starts and advanced packaging/HBM drive demand, though Qnity share gains in CMP make benefits uneven across peers.
MED
14:41
Aug 04
Aug 04
Entegris beat Q2 estimates and raised Q3 guidance on strong semiconductor demand.
Entegris beat Q2 estimates and raised Q3 guidance on strong semiconductor demand, but the post is a factual earnings recap without an explicit author position.
LOW
23:32
Jun 24
Jun 24
The author posts research read-throughs from Micron earnings covering SSD/NAND.
The author posts research read-throughs from Micron earnings covering SSD/NAND, consumer devices, automotive, and fab infrastructure, but these are factual beneficiary maps and watchlists without explicit personal positions or forward calls.
21:15
Jun 22
Jun 22
Author celebrates the semiconductor consumables sector as a great time to be a maxxooorrr.
Author celebrates the semiconductor consumables sector as a great time to be a maxxooorrr, but the tweet is a vague bullish cheer without explicit position language or forward call.
LOW
16:50
Jun 18
Jun 18
Tweet cryptically mentions ENTG with the word "CONSUME," lacking directional commitment.
Tweet cryptically mentions ENTG with the word "CONSUME," lacking directional commitment or reasoning.
LOW
21:35
Jun 17
Jun 17
The author asks for bear cases on ENTG and Q beyond valuation.
The author asks for bear cases on ENTG and Q beyond valuation, indicating a neutral stance without taking a position.
LOW
16:27
Jun 17
Jun 17
The author is releasing a research piece on Entegris next week but does not state a current.
The author is releasing a research piece on Entegris next week but does not state a current position or forward directional view.
15:20
Jun 17
Jun 17
Co-mentioned in comparative semiconductor thesis.
Co-mentioned in comparative semiconductor thesis; author acknowledges ENTG will do well but ranks it below Q due to lack of NVDA/AAPL partnerships.
MED
00:56
Jun 17
Jun 17
Author lists hot earnings names with valuation ignored but provides no personal position.
Author lists hot earnings names with valuation ignored but provides no personal position or forward call, making this a research watchlist.
LOW
17:18
Jun 15
Jun 15
The author asks a clarifying question about a short thesis on Entegris without taking.
The author asks a clarifying question about a short thesis on Entegris without taking a directional view themselves.
15:18
Jun 15
Jun 15
Monitor ENTG as a NAND-focused play; the author highlights its all-time high and mentions NAND.
Monitor ENTG as a NAND-focused play; the author highlights its all-time high and mentions NAND call frequency but does not claim a position.
MED
14:56
Jun 15
Jun 15
The author rhetorically recalls a past disagreement about ENTG's valuation without stating.
The author rhetorically recalls a past disagreement about ENTG's valuation without stating a current position or forward view.
LOW
14:23
Jun 15
Jun 15
Cryptic/sarcastic remark without clear directional view or catalyst.
LOW
16:30
Jun 14
Jun 14
The author provides a detailed research breakdown of U.S.
The author provides a detailed research breakdown of U.S. public-company beneficiaries of panel-level packaging and glass substrates, but the post is a factual supply-chain map without any personal position disclosure or explicit bullish call.
17:44
Jun 11
Jun 11
Watch ENTG as a NAND-levered name; no explicit position from the author.
MED
20:12
May 26
May 26
Watch ENTG as a CMP slurry supplier to memory fabs.
Watch ENTG as a CMP slurry supplier to memory fabs, with consumables demand tied directly to wafer starts increasing across NAND and DRAM production.
MED
00:05
May 15
May 15
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs.
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs, and improved pricing terms as the supply chain becomes the gating factor.
HIGH
18:53
May 08
May 08
Buy ENTG as the speaker believes consensus estimates are materially understated.
Buy ENTG as the speaker believes consensus estimates are materially understated, implying potential for a meaningful earnings beat or upward revision catalyst.
MED
13:32
Apr 30
Apr 30
Long subsystem suppliers as wafer-fab tool scaling drives demand for vacuum, gas.
Long subsystem suppliers as wafer-fab tool scaling drives demand for vacuum, gas, and process-control components, capturing bottleneck value.
HIGH
00:51
Apr 29
Apr 29
The tweet simply tags $ENTG and $ONTO in a reply without providing any directional view.
The tweet simply tags $ENTG and $ONTO in a reply without providing any directional view, price action, or market context.
HIGH
18:04
Apr 17
Apr 17
Long sports media and entertainment ancillary investments.
Sports investing extends beyond team equity to include a broader ecosystem of ancillary businesses such as sports equipment, ticketing platforms, in-stadium hospitality, around-stadium real estate developments, advertising, youth sports, college sports, and talent agencies. This is driven by growth in media rights, a shift in media consumption to streaming, and a consumer behavioral shift towards spending on experiences like live events.
HIGH
21:10
Mar 16
Mar 16
NVDA GPU ramp drives ENTG specialty materials demand
Buy ENTG as a specialty materials supplier; NVDA GTC's GPU density ramp requires advanced process chemicals and materials at scale, and Entegris is a critical enabler of advanced node semiconductor manufacturing.
MED
09:33
Feb 18
Feb 18
Notes ENTG rising on broad consumables supply
Notes ENTG is rising due to its broad supply of consumables, stating that electrostatic chucks are only a small part of its business.
MED
04:12
Feb 18
Feb 18
Reports Druckenmiller added to semis position
Reports Druckenmiller's Duquesne added to semis, no directional view from speaker.
MED
About ENTG Analyst Coverage
Buzzberg tracks ENTG (Entegris Inc) across 11 sources. 4 bullish vs 0 bearish calls from 12 analysts. Sentiment: predominantly bullish (11%). 36 total trade ideas tracked. Latest voices: TheValueist, DeItaone, contrariancurse.