The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It

Artificial intelligence has dominated market headlines for more than a year. Investors have chased chip designers, data center operators, and software platforms powering large language models.

MarketBeat • Feb 23, 2026

Earnings Estimates Rising for Entegris (ENTG): Will It Gain?

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

Zacks Investment Research • Feb 16, 2026

Entegris: Great Company, Gold Medal Price

Entegris, Inc. maintained flat year-over-year revenue, outperforming expectations due to strength in advanced technology node consumables despite weak CapEx-driven segments. ENTG benefited from increased content per wafer at advanced nodes, with AI workloads and stricter purity requirements driving demand for CMP consumables and liquid filtration. Operational improvements included ramping new facilities, rationalizing excess capacity, and boosting free cash flow by tightening working capital and reducing CapEx.

Seeking Alpha • Feb 11, 2026

Entegris Stock Rises After Chip-Gear Maker's Q4 Beat

Semiconductor equipment supplier Entegris topped estimates for the fourth quarter and with its outlook for the current period. Entegris stock rose.

Investors Business Daily • Feb 10, 2026

Entegris, Inc. (ENTG) Q4 2025 Earnings Call Transcript

Entegris, Inc. (ENTG) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 10, 2026

Entegris Reports Results for Fourth Quarter of 2025

BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (NASDAQ: ENTG), today reported its financial results for the Company's fourth quarter ended December 31, 2025. Dave Reeder, Entegris' President and Chief Executive Officer, said: “Our solid performance in the fourth quarter was highlighted by revenue, adjusted EBITDA margin, and non-GAAP EPS all near or above the high-end of our guidance range. For 2025, our unit-driven growth was a result of ongoing strength in liquid filtration, selective etch.

Business Wire • Feb 10, 2026

Compared to Estimates, Entegris (ENTG) Q4 Earnings: A Look at Key Metrics

The headline numbers for Entegris (ENTG) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 10, 2026

Entegris (ENTG) Q4 Earnings and Revenues Beat Estimates

Entegris (ENTG) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.84 per share a year ago.

Zacks Investment Research • Feb 10, 2026

Analysts Estimate Entegris (ENTG) to Report a Decline in Earnings: What to Look Out for

Entegris (ENTG) 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.

Zacks Investment Research • Feb 3, 2026

These overlooked stocks are a backdoor way to play the AI chip boom

Materials suppliers Entegris and Qnity aren't household names, but they benefit from both the AI frenzy and a broader chip-sector recovery.

Market Watch • Jan 31, 2026