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ENTG vs LRCX
Which Stock Would AI Choose? Entegris (ENTG) vs. Lam Research (LRCX) Stock Comparison
Key Takeaways
- Entegris (ENTG) specializes in advanced materials and contamination control solutions critical to semiconductor manufacturing, while Lam Research (LRCX) focuses on wafer fabrication equipment including etch and deposition systems.
- Both stocks have delivered strong year-to-date gains amid semiconductor demand, though recent market activity shows volatility with ENTG trading near $140 and LRCX near $298.
- ENTG reported revenue growth of approximately 11.5% year-over-year in its latest quarter, supported by materials solutions demand.
- LRCX benefits from a large installed base generating recurring service revenue and has raised its wafer fab equipment spending outlook.
- Sector exposure to artificial intelligence and advanced logic/memory manufacturing provides common growth drivers, with differing risk profiles tied to equipment cycles versus materials consumption.
- Relative performance highlights trade-offs between ENTG’s materials purity focus and LRCX’s broader equipment and service model.
Introduction
Entegris (ENTG) and Lam Research (LRCX) operate in adjacent segments of the semiconductor supply chain, making their comparison relevant for investors tracking technology hardware exposure. ENTG supplies critical materials and filtration solutions, while LRCX provides process equipment. Traders and portfolio managers evaluating relative performance, market positioning, and sector sentiment in the current environment may find this analysis useful for assessing complementary or contrasting opportunities within semiconductor-related equities.
Entegris Overview and Recent Performance
Entegris (ENTG) provides advanced materials, specialty chemicals, and contamination-control solutions used in semiconductor fabrication and other high-technology industries. Its two main segments cover materials solutions and advanced purity solutions. In recent market activity, the stock has traded near $140 following a period of volatility after reaching higher levels earlier in 2026. Year-to-date gains remain substantial, supported by revenue increases of roughly 11.5% year-over-year in the most recent reported quarter. Sentiment has been influenced by broader semiconductor demand and company-specific execution in deposition materials and filtration products.
Lam Research Overview and Recent Performance
Lam Research (LRCX) designs and manufactures semiconductor processing equipment focused on etch, deposition, clean, and related steps, alongside a significant customer support business. The company serves major logic and memory manufacturers globally. Recent market activity shows the stock near $298 after declines from mid-2026 peaks, with year-to-date performance remaining positive amid industry tailwinds. Performance has reflected strength in wafer fabrication equipment spending forecasts and recurring revenue from its installed base, tempered by typical sector cyclicality.
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Head-to-Head Comparison
Entegris (ENTG) operates primarily in materials and purity solutions, creating content-per-wafer exposure that scales with manufacturing volume, whereas Lam Research (LRCX) supplies capital equipment whose sales are more sensitive to fab construction and capacity expansion cycles. Growth drivers overlap in artificial intelligence and advanced node demand, yet LRCX derives substantial recurring revenue from services tied to its large installed base. Recent momentum shows both equities participating in semiconductor strength, though ENTG exhibits higher price volatility relative to its market capitalization. Risk factors include raw material costs and customer concentration for ENTG, compared with order timing and technology transitions for LRCX. Market sentiment remains constructive for both given industry fundamentals, with trade-offs centered on business model stability versus growth leverage.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings visibility, and relative positioning within the semiconductor equipment and materials ecosystem, Tickeron’s AI models currently assign a modestly higher probabilistic preference to LRCX. Its combination of equipment leadership and expanding service revenue provides a broader buffer against short-term demand fluctuations compared with ENTG’s more specialized materials focus. This assessment reflects recent data patterns rather than forward guarantees.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ENTG is a Buy and LRCX is a Buy.
ENTG | LRCX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 76 | 31 | |
SMR RATING 1..100 | 77 | 18 | |
PRICE GROWTH RATING 1..100 | 40 | 38 | |
P/E GROWTH RATING 1..100 | 11 | 9 | |
SEASONALITY SCORE 1..100 | 29 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ENTG's Valuation (70) in the Electronic Production Equipment industry is in the same range as LRCX (84). This means that ENTG’s stock grew similarly to LRCX’s over the last 12 months.
LRCX's Profit vs Risk Rating (31) in the Electronic Production Equipment industry is somewhat better than the same rating for ENTG (76). This means that LRCX’s stock grew somewhat faster than ENTG’s over the last 12 months.
LRCX's SMR Rating (18) in the Electronic Production Equipment industry is somewhat better than the same rating for ENTG (77). This means that LRCX’s stock grew somewhat faster than ENTG’s over the last 12 months.
LRCX's Price Growth Rating (38) in the Electronic Production Equipment industry is in the same range as ENTG (40). This means that LRCX’s stock grew similarly to ENTG’s over the last 12 months.
LRCX's P/E Growth Rating (9) in the Electronic Production Equipment industry is in the same range as ENTG (11). This means that LRCX’s stock grew similarly to ENTG’s over the last 12 months.
| ENTG | LRCX | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 83% | 1 day ago 64% |
| Momentum ODDS (%) | 1 day ago 68% | 1 day ago 76% |
| MACD ODDS (%) | 1 day ago 64% | 1 day ago 81% |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 82% |
| TrendMonth ODDS (%) | 1 day ago 71% | 1 day ago 82% |
| Advances ODDS (%) | 8 days ago 65% | 8 days ago 84% |
| Declines ODDS (%) | 6 days ago 72% | 6 days ago 64% |
| BollingerBands ODDS (%) | 1 day ago 74% | 1 day ago 85% |
| Aroon ODDS (%) | 1 day ago 75% | 1 day ago 76% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ENTG’s FA Score shows that 1 FA rating(s) are green while LRCX’s FA Score has 3 green FA rating(s).
- ENTG’s FA Score: 1 green, 4 red.
- LRCX’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ENTG’s TA Score shows that 5 TA indicator(s) are bullish while LRCX’s TA Score has 5 bullish TA indicator(s).
- ENTG’s TA Score: 5 bullish, 4 bearish.
- LRCX’s TA Score: 5 bullish, 3 bearish.
Price Growth
ENTG (@Electronic Production Equipment) experienced а +5.23% price change this week, while LRCX (@Electronic Production Equipment) price change was +4.14% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +1.72%. For the same industry, the average monthly price growth was +8.23%, and the average quarterly price growth was +25.35%.
Reported Earning Dates
ENTG is expected to report earnings on Oct 29, 2026.
LRCX is expected to report earnings on Oct 21, 2026.
Industries' Descriptions
@Electronic Production Equipment (+1.72% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
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ENTG and
Correlation & Price change
A.I.dvisor indicates that over the last year, ENTG has been closely correlated with KLAC. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if ENTG jumps, then KLAC could also see price increases.
| Ticker / NAME | Correlation To ENTG | 1D Price Change % | ||
|---|---|---|---|---|
| ENTG | 100% | -0.83% | ||
| KLAC - ENTG | 79% Closely correlated | +0.67% | ||
| LRCX - ENTG | 79% Closely correlated | -0.23% | ||
| NVMI - ENTG | 79% Closely correlated | +0.59% | ||
| LSCC - ENTG | 78% Closely correlated | -3.14% | ||
| NXPI - ENTG | 77% Closely correlated | -0.74% | ||
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