Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. A copy of the letter can be downloaded here. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index’s 13.8% return. Artificial intelligence is a key factor […]

Entegris (ENTG) is back in focus after courts in Taiwan and China upheld patents covering its chemical mechanical planarization slurry technology, a key material used in advanced semiconductor manufacturing processes. See our latest analysis for Entegris. Entegris shares closed at US$144.28 after a recent pullback, with the stock down 3.98% on a 1 day share price return basis and down 10.43% over 7 days, while still showing a 61.10% year to date share price return and an 82.32% total...

Entegris recently won patent disputes in Taiwan and China, with courts and regulators upholding its colloidal silica slurry technology used in chemical mechanical planarization for semiconductor manufacturing. By reinforcing the strength of Entegris’s intellectual property in key Asian markets, these rulings help protect its CMP slurry technology franchise against competitive challenges. Next, we’ll examine how these patent victories in Taiwan and China might influence Entegris’s investment...

Entegris stock has delivered a strong 82.3% return over the last year, yet the latest valuation checks and market multiples point to a company that currently looks expensive rather than like a clear bargain. Entegris is up 82.3% over the past year, which puts extra focus on whether recent gains already reflect the key expectations baked into the share price. Recent success in defending its CMP slurry patent portfolio may support confidence in Entegris's technology and pricing power. However,...

A number of stocks fell in the morning session after the 30-year U.S. Treasury yield hit a 19-year high and oil stayed elevated as a window for a U.S.–Iran deal closed without a breakthrough, a CNBC report revealed.

All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action since then suggests they knew something. Here is what Druckenmiller, Loeb, and Tepper actually did with their semiconductor books.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

KLAC's 9.3% monthly drop highlights near-term margin and supply risks, even as AI demand, HBM and advanced packaging support its long-term growth outlook.

Entegris delivered an upbeat second quarter, with notable outperformance compared to Wall Street’s expectations and a sharply positive market reaction. Management attributed these results to surging AI-driven demand across the semiconductor supply chain and improved operational execution. CEO David Reeder highlighted double-digit growth in both unit and capital expenditure-driven businesses, emphasizing the company’s strategic positioning in advanced logic, high-bandwidth memory (HBM), and advan

Semiconductors are the picks and shovels of modern technology. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points.

Revenue hit $883 million with 42% EPS growth as semiconductor demand accelerates.

Entegris (ENTG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Congresswoman April McClain Delaney recently disclosed up to $1.4 million worth of new stock trades. Wall Street is paying attention because she sits on the House Science, Space, and Technology Committee. BWX Technologies, Inc. (NYSE:BWXT) and Entegris, Inc. (NASDAQ:ENTG) are among the top buys in the politician’s portfolio that are getting limelight. Let’s look at […]

Entegris (ENTG) stock is in focus after the company reported second quarter 2026 results, with sales of US$883.2 million and net income of US$93.6 million, alongside fresh guidance for the second half. See our latest analysis for Entegris. The strong Q2 update and higher guidance have come alongside sharp price swings, with Entegris’s 7 day share price return of 36.02% standing out against a 62.52% share price return year to date and a 1 year total shareholder return of 102.21%. This suggests...

ENTG beats Q2 estimates as AI-linked chip investment lifts sales, margins and cash flow, while stronger bookings improve visibility into 2027.

ENTG beats Q2 estimates as AI-driven chip demand lifts unit and CapEx sales, while capacity and margin gains support a higher 2026 outlook.

Moby summary of Entegris, Inc.'s Q2 2026 earnings call

Entegris Inc (ENTG) surpasses guidance with 11% revenue growth, highest gross margins since 2022, and strategic exits to focus on high-growth semiconductor markets.

Entegris (NASDAQ:ENTG) reported second-quarter 2026 results above its guidance ranges, citing accelerating AI-related semiconductor demand, higher capital spending across the chip industry and progress on operational initiatives. Second-quarter sales rose 11% year over year to $883 million. GAAP ne

Semiconductor materials supplier Entegris (NASDAQ:ENTG) announced better-than-expected revenue in Q2 CY2026, with sales up 11.5% year on year to $883.2 million. On top of that, next quarter’s revenue guidance ($920 million at the midpoint) was surprisingly good and 4.4% above what analysts were expecting. Its non-GAAP profit of $0.93 per share was 13% above analysts’ consensus estimates.

Although the revenue and EPS for Entegris (ENTG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Entegris (ENTG) delivered earnings and revenue surprises of +12.05% and +5.16%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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Semiconductor materials supplier Entegris (NASDAQ:ENTG) will be reporting results this Tuesday before market open. Here’s what investors should know.

Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, seesawed. However, Nvidia stock retook a key support level. On the stock market today, the SOX rose just over 1%.

Ultra Clean heads into Q2 earnings with AI-driven chip demand and rising fab activity, but a premium valuation and stiff competition raise the bar for execution.

ENTG heads into second-quarter earnings with AI-driven semiconductor demand, improving wafer fab spending and expectations for another earnings beat.

The AI equipment demand that repriced Lam Research stock was named, sized and already visible in the reported numbers before the run began.

Cirrus Logic (CRUS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Entegris (ENTG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Entegris (ENTG) has affirmed a quarterly cash dividend of $0.10 per share, scheduled for payment on August 19, 2026, to shareholders of record at the close of business on July 29, 2026. See our latest analysis for Entegris. At a share price of $138.69, Entegris has pulled back around 15% over the past month. However, the year to date share price return of 54.86% and 1 year total shareholder return of 59.11% still point to strong momentum, with recent dividend and earnings news helping shape...

Entegris (ENTG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

UCTT's expanding Services business delivers higher margins and recurring revenues, positioning it for sustained growth as semiconductor manufacturing activity rises.

A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.

Entegris, Inc. (NASDAQ:ENTG) is among the Best AI Stocks. On July 6, Deutsche Bank analyst Melissa Weathers raised her price target on Entegris, Inc. (NASDAQ:ENTG) to $155 from $145. She maintained a “Hold” rating on the shares. In an investor note, the analyst noted the firm increased estimates on cycle improvement but believes the “goodness” is […]

A number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated. SK Hynix shares fell over 5% in South Korea following its strong Nasdaq debut the previous week.

KLA's AI-driven growth and advanced packaging gains support its outlook, but rich valuation, margin pressure and trade risks temper near-term upside.