MKS Inc.

NasdaqGS:MKSI Voorraadrapport

Marktkapitalisatie: US$21.4b

MKS Toekomstige groei

Future criteriumcontroles 5/6

MKS zal naar verwachting groeien in winst en omzet met respectievelijk 35.9% en 13.9% per jaar. De winst per aandeel zal naar verwachting groeien met 38.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 23.5% zijn.

Belangrijke informatie

35.9%

Groei van de winst

38.32%

Groei van de winst per aandeel

Semiconductor winstgroei25.9%
Inkomstengroei13.9%
Toekomstig rendement op eigen vermogen23.52%
Dekking van analisten

Good

Laatst bijgewerkt08 May 2026

Recente toekomstige groei-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...

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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • 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.
Narratiefupdate • 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.
Narratiefupdate • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • Oct 18

AI And Semiconductor Advancements Will Drive Market Evolution

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

Winst- en omzetgroeiprognoses

NasdaqGS:MKSI - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei MKSI ( 35.9% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van MKSI ( 35.9% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.7% per jaar).

Hoge groeiwinsten: De winst van MKSI zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van MKSI ( 13.9% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.6% per jaar).

Hoge groei-inkomsten: De omzet van MKSI ( 13.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen MKSI zal naar verwachting over 3 jaar hoog zijn ( 23.5 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/14 23:57
Aandelenkoers aan het einde van de dag2026/05/14 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

MKS Inc. wordt gevolgd door 26 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Christopher MuseBarclays
Paretosh MisraBerenberg
Michael ManiBofA Global Research