Analyst Consensus ?
ConsensusBuy28 ratings
Bullish2071.4%
Neutral725.0%
Bearish13.6%
Entegris, Inc. · ENTG · FY2025 Q4 · Calendar Q1 2026
Entegris pairs stronger Q4 results with lower 2026 capex plan
Management tied its constructive 2026 outlook to advanced-node transitions, AI-related demand and a recovery in fab construction spending. The thesis remains execution-dependent: facility ramps, demand timing and utilization will matter to translating those supports into growth and margins.
Reported Before market openNASDAQTechnology
$23.59B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.70
Consensus $0.67
EPS surprise
+4.9%
Reported versus consensus
Reported revenue
$823.9M
Consensus $811.2M
Revenue surprise
+1.6%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+9.0%
Event window
SPY move
-0.3%
Same window
Abnormal move
+9.3%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
-12.9%
Up to 20 sessions
ENTGSPY benchmark
Ask FN2 about ENTG FY2025 Q4
Transcript, numbers and history already loaded
Why did ENTG rise 9.0% after beating EPS estimates in FY2025 Q4?What changed in ENTG's guidance and outlook in FY2025 Q4?Give me the bull and bear case for ENTG after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The prior-quarter analysis emphasized underutilized facilities, free-cash-flow strength and the ramp of Taiwan and Colorado sites. The Q4 analysis reports revenue and margins at the high end of guidance and puts greater focus on 2026 node transitions, fab-spending recovery, a lower capex plan and footprint rationalization.
Guidance delta
Guidance sentiment was characterized as maintained. Management expects 2026 capex of $250 million, down from $299 million in 2025, and cited a more constructive outlook tied to node transitions and fab construction spending.
Key takeaways
- Q4 revenue was $824 million, with revenue and margins reported at the high end of guidance; free-cash-flow margin was 12.7%.
- Management identified two-nanometer logic, higher-layer NAND and AI-related demand as growth drivers.
- The 2026 plan combines lower capex with Taiwan and Colorado facility ramps and manufacturing-footprint rationalization.
Management priorities
- Win positions in advanced logic, DRAM, HBM and NAND; expand advanced-packaging offerings.
- Ramp the Taiwan facility, complete Colorado qualifications and rationalize another facility in 2026.
- Increase China local-for-local manufacturing and focus on lower leverage and free cash flow.
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Analyst 52W Price Targets
$154.39Previous close
$86Low
$157.37Average
$220High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 30, 2026 |
| Truist Securities | Buy | Buy | Maintain | Oct 30, 2026 |
| Needham | Buy | Buy | Maintain | Oct 30, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Oct 30, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 30, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 30, 2026 |
| Deutsche Bank | Buy | Hold | Upgrade | Aug 12, 2026 |
| Oppenheimer | Outperform | Perform | Upgrade | Aug 5, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Jul 6, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Jul 1, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Feb 11, 2026 |
| Seaport Global | Neutral | Buy | Downgrade | Jan 23, 2026 |
| Craig-Hallum | Buy | Buy | Maintain | Nov 5, 2024 |
| Loop Capital | Buy | Buy | Maintain | May 15, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Feb 15, 2023 |
| Stifel | Buy | Buy | Maintain | Aug 16, 2022 |
| Wolfe Research | Outperform | Outperform | Maintain | Jun 10, 2021 |
| CL King | Buy | Buy | Maintain | Jun 21, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jul 2, 2018 |
| Aegis Capital | Buy | Buy | Maintain | Mar 17, 2017 |
| Pacific Crest | Overweight | Overweight | Maintain | Jul 28, 2016 |
| Dougherty & Co. | Neutral | Buy | Downgrade | Jul 28, 2016 |
| Dougherty | Neutral | Buy | Downgrade | Jul 28, 2016 |
| Sidoti & Co. | Neutral | Buy | Downgrade | Jul 1, 2015 |
| DA Davidson | Buy | Buy | Maintain | Feb 5, 2014 |
| Northland Securities | Perform | Market Perform | Maintain | Aug 28, 2013 |
| Bank of America | Neutral | Neutral | Maintain | Oct 24, 2012 |
| B of A Securities | Neutral | Neutral | Maintain | Oct 24, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $154.39. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Timothy Arcuri | $220 | $160 | +42.5% | Oct 30, 2026 |
| Truist Financial | Analyst unavailable | $190 | $161.16 | +23.1% | Oct 14, 2026 |
| Barclays | Aleksey Yefremov | $212 | $160.01 | +37.3% | Oct 12, 2026 |
| Stifel Nicolaus | Analyst unavailable | $200 | $166.32 | +29.5% | Oct 7, 2026 |
| Deutsche Bank | Melissa Weathers | $200 | $150.21 | +29.5% | Aug 12, 2026 |
| Deutsche Bank | Analyst unavailable | $152 | $144.67 | -1.5% | Aug 5, 2026 |
| UBS | Timothy Arcuri | $215 | $144.22 | +39.3% | Aug 5, 2026 |
