Entegris jumps as Q2 beat and stronger guidance lift sentiment

Entegris (ENTG) is up 13.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The rally appears tied to a strong second-quarter earnings report and a better-than-expected outlook for the current quarter. Management pointed to AI-related semiconductor demand, advanced-node activity, and improving margins, which likely reinforced the view that Entegris is benefiting from a healthier chip spending environment.

Details:

Second-quarter non-GAAP earnings were $0.93 per share on revenue of $883.2 million, both above consensus expectations.

Third-quarter guidance was set at $905 million to $935 million in revenue and $0.96 to $1.04 in non-GAAP EPS, signaling continued momentum.

Gross margin reached 47.6%, described as the highest level since early 2022, suggesting a stronger mix and better operating leverage.

The company highlighted AI-driven demand, advanced manufacturing activity, record liquid filtration performance, and another $200 million of debt reduction during the quarter.

Sources:

Entegris, Investing.com, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ENTG Insider Trading Activity

$ENTG insiders have traded $ENTG stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.

Here’s a breakdown of recent trading of $ENTG stock by insiders over the last 6 months:

BERTRAND LOY (Executive Chair) has made 0 purchases and 9 sales selling 171,372 shares for an estimated $23,998,243.
DANIEL D. WOODLAND (SVP & President, MS Division) has made 0 purchases and 3 sales selling 30,474 shares for an estimated $3,981,313.
SUSAN G. RICE (SVP, Global Human Resources) has made 0 purchases and 2 sales selling 19,893 shares for an estimated $2,642,598.
CLINTON M. HARIS (SVP & President, APS Division) has made 0 purchases and 2 sales selling 12,678 shares for an estimated $1,864,770.
LINDA LAGORGA (SVP, Chief Financial Officer) sold 11,438 shares for an estimated $1,544,130
JOSEPH COLELLA (SVP and General Counsel) has made 0 purchases and 5 sales selling 9,498 shares for an estimated $1,278,457.
OLIVIER BLACHIER (SVP, Chief Strategy Officer) has made 0 purchases and 5 sales selling 3,939 shares for an estimated $530,661.
JAMES P LEDERER sold 3,569 shares for an estimated $512,472

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

EARLY ACCESS

Receive ENTG Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$ENTG Hedge Fund Activity

We have seen 357 institutional investors add shares of $ENTG stock to their portfolio, and 268 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL RESEARCH GLOBAL INVESTORS added 5,390,741 shares (+90.2%) to their portfolio in Q1 2026, for an estimated $632,010,474
PRICE T ROWE ASSOCIATES INC /MD/ removed 3,037,747 shares (-20.7%) from their portfolio in Q1 2026, for an estimated $356,145,458
D1 CAPITAL PARTNERS L.P. removed 2,493,416 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $292,328,091
CANTILLON CAPITAL MANAGEMENT LLC removed 2,066,672 shares (-95.4%) from their portfolio in Q2 2026, for an estimated $371,711,625
BLACKROCK, INC. added 1,521,215 shares (+8.5%) to their portfolio in Q1 2026, for an estimated $178,347,246
BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 1,343,500 shares (-19.7%) from their portfolio in Q1 2026, for an estimated $157,511,940
ALTSHULER SHAHAM LTD removed 1,299,946 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $152,405,669

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ENTG Congressional Stock Trading

Members of Congress have traded $ENTG stock 11 times in the past 6 months. Of those trades, 9 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $ENTG stock by members of Congress over the last 6 months:

REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 11 times. They made 9 purchases worth up to $135,000 on 07/30, 07/08, 06/08, 06/05, 05/21, 05/08, 05/07, 04/15, 03/31 and 2 sales worth up to $30,000 on 02/23, 02/09.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ENTG Analyst Ratings

Wall Street analysts have issued reports on $ENTG in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 02/10/2026

To track analyst ratings and price targets for $ENTG, check out Quiver Quantitative's $ENTG forecast page.

$ENTG Price Targets

Multiple analysts have issued price targets for $ENTG recently. We have seen 8 analysts offer price targets for $ENTG in the last 6 months, with a median target of $160.5.

Here are some recent targets:

Bhavesh Lodaya from BMO Capital set a target price of $167.0 on 07/06/2026
Melissa Weathers from Deutsche Bank set a target price of $155.0 on 07/06/2026
John Roberts from Mizuho set a target price of $200.0 on 07/01/2026
Timothy Arcuri from UBS set a target price of $205.0 on 05/01/2026
Charles Shi from Needham set a target price of $165.0 on 04/30/2026
Aleksey Yefremov from Keybanc set a target price of $156.0 on 02/11/2026
Elizabeth Sun from Citigroup set a target price of $155.0 on 02/11/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.