奥本海默升级、提高价格目标，Entegris成为焦点

2026-08-05 20:40

Entegris (ENTG) was in focus on Wednesday as Oppenheimer upgraded shares to Outperform and raised its price target on the stock to $180 from $160.
Shares were little changed in premarket trading.
“Our prior caution was not Entegris's differentiated materials technology, but possible internal constraints following the highly levered CMC acquisition in 2022,” Oppenheimer analyst Edward Yang wrote in a note to clients. “We are now more constructive given: 1) visible operational execution, 2) rising confidence in CEO Dave Reeder and new CFO Sukhi Nagesh, 3) accelerating growth and margins, 4) a potentially stronger 2027, and 5) faster deleveraging. We raise 2026E revenue/EPS by 3%/9% to $3.6B/$3.85B and 2027E 4%/8% to $4.1B/$4.95B. The November 9 Investor Day could further catalyze shares by formalizing the AI materials strategy and validating a higher secular long-term growth and margin framework.”

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