Shared on04 Oct 25Fair value Increased 3.58%
Narrative Update: Revised Analyst Price Targets for MKS Analysts have raised their price target for MKS by approximately $4 to $126.69. They cite positive momentum in semiconductor and AI-driven markets as key factors supporting the outlook.
Shared on05 Sep 25
Despite strong Q2 results, growing AI exposure, and anticipated outperformance in wafer fab equipment through 2025–2026, analysts have adopted a cautious near-term outlook, resulting in the consensus analyst price target for MKS remaining unchanged at $122.31. Analyst Commentary Bullish analysts point to strong Q2 results, with semiconductor revenues boosted by robust NAND upgrade activity and momentum in RF power solutions.
Shared on30 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Decreased 2.76%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Increased 8.03%
AnalystConsensusTarget has decreased revenue growth from 7.0% to 5.9%.
Shared on26 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Increased 13%
AnalystConsensusTarget has decreased profit margin from 16.0% to 10.2%, increased future PE multiple from 18.0x to 27.4x and increased discount rate from 10.0% to 11.3%.