03:50 PM EDT, 07/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our price target by $6 to $71, 20x our '26 EPS estimate, a discount to ENTG's 3-year average of ~22x, justified by significantly elevated uncertainty across the semiconductor industry amid the dynamic tariff environment, with China sales looking increasingly at risk despite a temporary tariff reduction. We maintain our '25 EPS view at $2.80 and lower our '26 estimate by $0.07 to $3.55. We think margins may see additional pressure as tariffs work through the supply chain and ENTG works to qualify its Asian facilities to sell to China demand (on track to handle 85% by YE 25). We also expect continued auto/industrial weakness to dampen the SiC growth outlook, hurting CMP sales. Ongoing facility ramps in Colorado and Taiwan make for a brighter '26 outlook alongside accelerating node transitions and continued AI strength, but in the meantime margin headwinds remain a concern, with ENTG's reconfirmation of an expected downtick in new fab construction this year solidifying our demand worries.