ENTG

Entegris is expected to report Q3 2026 earnings of $1.04 per share (up 44.4% YoY) with revenues of $924.45 million (up 14.5% YoY) on October 29. However, the stock carries a negative Earnings ESP of -2.06%, suggesting analysts have recently become bearish on earnings prospects. While the company has beaten consensus estimates in 3 of the last 4 quarters, the current combination of negative ESP and Zacks Rank #2 makes it difficult to predict an earnings beat.

Taiwan Semiconductor Manufacturing (TSM), Entegris (ENTG), and MACOM Technology Solutions (MTSI) are highlighted as beneficiaries of strong AI infrastructure demand. All three companies hold Zacks Rank #2 (Buy) ratings, with TSM leading advanced chip production, ENTG supplying specialized materials for semiconductor manufacturing, and MTSI capitalizing on AI data center optical connectivity needs. Strong recent earnings and positive growth outlooks support continued momentum.

Taiwan Semiconductor Manufacturing (TSM), Entegris (ENTG), and MACOM Technology Solutions (MTSI) have posted notable gains over the past month, driven by strong demand from the ongoing AI infrastructure buildout. All three companies hold Zacks Rank #2 (Buy) ratings with rising earnings estimates supporting near-term momentum.

Vicor Corporation (VICR) shares gained 4.5% following strong third-quarter 2026 results, with revenues surging 78.5% year-over-year to $197.11 million. The company benefited from robust AI-driven demand, with Advanced Products revenues increasing 47.5% sequentially and royalty revenues jumping 206.6% year-over-year to $66.6 million. The order backlog increased 166% year-over-year to $406 million, and the company is expanding manufacturing capacity with two new facilities expected to increase capacity nearly fivefold.

KLA Corporation (KLAC) shares have gained 64.5% over the past year, outperforming peers and the broader tech sector, driven by strong AI infrastructure investments and semiconductor manufacturing demand. The company reported record Q4 fiscal 2026 revenues of $3.66 billion and expects $4 billion in Q1 fiscal 2027 revenues. With a $12.6 billion backlog (up 60% year-over-year) and visibility extending through 2027-2028, KLA is well-positioned for continued growth in advanced packaging and process control solutions.

Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs.

The global continuous bioprocessing technologies market is projected to grow from USD 4.8 billion in 2026 to USD 8.5 billion by 2031, driven by rising biologics demand, regulatory support, and the biopharmaceutical industry's shift from batch to continuous production. Key growth drivers include cost efficiency, improved quality, and faster time to market, though high capital investment and technical complexity remain challenges.