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ENTG vs QCOM
Which Stock Would AI Choose? Entegris (ENTG) vs. QUALCOMM (QCOM) Stock Comparison
Key Takeaways
- Entegris (ENTG) reported Q2 2026 net sales of $883 million, up 11% year-over-year, with non-GAAP diluted EPS of $0.93, exceeding guidance amid rising semiconductor demand.
- QUALCOMM (QCOM) delivered fiscal Q3 2026 revenue of $9.9 billion and non-GAAP EPS of $2.21, with notable growth in automotive and IoT segments offsetting handset pressures.
- ENTG benefits from its position in semiconductor materials and purity solutions, showing improved gross margins and upwardly revised market semiconductor investment (MSI) growth guidance of 7-8%.
- QCOM is advancing diversification into data center AI and non-handset markets, targeting $40 billion in non-handset revenue by fiscal 2029 following acquisitions and partnerships.
- Recent market activity reflects sector-wide semiconductor recovery influences for both stocks, with ENTG demonstrating stronger near-term earnings momentum and QCOM highlighting longer-term growth catalysts in AI infrastructure.
- Relative performance contrasts highlight trade-offs between ENTG’s specialized materials exposure and QCOM’s broader chip design and licensing model amid evolving AI-driven demand.
Introduction
This comparison examines Entegris (ENTG) and QUALCOMM (QCOM), two companies operating within the semiconductor ecosystem but serving distinct roles. ENTG supplies advanced materials and purity solutions critical to chip manufacturing, while QCOM designs wireless chips and licenses technology with expanding interests in automotive, IoT, and data center applications. Traders and investors focused on relative performance, sector positioning, and AI-related supply chain dynamics may find this analysis relevant for evaluating complementary or contrasting exposures in the current market environment.
ENTG Overview and Recent Performance
Entegris (ENTG) provides specialty chemicals, materials, and filtration solutions primarily for the semiconductor industry. In recent market activity, the company reported second-quarter 2026 results showing net sales of $883 million, an 11% increase year-over-year, driven by double-digit growth in both unit-driven and capital expenditure-related businesses. Non-GAAP diluted earnings per share reached $0.93. Gross margins improved to 47.6%, and the firm raised its market semiconductor investment growth outlook. Recent developments, including patent portfolio successes and an upcoming investor day, have supported sentiment amid broader semiconductor demand recovery.
QCOM Overview and Recent Performance
QUALCOMM (QCOM) develops and licenses wireless technologies and semiconductors, with growing emphasis on automotive, IoT, and data center segments. Fiscal third-quarter 2026 results showed revenue of $9.9 billion and non-GAAP EPS of $2.21. Automotive and IoT revenues combined grew 28% year-over-year, with automotive marking 23 consecutive quarters of double-digit growth. The company completed the acquisition of Modular Inc. to bolster its AI software capabilities. Recent activity includes partnerships in AI optical technologies, though handset revenue faced some headwinds from shifting customer dynamics.
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Head-to-Head Comparison
Entegris (ENTG) operates as a materials and equipment supplier with direct exposure to semiconductor fabrication spending, while QUALCOMM (QCOM) focuses on chip design, wireless connectivity, and licensing with diversification into AI data centers and automotive. Growth drivers differ: ENTG benefits from purity solutions demand in advanced nodes, whereas QCOM targets non-handset revenue expansion toward $40 billion by fiscal 2029. Recent momentum shows ENTG with stronger sequential earnings beats and margin expansion; QCOM exhibits resilience in automotive but faces handset variability. Risk factors include ENTG’s sensitivity to capital expenditure cycles and QCOM’s exposure to licensing and competitive chip markets. Sector sentiment ties both to AI infrastructure buildout, creating trade-offs between specialized supply-chain participation and broader platform positioning.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, margin trends, and positioning within semiconductor demand cycles, Tickeron’s AI currently assigns a probabilistic edge to Entegris (ENTG) for nearer-term stability and catalyst alignment. QUALCOMM (QCOM) demonstrates longer-horizon potential through diversification but faces more variable near-term revenue composition. This assessment reflects relative trend consistency and sector exposure without constituting investment guidance.
