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ENTG vs STM
Which Stock Would AI Choose? Entegris (ENTG) vs. STMicroelectronics (STM) Stock Comparison
Key Takeaways
- Entegris (ENTG) specializes in materials and solutions for advanced semiconductor manufacturing, while STMicroelectronics (STM) designs and produces a broad range of semiconductor products across automotive, industrial, and consumer applications.
- ENTG reported Q1 2026 net sales of $812 million, up 5% year-over-year, with non-GAAP EPS of $0.86 beating estimates; the stock has delivered strong year-to-date gains amid analyst target increases.
- STM posted Q1 2026 revenue of $3.10 billion with gross margin of 33.8%; the company raised its 2026 data-center revenue target to approximately $1 billion, citing AI infrastructure demand.
- Recent market activity shows both stocks benefiting from semiconductor sector recovery, though STM has highlighted explicit AI-driven growth catalysts while ENTG focuses on advanced process node volumes.
- Relative performance reflects trade-offs: ENTG offers exposure to manufacturing materials with margin expansion potential, whereas STM provides diversified end-market exposure and accelerating AI-related revenue visibility.
- Sector sentiment remains influenced by broader electronics demand trends, with both companies positioned in high-growth areas but facing typical cyclical and competitive pressures in semiconductors.
Introduction
Entegris (ENTG) and STMicroelectronics (STM) represent distinct yet complementary segments within the semiconductor ecosystem, making them relevant for comparison by investors and traders seeking exposure to technology supply chains. ENTG provides critical materials and contamination control solutions used in chip fabrication, while STM manufactures integrated circuits and sensors serving automotive, industrial, and personal electronics markets. This analysis examines their business models, recent financial results, and market positioning to assist those evaluating relative performance in the current environment. Professional and retail market participants monitoring semiconductor trends may find the comparison useful for assessing sector dynamics without favoring either name.
ENTG Overview and Recent Performance
Entegris (ENTG) develops and supplies advanced materials, specialty chemicals, and filtration systems essential for semiconductor manufacturing and other high-technology processes. The company benefits from demand tied to leading-edge logic, memory, and packaging technologies. In recent weeks, ENTG reported first-quarter 2026 results showing net sales of $812 million, a 5% year-over-year increase driven by higher unit volumes in advanced processes. Non-GAAP diluted earnings per share reached $0.86, exceeding consensus estimates. Stock performance during recent market activity reflected volatility around broader sector movements, with the share price closing near $138.74 as of mid-July 2026 and year-to-date returns exceeding 60%. Multiple analyst firms raised price targets in May and June 2026, reflecting confidence in volume growth and margin trends amid ongoing fab expansions.
STM Overview and Recent Performance
STMicroelectronics (STM) designs, manufactures, and sells semiconductor products including microcontrollers, power devices, sensors, and analog circuits. Its portfolio addresses automotive, industrial, personal electronics, and communications end markets. Recent financial reporting showed first-quarter 2026 net revenues of $3.10 billion, with U.S. GAAP gross margin at 33.8%. In early June 2026 updates, the company increased its 2026 data-center revenue expectation to about $1 billion, up from a prior target of nicely above $500 million, attributing the revision to accelerating artificial intelligence infrastructure needs. During recent market activity, the stock experienced notable price appreciation year-to-date, trading near $62 in mid-July 2026 amid the revised outlook. STM continues to highlight positioning for AI-related programs alongside traditional automotive and industrial recovery dynamics.
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Head-to-Head Comparison
Entegris (ENTG) and STMicroelectronics (STM) differ in business model: ENTG operates as a materials science supplier integral to wafer fabrication and advanced packaging, generating revenue from consumables and equipment components, whereas STM functions as an integrated device manufacturer producing finished semiconductors. Growth drivers for ENTG center on scaling of leading-edge processes and fab construction activity, while STM benefits from explicit artificial intelligence demand in data centers alongside automotive electrification and industrial automation. Recent momentum shows STM with more pronounced AI catalyst visibility following its June 2026 forecast revision, compared with ENTG’s emphasis on steady volume recovery and margin expansion. Risk factors include cyclical semiconductor demand for both, with STM facing additional exposure to European manufacturing costs and currency movements, and ENTG tied more closely to capital expenditure cycles of major foundries. Sector exposure overlaps in electronics but diverges in value chain position, creating distinct trade-offs for portfolio construction focused on upstream materials versus downstream device production.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AI-driven revenue visibility and recent upward revisions to forward expectations, Tickeron’s AI models would currently assign a higher probabilistic preference to STMicroelectronics (STM) relative to Entegris (ENTG). STM’s explicit data-center growth trajectory and diversified end-market positioning provide measurable catalysts that align with prevailing semiconductor demand patterns. ENTG demonstrates solid volume trends and analyst support, yet its performance appears more closely linked to general industry recovery rather than differentiated AI momentum at this stage. This assessment reflects relative positioning derived from publicly reported metrics and does not constitute investment advice.
