Entegris jumps as semiconductor materials names rally; recent earnings and positioning may be amplifying the move

Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.

Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook, while moderate short interest may be adding fuel to upside volatility.

Details:

In its most recent quarterly release, Entegris reported Q1 2026 results that exceeded consensus expectations on non-GAAP earnings and revenue.

The same earnings materials included management guidance for the quarter ending June 27, 2026 (Q2 2026), which continues to anchor near-term sentiment around demand for semiconductor materials and contamination control.

Public short-interest data shows ENTG had roughly mid-single-digit short interest (about 5.8% of float as of mid-May 2026), which can amplify rallies when the tape turns positive.

This could also be a technical rebound as investors reposition into semiconductor supply-chain names ahead of upcoming industry events and mid-year demand updates.

Sources:

SEC, Entegris Investor Relations, MarketBeat, Finviz

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 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 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 15 sales selling 236,622 shares for an estimated $31,802,595.
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 3 sales selling 18,508 shares for an estimated $2,564,370.
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.

$ENTG Hedge Fund Activity

We have seen 335 institutional investors add shares of $ENTG stock to their portfolio, and 328 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
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,625,815 shares (-91.1%) from their portfolio in Q4 2025, for an estimated $136,974,913
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
SOUTHPOINT CAPITAL ADVISORS LP removed 1,300,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $109,525,000

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 7 times in the past 6 months. Of those trades, 5 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 7 times. They made 5 purchases worth up to $75,000 on 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 5 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
Citigroup issued a "Buy" rating on 01/27/2026
BMO Capital issued a "Outperform" rating on 01/21/2026
UBS issued a "Buy" rating on 01/15/2026
Keybanc issued a "Overweight" rating on 01/09/2026

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 $155.5.

Here are some recent targets:

John Roberts from Mizuho set a target price of $180.0 on 05/29/2026
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
James Schneider from Goldman Sachs set a target price of $95.0 on 02/11/2026
Bhavesh Lodaya from BMO Capital set a target price of $126.0 on 01/21/2026

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.