MKS (MKSI) Aktienübersicht
MKS Inc. bietet grundlegende Technologielösungen für die Halbleiterherstellung, die Elektronik- und Verpackungsindustrie sowie für industrielle Spezialanwendungen in den Vereinigten Staaten, China, Südkorea, Japan, Taiwan, Singapur und auf internationaler Ebene. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 5/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
MKSI Community Fair Values
Create NarrativeSee what 26 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
MKS Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$306.29 |
| 52-Wochen-Hoch | US$447.62 |
| 52-Wochen-Tief | US$97.30 |
| Beta | 2 |
| 1 Monat Veränderung | -14.55% |
| 3 Monate Veränderung | 1.03% |
| 1 Jahr Veränderung | 192.46% |
| 3 Jahre Veränderung | 239.19% |
| 5 Jahre Veränderung | 118.12% |
| Veränderung seit IPO | 2,078.06% |
Aktuelle Nachrichten und Updates
Seeking Alpha • 21h
MKS: The AI Manufacturing Tollbooth Is Still Priced Like A Cyclical Supplier
Summary MKS Inc. is rated Buy, driven by its unique dual exposure to wafer and interconnect capital expenditure cycles. MKSI's Atotech acquisition enables a chemistry flywheel, converting equipment sales into high-margin, recurring consumables and service revenue. Consensus forecasts call for aggressive revenue and EPS growth through 2027, supported by secular semiconductor and AI infrastructure demand. Valuation remains attractive versus peers, with potential for multiple expansion as recurring revenue and margins improve, despite cyclical and geopolitical risks. Read the full article on Seeking AlphaAnalyseartikel • Aug 09
Results: MKS Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
MKS Inc. ( NASDAQ:MKSI ) investors will be delighted, with the company turning in some strong numbers with its latest...
Narrative-Update • Aug 05
MKSI: AI Semiconductor Hype Will Eventually Cap Wafer Fab Upside
The analyst price target for MKS has been updated from $212.72 to $265.00, reflecting analysts' use of higher revenue growth and profit margin assumptions supported by recent research that highlights stronger wafer fab equipment momentum and AI driven semiconductor spending. Analyst Commentary Recent Street research on MKS shows a wide range of views on upside potential and risk, with most commentary framed around wafer fab equipment exposure and the scale of expected AI related semiconductor spending.Recent updates
Seeking Alpha • 21h
MKS: The AI Manufacturing Tollbooth Is Still Priced Like A Cyclical Supplier
Summary MKS Inc. is rated Buy, driven by its unique dual exposure to wafer and interconnect capital expenditure cycles. MKSI's Atotech acquisition enables a chemistry flywheel, converting equipment sales into high-margin, recurring consumables and service revenue. Consensus forecasts call for aggressive revenue and EPS growth through 2027, supported by secular semiconductor and AI infrastructure demand. Valuation remains attractive versus peers, with potential for multiple expansion as recurring revenue and margins improve, despite cyclical and geopolitical risks. Read the full article on Seeking AlphaAnalyseartikel • Aug 09
Results: MKS Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
MKS Inc. ( NASDAQ:MKSI ) investors will be delighted, with the company turning in some strong numbers with its latest...Narrative-Update • Aug 05
MKSI: AI Semiconductor Hype Will Eventually Cap Wafer Fab Upside
The analyst price target for MKS has been updated from $212.72 to $265.00, reflecting analysts' use of higher revenue growth and profit margin assumptions supported by recent research that highlights stronger wafer fab equipment momentum and AI driven semiconductor spending. Analyst Commentary Recent Street research on MKS shows a wide range of views on upside potential and risk, with most commentary framed around wafer fab equipment exposure and the scale of expected AI related semiconductor spending.
Narrative-Update • Jul 22
MKSI: AI Wafer Fab Cycle And Capacity Expansions Will Support Upside Through 2026
The analyst price target for MKS has been updated from $180.92 to $406.92, reflecting analyst assumptions for stronger revenue growth, higher profit margins, and a slightly lower discount rate as AI driven wafer fab equipment demand and broader semiconductor exposure are incorporated into forecasts. Analyst Commentary Recent Street research on MKS highlights growing attention on how the company could be positioned within the AI driven wafer fab equipment cycle and the broader semiconductor supply chain.
