MKS（MKSI）株式概要
MKS Inc.は、米国、中国、韓国、日本、台湾、シンガポール、および国際的な半導体製造、エレクトロニクス、パッケージング、特殊産業アプリケーションに基盤技術ソリューションを提供しています。 詳細
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Analyst Price Targets
MKS Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$306.29 |
| 52週高値 | US$447.62 |
| 52週安値 | US$97.30 |
| ベータ | 2 |
| 1ヶ月の変化 | -14.55% |
| 3ヶ月変化 | 1.03% |
| 1年変化 | 192.46% |
| 3年間の変化 | 239.19% |
| 5年間の変化 | 118.12% |
| IPOからの変化 | 2,078.06% |
最新ニュース
Seeking Alpha • 23h
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 Alpha分析記事 • 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...
ナラティブ更新 • 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 • 23h
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 Alpha分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • Oct 18
AI And Semiconductor Advancements Will Drive Market Evolution
Analysts have raised their price target for MKS Inc. from approximately $127 to $139.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.株主還元
| MKSI | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 5.1% | 2.6% | 1.7% |
| 1Y | 192.5% | 60.5% | 20.0% |
業界別リターン: MKSI過去 1 年間で60.5 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: MKSI過去 1 年間で20 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: MKSIの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: MKSIの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1961 | 10,200 | John T. Lee | www.mks.com |
MKS Inc.は、米国、中国、韓国、日本、台湾、シンガポール、および海外で、半導体製造、エレクトロニクス、パッケージング、および特殊産業用途向けの基盤技術ソリューションを提供している。同社は真空ソリューション事業部（VSD）、フォトニクスソリューション事業部（PSD）、マテリアル・ソリューション事業部（MSD）の各セグメントで事業を展開している。VSD部門は、圧力測定・制御、流量測定・制御、ガス・蒸気供給、ガス組成分析、電子制御技術、反応性ガス発生・供給、発電・供給、光ファイバー温度・位置検知などの基盤技術ソリューションを提供している。PSD部門は、レーザー、フォトニクス、光学、精密モーションコントロール、振動制御を含む幅広いソリューションを提供している。MSD部門は、化学、装置、サービス市場やハイテク・アプリケーション向けに、高度な表面改質、無電解めっき、電解めっき、表面処理などの技術を開発、加工、製造している。また、直販、独立代理店網、販売代理店、製品カタログを含むウェブサイトを通じて製品とサービスを販売している。MKS社は以前はMKSインスツルメンツ社として知られ、2025年5月にMKS社に社名を変更した。同社は1961年に法人化され、マサチューセッツ州アンドーバーに本社を置いている。
MKS Inc. 基礎のまとめ
| MKSI 基礎統計学 | |
|---|---|
| 時価総額 | US$20.75b |
| 収益（TTM） | US$439.00m |
| 売上高(TTM) | US$4.35b |
47.2x
PER（株価収益率4.8x
P/SレシオMKSI は割高か？
公正価値と評価分析を参照収益と収入
| MKSI 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.35b |
| 売上原価 | US$2.31b |
| 売上総利益 | US$2.04b |
| その他の費用 | US$1.60b |
| 収益 | US$439.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.49 |
| グロス・マージン | 46.95% |
| 純利益率 | 10.10% |
| 有利子負債／自己資本比率 | 132.0% |
MKSI の長期的なパフォーマンスは？
過去の実績と比較を見る| MKS 配当日 | |
|---|---|
| 配当落ち日 | Aug 25 2026 |
| 配当支払日 | Sep 03 2026 |
| 配当落ちまでの日数 | 11 days |
| 配当支払日までの日数 | 20 days |
MKSI 配当は確実ですか？
MKSI 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/13 10:15 |
| 終値 | 2026/08/13 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
MKS Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| Christopher Muse | Barclays |
| Paretosh Misra | Berenberg |
| Bhavesh Lodaya | BMO Capital Markets Equity Research |