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 QCOM is a Buy.
| ENTG | QCOM | ENTG / QCOM | |
| Capitalization | 21.7B | 190B | 11% |
| EBITDA | 882M | 13.5B | 7% |
| Gain YTD | 70.302 | 15.327 | 459% |
| P/E Ratio | 71.13 | 20.31 | 350% |
| Revenue | 3.33B | 44.1B | 8% |
| Total Cash | 354M | 8.3B | 4% |
| Total Debt | 3.56B | 15.3B | 23% |
ENTG | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 68 Overvalued | 41 Fair valued | |
PROFIT vs RISK RATING 1..100 | 77 | 61 | |
SMR RATING 1..100 | 77 | 31 | |
PRICE GROWTH RATING 1..100 | 47 | 45 | |
P/E GROWTH RATING 1..100 | 13 | 20 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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.
QCOM's Valuation (41) in the Telecommunications Equipment industry is in the same range as ENTG (68) in the Electronic Production Equipment industry. This means that QCOM’s stock grew similarly to ENTG’s over the last 12 months.
QCOM's Profit vs Risk Rating (61) in the Telecommunications Equipment industry is in the same range as ENTG (77) in the Electronic Production Equipment industry. This means that QCOM’s stock grew similarly to ENTG’s over the last 12 months.
QCOM's SMR Rating (31) in the Telecommunications Equipment industry is somewhat better than the same rating for ENTG (77) in the Electronic Production Equipment industry. This means that QCOM’s stock grew somewhat faster than ENTG’s over the last 12 months.
QCOM's Price Growth Rating (45) in the Telecommunications Equipment industry is in the same range as ENTG (47) in the Electronic Production Equipment industry. This means that QCOM’s stock grew similarly to ENTG’s over the last 12 months.
ENTG's P/E Growth Rating (13) in the Electronic Production Equipment industry is in the same range as QCOM (20) in the Telecommunications Equipment industry. This means that ENTG’s stock grew similarly to QCOM’s over the last 12 months.
| ENTG | QCOM | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 80% |
| Stochastic ODDS (%) | 1 day ago 78% | 1 day ago 67% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 67% |
| MACD ODDS (%) | 1 day ago 76% | N/A |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 65% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 69% |
| Advances ODDS (%) | 1 day ago 65% | 12 days ago 66% |
| Declines ODDS (%) | 30 days ago 71% | N/A |
| BollingerBands ODDS (%) | N/A | 1 day ago 74% |
| Aroon ODDS (%) | 1 day ago 71% | 1 day ago 69% |
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 QCOM’s FA Score has 2 green FA rating(s).
- ENTG’s FA Score: 1 green, 4 red.
- QCOM’s FA Score: 2 green, 3 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 4 TA indicator(s) are bullish while QCOM’s TA Score has 5 bullish TA indicator(s).
- ENTG’s TA Score: 4 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 3 bearish.
Price Growth
ENTG (@Electronic Production Equipment) experienced а +11.38% price change this week, while QCOM (@Semiconductors) price change was +7.82% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +10.47%. For the same industry, the average monthly price growth was -3.63%, and the average quarterly price growth was +23.76%.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.23%. For the same industry, the average monthly price growth was +5.72%, and the average quarterly price growth was +58.27%.
Reported Earning Dates
ENTG is expected to report earnings on Oct 29, 2026.
QCOM is expected to report earnings on Nov 11, 2026.
Industries' Descriptions
@Electronic Production Equipment (+10.47% 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.
@Semiconductors (+11.23% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
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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% | +0.63% | ||
| KLAC - ENTG | 79% Closely correlated | +3.94% | ||
| NVMI - ENTG | 79% Closely correlated | +1.88% | ||
| LRCX - ENTG | 79% Closely correlated | +4.92% | ||
| LSCC - ENTG | 78% Closely correlated | +5.66% | ||
| NXPI - ENTG | 77% Closely correlated | +1.94% | ||
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