Seaport Global analyst Michael Harrison CFA maintains $Entegris (ENTG.US)$ with a buy rating, and maintains the target price at $150.
According to TipRanks data, the analyst has a success rate of 60.5% and a total average return of 6.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Entegris (ENTG.US)$'s main analysts recently are as follows:
The company's performance was impacted by weaker than anticipated mainstream logic, 3D NAND, and discrete supply chain constraints. Although estimates were reduced, the stock retains its 'defensive appeal'.
Following a quarter and outlook that were generally seen as lacking, expectations for Entegris have been moderated with estimates being reduced by roughly 8%-12% for the future years. Despite this cyclical reset being less than favorable, it is anticipated that investors will not find this development unexpected in light of the reports from industry peers.
The firm's assessment of Entegris reflects the broader health of the semiconductor market. The company's moderated outperformance anticipated in 2024 is attributed to postponed technology/node transitions and the adoption of new materials. These factors are projected to materialize in 2025, which, in conjunction with improved year-over-year fundamentals, are expected to propel robust earnings growth for Entegris.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
Seaport Global分析師Michael Harrison CFA維持$英特格 (ENTG.US)$買入評級，維持目標價150美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.5%，總平均回報率為6.6%。
此外，綜合報道，$英特格 (ENTG.US)$近期主要分析師觀點如下：
公司的業績受到預期之下的主流邏輯、3D NAND和離散供應鏈限制的影響。 儘管估算數據有所降低，但股票仍保持其「防禦吸引力」。
在一季度和前景普遍被視爲不足的情況下，英特格的預期已經有所調整，未來幾年的估算數據下調約8%-12%。 儘管這種週期性重置不太如人意，但預計投資者不會對這一發展感到意外，鑑於行業同行的報告。
公司對英特格的評估反映了半導體市場的整體狀況。 預計2024年英特格的調整後表現超越預期，歸因於推遲的技術/節點轉換和對新材料的採用。 預計這些因素將於2025年實現，再加上改善的年度基本面，預計將推動英特格的盈利增長。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
