• In February 2026, Entegris reported fourth-quarter 2025 results showing year-on-year declines in sales to US$823.9 million and net income to US$49.4 million, while issuing first-quarter 2026 guidance for net sales of US$785 million to US$825 million and GAAP diluted EPS of US$0.43 to US$0.51.
• Despite softer recent results, management’s confident outlook, highlighting strong demand for advanced-node materials, ramping capacity in Taiwan and Colorado, and improving free cash flow, points to a business repositioning around higher-value semiconductor content and more resilient, localized supply chains.
• We’ll now examine how this upbeat first-quarter guidance, underpinned by advanced-node materials demand, shapes Entegris’ existing investment narrative.

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Entegris Investment Narrative Recap

To own Entegris, you need to believe that its focus on advanced-node materials and local-for-local manufacturing will offset semiconductor cyclicality and high leverage. The key short term catalyst remains execution on advanced-node content growth and facility ramps, while the biggest risk is that industry softness and ramp-related inefficiencies keep margins under pressure. The latest Q4 miss versus last year but stronger-than-expected Q1 2026 guidance does not fundamentally change that near term risk/reward balance.

The most relevant recent announcement is Entegris’ Q1 2026 guidance for net sales of US$785 million to US$825 million and GAAP diluted EPS of US$0.43 to US$0.51. Coming after a year of lower sales and net income, this outlook ties directly to the catalyst of growing content at advanced nodes and better facility utilization. It suggests that, if execution holds, the margin drag from Taiwan and Colorado ramps could start to ease as volumes improve.

Yet, against this encouraging guide, investors should be aware that persistent industry softness and high debt could still leave Entegris exposed if...

Entegris’ narrative projects $3.9 billion in revenue and $502.7 million in earnings by 2028.

Uncover how Entegris' forecasts yield a $100.50 fair value, a 24% downside to its current price.

Exploring Other Perspectives

Some of the lowest estimating analysts were assuming about US$4.0 billion of revenue and US$664.4 million of earnings by 2028, which reflects a more cautious view even before this guidance and highlights how your take on industry cyclicality and margin pressure can differ sharply from more optimistic readings of the same Entegris story.

Explore 2 other fair value estimates on Entegris - why the stock might be worth as much as $100.50!

Build Your Own Entegris Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Entegris research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.
• Our free Entegris research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Entegris' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.