Narrative-Update • Jul 08
MKSI: AI Infrastructure Cycle And Asia Capacity Expansion Will Drive Next Phase
Analysts have lifted the fair value estimate for MKS Inc. from about $478 to roughly $576, citing a higher assumed revenue growth rate related to the AI and data center buildout, which is partially offset by a slightly lower profit margin outlook and a higher future P/E multiple.Narrative-Update • Jun 24
MKSI: Wafer Fab Spending And AI Memory Demand Will Drive Next Cycle
Analysts have raised the MKS price target from $400 to about $478, reflecting updated sector models that point to a larger long-term semiconductor addressable market and higher wafer fab equipment spending estimates across memory, data center, auto, and industrial demand. Analyst Commentary Recent research around MKS highlights a cluster of higher price targets and constructive views on the long-term semiconductor spending backdrop.Analyseartikel • Jun 21
MKS (MKSI) Stock Could Be 125% Overvalued After Analyst Estimate Upgrades
Why MKS Stock Is Back on Investors’ Radar Fresh earnings estimate upgrades and a higher analyst rating have pushed MKS (MKSI) into focus, as investors respond to shifting expectations for the company’s near term performance. See our latest analysis for MKS. MKS shares have been on a strong run, with a 90 day share price return of 72.91% and a year to date share price return of 141.37%. The 1 year total shareholder return of 350.39% reflects how sharply sentiment has shifted on the stock. If...Narrative-Update • Jun 05
MKSI: Wafer Fab Spending Cycle And AI Buildout Will Drive 2025 To 2027 Cycle
The analyst price target for MKS has moved from $320 to $400. Analysts point to stronger wafer fab equipment spending estimates and an improving earnings outlook for the sector as key supports for this higher fair value range.Analyseartikel • May 11
Analysts Are Upgrading MKS Inc. (NASDAQ:MKSI) After Its Latest Results
Investors in MKS Inc. ( NASDAQ:MKSI ) had a good week, as its shares rose 7.4% to close at US$313 following the release...Narrative-Update • Apr 27
MKSI: Wafer Fab Upswing And Refinancing Tailwinds Will Eventually Limit Upside
The analyst price target for MKS has been reset lower to $212.72 from $227.99 as analysts balance stronger revenue growth and profit margin assumptions with a slightly lower future P/E multiple and an updated fair value estimate. Analyst Commentary Recent research on MKS has centered on how to balance a higher fundamental outlook with valuation discipline.Narrative-Update • Apr 13
MKSI: Wafer Fab Upswing And Refinancing Benefits Will Ultimately Constrain Upside
Analysts have nudged MKS's blended price target higher, citing stronger recent earnings, healthier margins, improved revenue guidance in key segments, and lower interest expense following debt refinancing, with several firms now setting targets in the $295 to $320 range. Analyst Commentary Across the recent research, most analysts have lifted their price targets on MKS and pointed to solid execution on earnings, margins, and guidance.Narrative-Update • Mar 30
MKSI: Wafer Fab Upswing And Debt Refinancing Support But Limit Upside Potential
Analysts have lifted their consolidated price target for MKS, with the model fair value moving from $146.08 to $227.99 as they factor in stronger revenue growth assumptions, slightly higher profit margins, an updated future P/E of 31.23, and recent Street research highlighting better than expected guidance, healthy segment margins, and benefits from debt refinancing. Analyst Commentary Street research around MKS has been active, with several firms reassessing their price targets following the latest earnings and guidance.Narrative-Update • Mar 16
MKSI: Wafer Fab Upswing And Lower Interest Expense Will Support 2025 To 2027 Cycle
Analysts have raised their average price target for MKS to $320, up from prior levels around $260, citing stronger than expected Q4 results, healthier margins, improving semiconductor-related demand and lower interest expense following recent debt refinancing. Analyst Commentary Bullish analysts have been raising their price targets on MKS in response to the recent Q4 beat, stronger guidance and margin profile, and the effects of debt refinancing on interest expense.Narrative-Update • Mar 02
