DUTCH ASSET Corp acquired a new position in MKS Inc. (NASDAQ:MKSI – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,530 shares of the scientific and technical instruments company’s stock, valued at approximately $672,000.
Several other institutional investors have also recently added to or reduced their stakes in MKSI. Bank of America Corp DE bought a new position in shares of MKS in the 2nd quarter worth about $231,673,000. Assenagon Asset Management S.A. boosted its holdings in shares of MKS by 1,742.1% in the 3rd quarter. Assenagon Asset Management S.A. now owns 442,273 shares of the scientific and technical instruments company’s stock valued at $117,362,000 after buying an additional 418,264 shares during the period. Madison Asset Management LLC acquired a new position in shares of MKS in the 2nd quarter valued at about $140,866,000. TimesSquare Capital Management LLC acquired a new position in shares of MKS in the 2nd quarter valued at about $128,303,000. Finally, Quantinno Capital Management LP grew its position in shares of MKS by 12.5% during the 1st quarter. Quantinno Capital Management LP now owns 259,749 shares of the scientific and technical instruments company’s stock valued at $59,693,000 after buying an additional 28,850 shares during the last quarter. Institutional investors own 99.79% of the company’s stock.
Insiders Place Their Bets In other MKS news, CEO John Tseng-Chung Lee sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $302.01, for a total value of $3,020,100.00. Following the sale, the chief executive officer owned 134,776 shares in the company, valued at approximately $40,703,699.76. This trade represents a 6.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Williams sold 457 shares of MKS stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $288.31, for a total value of $131,757.67. Following the sale, the executive vice president directly owned 4,098 shares in the company, valued at approximately $1,181,494.38. This trade represents a 10.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 10,757 shares of company stock worth $3,227,146. Insiders own 0.57% of the company’s stock.
MKS Stock Performance Shares of MKSI opened at $211.14 on Wednesday. MKS Inc. has a 1 year low of $130.72 and a 1 year high of $447.62. The company has a market cap of $14.28 billion, a price-to-earnings ratio of 33.67, a price-to-earnings-growth ratio of 0.45 and a beta of 2.03. The company has a debt-to-equity ratio of 0.85, a quick ratio of 0.72 and a current ratio of 1.14. The firm has a fifty day moving average of $262.23 and a 200-day moving average of $300.01. MKS (NASDAQ:MKSI – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 EPS for the quarter, topping the consensus estimate of $2.91 by $0.39. MKS had a net margin of 10.15% and a return on equity of 24.72%. The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the prior year, the firm earned $1.77 earnings per share. The company’s quarterly revenue was up 28.3% on a year-over-year basis. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. As a group, equities analysts anticipate that MKS Inc. will post 13.13 earnings per share for the current year.
MKS Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Tuesday, August 25th were given a $0.25 dividend. The ex-dividend date was Tuesday, August 25th. This represents a $1.00 annualized dividend and a yield of 0.5%. MKS’s dividend payout ratio is 15.95%.
Wall Street Analyst Weigh In MKSI has been the topic of several research reports. Citigroup increased their price objective on shares of MKS from $425.00 to $430.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Cantor Fitzgerald restated an “overweight” rating and issued a $600.00 target price on shares of MKS in a research note on Monday, August 3rd. KeyCorp lifted their target price on MKS from $360.00 to $475.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. Morgan Stanley lowered their target price on MKS from $439.00 to $345.00 and set an “overweight” rating for the company in a report on Thursday, September 17th. Finally, Needham & Company LLC upped their target price on MKS from $360.00 to $390.00 and gave the company a “buy” rating in a report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, MKS currently has an average rating of “Moderate Buy” and a consensus target price of $375.93.
Check Out Our Latest Research Report on MKSI
MKS Profile (Free Report)
MKS Instruments, Inc (NASDAQ: MKSI) develops technologies that enable precision control and measurement in manufacturing and research environments. The company provides instruments, components, systems and process-control solutions used to measure and control pressure, flow, vacuum, gas delivery, temperature and other critical production conditions.
Its product portfolio includes vacuum solutions, pressure and flow-control instruments, gas and vapor delivery systems, plasma and reactive-gas technologies, power delivery systems, process-monitoring equipment, analytical instruments and materials-characterization tools.
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MKS prodá podnik Ophir Optics společnosti TTM Technologies za 650 milionů USD v hotovosti. Dokončení transakce se očekává ve druhém čtvrtletí roku 2027.
ANDOVER, Mass., Oct. 19, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that it has entered into a definitive agreement to sell its Ophir® Optics business to TTM Technologies, Inc. (“TTM”) in an all-cash transaction for $650 million, subject to customary closing adjustments. The purchase price represents an estimated multiple of over 18x projected FY 2026 Adjusted EBITDA for the Ophir Optics business.
The Ophir Optics business provides high-precision infrared thermal imaging and laser optics solutions to customers in MKS’ Specialty Industrial market, serving defense, security and industrial applications.
TTM is a leading global manufacturer of technology products, including mission systems, radio frequency (“RF”) components, RF microwave/microelectronic assemblies, and technologically advanced interconnect products, including printed circuit boards and substrates.
“The Ophir Optics business highlights how we can apply our broad technology capabilities to serve attractive opportunities outside our core Semiconductor and Electronics & Packaging markets. This transaction represents an opportunity for MKS to capitalize on the value we’ve created with the Ophir Optics business and further strengthen our balance sheet,” said John T.C. Lee, President and Chief Executive Officer, MKS Inc. “We believe TTM is well positioned to support this business in its next phase of growth.”
This transaction does not include the MKS Ophir Instruments laser characterization business, which operates separately from Ophir Optics, or the sale of the Ophir brand. Ophir Instruments provides laser power measurement and beam profiler solutions core to our photonics solutions portfolio, and there will be no impact on the products, services, and support MKS provides to its Ophir Instruments customers.
