Entegris, Inc. — Cyborg Score 8/10

Strong
Semiconductor Materials & Process Solutions

Strategic Profile

Entegris' portfolio is well aligned with customers' most critical applications, with operational and commercial excellence combined with leadership in materials science and purity positioning the company as a trusted partner to optimize device performance and yield. In 2025, unit-driven growth resulted from ongoing strength in liquid filtration, selective etch and CMP consumables, as volume continued to increase in the most advanced technologies.

Cyborg Score Rationale

The company reported fourth-quarter results that beat analyst expectations and provided a strong forecast for Q1 2026. Entegris enters 2026 with solid momentum and its portfolio is well aligned with customers adopting complex device architectures to support rapid AI growth. The company benefits from sustained secular demand in semiconductor advanced manufacturing.

Top Insights

  • Free cash flow improved in 2025 with continued improvement expected in 2026, further strengthening the balance sheet and enabling incremental de-leveraging.
  • UBS analyst upgraded the stock from Neutral to Buy with price target increased to $145 from $90, reflecting strong confidence in the company's future.
  • Entegris is up 49.5% since the beginning of the year and has set a new 52-week high at $133.91 per share.
  • Over the last five years, Entegris grew its sales at a solid 11.4% compounded annual growth rate, beating the average semiconductor company.

Named Competitors

  • Ultra Clean Holdings — Semiconductor cleaning and contamination control solutions
  • Cabot — CMP slurries and specialty chemicals for semiconductors
  • Onto Innovation — Advanced process solutions and equipment for semiconductor manufacturing
  • DuPont Electronic Solutions — Specialty materials and chemistries for semiconductor applications

Recent Developments

  • (February 2026) Q4 2025 revenue of $823.9 million beat analyst estimates; provided Q1 2026 guidance of $785-$825 million revenue
  • (February 2026) UBS upgraded to Buy with $145 price target; stock gained 10.2% on earnings beat and upbeat Q1 guidance
  • (January 2026) Board declared quarterly cash dividend of $0.10 per share, supporting investor confidence

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