Entegris Inc
ENTG: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| !H^ | LOCK|b@ | LOCK|wS%>Gq |
Entegris' Record 1Q Reflect Specialized Product Mix Meshing With Chipmaker Needs; Raising FVE
We plan to raise our $38 fair value estimate by $1-$2 for narrow-moat electronic materials supplier Entegris following its record first-quarter results and our updated financial forecast. Key drivers include forecasts of strong semiconductor industry growth and investment, along with our confidence in the company’s ability to profitably manage its rapid growth.