The transaction is expected to close in the second quarter of 2027, and is subject to customary closing conditions, including certain regulatory approvals and certain governmental consents and permits.
J.P. Morgan Securities LLC is serving as exclusive financial advisor and Herzog Fox & Neeman is serving as lead legal advisor to MKS in connection with this transaction.
About MKS Inc.
MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com.
Use of Non-GAAP Financial Results
This press release references forward-looking Adjusted EBITDA of the Ophir Optics business, a financial measure that is not in accordance with U.S. generally accepted accounting principles (a “Non-GAAP financial measure”). This Non-GAAP financial measure should be viewed in addition to, and not as a substitute for, MKS’ reported results under U.S. generally accepted accounting principles (“GAAP”), and may be different from Non-GAAP financial measures used by other companies. In addition, this Non-GAAP financial measure is not based on any comprehensive set of accounting rules or principles. MKS management believes the presentation of this Non-GAAP financial measure is useful to investors for comparing prior periods and analyzing ongoing business trends and operating results.
MKS is not providing a quantitative reconciliation of forward-looking Adjusted EBITDA to GAAP net income of the Ophir Optics business because we are unable to estimate with reasonable certainty the ultimate timing or amount of certain significant items without unreasonable efforts. These items include, but are not limited to, amortization of intangible assets, restructuring and other expense, goodwill and intangible asset impairments, excess and obsolescence inventory charges, and the income tax effect of these items. These items are uncertain, depend on various factors, and could have a material impact on GAAP reported results for the relevant period.
Safe Harbor for Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding the future financial performance, business prospects and growth of MKS, and the expected time of closing of the transaction. These statements are only predictions based on current assumptions and expectations. Any statements that are not statements of historical fact (including statements containing the words “will,” “projects,” “intends,” “believes,” “plans,” “anticipates,” “expects,” “estimates,” “forecasts,” “continues” and similar expressions) should be considered to be forward-looking statements. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Among the important factors that could cause actual events to differ materially from those in the forward-looking statements that we make are the failure or inability of TTM or MKS to meet the closing conditions or to otherwise consummate the transaction, the ability to realize the expected benefits of the transaction, and the other important factors described under the heading “Risk Factors” in Part I, Item 1A of MKS’ Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Quarterly Reports on Form 10-Q, each as filed with the U.S. Securities and Exchange Commission. MKS is under no obligation to, and expressly disclaims any obligation to, update or alter these forward-looking statements, whether as a result of new information, future events or otherwise, even if subsequent events cause our views to change, after the date of this press release.
Assenagon Asset Management S.A. grew its holdings in shares of MKS Inc. (NASDAQ:MKSI – Free Report) by 1,742.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 442,273 shares of the scientific and technical instruments company’s stock after buying an additional 418,264 shares during the period. Assenagon Asset Management S.A. owned 0.65% of MKS worth $117,362,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Loftus Peak Pty Ltd boosted its position in shares of MKS by 21.4% in the 3rd quarter. Loftus Peak Pty Ltd now owns 57,593 shares of the scientific and technical instruments company’s stock worth $15,283,000 after purchasing an additional 10,157 shares in the last quarter. First Citizens Bank & Trust Co. purchased a new stake in shares of MKS in the third quarter worth $575,000. NorthCrest Asset Manangement LLC increased its holdings in shares of MKS by 19.5% during the third quarter. NorthCrest Asset Manangement LLC now owns 1,262 shares of the scientific and technical instruments company’s stock valued at $329,000 after acquiring an additional 206 shares in the last quarter. Wedmont Private Capital increased its holdings in shares of MKS by 2.3% during the third quarter. Wedmont Private Capital now owns 4,193 shares of the scientific and technical instruments company’s stock valued at $1,092,000 after acquiring an additional 95 shares in the last quarter. Finally, GAMMA Investing LLC increased its holdings in shares of MKS by 13.5% during the third quarter. GAMMA Investing LLC now owns 3,667 shares of the scientific and technical instruments company’s stock valued at $973,000 after acquiring an additional 436 shares in the last quarter. 99.79% of the stock is owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades Several brokerages recently commented on MKSI. Deutsche Bank Aktiengesellschaft set a $360.00 price objective on shares of MKS in a research report on Friday, July 31st. Wall Street Zen raised shares of MKS from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 8th. Bank of America upped their target price on shares of MKS from $380.00 to $500.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Needham & Company LLC increased their price target on shares of MKS from $360.00 to $390.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Finally, Citigroup increased their price target on shares of MKS from $425.00 to $430.00 and gave the company a “buy” rating in a report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $375.93.
Get Our Latest Report on MKS MKS Trading Down 6.0% MKSI opened at $214.83 on Friday. The company has a current ratio of 1.14, a quick ratio of 0.72 and a debt-to-equity ratio of 0.85. MKS Inc. has a 12 month low of $130.72 and a 12 month high of $447.62. The firm has a market cap of $14.53 billion, a P/E ratio of 34.26, a P/E/G ratio of 0.48 and a beta of 2.03. The stock has a 50-day moving average of $265.44 and a 200 day moving average of $299.66.
MKS (NASDAQ:MKSI – Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.91 by $0.39. The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.20 billion. MKS had a return on equity of 24.72% and a net margin of 10.15%. MKS’s revenue was up 28.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.77 EPS. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. As a group, research analysts forecast that MKS Inc. will post 13.13 EPS for the current year.
MKS Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Tuesday, August 25th were given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Tuesday, August 25th. MKS’s dividend payout ratio (DPR) is 15.95%.
