DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Semiconductors
Author Program NEWCreate Narrative
MKSI logo

MKS Inc. Stock Price

NasdaqGS:MKSI Community·US$18.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 31 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MKSI Share Price Performance

US$261.84
145.84 (125.72%)
​
US$417.57
Fair Value
US$261.84
145.84 (125.72%)
37.3% undervalued intrinsic discount
US$417.57
Fair Value
Price US$261.84
AnalystConsensusTarget US$417.57
AnalystLowTarget US$265.00
AnalystHighTarget US$575.51
Thu, 3 Sep 26
Fair ValueUS$417.57
Share Pricen/a

MKSI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$417.57 37.3% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$265 1.2% undervalued intrinsic discount

Tariff Hikes And Integration Woes Will Erode Semiconductor Margins

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$575.51 54.5% undervalued intrinsic discount

Digital Transformation And Renewables Will Shape Semiconductor Demand

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
MKSI logo
MKS
37.3% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
MKSI logo
MKS
1.2% undervalued intrinsic discount

Tariff Hikes And Integration Woes Will Erode Semiconductor Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Aug
Read Narrative
MKSI logo
MKS
54.5% undervalued intrinsic discount

Digital Transformation And Renewables Will Shape Semiconductor Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 8 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
MKSI logo

MKSI: AI Infrastructure Cycle And Capacity Expansions Will Support Multiyear Upside

Fair Value: US$417.57 37.3% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
MKSI logo

MKSI: AI Semiconductor Hype Will Eventually Cap Wafer Fab Upside

Fair Value: US$265 1.2% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MKSI logo

MKSI: AI Infrastructure Cycle And Asia Capacity Expansion Will Drive Next Phase

Fair Value: US$575.51 54.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with proven track record.

3 Risks
3 Rewards
View Full Analysis

MKS Inc. Key Details

US$4.3b

Revenue

US$2.3b

Cost of Revenue

US$2.0b

Gross Profit

US$1.6b

Other Expenses

US$439.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
6.49
46.95%
10.10%
132.0%
View Full Analysis

About MKSI

Founded
1961
Employees
10200
CEO
John T. Lee
WebsiteView website
www.mks.com

MKS Inc. provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally. The company operates through Vacuum Solutions Division (VSD), Photonics Solutions Division (PSD), and Material Solutions Division (MSD) segments. Its VSD segment provides foundational technology solutions, including pressure measurement and control, flow measurement and control, gas and vapor delivery, gas composition analysis, electronic control technology, reactive gas generation and delivery, power generation and delivery, and fiber optic temperature and position sensing. The PSD segment offers range of solutions, which include lasers, photonics, optics, precision motion control, and vibration control. Its MSD segment develops, process, and manufactures technologies comprising advanced surface modification, electroless and electrolytic plating, and surface finishing for chemistry, equipment, and services markets, as well as high-technology applications. In addition, the company sells its products and services through direct sales, network of independent distributors, and sales representatives, as well as websites, including product catalogs. MKS Inc. was formerly known as MKS Instruments, Inc. and changed its name to MKS Inc. in May 2025. The company was incorporated in 1961 and is based in Andover, Massachusetts.

Recent MKSI News & Updates

User avatar
Narrative Update • Sep 03

MKSI: AI Infrastructure Cycle And Capacity Expansions Will Support Multiyear Upside

Analysts have nudged the fair value estimate for MKS to $417.57 from $406.92 as they adjust for higher modeled revenue growth and profit margins, while compressing the future P/E assumption in line with a broad reset in semiconductor price targets. Analyst Commentary Recent Street commentary on MKS gives you a mixed but detailed picture of how professionals are weighing the stock's valuation, execution risk, and growth exposure to the semiconductor cycle and AI buildout.

Recent updates

No updates

MKS Inc. Competitors

TER logo

Teradyne

Symbol: NasdaqGS:TER
Market cap: US$60.0b
MPWR logo

Monolithic Power Systems

Symbol: NasdaqGS:MPWR
Market cap: US$59.2b
NXPI logo

NXP Semiconductors

Symbol: NasdaqGS:NXPI
Market cap: US$56.3b
ALAB logo

Astera Labs

Symbol: NasdaqGS:ALAB
Market cap: US$52.1b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide