Entegris shares slide as investors digest earnings and outlook

Entegris, Inc. (ENTG) is down 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears tied to post-earnings positioning: while Entegris’ quarterly results were solid, investors seemed more focused on the company’s forward outlook and segment commentary, which some viewed as less bullish than the headline beat. With the stock having moved sharply around the report, today’s decline looks like a continuation of profit-taking and multiple compression rather than a single new negative headline.

Details:

Entegris reported first-quarter 2026 net sales of $811.9 million and non-GAAP EPS of $0.86, alongside GAAP EPS of $0.60.

For the second quarter ending June 27, 2026, Entegris guided sales to $815 million–$845 million and non-GAAP EPS to $0.76–$0.84, which may have tempered expectations for near-term acceleration.

The company announced a CFO transition, naming Sukhi Nagesh as Chief Financial Officer effective May 18, 2026, adding a notable leadership change to an already catalyst-heavy week.

Separately, Entegris disclosed an amendment to its credit agreement on April 29, 2026, a reminder that balance-sheet actions can influence how investors think about risk and valuation.

Sources:

SEC (EDGAR), Investing.com, StreetInsider

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 33 times in the past 6 months. Of those trades, 0 have been purchases and 33 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 18 sales selling 294,192 shares for an estimated $36,228,589.
DANIEL D. WOODLAND (SVP & President, MS Division) has made 0 purchases and 3 sales selling 30,474 shares for an estimated $3,981,313.
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 4 sales selling 6,749 shares for an estimated $707,984.
CLINTON M. HARIS (SVP & President, APS Division) sold 5,830 shares for an estimated $699,600
OLIVIER BLACHIER (SVP, Chief Strategy Officer) has made 0 purchases and 5 sales selling 2,427 shares for an estimated $288,366.
JAMES P LEDERER sold 2,008 shares for an estimated $186,422

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.

$ENTG Hedge Fund Activity

We have seen 289 institutional investors add shares of $ENTG stock to their portfolio, and 299 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DURABLE CAPITAL PARTNERS LP removed 3,765,035 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $317,204,198
LONE PINE CAPITAL LLC added 3,054,230 shares (+inf%) to their portfolio in Q4 2025, for an estimated $257,318,877
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,873,516 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $157,843,723
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
D1 CAPITAL PARTNERS L.P. added 1,343,435 shares (+116.8%) to their portfolio in Q4 2025, for an estimated $113,184,398
SOUTHPOINT CAPITAL ADVISORS LP removed 1,300,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $109,525,000
UBS GROUP AG removed 1,024,804 shares (-30.1%) from their portfolio in Q4 2025, for an estimated $86,339,737

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.

$ENTG Congressional Stock Trading

Members of Congress have traded $ENTG stock 3 times in the past 6 months. Of those trades, 1 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 3 times. They made 1 purchase worth up to $15,000 on 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.

$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 $150.0.

Here are some recent targets:

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
John Roberts from Mizuho set a target price of $96.0 on 11/20/2025

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.