Entegris (ENTG) Fell as Results Fell Short of Expectations

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the second quarter of 2025, which increased 18%. High tariff levels announced on Liberation Day triggered a sudden spike in the Volatility Index (VIX). However, fear quickly gave way to strong gains as tariffs were partially rolled back, and corporate first-quarter earnings showed resilience. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks such as Entegris, Inc. (NASDAQ:ENTG). Headquartered in Billerica, Massachusetts, Entegris, Inc. (NASDAQ:ENTG) offers materials and process solutions for the semiconductor and other high-technology industries. The one-month return of Entegris, Inc. (NASDAQ:ENTG) was 8.12%, and its shares lost 23.50% of their value over the last 52 weeks.  On September 08, 2025, Entegris, Inc. (NASDAQ:ENTG) stock closed at $82.14 per share, with a market capitalization of $12.436 billion.

Brown Advisory Mid-Cap Growth Strategy stated the following regarding Entegris, Inc. (NASDAQ:ENTG) in its second quarter 2025 investor letter:

“Entegris, Inc. (NASDAQ:ENTG) shares declined during the period as results fell short of expectations. Near-term demand on the capex-linked side of the business was impacted by fab build delays at major customers—primarily Intel and Samsung—while trade restrictions on exports to China weighed on its consumables segment. We sold our position in Entegris to focus our semiconductor positions in less-cyclical businesses with more attractive product cycle-drivers.”

Is Entegris, Inc. (ENTG) the Best Semiconductor Equipment Stock to Buy According to Analysts?

Entegris, Inc. (NASDAQ:ENTG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 54 hedge fund portfolios held Entegris, Inc. (NASDAQ:ENTG) at the end of the second quarter, which was 37 in the previous quarter. In Q2 2025, Entegris, Inc. (NASDAQ:ENTG) generated sales of $792 million, was down 3% year-over-year and up 2% sequentially. While we acknowledge the risk and potential Entegris, Inc. (NASDAQ:ENTG) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Entegris, Inc. (NASDAQ:ENTG) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Entegris, Inc. (NASDAQ:ENTG) and shared the list of best semiconductor stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.