$ENTG 0.31 Weak

Notable posts

• @wallstengine bullish 186 eng

  Semi equipment shares are rallying after Intel $INTC said its 18A-P node is now in risk production. $AMAT $ASML $KLAC $LRCX $ENTG https://t.co/W7a38qYsHE

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• @wallstengine bullish 45 eng

  Deutsche Bank Upgrades $ENTG to Buy, Raises PT to $200 from $152 Analyst comments: "After ~6 months on the sidelines, we are upgrading shares of ENTG to a Buy rating and raising our P/T to $200. We believe the coming WFE cycle should drive capex-related revenues well above prior peaks to reflect a broadening number of newer and more expensive fabs. On the consumables side, we see the cyclical recovery in broad-based semis and strong advanced-node spending as more than offsetting incremental softness in consumer electronics. These cyclical dynamics should have an outsized impact on margins as volumes improve. Most importantly, over the last few quarters, new management has taken strategic actions and driven meaningful operating efficiencies, which we believe should unlock margin expansion faster than peers, with many actions still to come. We see the company’s upcoming November Analyst Day as a key catalyst to get an early view on ENTG’s true earnings power, which we believe could reach the >$10 range by 2030. All told, on this improved outlook, we raise our P/T to $200 and upgrade the shares to a Buy rating." Analyst: Melissa Weathers

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• @TENETTRADEGROUP neutral 16 eng

  Tenet Pre-Market Movers Aug.18.26 $AMLX $ENRD $FLXS $CHRS $DUOT $HAE $KURA $KLAR $FN $BIDU $HSAI $WDC $COHR $SNDK $VNET $INFQ $OUST $AMAT $ENTG $QBTS $LUNR $AMD $FLY $RKLB $GEV $NNE @ripster47 | @tenet_research | @TenetCharts https://t.co/9WTJhPiU0W

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