DESIGN DATACompany Detail v1 is visually accepted. Cross-lens, price and qualitative values remain mock until the unified company read model is connected.

Research HomeNot held

ENTG

Entegris, Inc.

Information TechnologySemiconductor MaterialsLarge cap · ~$18B

118.42USD

+1.87 (+1.61%)

Reports in 19 days · Oct 29Evidence current · 2026-09-08

Four-lens read

Independent · not blended

GCAE COREPRODUCTION

WATCH

Quality confirmed; timing not yet triggered.

EARLY RECOVERYRESEARCH

BUY

v3 early — recovery ahead of v2 confirmation.

ACCELERATION RADARSHADOW

No signal

Not a primary acceleration name this cycle.

THE ONE PRIMERESEARCH / PRIME

CANDIDATE

Inflection thesis in research memory, not PRIME.

Price & trend

145.95

98.19

Placeholder series — reserved for TradingView Lightweight Charts integration. SMA50 / SMA100 / SMA200 controls reflect the intended production view.

CloseSMA50

Evidence summary

Each lens keeps its own scale — scores are never combined

Production GCAE

PRODUCTION

Fundamental: 61/ 75
Technical v2: 9/ 15
Independent: 72/ 90
Stage 13: WATCH
Rotation: Semis re-rating
Catalyst risk: Earnings < 30d

Bounded production scores — never combined into a single number.

Early Recovery

RESEARCH

Technical v3: 12/ 15
v2 vs v3: v3 early
Recovery state: Confirmed uptrend re-test

Research lens — reads timing earlier than production v2.

Acceleration Radar

SHADOW

Radar: 48/ 100
Growth accel.: Neutral
State: No signal

Native Radar scale only — no cross-lens normalization.

THE ONE

RESEARCH

R · Recognition: Under-recognized
M · Magnitude: Moderate
E · Evidence: Building
C · Conviction: Candidate
Classification: CANDIDATE
Thesis-breaker: None flagged

RMEC states are qualitative — never scored onto a shared scale.

What the company does

Entegris supplies the specialty materials, advanced purity solutions and micro-contamination control products that enable leading-edge semiconductor manufacturing. Its consumable-heavy model is levered to wafer starts, node transitions and rising materials intensity per wafer.

Growth trend

Revenue trough behind; wafer-start recovery driving sequential improvement.

Margin trend

Gross margin stabilizing as fab utilization normalizes.

Valuation

Trades at a premium to peers on through-cycle materials intensity thesis.

Portfolio context

Not held

Position weight: n/a
Stage 18 action: OPEN (placeholder)
Broker: No linked broker account

Portfolio actions are placeholders. Position sizing, Stage 18 recommendations and broker links activate once the production engine and account data are wired in.