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MKSI: Wafer Equipment Momentum And AI Demand Will Shape Outlook Into 2026

Published
27 Aug 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
33.1%
7D
7.7%

Author's Valuation

US$143.238.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 2.76%

The analyst price target for MKS has been raised significantly. Analysts cite increased momentum in wafer fabrication equipment spending and growing optimism for the company's semiconductor and electronics businesses as key factors for the upward revision from approximately $139 to $143 per share.

Shared on 18 Oct 25

Fair value Increased 10%

AI And Semiconductor Advancements Will Drive Market Evolution

Analysts have raised their price target for MKS Inc. from approximately $127 to $139.

Shared on 04 Oct 25

Fair value Increased 3.58%

AI And Semiconductor Advancements Will Drive Market Evolution

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 on 05 Sep 25

AI And Semiconductor Advancements Will Drive Market Evolution

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 on 07 May 25

Fair value Decreased 0.68%

AI And Semiconductor Advancements Will Drive Market Evolution

Shared on 30 Apr 25

Investments In AI And Advanced Packaging Will Position For Future Success In The Semiconductor Industry

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Investments In AI And Advanced Packaging Will Position For Future Success In The Semiconductor Industry

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.76%

Investments In AI And Advanced Packaging Will Position For Future Success In The Semiconductor Industry

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 8.03%

Investments In AI And Advanced Packaging Will Position For Future Success In The Semiconductor Industry

AnalystConsensusTarget has decreased revenue growth from 7.0% to 5.9%.

Shared on 02 Apr 25

Fair value Decreased 11%

Investments In AI And Advanced Packaging Will Position For Future Success In The Semiconductor Industry

Shared on 26 Mar 25

Investments In AI And Advanced Packaging Will Position For Future Success In The Semiconductor Industry

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Investments In AI And Advanced Packaging Will Position For Future Success In The Semiconductor Industry

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 13%

Investments In AI And Advanced Packaging Will Position For Future Success In The Semiconductor Industry

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%.