On Nov 06, major Wall Street analysts update their ratings for $Entegris (ENTG.US)$, with price targets ranging from $115 to $154.
Citi analyst Atif Malik maintains with a buy rating, and adjusts the target price from $130 to $123.
UBS analyst Timothy Arcuri maintains with a hold rating, and adjusts the target price from $130 to $115.
BMO Capital analyst Bhavesh Lodaya maintains with a buy rating, and adjusts the target price from $145 to $135.
Needham analyst Charles Shi maintains with a buy rating, and adjusts the target price from $150 to $120.
KeyBanc analyst Aleksey Yefremov maintains with a buy rating, and adjusts the target price from $164 to $154.
Furthermore, according to the comprehensive report, the opinions of $Entegris (ENTG.US)$'s main analysts recently are as follows:
Entegris reported softer results than anticipated in mainstream logic, 3D NAND, and discrete supply chain restraints. While estimates have been reduced, the stock retains a 'defensive appeal' according to the analysis.
The recent quarter and outlook for Entegris were deemed generally unsatisfactory, which has prompted a revision of future estimates by approximately 8%-12%. Despite this adjustment reflecting another cyclical reset, which is less than optimal, it is anticipated that investors may not find this update unexpected, considering the context of reports from peers.
The company's Q3 earnings did not meet expectations, and the forward-looking projections also fell short of consensus. Its recent performance mirrors the general state of the semiconductor industry. The anticipated slower pace of outperformance in 2024 is linked to postponed technological/node transitions and the adoption of new materials. However, these factors are likely to come into play by 2025. Alongside anticipated year-over-year improvements in fundamentals, these elements are expected to fuel robust earnings growth for the company.
The company's guidance for EBITDA in the December quarter falls short of the consensus, with the robustness of artificial intelligence-related business being counterbalanced by a softness in the semiconductor sector, according to an analyst.
Entegris's performance in the second half of the year did not meet expectations, primarily due to diminished demand in 3D NAND and mainstream logic. Overall, this year has been characterized as 'fairly disappointing' for the industry, with ongoing revisions to growth expectations from various quarters.
Here are the latest investment ratings and price targets for $Entegris (ENTG.US)$ from 7 analysts:
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美東時間11月6日，多家華爾街大行更新了$英特格 (ENTG.US)$的評級，目標價介於115美元至154美元。
花旗分析師Atif Malik維持買入評級，並將目標價從130美元下調至123美元。
瑞士銀行分析師Timothy Arcuri維持持有評級，並將目標價從130美元下調至115美元。
BMO資本市場分析師Bhavesh Lodaya維持買入評級，並將目標價從145美元下調至135美元。
Needham分析師Charles Shi維持買入評級，並將目標價從150美元下調至120美元。
KeyBanc分析師Aleksey Yefremov維持買入評級，並將目標價從164美元下調至154美元。
此外，綜合報道，$英特格 (ENTG.US)$近期主要分析師觀點如下：
英特格報道，主流邏輯、3D NAND和離散供應鏈限制的業績低於預期。儘管預期已經降低，但根據分析，股票仍具有"防禦吸引力"。
最近季度及英特格的展望被普遍認爲不盡人意，導致未來估計約8%-12%的修訂。儘管這一調整反映了另一次週期重置，略低於最佳水平，但預計投資者可能不會對此更新感到意外，考慮到同行報告的背景。
公司第三季度業績未達預期，前瞻預測也未達共識。其最近表現反映了半導體行業的總體狀況。2024年預計超額表現放緩與推遲技術/節點轉變和採用新材料有關。然而，這些因素可能在2025年前後開始發揮作用。隨着基本面預計的逐年改善，這些因素預計將推動公司收益強勁增長。
公司對12月季度EBITDA的指引不及共識，根據分析師的說法，人工智能業務的穩健性被半導體行業的疲軟所抵消。
英特格下半年的表現未達預期，主要是因爲3D NAND和主流邏輯需求減弱。總體而言，今年被描述爲行業"相當令人失望"，來自各方對增長預期的持續修訂。
以下爲今日7位分析師對$英特格 (ENTG.US)$的最新投資評級及目標價：
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