Insider Buying and Selling at MKS In related news, Director Elizabeth Mora sold 300 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $250.96, for a total transaction of $75,288.00. Following the transaction, the director directly owned 18,845 shares in the company, valued at $4,729,341.20. The trade was a 1.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Williams sold 457 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $288.31, for a total value of $131,757.67. Following the sale, the executive vice president owned 4,098 shares in the company, valued at $1,181,494.38. The trade was a 10.03% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 10,757 shares of company stock valued at $3,227,146. 0.57% of the stock is currently owned by insiders.
MKS Company Profile (Free Report)
MKS Instruments, Inc develops technologies used to measure, control and analyze the processes involved in manufacturing semiconductors, electronics, specialty materials and other industrial products. The company serves original equipment manufacturers and production facilities worldwide, with solutions spanning vacuum control, pressure measurement, gas and fluid delivery, process monitoring and control.
Its product portfolio includes vacuum gauges and valves, mass flow controllers, gas and vapor delivery systems, pressure controllers, plasma-generation and power-delivery systems, analytical instruments, lasers and photonics equipment.
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Akcie MKS (MKSI) za poslední týden ztratily 12,2 %, ale vytvořily formaci kladivo; konsenzuální odhad EPS pro letošní rok se za posledních 30 dní zvýšil o 0,1 %.
A downtrend has been apparent in MKS (MKSI - Free Report) lately. While the stock has lost 12.2% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.
The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street analysts in raising earnings estimates for this maker of analysis and processing equipment for semiconductor companies enhances its prospects of a trend reversal.
Understanding Hammer Chart and the Technique to Trade ItThis is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'
In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.
When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.
Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.
Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.
Here's What Makes the Trend Reversal More Likely for MKSIAn upward trend in earnings estimate revisions that MKSI has been witnessing lately can certainly be considered a bullish indicator on the fundamental side. That's because empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
Over the last 30 days, the consensus EPS estimate for the current year has increased 0.1%. What it means is that the sell-side analysts covering MKSI are majorly in agreement that the company will report better earnings than they predicted earlier.
If this is not enough, you should note that MKSI currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Moreover, a Zacks Rank of 2 for MKS is a more conclusive indication of a potential trend reversal, as the Zacks Rank has proven to be an excellent timing indicator that helps investors identify precisely when a company's prospects are beginning to improve.
Neville Rodie & Shaw Inc. lessened its holdings in MKS Inc. (NASDAQ:MKSI – Free Report) by 41.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,545 shares of the scientific and technical instruments company’s stock after selling 1,815 shares during the period. Neville Rodie & Shaw Inc.’s holdings in MKS were worth $675,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also modified their holdings of MKSI. Carolina Wealth Advisors LLC raised its holdings in shares of MKS by 47.5% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 87 shares of the scientific and technical instruments company’s stock valued at $39,000 after purchasing an additional 28 shares in the last quarter. Angeles Wealth Management LLC raised its position in shares of MKS by 4.8% during the second quarter. Angeles Wealth Management LLC now owns 917 shares of the scientific and technical instruments company’s stock valued at $408,000 after buying an additional 42 shares during the last quarter. Blue Trust Inc. raised its stake in shares of MKS by 1.1% in the first quarter. Blue Trust Inc. now owns 4,274 shares of the scientific and technical instruments company’s stock valued at $982,000 after purchasing an additional 47 shares in the last quarter. Keating Financial Advisory Services Inc. bought a new position in shares of MKS during the 2nd quarter worth about $25,000. Finally, Baird Financial Group Inc. boosted its holdings in MKS by 2.9% during the second quarter. Baird Financial Group Inc. now owns 2,252 shares of the scientific and technical instruments company’s stock valued at $1,002,000 after purchasing an additional 63 shares in the last quarter. 99.79% of the stock is currently owned by hedge funds and other institutional investors.
Insiders Place Their Bets In other MKS news, EVP John Williams sold 457 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $288.31, for a total transaction of $131,757.67. Following the transaction, the executive vice president directly owned 4,098 shares in the company, valued at approximately $1,181,494.38. This represents a 10.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John Tseng-Chung Lee sold 10,000 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $302.01, for a total value of $3,020,100.00. Following the completion of the sale, the chief executive officer directly owned 134,776 shares of the company’s stock, valued at $40,703,699.76. The trade was a 6.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 10,757 shares of company stock worth $3,227,146. 0.57% of the stock is owned by corporate insiders.
MKS Stock Performance Shares of NASDAQ MKSI traded up $2.09 during trading hours on Monday, reaching $281.24. 431,264 shares of the stock were exchanged, compared to its average volume of 1,373,221. The company has a debt-to-equity ratio of 0.85, a quick ratio of 0.72 and a current ratio of 1.14. The firm has a market capitalization of $19.02 billion, a price-to-earnings ratio of 44.81, a P/E/G ratio of 0.59 and a beta of 2.03. The stock’s fifty day simple moving average is $274.52 and its 200 day simple moving average is $298.68. MKS Inc. has a 52 week low of $120.91 and a 52 week high of $447.62. MKS (NASDAQ:MKSI – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 earnings per share for the quarter, beating the consensus estimate of $2.91 by $0.39. MKS had a return on equity of 24.72% and a net margin of 10.15%.The firm had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.20 billion. During the same period in the previous year, the firm earned $1.77 EPS. The company’s quarterly revenue was up 28.3% compared to the same quarter last year. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. Sell-side analysts predict that MKS Inc. will post 13.13 EPS for the current year.
MKS Announces Dividend The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Tuesday, August 25th were issued a $0.25 dividend. The ex-dividend date was Tuesday, August 25th. This represents a $1.00 annualized dividend and a yield of 0.4%. MKS’s payout ratio is presently 15.95%.
