Entegris, Inc. (ENTG): A Bull Case Theory
We came across a bullish thesis on Entegris, Inc. on FelixQE's Substack. In this article, we will summarize the bulls’ thesis on ENTG.
Entegris Inc (ENTG)
Market is closed
Sector: Plastics Products, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lone Pine Capital Stephen Mandel | 3,054,230 | $257,318,878 | 1.89% | |
| 2. | D1 Capital Partners Daniel Sundheim | 2,493,416 | $210,070,298 | +117% | 1.96% |
| 3. | Cantillon Capital Management William Von Mueffling | 2,459,153 | $207,183,641 | +1% | 1.12% |
| 4. | RGM Capital Robert G. Moses | 1,304,643 | $109,916,173 | -12% | 5.34% |
| 5. | Select Equity Group Robert Joseph Caruso | 1,242,342 | $104,667,314 | -11% | 0.45% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.83 | 123,600 | $1,338,588.00 | 14,586,700 | 2014-10-20 | Filing | |
| $10.98 | 164,700 | $1,808,406.00 | 14,468,100 | 2014-10-13 | Filing | |
| $11.66 | 148,300 | $1,729,178.00 | 14,298,400 | 2014-10-06 | Filing | |
| $11.55 | 47,908 | $553,337.40 | 14,150,100 | 2014-10-02 | Filing | |
| $11.49 | 82,229 | $944,811.21 | 14,102,192 | 2014-10-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $138.57 | 3,800 | $526,566.00 | 217,767 | 2026-02-25 | Filing | |
| $137.32 | 46,522 | $6,388,401.04 | 221,567 | 2026-02-25 | Filing | |
| $139.14 | 2,067 | $287,602.38 | 268,089 | 2026-02-24 | Filing | |
| $138.57 | 47,611 | $6,597,456.27 | 270,156 | 2026-02-24 | Filing | |
| $142.19 | 100 | $14,219.00 | 317,767 | 2026-02-24 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,885,023 | $1,506,813,229 | 0.03% | |
| 2. | 15,748,669 | $1,326,825,364 | 0.02% | |
| 3. | 6,816,946 | $574,327,700 | 1.91% | |
| 4. | 5,979,634 | $503,814,990 | 0.09% | |
| 5. | 5,817,087 | $490,092,943 | 0.25% |
News See All
Goldman Sachs Raises its Price Target on Entegris, Inc. (ENTG) to $95 and Maintains a Sell Rating
On February 11, 2026, Goldman Sachs raised its price target on Entegris, Inc. (NASDAQ:ENTG) to $95 from $75 and maintained a Sell rating after results and guidance came in above Street estimates.
12 Best Tech Stocks that Beat Earnings Estimates
Technology stocks have once again been doing what the broader market expects of them: delivering earnings growth. In its economic and market outlook for 2026, Vanguard wrote that “U.S.
Entegris (ENTG) Hits 52-Week High on Upbeat Q1 Outlook
Last year, Entegris Inc. (NASDAQ:ENTG) dropped its net income by 19.5 percent to $235.6 million from $292.8 million in 2024.
Entegris, Inc. (NASDAQ:ENTG) Q4 2025 Earnings Call Transcript
Operator: All sides on hold, we'd like to thank you for your patience. Please continue to stand by. You're all set on hold. We'd like to thank you for your patience. Please continue to stand by.
Entegris (ENTG) Soars to 52-Week High on Upcoming Dividend, 61% PT Hike
Entegris rallied for a third straight day on Thursday to hit a new 52-week high as investors gobbled up shares ahead of an upcoming dividend, while also taking path from an analyst’s 61 percent price...
Here's Why Drove Growth in Entegris’ (ENTG) Products
Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Entegris (ENTG) Management Confident in Future Growth Despite Bearish Sentiment from Goldman Sachs
On December 15, TheFly reported that Goldman Sachs downgraded Entegris, Inc. (NASDAQ:ENTG) from “Neutral” to “Sell,” reducing the price target from $88 to $75.
7 Best Rising Tech Stocks to Buy Now
Amid a technology stocks rally that continues to extend, investors cannot help but ask whether the sector can keep surging after such a strong run.
Entegris (ENTG) Fell as Guidance Fell Short of Expectations
Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here.
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