MKS Inc.

NasdaqGS:MKSI Lagerbericht

Marktkapitalisierung: US$21.4b

MKS Zukünftiges Wachstum

Future Kriterienprüfungen 5/6

MKS wird ein jährliches Gewinn- und Umsatzwachstum von 35.9% bzw. 13.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 38.3% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 23.5% betragen.

Wichtige Informationen

35.9%

Wachstumsrate der Gewinne

38.32%

EPS-Wachstumsrate

Semiconductor Gewinnwachstum25.8%
Wachstumsrate der Einnahmen13.9%
Zukünftige Eigenkapitalrendite23.52%
Analystenabdeckung

Good

Zuletzt aktualisiert08 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

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...

Recent updates

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...
Narrativ-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.
Narrativ-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.
Narrativ-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.
Seeking Alpha • Mar 24

MKS Inc.: Long-Term Structural Growth From Rising Semi And PCB Complexity

Summary MKS Inc. is a critical supplier to the semiconductor and PCB manufacturing industries, serving major WFE providers and benefiting from sector growth. MKSI's Electronics and Packaging segment is accelerating, driven by AI-related demand for high-layer-count PCBs and recurring high-margin chemistry sales. Despite a legacy Specialty Industrial segment with limited growth, MKSI's overall revenue mix is increasingly weighted toward faster-growing, higher-margin businesses. I initiate MKSI with a Buy rating, citing undervaluation at 22.7x FY2026 P/E versus peers, manageable debt, and robust growth drivers in WFE and PCB markets. Read the full article on Seeking Alpha
Narrativ-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.
Narrativ-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.
Neues Narrativ • Feb 16

The AI Arms Dealer’s Reckoning

MKS Instruments steps into its February 17, 2026 , earnings call with a 14% dividend hike in one hand and a high-stakes valuation in the other. After a massive 120%+ run over the past year, the market is no longer asking if MKSI is a critical "arms dealer" for AI chips; it’s asking how much more blood can be squeezed from the stone.
Narrativ-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.
Narrativ-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...
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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...
Narrativ-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.
Analyseartikel • Aug 09

These 4 Measures Indicate That MKS (NASDAQ:MKSI) Is Using Debt Reasonably Well

NasdaqGS:MKSI 1 Year Share Price vs Fair Value Explore MKS's Fair Values from the Community and select yours David Iben...
Analyseartikel • Jul 22

Is There Now An Opportunity In MKS Inc. (NASDAQ:MKSI)?

While MKS Inc. ( NASDAQ:MKSI ) might not have the largest market cap around , it received a lot of attention from a...
Analyseartikel • Jul 03

MKS Inc. (NASDAQ:MKSI) Held Back By Insufficient Growth Even After Shares Climb 27%

Despite an already strong run, MKS Inc. ( NASDAQ:MKSI ) shares have been powering on, with a gain of 27% in the last...
Seeking Alpha • Jan 24

MKS Instruments: Instrumental In Further Technological Advancements

Summary MKS Instruments, Inc.'s leverage remains high post Atotech acquisition, but improving earnings and lower leverage ratios are providing support for the shares. The company’s diverse end markets and strong positioning in semiconductor applications drives long-term growth potential despite a recent softer performance. Recent loan refinancing and conservative revenue guidance indicate potential for further financial improvement, making MKSI stock more attractive at current levels. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:MKSI - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20285,950941N/A1,1865
12/31/20275,4657918041,10111
12/31/20264,79356030962512
3/31/20264,073327402557N/A
12/31/20253,931295497645N/A
9/30/20253,832279530679N/A
6/30/20253,741267525645N/A
3/31/20253,654227484602N/A
12/31/20243,586190410528N/A
9/30/20243,54430432533N/A
6/30/20243,5808433530N/A
3/31/20243,696-1,784261349N/A
12/31/20233,622-1,841232319N/A
9/30/20233,816-1,718214322N/A
6/30/20233,837-1,752245361N/A
3/31/20233,599148363525N/A
12/31/20223,547333365529N/A
9/30/20223,225429407540N/A
6/30/20223,013555367494N/A
3/31/20222,998572475554N/A
12/31/20212,950551553640N/A
9/30/20212,846517504592N/A
6/30/20212,694476494591N/A
3/31/20212,488403463565N/A
12/31/20202,330350428513N/A
9/30/20202,170277364443N/A
6/30/20202,042233285352N/A
3/31/20201,972197231290N/A
12/31/20191,900140N/A245N/A
9/30/20191,861169N/A303N/A
6/30/20191,885215N/A338N/A
3/31/20191,984300N/A370N/A
12/31/20182,075393N/A414N/A
9/30/20182,126399N/A359N/A
6/30/20182,125382N/A362N/A
3/31/20182,033379N/A362N/A
12/31/20171,916339N/A355N/A
9/30/20171,809307N/A327N/A
6/30/20171,704264N/A304N/A
3/31/20171,549152N/A223N/A
12/31/20161,295105N/A180N/A
9/30/20161,06385N/A170N/A
6/30/201689182N/A132N/A
3/31/2016783106N/A142N/A
12/31/2015814122N/A138N/A
9/30/2015844131N/A130N/A
6/30/2015822130N/A132N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: MKSIDas prognostizierte Gewinnwachstum (35.9% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: MKSIDie Erträge des Unternehmens (35.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.7% pro Jahr).

Hohe Wachstumserträge: MKSIEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: MKSIDie Einnahmen des Unternehmens (13.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: MKSIDie Einnahmen des Unternehmens (13.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: MKSIDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (23.5%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/14 11:16
Aktienkurs zum Tagesende2026/05/14 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung 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. 12 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.

AnalystEinrichtung
Christopher MuseBarclays
Paretosh MisraBerenberg
Michael ManiBofA Global Research