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ENTG or FORM or MU
Which Stock Would AI Choose? Entegris (ENTG) vs. FormFactor (FORM) vs. Micron Technology (MU) Stock Comparison
Key Takeaways
- FormFactor (FORM) leads YTD performance at over 159%, surpassing Entegris (ENTG) at 77% and Micron Technology (MU) at 124%.
- All three reported strong Q1 2026 earnings beats, driven by AI-related semiconductor demand, with record revenues for FORM and ENTG.
- MU exhibits explosive revenue growth and the lowest forward P/E, while ENTG and FORM trade at premium valuations.
- Semiconductor sector momentum favors memory and testing plays amid tight supply and AI catalysts.
- MU's market cap exceeds $700B, dwarfing ENTG (~$23B) and FORM (~$11B).
Introduction
Entegris (ENTG), FormFactor (FORM), and Micron Technology (MU) operate in the semiconductor supply chain, benefiting from surging AI-driven demand for advanced chips. ENTG supplies critical materials, FORM provides testing solutions, and MU manufactures memory. This comparison analyzes their recent performance, business models, and relative positioning in a market where AI infrastructure spending fuels growth. Traders seeking momentum and investors eyeing long-term sector exposure will find insights into valuation sensitivities, risk profiles, and catalysts amid cyclical semiconductor trends.
ENTG Overview and Recent Performance
Entegris, Inc. (ENTG) is a leading supplier of advanced materials and process solutions for semiconductor manufacturing, including purification systems and specialty chemicals essential for chip production. In recent market activity, ENTG shares have surged, with YTD gains around 77% and trading near $149. The stock recently posted a strong Q1 2026, reporting net sales of $812 million (up 5% YoY) and non-GAAP EPS of $0.86, beating expectations amid AI-fueled demand for advanced logic and memory. Gross margins expanded to 46.9%, supported by higher utilization and depreciation adjustments. Sentiment has improved on accelerating orders tied to semiconductor expansion, though shares dipped post-earnings on cautious guidance. Market cap stands at approximately $23 billion, with a trailing P/E over 86 reflecting growth premiums.
FORM Overview and Recent Performance
FormFactor, Inc. (FORM) designs and manufactures probe cards, analytical probes, and systems for semiconductor testing, critical for validating advanced chips like those used in AI and high-performance computing. Recent weeks have seen explosive gains, with YTD returns exceeding 159% and shares around $145. Q1 2026 marked record revenue of $226.1 million (up 32% YoY), driven by DRAM probe cards for high-bandwidth memory (HBM) and foundry/logic networking demand. Non-GAAP gross margins hit 49% (up 510 basis points sequentially), with EPS of $0.56 topping forecasts. Free cash flow reached $30.7 million. Positive sentiment stems from supply constraints prioritizing HBM and AI inference, boosting testing needs. Market cap is about $11 billion, with a trailing P/E near 167 amid high growth expectations.
MU Overview and Recent Performance
Micron Technology, Inc. (MU) produces DRAM, NAND, and NOR memory solutions powering data centers, PCs, and mobile devices, with a focus on high-bandwidth memory for AI accelerators. Shares have rallied sharply, up 124% YTD and trading above $640, pushing market cap past $700 billion for the first time. Recent quarters show booming demand, with Q2 fiscal 2026 revenue hitting records on tight supply and AI tailwinds; earlier results beat estimates handily. The stock hit intraday highs amid memory chip surges, supported by hyperscaler investments. Volatility persists due to cyclicality, but ROE exceeds 40% and forward P/E around 6-7 signals relative value. Sentiment reflects structural deficits in AI memory supply.
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Head-to-Head Comparison
Entegris (ENTG) emphasizes stable materials supply for fabrication, contrasting FormFactor’s (FORM) testing focus and Micron’s (MU) end-memory production. Growth drivers align on AI but diverge: MU leads with hypergrowth revenue (196% YoY quarterly), while FORM and ENTG ride equipment/testing tailwinds. Recent momentum peaks for FORM (159% YTD), but MU offers scale. Risks include cyclical downturns (higher beta for MU at 1.92), supply chain disruptions, and valuation stretches—ENTG/FORM P/Es exceed 80/150 trailing vs. MU’s 30. All share semiconductor exposure, but MU has broader end-markets. Sentiment tilts bullish on AI catalysts, trading off growth for stability.
Tickeron AI Verdict
Tickeron’s AI currently favors Micron Technology (MU) for its consistent revenue acceleration, superior margins, attractive forward valuation, and dominant positioning in AI memory supply constraints. While FORM shows short-term momentum and ENTG steady demand, MU’s scale and catalysts suggest a higher probability of near-term outperformance in the semiconductor rally.
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. Disclaimers and Limitations
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 whileFORM’s FA Score has 2 green FA rating(s), and MU’s FA Score reflects 4 green FA rating(s).
- ENTG’s FA Score: 1 green, 4 red.
- FORM’s FA Score: 2 green, 3 red.
- MU’s FA Score: 4 green, 1 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 6 TA indicator(s) are bullish while FORM’s TA Score has 3 bullish TA indicator(s), and MU’s TA Score reflects 6 bullish TA indicator(s).