MKSI: Wafer Fab Upswing And Semi Strength Will Support 2025 To 2027 Cycle
The updated analyst fair value estimate for MKS has moved to $320 from $200. Analysts point to recent Q4 earnings and guidance, strong Electronics & Packaging and Semi trends, healthier margins, and lower interest expense as key drivers behind higher revenue growth, profit margin, and future P/E assumptions.Narrative-Update • Feb 16
MKSI: Wafer Fab Cycle Reliance Will Limit Upside As Expectations Tighten
Analysts have raised their price targets on MKS, supporting an increase in the internal fair value estimate from $140.21 to $146.08 as they incorporate updated assumptions regarding growth, profitability, the discount rate, and future P/E. Analyst Commentary Recent Street research on MKS has generally involved higher price targets as analysts refresh their models for growth, profitability, discount rates, and future P/E assumptions.Narrative-Update • Feb 02
MKSI: Wafer Fab Cycle Reliance Will Constrain Upside Despite Sector Optimism
Our updated analyst price target for MKS edges lower to about $140 from roughly $142 as analysts factor in higher long term revenue growth and slightly stronger profit margins, partly offset by a more conservative future P/E assumption and a modest tweak to the discount rate following a series of recent target increases across the Street. Analyst Commentary Street research has generally been supportive of MKS in recent months, with several firms lifting their price targets and maintaining positive ratings.Analyseartikel • Jan 23
MKS Inc. (NASDAQ:MKSI) Held Back By Insufficient Growth Even After Shares Climb 37%
Despite an already strong run, MKS Inc. ( NASDAQ:MKSI ) shares have been powering on, with a gain of 37% in the last...Narrative-Update • Jan 19
MKSI: Wafer Fab Cycle Reliance Will Pressure Future Upside Potential
Analysts have lifted their price targets on MKS, supporting a higher fair value estimate from about $92.09 to $142.06 as they point to stronger multi year demand visibility, improving profitability assumptions and higher future P/E expectations. Analyst Commentary Recent Street research on MKS has clustered around higher price targets and supportive commentary on demand visibility, profitability assumptions and potential free cash flow generation through the next cycle.Narrative-Update • Jan 04
MKSI: Beat And Raise Execution Will Support Measured Upside Through 2026
The analyst price target for MKS has been nudged higher from approximately $175 to about $181 per share, as analysts cite continued beat and raise execution, improving wafer fab equipment momentum, and a stronger medium term setup in semiconductor, electronics, and packaging growth. Analyst Commentary Bullish analysts highlight a consistent pattern of execution at MKS, noting that repeated beat and raise quarters are reinforcing confidence in the company’s earnings power and justifying higher valuation multiples.Narrative-Update • Dec 15
MKSI: DRAM And Wafer Fab Upswing Will Drive Strong 2025 To 2027 Cycle
Analysts have lifted our MKS fair value estimate to $200 from $152.52 as they factor in higher long term revenue growth, expanding profit margins, and a richer future P/E multiple, which is supported by a wave of recent price target increases and growing confidence in the company’s setup into 2025 to 2027. Analyst Commentary Bullish analysts have been steadily lifting their price targets on MKS, highlighting improved execution across core segments and a stronger multiyear earnings trajectory.Narrative-Update • Nov 30
MKSI: Momentum In Wafer Equipment Investment Will Drive Upside Through 2026
The analyst price target for MKS has increased significantly, rising to a range of $168 to $175, as analysts cite strong recent performance, growing momentum in wafer fab equipment spending, and optimistic outlooks for the company's core businesses. Analyst Commentary Recent research updates reveal that sentiment surrounding MKS remains broadly positive, with several new price target increases highlighting the company's execution and growth prospects.Narrative-Update • Nov 16