Analyst Ratings Changes A number of brokerages recently issued reports on MKSI. Bank of America increased their target price on shares of MKS from $380.00 to $500.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Wall Street Zen upgraded shares of MKS from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 8th. KeyCorp lifted their price objective on MKS from $360.00 to $475.00 and gave the stock an “overweight” rating in a research note on Monday, June 29th. Mizuho decreased their target price on MKS from $360.00 to $330.00 and set an “outperform” rating for the company in a research note on Tuesday, August 25th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $600.00 price objective on shares of MKS in a report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, MKS has an average rating of “Moderate Buy” and a consensus target price of $375.93.
Check Out Our Latest Analysis on MKSI
MKS Profile (Free Report)
MKS Instruments, Inc develops technologies used to measure, control and analyze the processes involved in manufacturing semiconductors, electronics, specialty materials and other industrial products. The company serves original equipment manufacturers and production facilities worldwide, with solutions spanning vacuum control, pressure measurement, gas and fluid delivery, process monitoring and control.
Its product portfolio includes vacuum gauges and valves, mass flow controllers, gas and vapor delivery systems, pressure controllers, plasma-generation and power-delivery systems, analytical instruments, lasers and photonics equipment.
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Bank of America Corp DE acquired a new position in MKS Inc. (NASDAQ:MKSI – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 520,847 shares of the scientific and technical instruments company’s stock, valued at approximately $231,673,000. Bank of America Corp DE owned approximately 0.77% of MKS at the end of the most recent reporting period.
Other institutional investors also recently bought and sold shares of the company. Carolina Wealth Advisors LLC increased its position in MKS by 47.5% in the second quarter. Carolina Wealth Advisors LLC now owns 87 shares of the scientific and technical instruments company’s stock worth $39,000 after buying an additional 28 shares in the last quarter. Blue Trust Inc. increased its holdings in MKS by 1.1% in the 1st quarter. Blue Trust Inc. now owns 4,274 shares of the scientific and technical instruments company’s stock worth $982,000 after acquiring an additional 47 shares in the last quarter. Covestor Ltd raised its stake in MKS by 14.7% during the 4th quarter. Covestor Ltd now owns 390 shares of the scientific and technical instruments company’s stock worth $63,000 after acquiring an additional 50 shares during the period. Keating Financial Advisory Services Inc. bought a new stake in MKS during the 2nd quarter worth approximately $25,000. Finally, Allworth Financial LP lifted its holdings in MKS by 14.9% during the fourth quarter. Allworth Financial LP now owns 541 shares of the scientific and technical instruments company’s stock valued at $86,000 after purchasing an additional 70 shares in the last quarter. 99.79% of the stock is owned by institutional investors.
MKS Stock Performance MKS stock opened at $235.28 on Thursday. The company’s 50-day moving average price is $294.84 and its 200-day moving average price is $295.74. The company has a quick ratio of 0.72, a current ratio of 1.14 and a debt-to-equity ratio of 0.85. The company has a market cap of $15.91 billion, a PE ratio of 37.52, a price-to-earnings-growth ratio of 0.49 and a beta of 1.98. MKS Inc. has a twelve month low of $115.74 and a twelve month high of $447.62.
MKS (NASDAQ:MKSI – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.91 by $0.39. The business had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.20 billion. MKS had a net margin of 10.15% and a return on equity of 24.72%. The firm’s quarterly revenue was up 28.3% compared to the same quarter last year. During the same quarter last year, the firm earned $1.77 earnings per share. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. On average, equities research analysts forecast that MKS Inc. will post 13.07 EPS for the current fiscal year. MKS Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Tuesday, August 25th were paid a dividend of $0.25 per share. The ex-dividend date was Tuesday, August 25th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. MKS’s dividend payout ratio (DPR) is currently 15.95%.
Insider Activity at MKS In other news, Director Elizabeth Mora sold 300 shares of MKS stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $250.96, for a total value of $75,288.00. Following the transaction, the director directly owned 18,845 shares in the company, valued at approximately $4,729,341.20. This trade represents a 1.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Williams sold 457 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $288.31, for a total transaction of $131,757.67. Following the completion of the transaction, the executive vice president owned 4,098 shares of the company’s stock, valued at $1,181,494.38. This represents a 10.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 10,757 shares of company stock valued at $3,227,146 over the last ninety days. 0.57% of the stock is owned by company insiders.
Analysts Set New Price Targets A number of equities analysts have weighed in on MKSI shares. Mizuho dropped their price target on shares of MKS from $360.00 to $330.00 and set an “outperform” rating for the company in a research report on Tuesday, August 25th. Morgan Stanley raised their price objective on shares of MKS from $374.00 to $442.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. BMO Capital Markets initiated coverage on shares of MKS in a research note on Tuesday, June 30th. They set an “outperform” rating and a $453.00 target price on the stock. Wall Street Zen raised shares of MKS from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 8th. Finally, Needham & Company LLC raised their price target on MKS from $360.00 to $390.00 and gave the company a “buy” rating in a report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, MKS currently has an average rating of “Moderate Buy” and a consensus target price of $382.86.
Read Our Latest Analysis on MKSI
MKS Company Profile (Free Report)
MKS Instruments, Inc (NASDAQ: MKSI) provides instruments, systems and process-control solutions used by manufacturers and research organizations. Its technologies help measure and control pressure, flow, vacuum, gas composition, temperature and other conditions involved in advanced manufacturing and laboratory processes.
The company offers vacuum components and systems, gas and vapor delivery equipment, pressure and flow controllers, process-monitoring instruments, analytical solutions, RF and microwave power systems, plasma-generation technologies, and materials-processing equipment.
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HSBC Holdings PLC ve 2. čtvrtletí navýšila podíl v MKS o 2 274,3 % na 56 935 akcií v hodnotě 24,984 milionu USD. MKS zároveň oznámila EPS 3,30 USD a výnosy 1,25 miliardy USD, obojí nad odhady.