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 StrongBuy and STM is a Hold.
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 undervalued. 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 whileSTM’s FA Score has 1 green FA rating(s).
- ENTG’s FA Score: 1 green, 4 red.
- STM’s FA Score: 1 green, 4 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 3 TA indicator(s) are bullish while STM’s TA Score has 4 bullish TA indicator(s).
- ENTG’s TA Score: 3 bullish, 7 bearish.
- STM’s TA Score: 4 bullish, 5 bearish.
Price Growth
ENTG (@Electronic Production Equipment) experienced а -6.91% price change this week, while STM (@Semiconductors) price change was -16.95% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.34%. For the same industry, the average monthly price growth was -16.52%, and the average quarterly price growth was +46.72%.
The average weekly price growth across all stocks in the @Semiconductors industry was -1.99%. For the same industry, the average monthly price growth was -15.50%, and the average quarterly price growth was +36.88%.
Reported Earning Dates
ENTG is expected to report earnings on Aug 04, 2026.
STM is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.34% 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 (-1.99% 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.
| ENTG | STM | ENTG / STM | |
| Capitalization | 19.7B | 48.7B | 40% |
| EBITDA | 848M | 2.32B | 37% |
| Gain YTD | 53.527 | 99.480 | 54% |
| P/E Ratio | 74.65 | 101.06 | 74% |
| Revenue | 3.24B | 12.4B | 26% |
| Total Cash | 443M | 102M | 434% |
| Total Debt | 3.76B | 2.78B | 135% |
ENTG | STM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 65 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 64 Fair valued | 61 Fair valued | |
PROFIT vs RISK RATING 1..100 | 89 | 72 | |
SMR RATING 1..100 | 81 | 91 | |
PRICE GROWTH RATING 1..100 | 58 | 41 | |
P/E GROWTH RATING 1..100 | 14 | 5 | |
SEASONALITY SCORE 1..100 | 90 | 75 |
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.
STM's Valuation (61) in the Semiconductors industry is in the same range as ENTG (64) in the Electronic Production Equipment industry. This means that STM’s stock grew similarly to ENTG’s over the last 12 months.
STM's Profit vs Risk Rating (72) in the Semiconductors industry is in the same range as ENTG (89) in the Electronic Production Equipment industry. This means that STM’s stock grew similarly to ENTG’s over the last 12 months.
ENTG's SMR Rating (81) in the Electronic Production Equipment industry is in the same range as STM (91) in the Semiconductors industry. This means that ENTG’s stock grew similarly to STM’s over the last 12 months.
STM's Price Growth Rating (41) in the Semiconductors industry is in the same range as ENTG (58) in the Electronic Production Equipment industry. This means that STM’s stock grew similarly to ENTG’s over the last 12 months.
STM's P/E Growth Rating (5) in the Semiconductors industry is in the same range as ENTG (14) in the Electronic Production Equipment industry. This means that STM’s stock grew similarly to ENTG’s over the last 12 months.
| ENTG | STM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 82% | 2 days ago 84% |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 71% |
| Momentum ODDS (%) | 2 days ago 87% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 78% | N/A |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 76% | 2 days ago 71% |
| Advances ODDS (%) | 17 days ago 65% | 4 days ago 71% |
| Declines ODDS (%) | 2 days ago 70% | 2 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 89% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 66% |
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ENTG and
Correlation & Price change
A.I.dvisor indicates that over the last year, ENTG has been closely correlated with LSCC. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if ENTG jumps, then LSCC could also see price increases.
| Ticker / NAME | Correlation To ENTG | 1D Price Change % | ||
|---|---|---|---|---|
| ENTG | 100% | -4.55% | ||
| LSCC - ENTG | 78% Closely correlated | -7.03% | ||
| NXPI - ENTG | 77% Closely correlated | -2.90% | ||
| MCHP - ENTG | 77% Closely correlated | -3.06% | ||
| ON - ENTG | 76% Closely correlated | -3.68% | ||
| SLAB - ENTG | 76% Closely correlated | +0.06% | ||
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STM and
Correlation & Price change
A.I.dvisor indicates that over the last year, STM has been closely correlated with ON. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if STM jumps, then ON could also see price increases.
| Ticker / NAME | Correlation To STM | 1D Price Change % | ||
|---|---|---|---|---|
| STM | 100% | -3.65% | ||
| ON - STM | 72% Closely correlated | -3.68% | ||
| ENTG - STM | 69% Closely correlated | -4.55% | ||
| MCHPP - STM | 68% Closely correlated | -2.59% | ||
| MCHP - STM | 67% Closely correlated | -3.06% | ||
| KLIC - STM | 67% Closely correlated | -4.48% | ||
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