Entegris rises as analyst upgrade adds to semiconductor materials optimism

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

Analysis: The most likely driver appears to be a fresh analyst upgrade that lifted the stock’s rating to buy and raised its price target, reinforcing a bullish view on Entegris’ exposure to advanced semiconductor materials. The move also seems supported by still-favorable sentiment around AI-related chip manufacturing demand and Entegris’ recent pattern of solid execution.

Details:

A same-day analyst note upgraded ENTG to buy and set a $200 price target, giving investors a clear single-stock catalyst for the rally.

Another analyst had already lifted its Entegris target to $200 in July while keeping an outperform stance, arguing that advanced-compute investment could extend strength in technology materials.

Entegris said in its first-quarter 2026 release that revenue grew 5% year over year, non-GAAP EPS came in at $0.86, and management pointed to strengthening order patterns tied to advanced manufacturing processes and AI-related demand.

The company also guided second-quarter 2026 sales to roughly $815 million to $845 million and non-GAAP EPS to $0.76 to $0.84, which helped frame the business as a steady semiconductor picks-and-shovels story rather than a purely cyclical trade.

Sources:

SEC, Entegris, TipRanks

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.

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$ENTG Hedge Fund Activity

We have seen 396 institutional investors add shares of $ENTG stock to their portfolio, and 294 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 5,520,399 shares (+inf%) to their portfolio in Q2 2026, for an estimated $992,898,964
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
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
POINTSTATE CAPITAL LP added 1,112,040 shares (+inf%) to their portfolio in Q1 2026, for an estimated $130,375,569

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 10 times in the past 6 months. Of those trades, 9 have been purchases and 1 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 10 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 1 sale worth up to $15,000 on 02/23.

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 Price Targets

Multiple analysts have issued price targets for $ENTG recently. We have seen 5 analysts offer price targets for $ENTG in the last 6 months, with a median target of $167.0.

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

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.