Hsbc Holdings PLC boosted its position in MKS Inc. (NASDAQ:MKSI – Free Report) by 2,274.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,935 shares of the scientific and technical instruments company’s stock after buying an additional 54,537 shares during the quarter. Hsbc Holdings PLC owned 0.08% of MKS worth $24,984,000 at the end of the most recent quarter.
A number of other institutional investors also recently made changes to their positions in MKSI. Keating Financial Advisory Services Inc. acquired a new stake in MKS in the second quarter valued at $25,000. Allied Private Wealth LLC acquired a new stake in shares of MKS in the 2nd quarter valued at about $33,000. Clearstead Trust LLC acquired a new stake in shares of MKS in the 2nd quarter valued at about $36,000. Ancora Advisors LLC bought a new position in shares of MKS during the second quarter worth about $36,000. Finally, Carolina Wealth Advisors LLC grew its stake in MKS by 47.5% in the second quarter. Carolina Wealth Advisors LLC now owns 87 shares of the scientific and technical instruments company’s stock worth $39,000 after purchasing an additional 28 shares in the last quarter. 99.79% of the stock is owned by institutional investors and hedge funds.
MKS Price Performance Shares of NASDAQ MKSI opened at $265.50 on Wednesday. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.14 and a quick ratio of 0.72. The firm has a market capitalization of $17.95 billion, a PE ratio of 42.34, a P/E/G ratio of 0.55 and a beta of 1.98. MKS Inc. has a 1-year low of $107.02 and a 1-year high of $447.62. The business’s fifty day moving average price is $308.96 and its two-hundred day moving average price is $295.81.
MKS (NASDAQ:MKSI – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 EPS for the quarter, topping the consensus estimate of $2.91 by $0.39. The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.20 billion. MKS had a net margin of 10.15% and a return on equity of 24.72%. The company’s quarterly revenue was up 28.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.77 earnings per share. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. On average, research analysts expect that MKS Inc. will post 13.07 EPS for the current year. MKS Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Tuesday, August 25th were given a dividend of $0.25 per share. The ex-dividend date was Tuesday, August 25th. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. MKS’s payout ratio is currently 15.95%.
Wall Street Analyst Weigh In A number of research analysts have commented on MKSI shares. KeyCorp increased their target price on MKS from $360.00 to $475.00 and gave the stock an “overweight” rating in a report on Monday, June 29th. Morgan Stanley raised their price objective on MKS from $374.00 to $442.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Cantor Fitzgerald reiterated an “overweight” rating and set a $600.00 target price on shares of MKS in a research note on Monday, August 3rd. Wells Fargo & Company raised their price target on shares of MKS from $300.00 to $325.00 and gave the stock an “equal weight” rating in a research report on Friday, August 7th. Finally, Weiss Ratings downgraded shares of MKS from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, August 25th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $382.86.
View Our Latest Analysis on MKS
Insider Buying and Selling at MKS In related news, CEO John Tseng-Chung Lee sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $302.01, for a total transaction of $3,020,100.00. Following the sale, the chief executive officer owned 134,776 shares of the company’s stock, valued at $40,703,699.76. The trade was a 6.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Williams sold 457 shares of MKS stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $288.31, for a total value of $131,757.67. Following the transaction, the executive vice president owned 4,098 shares in the company, valued at approximately $1,181,494.38. This trade represents a 10.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 10,757 shares of company stock valued at $3,227,146 in the last quarter. Corporate insiders own 0.57% of the company’s stock.
MKS Profile (Free Report)
MKS Instruments, Inc (NASDAQ: MKSI) designs, manufactures and markets technology solutions that enable advanced processes in a variety of high‐technology and industrial markets. The company’s core offerings include vacuum and gas delivery systems, pressure and flow measurement instruments, optical metrology tools, photonics subsystems and critical components for manufacturing processes. These products support the precise control and monitoring needs of semiconductor, industrial manufacturing, life and health sciences, and research applications.
The company’s product portfolio features mass flow controllers, pressure transducers, vacuum gauges, gas purity monitors, laser-based metrology systems and photonic devices such as lasers and detectors.
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MKS ve 2. čtvrtletí překonal odhady: zisk na akcii činil 3,30 USD a tržby vzrostly o 28,3 % na 1,25 miliardy USD. Akcie ale za měsíc od poslední výsledkové zprávy klesly asi o 14,3 %.
A month has gone by since the last earnings report for MKS (MKSI - Free Report) . Shares have lost about 14.3% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is MKS due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
MKSI Q2 Earnings Beat Estimates, Revenues Increase Year Over YearMKS Inc. reported second-quarter 2026 non-GAAP earnings of $3.30 per share, up 86.4% year over year. The figure beat the Zacks Consensus Estimate by 12.24%.
Revenues rose 28.3% year over year to $1.25 billion and surpassed the consensus mark by 3.06%. Growth was broad-based across all three end markets, led by Electronics & Packaging, while adjusted EBITDA margin expanded to 28.6%.
MKSI's Q2 Revenue Mix StrengthensProduct revenues, which accounted for 88.5% of total revenues, increased 30.2% year over year to $1.10 billion. The performance reflected stronger demand across the company’s semiconductor, electronics and packaging and specialty industrial businesses.
Services revenues totaled $144 million, representing 11.5% of revenues. The figure increased 15.2% from the year-ago quarter, supporting the company’s overall double-digit top-line expansion.
MKS' End Markets Post Broad GrowthSemiconductor revenues increased 28.2% year over year to $554 million and represented 44.4% of total revenues. Management highlighted accelerating AI-driven investment across semiconductor and advanced packaging applications, along with rapidly growing order volumes.