MKSI: Future Equipment Spending Momentum Will Drive Shares Higher
Analysts have raised their price target for MKS to $174.85 from $143.23. They cite stronger-than-expected growth in wafer fab equipment investment and improving profit margins, which support a more optimistic outlook.Narrative-Update • Nov 01
MKSI: Wafer Equipment Momentum And AI Demand Will Shape Outlook Into 2026
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.Narrative-Update • Oct 18
AI And Semiconductor Advancements Will Drive Market Evolution
Analysts have raised their price target for MKS Inc. from approximately $127 to $139.Narrative-Update • Oct 04
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.Analyseartikel • Sep 19
MKS Inc.'s (NASDAQ:MKSI) Price Is Right But Growth Is Lacking After Shares Rocket 29%
MKS Inc. ( NASDAQ:MKSI ) shares have continued their recent momentum with a 29% gain in the last month alone. Looking...Narrative-Update • Sep 05
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.Aktionärsrenditen
| MKSI | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 5.1% | 2.6% | 1.7% |
| 1Y | 192.5% | 60.5% | 20.0% |
Rendite im Vergleich zur Industrie: MKSI übertraf die Branche US Semiconductor , die im vergangenen Jahr eine Rendite von 60.5 erzielte.
Rendite vs. Markt: MKSI übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20 erzielte.
Preisvolatilität
| MKSI volatility | |
|---|---|
| MKSI Average Weekly Movement | 11.3% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: Der Aktienkurs von MKSI war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: MKSIDie wöchentliche Volatilität (11%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1961 | 10,200 | John T. Lee | www.mks.com |
MKS Inc. bietet grundlegende Technologielösungen für die Halbleiterherstellung, die Elektronik- und Verpackungsindustrie sowie für industrielle Spezialanwendungen in den Vereinigten Staaten, China, Südkorea, Japan, Taiwan, Singapur und international. Das Unternehmen ist in den Bereichen Vacuum Solutions Division (VSD), Photonics Solutions Division (PSD) und Material Solutions Division (MSD) tätig. Das VSD-Segment bietet grundlegende Technologielösungen, einschließlich Druckmessung und -regelung, Durchflussmessung und -regelung, Gas- und Dampfförderung, Gaszusammensetzungsanalyse, elektronische Steuerungstechnik, Reaktivgaserzeugung und -förderung, Stromerzeugung und -förderung sowie faseroptische Temperatur- und Positionserfassung.
MKS Inc.'s Grundlagenzusammenfassung
| MKSI grundlegende Statistiken | |
|---|---|
| Marktanteil | US$20.75b |
| Gewinn(TTM) | US$439.00m |
| Umsatz(TTM) | US$4.35b |
47.2x
Kurs-Gewinn-Verhältnis 4.8x
Kurs-Umsatz-VerhältnisIst MKSI zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| MKSI Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$4.35b |
| Kosten der Einnahmen | US$2.31b |
| Bruttogewinn | US$2.04b |
| Sonstige Ausgaben | US$1.60b |
| Gewinn | US$439.00m |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 6.49 |
| Bruttomarge | 46.95% |
| Nettogewinnspanne | 10.10% |
| Schulden/Eigenkapital-Verhältnis | 132.0% |
Wie hat sich MKSI auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.3%
Aktuelle Dividendenrendite14%
AusschüttungsquoteZahlt MKSI eine zuverlässige Dividende?
Siehe MKSI Dividendenhistorie und Benchmarks| MKS Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Aug 25 2026 |
| Datum der Dividendenzahlung | Sep 03 2026 |
| Tage bis Ex-Dividende | 11 days |
| Tage bis zum Datum der Dividendenzahlung | 20 days |
Zahlt MKSI eine zuverlässige Dividende?
Siehe MKSI Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/13 08:54 |
| Aktienkurs zum Tagesende | 2026/08/13 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
MKS Inc. wird von 26 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Christopher Muse | Barclays |
| Paretosh Misra | Berenberg |
| Bhavesh Lodaya | BMO Capital Markets Equity Research |