Entegris Stock Forum

Analyst Christian Schwab sees Entegris poised for above-market growth amid rising semiconductor complexity. CEO Bertrand Loy is bullish on the semiconductor industry's long-term growth, seeing the market leaning towards Entegris. Both Seeking Alpha and Wall Street analysts hold a BUY rating for Entegris.

The low ROE and significant use of debt make it hard to get excited about this business at the moment. High quality companies typically have high ROE and low debt.

Negative growth outlook and a P/S ratio similar to the industry could disappoint investors hoping for a business turnaround. A higher P/S ratio may indicate potential investors are paying a premium for the stock.

Entegris's shares seem costly due to a high P/E ratio, signaling a potential selling window for shareholders. Potential investors might wait for a price adjustment, notwithstanding the company's positive growth projection.

Last week, Goldman hosted the 2nd Annual World Semiconductor Conference in New York, where they gained valuable insight from the semiconductor companies.
Here are Goldman's top nine takeaways from the chip conference:
1) Focus on AI:
There was an immense focus on AI throughout conference with semiconductor companies, in particular, speaking to the near- and long-term opportunity related to this growing...