Electronics & Packaging revenues increased 44% to $381 million, contributing 30.5% of revenues. Specialty Industrial revenues rose 13.8% to $313 million and accounted for 25.1% of the quarterly total. The gains across each end market underscored the breadth of demand in the quarter.
MKSI's Operating DetailsGross margin expanded 100 basis points year over year to 47.6%. Non-GAAP operating income totaled $320 million, while the non-GAAP operating margin improved 480 basis points to 25.6%.
Non-GAAP operating expenses were $275 million compared with $251 million a year earlier.
Adjusted EBITDA climbed 49.2% year over year to $358 million. Adjusted EBITDA margin rose 390 basis points to 28.6%, reflecting stronger revenue and improved profitability.
GAAP income from operations increased to $251 million from $135 million in the prior-year quarter. The operating margin expanded 620 basis points to 20.1%, benefiting from the higher revenue base and improved gross margin.
MKSI's Cash Flow and Balance SheetAs of June 30, 2026, MKS had cash and cash equivalents of $611 million compared with $569 million as of March 31, 2026.
As of June 30, 2026, long-term debt totaled $2.54 billion.
Net cash provided by operating activities was $243 million in the second quarter, up 47.3% year over year. Capital expenditures totaled $55 million, resulting in free cash flow of $188 million compared with $136 million in the prior-year quarter.
MKS' Q3 Outlook Signals MomentumFor the third quarter of 2026, MKS expects revenues of $1.35 billion, plus or minus $40 million. Gross margin is projected to be 47%, plus or minus 1 percentage point, while non-GAAP operating expenses are expected to be $280 million, plus or minus $5 million.
The company forecasts non-GAAP earnings of $3.58 per share, plus or minus 31 cents.
Adjusted EBITDA is expected to be $395 million, plus or minus $28 million. Management noted that the outlook reflects the current business environment, including U.S. import tariffs and retaliatory actions by other countries.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a upward trend in estimates revision.
The consensus estimate has shifted 8.69% due to these changes.
VGM ScoresAt this time, MKS has a nice Growth Score of B, however its Momentum Score is doing a bit better with an A. However, the stock has a grade of C on the value side, putting it in the middle 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise MKS has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
Společnost Archer Investment Corp ve 2. čtvrtletí koupila nový podíl v MKS: 4 545 akcií za zhruba 2,022 milionu USD. Akcie MKSI v pátek otevřely na 255,76 USD a byly o 5,6 % níže.
Archer Investment Corp bought a new stake in MKS Inc. (NASDAQ:MKSI – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 4,545 shares of the scientific and technical instruments company’s stock, valued at approximately $2,022,000.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Empowered Funds LLC acquired a new position in shares of MKS during the 2nd quarter worth about $1,652,000. United Capital Financial Advisors LLC bought a new stake in MKS during the second quarter worth about $1,275,000. Jefferies Financial Group Inc. bought a new stake in MKS during the second quarter worth about $455,000. Public Employees Retirement System of Ohio acquired a new position in MKS during the second quarter valued at approximately $17,056,000. Finally, Capstone Investment Advisors LLC acquired a new position in MKS during the second quarter worth approximately $279,000. 99.79% of the stock is owned by institutional investors.
Key Stories Impacting MKS Here are the key news stories impacting MKS this week:
Positive Sentiment: Analysts raised multiple earnings estimates. Zacks increased its Q3 2026 EPS forecast to $3.60 from $3.22 and its FY2026 estimate to $12.76 from $11.86. Estimates were also raised for FY2027 to $16.52 from $15.00 and FY2028 to $20.10 from $18.24. Several quarterly forecasts through 2028 were increased as well, signaling stronger expected earnings momentum. Earnings Estimates Moving Higher for MKS Positive Sentiment: Wall Street price targets imply substantial potential upside. The average analyst target cited by Zacks indicates 49.8% potential appreciation, although the article cautions that price targets are not always reliable. The favorable earnings-revision trend could support the stock if it translates into stronger results. Wall Street Analysts Think MKS Could Surge Neutral Sentiment: Mizuho lowered its MKS price target to $330. The target reduction is a negative signal, but the revised target remains well above the level at which the stock recently traded. Mizuho Lowers MKS Price Target Negative Sentiment: The CEO sold company shares. CEO John Tseng-Chung Lee reportedly sold 10,000 shares for approximately $3 million. Insider selling can raise concerns about management’s view of near-term valuation or performance, even though it does not necessarily indicate a change in business fundamentals. MKS CEO Sells Shares MKS Stock Down 5.6% MKSI opened at $255.76 on Friday. The business’s fifty day simple moving average is $330.20 and its 200 day simple moving average is $295.54. The stock has a market cap of $17.29 billion, a PE ratio of 40.79, a P/E/G ratio of 0.57 and a beta of 1.98. MKS Inc. has a 52 week low of $97.50 and a 52 week high of $447.62. The company has a quick ratio of 0.72, a current ratio of 1.14 and a debt-to-equity ratio of 0.85. MKS (NASDAQ:MKSI – Get Free Report) last released its earnings results on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 EPS for the quarter, beating the consensus estimate of $2.91 by $0.39. MKS had a net margin of 10.15% and a return on equity of 24.72%. The company had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.20 billion. During the same quarter last year, the firm earned $1.77 EPS. The firm’s quarterly revenue was up 28.3% compared to the same quarter last year. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. As a group, research analysts expect that MKS Inc. will post 13.07 earnings per share for the current fiscal year.
MKS Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Tuesday, August 25th will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date is Tuesday, August 25th. MKS’s dividend payout ratio (DPR) is presently 15.95%.