| Oppenheimer | Ed Yang | $180 | $144.56 | +16.6% | Aug 5, 2026 |
| Deutsche Bank | Melissa Weathers | $155 | $154 | +0.4% | Jul 6, 2026 |
| BMO Capital | Bhavesh Lodaya | $167 | $146.66 | +8.2% | Jul 6, 2026 |
| Mizuho Securities | John Roberts | $200 | $179.86 | +29.5% | Jul 1, 2026 |
| Mizuho Securities | John Roberts | $180 | $138.44 | +16.6% | May 29, 2026 |
| Goldman Sachs | James Schneider | $115 | $140.84 | -25.5% | May 1, 2026 |
| UBS | Analyst unavailable | $205 | $140.5 | +32.8% | May 1, 2026 |
| Mizuho Securities | John Roberts | $175 | $140.81 | +13.3% | May 1, 2026 |
| Oppenheimer | Edward Yang | $160 | $140.6 | +3.6% | May 1, 2026 |
| UBS | Analyst unavailable | $185 | $148.92 | +19.8% | Apr 21, 2026 |
| Mizuho Securities | Analyst unavailable | $150 | $136.84 | -2.8% | Feb 11, 2026 |
| KeyBanc | Aleksey Yefremov | $156 | $135.7 | +1.0% | Feb 11, 2026 |
| Goldman Sachs | Analyst unavailable | $95 | $133.44 | -38.5% | Feb 11, 2026 |
| BMO Capital | Analyst unavailable | $148 | $133.44 | -4.1% | Feb 11, 2026 |
| Deutsche Bank | Analyst unavailable | $105 | $113.7 | -32.0% | Feb 3, 2026 |
| UBS | Analyst unavailable | $150 | $120.29 | -2.8% | Feb 2, 2026 |
| BMO Capital | Analyst unavailable | $126 | $118.46 | -18.4% | Jan 21, 2026 |
| UBS | Timothy Arcuri | $145 | $104.09 | -6.1% | Jan 15, 2026 |
| KeyBanc | Aleksey Yefremov | $111 | $99.85 | -28.1% | Jan 9, 2026 |
| Goldman Sachs | Analyst unavailable | $75 | $92.52 | -51.4% | Dec 15, 2025 |
| Mizuho Securities | Analyst unavailable | $96 | $73.76 | -37.8% | Nov 20, 2025 |
| Mizuho Securities | Analyst unavailable | $108 | $96.81 | -30.0% | Oct 3, 2025 |
| Oppenheimer | Edward Yang | $95 | $79.65 | -38.5% | Sep 4, 2025 |
| KeyBanc | Aleksey Yefremov | $103 | $79.34 | -33.3% | Jul 31, 2025 |
| BMO Capital | Bhavesh Lodaya | $135 | $101.72 | -12.6% | Nov 5, 2024 |
| Needham | Charles Shi | $120 | $101.72 | -22.3% | Nov 5, 2024 |
| KeyBanc | Aleksey Yefremov | $154 | $101.72 | -0.3% | Nov 5, 2024 |
| Citigroup | Atif Malik | $130 | $110.67 | -15.8% | Sep 16, 2024 |
| C.L. King | David Silver | $150 | $116.1 | -2.8% | Aug 23, 2024 |
| BMO Capital | Bhavesh Lodaya | $145 | $118.29 | -6.1% | Aug 1, 2024 |
| Mizuho Securities | John Roberts | $143 | $109.88 | -7.4% | Aug 1, 2024 |
| Seaport Global | Michael Harrison | $150 | $118.29 | -2.8% | Jul 31, 2024 |
| Deutsche Bank | Melissa Weathers | $160 | $137.73 | +3.6% | Jun 20, 2024 |
| Needham | Charles Shi | $150 | $132.36 | -2.8% | May 28, 2024 |
| Craig-Hallum | Christian Schwab | $150 | $135.65 | -2.8% | Feb 15, 2024 |
| Loop Capital Markets | Bhavesh Lodaya | $129 | $106.5 | -16.4% | Jun 20, 2023 |
| Needham | Analyst unavailable | $86 | $64.13 | -44.3% | Jan 4, 2023 |
| Craig-Hallum | Christian Schwab | $120 | $87.09 | -22.3% | Sep 23, 2022 |
| Mizuho Securities | Kieran de Brun | $148 | $104.53 | -4.1% | Aug 15, 2022 |
| Stifel Nicolaus | Patrick Ho | $180 | $148.54 | +16.6% | Dec 1, 2021 |
| C.L. King | David C Silver | $130 | $121.52 | -15.8% | Sep 7, 2021 |
| Piper Sandler | Weston Twigg | $126 | $114.55 | -18.4% | Apr 28, 2021 |
Track every rating change on ENTG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationEntegris, Inc. is a global enterprise that develops, manufactures, and supplies critical solutions for microcontamination control, specialty chemicals, and advanced material handling. The company operates extensively across North America, Taiwan, China, South Korea, Japan, Europe, and Southeast Asia. Its operations are structured into three primary segments: Specialty Chemicals and Engineered Materials (SCEM): This division delivers high-performance, ultra-pure process chemistries, specialized gases, and advanced materials, along with their associated delivery systems, crucial for semiconductor fabrication and other sophisticated manufacturing processes. Microcontamination Control (MC): The MC unit focuses on providing systems designed to filter and purify essential liquid chemicals and gases utilized within the semiconductor industry and various other high-technology sectors.…
Historical context
All ENTG earningsTechnology peers this season
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| TWLO Twilio Inc. | FY2026 Q3 · Calendar Q4 2026 | +12.2% | -15.2% | Twilio raises growth outlook as AI and software adoption expand |
| SNDK Sandisk Corporation | FY2027 Q1 · Calendar Q4 2026 | +6.1% | -13.5% | SNDK: AI-driven NAND demand remains strong, but execution risks persist |
| RBLX Roblox Corporation | FY2026 Q3 · Calendar Q4 2026 | +26.2% | -18.1% | Roblox pairs strong engagement with lower Q4 bookings guidance |
Latest beats and misses
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Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the ENTG recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T12:30:45.893281+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T12:30:45.890528+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.