- ENTG’s TA Score: 6 bullish, 4 bearish.
- FORM’s TA Score: 3 bullish, 5 bearish.
- MU’s TA Score: 6 bullish, 4 bearish.
Price Growth
ENTG (@Electronic Production Equipment) experienced а -2.67% price change this week, while FORM (@Electronic Production Equipment) price change was -8.95% , and MU (@Semiconductors) price fluctuated +19.74% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +5.35%. For the same industry, the average monthly price growth was +27.17%, and the average quarterly price growth was +132.80%.
The average weekly price growth across all stocks in the @Semiconductors industry was +8.51%. For the same industry, the average monthly price growth was +47.26%, and the average quarterly price growth was +78.68%.
Reported Earning Dates
ENTG is expected to report earnings on Aug 05, 2026.
FORM is expected to report earnings on Aug 05, 2026.
MU is expected to report earnings on Jul 01, 2026.
Industries' Descriptions
@Electronic Production Equipment (+5.35% 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 (+8.51% 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 | FORM | MU | |
| Capitalization | 22.1B | 10.3B | 864B |
| EBITDA | 848M | 128M | 37.1B |
| Gain YTD | 72.737 | 136.680 | 168.702 |
| P/E Ratio | 83.99 | 151.75 | 36.18 |
| Revenue | 3.24B | 840M | 58.1B |
| Total Cash | 443M | 303M | 14.6B |
| Total Debt | 3.76B | 31.9M | 10.8B |
ENTG | FORM | MU | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 25 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 86 Overvalued | 64 Fair valued | |
PROFIT vs RISK RATING 1..100 | 76 | 16 | 4 | |
SMR RATING 1..100 | 80 | 80 | 23 | |
PRICE GROWTH RATING 1..100 | 38 | 35 | 1 | |
P/E GROWTH RATING 1..100 | 8 | 3 | 16 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 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.
MU's Valuation (64) in the Semiconductors industry is in the same range as ENTG (75) in the Electronic Production Equipment industry, and is in the same range as FORM (86) in the Electronic Production Equipment industry. This means that MU's stock grew similarly to ENTG’s and similarly to FORM’s over the last 12 months.
MU's Profit vs Risk Rating (4) in the Semiconductors industry is in the same range as FORM (16) in the Electronic Production Equipment industry, and is significantly better than the same rating for ENTG (76) in the Electronic Production Equipment industry. This means that MU's stock grew similarly to FORM’s and significantly faster than ENTG’s over the last 12 months.
MU's SMR Rating (23) in the Semiconductors industry is somewhat better than the same rating for FORM (80) in the Electronic Production Equipment industry, and is somewhat better than the same rating for ENTG (80) in the Electronic Production Equipment industry. This means that MU's stock grew somewhat faster than FORM’s and somewhat faster than ENTG’s over the last 12 months.
MU's Price Growth Rating (1) in the Semiconductors industry is somewhat better than the same rating for FORM (35) in the Electronic Production Equipment industry, and is somewhat better than the same rating for ENTG (38) in the Electronic Production Equipment industry. This means that MU's stock grew somewhat faster than FORM’s and somewhat faster than ENTG’s over the last 12 months.
FORM's P/E Growth Rating (3) in the Electronic Production Equipment industry is in the same range as ENTG (8) in the Electronic Production Equipment industry, and is in the same range as MU (16) in the Semiconductors industry. This means that FORM's stock grew similarly to ENTG’s and similarly to MU’s over the last 12 months.
| ENTG | FORM | MU | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 2 days ago 69% | 1 day ago 67% |
| Stochastic ODDS (%) | 2 days ago 81% | 2 days ago 84% | 5 days ago 72% |
| Momentum ODDS (%) | 2 days ago 87% | 2 days ago 78% | 5 days ago 77% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 67% | 5 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 79% | 1 day ago 77% |
| TrendMonth ODDS (%) | 2 days ago 70% | 2 days ago 81% | 1 day ago 76% |
| Advances ODDS (%) | 2 days ago 65% | 2 days ago 77% | 2 days ago 75% |
| Declines ODDS (%) | 27 days ago 70% | 15 days ago 68% | 23 days ago 72% |
| BollingerBands ODDS (%) | 5 days ago 77% | 5 days ago 75% | 1 day ago 67% |
| Aroon ODDS (%) | 2 days ago 71% | 2 days ago 81% | 1 day ago 82% |
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FORM and
Correlation & Price change
A.I.dvisor indicates that over the last year, FORM has been closely correlated with RMBS. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if FORM jumps, then RMBS could also see price increases.
| Ticker / NAME | Correlation To FORM | 1D Price Change % | ||
|---|---|---|---|---|
| FORM | 100% | -12.80% | ||
| RMBS - FORM | 74% Closely correlated | -3.12% | ||
| SLAB - FORM | 73% Closely correlated | -0.25% | ||
| ADI - FORM | 72% Closely correlated | -0.73% | ||
| ARM - FORM | 72% Closely correlated | -2.22% | ||
| QCOM - FORM | 72% Closely correlated | -11.46% | ||
More | ||||