Insiders Place Their Bets In other MKS news, CAO Michelle M. Mccarthy sold 2,434 shares of MKS stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $315.23, for a total value of $767,269.82. Following the transaction, the chief accounting officer directly owned 2 shares of the company’s stock, valued at $630.46. The trade was a 99.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Edward Williams sold 457 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $288.31, for a total value of $131,757.67. Following the sale, the executive vice president directly owned 4,098 shares of the company’s stock, valued at approximately $1,181,494.38. This trade represents a 10.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 12,891 shares of company stock valued at $3,919,127 in the last ninety days. Company insiders own 0.57% of the company’s stock.
Wall Street Analysts Forecast Growth MKSI has been the topic of several research reports. Wells Fargo & Company upped their target price on MKS from $300.00 to $325.00 and gave the company an “equal weight” rating in a research report on Friday, August 7th. TD Cowen reaffirmed a “buy” rating on shares of MKS in a report on Thursday, May 7th. JPMorgan Chase & Co. upped their price objective on MKS from $365.00 to $380.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. KeyCorp increased their target price on MKS from $360.00 to $475.00 and gave the company an “overweight” rating in a research report on Monday, June 29th. Finally, Citigroup lifted their price target on MKS from $425.00 to $430.00 and gave the company a “buy” rating in a research note on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $382.86.
Get Our Latest Research Report on MKS
About MKS (Free Report)
MKS Instruments, Inc (NASDAQ: MKSI) designs, manufactures and markets technology solutions that enable advanced processes in a variety of high‐technology and industrial markets. The company’s core offerings include vacuum and gas delivery systems, pressure and flow measurement instruments, optical metrology tools, photonics subsystems and critical components for manufacturing processes. These products support the precise control and monitoring needs of semiconductor, industrial manufacturing, life and health sciences, and research applications.
The company’s product portfolio features mass flow controllers, pressure transducers, vacuum gauges, gas purity monitors, laser-based metrology systems and photonic devices such as lasers and detectors.
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MKS (MKSI - Free Report) came out with quarterly earnings of $3.3 per share, beating the Zacks Consensus Estimate of $2.94 per share. This compares to earnings of $1.77 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.25%. A quarter ago, it was expected that this maker of analysis and processing equipment for semiconductor companies would post earnings of $2 per share when it actually produced earnings of $2.3, delivering a surprise of +15%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
MKS, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $1.25 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.06%. This compares to year-ago revenues of $973 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
MKS shares have added about 100.7% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for MKS?While MKS has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for MKS was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.30 on $1.26 billion in revenues for the coming quarter and $11.81 on $4.87 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Products is currently in the top 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Plug Power (PLUG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This alternative energy company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of +50%. The consensus EPS estimate for the quarter has been revised 4.4% higher over the last 30 days to the current level.
Plug Power's revenues are expected to be $167.74 million, down 3.6% from the year-ago quarter.
ANDOVER, Mass., Aug. 04, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that its Board of Directors has authorized a quarterly cash dividend of $0.25 per share, payable on September 3, 2026, to shareholders of record as of August 25, 2026.
Future dividend declarations, as well as the record and payment dates for such dividends, are subject to the final determination of the Company's Board of Directors.
About MKS Inc.
MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com.
Safe Harbor for Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding MKS’ dividend program and any future dividend payment obligations. Any statements that are not statements of historical fact should be considered to be forward-looking statements. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Among the important factors that could cause actual events to differ materially from those in the forward-looking statements are cash available for distribution, the then current and expected needs and availability of cash to pay MKS’ obligations, and the other factors described in MKS’ Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Quarterly Reports on Form 10-Q, as filed with the U.S. Securities and Exchange Commission. MKS is under no obligation to, and expressly disclaims any obligation to, update or alter these forward-looking statements, whether as a result of new information, future events or otherwise after the date of this press release.
MKS Inc. čeká za 2. čtvrtletí výnosy kolem 1,20 miliardy USD a EPS podle non-GAAP 2,90 USD. Tahounem má být silná poptávka po polovodičích, zatímco cla mohou snížit hrubou marži o 30 až 40 bazických bodů.
Key Takeaways MKS Inc. expects Q2 revenues near $1.20B and non-GAAP earnings of $2.90 per share.AI investments are lifting semiconductor demand across DRAM, NAND, logic and advanced packaging. Tariffs may trim gross margin by 30-40 basis points, while industrial growth remains modest. MKS INC. (MKSI - Free Report) is scheduled to report its second-quarter 2026 earnings results on Aug. 5.
MKSI expects second-quarter 2026 revenues of $1.20 billion (+/- $40 million). The consensus mark for second-quarter 2026 revenues is pegged at $1.21 billion, indicating a 24.14% year-over-year increase.
On a non-GAAP basis, MKSI expects earnings of $2.90 (+/- 30 cents) per share. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at $2.94 per share, having increased by a couple of pennies over the past 30 days, suggesting a year-over-year increase of 66.10%.
MKSI topped the Zacks Consensus Estimate for earnings in three of the trailing four quarters while missing once, with an average surprise of 7.64%.
Let us see how things have shaped up for the upcoming announcement.
Factors Likely to Have Driven MKSI's Q2 PerformanceMKSI's second-quarter performance is expected to have benefited from strong momentum across its core end markets, particularly in semiconductors and electronics & packaging. For the second quarter of 2026, the company expects semiconductor revenues of approximately $550 million, electronics and packaging revenues of approximately $350 million and specialty industrial revenues of approximately $300 million.
The company is expected to have benefited from accelerating semiconductor demand, driven by artificial intelligence (AI)-related investments across DRAM, NAND and advanced logic/foundry markets. Semiconductor revenues are expected to increase in the high teens sequentially and more than 25% year over year. Strong demand for remote plasma and microwave products used in advanced DRAM, dissolved gas solutions for leading-edge logic nodes and lasers for back-end semiconductor applications is likely to have supported the to-be-reported quarter. Increasing NAND equipment upgrades, growing investments in advanced packaging and rising deposition and etch intensity are expected to have driven demand for the company's vacuum, power and plasma solutions.
