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Entegris, Inc. (ENTG) has seen its stock drop 20% this month, reflecting concerns over AI bubble fears and declining earnings estimates. The company is currently rated a Zacks Rank #5 (Strong Sell) and is facing industry-specific headwinds.
Entegris’ revenue guidance for Q4 suggests a possible 5% sequential decrease from $807.1 million in Q3, despite expecting double-digit growth year-over-year. The company has also reported margin compression due to tariffs and reduced sales to China.
Geopolitical tensions worsened after AI cloud provider CoreWeave (CRWV) announced a delay in its data center, affecting the entire semiconductor supply chain, including companies like Arm Holdings, Micron Technology, and Lam Research that are similarly grappling with downturns.
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