Entegris (ENTG) Fell as Guidance Fell Short of Expectations

Core Insights - The Mairs & Power Balanced Fund reported a return of 6.47% in the first nine months of 2025, underperforming benchmark indexes which increased by 11.35% and 10.73% respectively [1] - The market remains concentrated with a few mega-cap stocks, particularly in the AI sector, driving most favorable outcomes [1] Company Performance - Entegris, Inc. (NASDAQ:ENTG) had a one-month return of 22.62% but saw a 10.00% decline over the last 52 weeks, closing at $95.99 per share with a market capitalization of $14.552 billion [2] - Entegris reported sales of $807 million for Q3 2025, which was flat year-over-year and up 2% sequentially [4] Sector Analysis - The Information Technology sector was the largest contributor to the underperformance of equities, with the fund lacking exposure to high-performing AI companies [3] - Entegris, along with other technology companies like Motorola Solutions and Texas Instruments, underperformed the market despite beating earnings expectations [3]