In the Electronics and Packaging segment, MKSI is set to benefit from continued strength in chemistry and chemistry equipment, as well as laser drilling systems. AI is driving increased complexity and layer counts in advanced circuit board manufacturing, leading to higher demand for deposition, etch and chemistry equipment. Second quarter 2026 revenues in this segment are expected to grow in the high single digits sequentially and more than 30% year over year, with particular strength in flexible PCB drilling for high-end smartphones, wearables and rigid PCB applications related to the low earth orbit satellite market.
However, gross margin was 47% in the first quarter of 2026, but management noted a year-over-year decline tied to incremental tariff impacts. The company’s second-quarter 2026 outlook assumes the current tariff environment. In the first quarter of 2026, tariff costs were largely neutralized dollar for dollar, yet the company expects a 30 bps to 40 bps gross margin impact that is included in the second-quarter guide. For the second quarter of 2026, MKSI anticipates a gross margin of 47% (+/- 1%).
Specialty Industrial revenues were $291 million in the first quarter of 2026, down 2% sequentially due to Lunar New Year seasonality. While revenues grew 8% year over year, results remain exposed to end-market swings in areas such as automotive and industrial. Management’s second-quarter 2026 outlook of $300 million (+/- $10 million) implies only modest near-term growth.
What Our Model Says About MKSIAccording to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is the exact case here.
MKSI currently has an Earnings ESP of +1.59% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Other Stocks to ConsiderHere are some other companies worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings in their upcoming release.
NVIDIA (NVDA - Free Report) has an Earnings ESP of +0.52% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
NVIDIA shares have gained 7.6% in the year-to-date period. NVDA is set to report second-quarter fiscal 2027 results on Aug. 26.
Analog Devices (ADI - Free Report) has an Earnings ESP of +2.73% and a Zacks Rank #2 at present.
Analog Devices shares have gained 35.5% in the year-to-date period. ADI is scheduled to report its third-quarter fiscal 2026 results on Aug. 19.
Applied Materials (AMAT - Free Report) has an Earnings ESP of +1.52% and a Zacks Rank #2.
Applied Materials shares have gained 97.5% in the year-to-date period. AMAT is set to report its third-quarter fiscal 2026 results on Aug. 13.
ANDOVER, Mass., June 25, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced the expansion of its Atotech equipment manufacturing site in Guangzhou, China.
With an investment of USD 25 million, the expansion will add approximately 323,000 square feet of manufacturing and operations space and is expected to double the site’s production capacity upon completion, which is targeted for the fourth quarter of 2027.
This investment reinforces MKS’ ongoing commitment to customers across Asia, where localized manufacturing, speed, and responsiveness are increasingly critical. The expansion is driven by sustained growth in AI-related markets — particularly in semiconductor, advanced packaging, and advanced PCB applications — where customers demand greater scale, faster turnaround, and closer technical collaboration.
The new facility expansion is designed to integrate seamlessly with existing operations, enhancing capabilities across production, final assembly, logistics, and testing and validation. Beyond increased manufacturing capacity, the site will continue to support R&D activities, while strengthening global technology collaboration with customers and original equipment manufacturers.
To support more sustainable operations, the facility will incorporate a photovoltaic power system designed to supply a significant portion of its daytime electricity demand, contributing to improved energy efficiency and long-term sustainable growth.
“Expanding our operations in Asia strengthens our ability to support customers in one of the world’s most dynamic electronics manufacturing hubs,” said Dave Henry, Executive Vice President, Global Strategic Marketing and General Manager, Materials Solutions Division. “By increasing capacity, enhancing operational efficiency, and advancing innovation, we are improving responsiveness to customer demand while building a strong foundation to support the next wave of AI-driven growth globally.”
“This expansion reinforces Guangzhou’s strategic role within our global manufacturing network,” said Tassilo Thuene, Vice President and General Manager, Equipment Business, Materials Solutions Division. “With added capacity, enhanced testing and validation capabilities, and greater operational flexibility, we are well positioned to meet evolving customer requirements and enable the next wave of innovation in advanced electronics and AI-related applications.”
The expanded facility is designed to streamline production flows, reduce complexity, shorten lead times, and improve delivery reliability. Once fully ramped, the site is expected to generate significant additional annual output, further strengthening MKS’ position in high-growth electronics markets.
About MKS Inc.
MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com.
About the Atotech Brand
Atotech, a brand within the Materials Solutions Division of MKS, develops leading process and manufacturing technologies for advanced surface modification, electroless and electrolytic plating, and surface finishing. Applying a comprehensive systems-and-solutions approach, the Atotech portfolio includes chemistry, equipment, software, and services for innovative and high-technology applications. These solutions are used in a wide variety of end-markets, including datacenter, consumer electronics and communications infrastructure, as well as in numerous industrial and consumer applications such as automotive, heavy machinery, and household appliances.
With its well-established innovative strength and industry-leading global TechCenter network, MKS delivers pioneering solutions through its Atotech brand – combined with unparalleled on-site support for customers worldwide. For more information, please visit us at atotech.com.
Safe Harbor for Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding MKS’ manufacturing and operations expansion plans, expected production capacity and output, ability to support customer needs, and anticipated demand and growth opportunities in high-growth electronics markets. Any statements that are not statements of historical fact should be considered to be forward-looking statements. Actual events or results may differ materially from those in the forward-looking statements set forth herein, including as a result of the factors described in MKS’ Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Quarterly Reports on Form 10-Q, as filed with the U.S. Securities and Exchange Commission. MKS is under no obligation to, and expressly disclaims any obligation to, update or alter these forward-looking statements, whether as a result of new information, future events or otherwise after the date of this press release.