Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$26.2B
68M shares
52-week range
$88.49 – $421.58
98% from low
Sector
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
Exchange
NASDAQ
CS
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.08B | $1.90B | $2.33B | $2.95B | $3.55B | $3.62B | $3.59B | $3.93B |
| Cost of revenue | $1.10B | $1.07B | $1.28B | $1.57B | $2.00B | $1.98B | $1.88B | $2.34B |
| Gross profit | $979.5M | $830.4M | $1.05B | $1.38B | $1.55B | $1.64B | $1.71B | $1.59B |
| Gross margin | 47.2% | 43.7% | 45.0% | 46.8% | 43.6% | 45.3% | 47.6% | 40.4% |
| R&D | $135.7M | $164.1M | $173.0M | $200.0M | $241.0M | $288.0M | $271.0M | $299.0M |
| Operating income | $494.1M | $219.8M | $454.0M | $699.0M | $617.0M | −$1.55B | $498.0M | $565.0M |
| EBITDA | $578.1M | $331.9M | $551.0M | $794.0M | $832.0M | −$1.11B | $870.0M | $860.0M |
| Net income | $392.9M | $140.4M | $350.0M | $551.0M | $333.0M | −$1.84B | $190.0M | $295.0M |
| Net margin | 18.9% | 7.4% | 15.0% | 18.7% | 9.4% | -50.8% | 5.3% | 7.5% |
| EPS (diluted) | 7.14 | 2.55 | 6.33 | 9.90 | 5.56 | -27.56 | 2.81 | 4.37 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $4.8B | $11.70 | $11.22–$11.97 | 8 |
| 2027 | $5.5B | $15.02 | $13.64–$16.57 | 7 |
| 2028 | $6.0B | $17.04 | $16.23–$17.81 | 1 |
Forward consensus · source: Financial Modeling Prep
MKS Inc delivers foundational technology solutions for leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. The company provides instruments, components, subsystems, systems, process control solutions, and specialty chemicals technology that improve process performance and optimize productivity. Its solutions address challenges of miniaturization and complexity in device manufacturing, enabling increased power, speed, and feature enhancement. MKS Inc operates through three divisions: Vacuum Solutions Division (VSD), Photonics Solutions Division (PSD), and Materials Solutions Division (MSD). The company operates in the United States, which generates maximum revenue, as well as China and other countries.
www.mksinst.comNo one on the platform currently holds MKSI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 103,603 | $23.8M |
| Bridgewater Associatesas of 2026-03-31 | 38,133 | $8.8M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-03 | $0.2500 | 2026-06-12 |
| 2026-02-23 | $0.2500 | 2026-03-06 |
| 2025-11-24 | $0.2200 | 2025-12-05 |
| 2025-08-25 | $0.2200 | 2025-09-05 |
| 2025-05-27 | $0.2200 | 2025-06-06 |
| 2025-02-24 | $0.2200 | 2025-03-07 |
| 2024-11-25 | $0.2200 | 2024-12-06 |
| 2024-08-26 | $0.2200 | 2024-09-06 |
| 2024-05-24 | $0.2200 | 2024-06-07 |
| 2024-02-23 | $0.2200 | 2024-03-08 |
No one on the platform has traded MKSI yet.
| $5.5B |
| — |
| IDCCInterDigital, Inc. | $277.07 | +0.44% | $7.2B | — |
| NVMINova Ltd. | $520.39 | +6.51% | $16.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-24 |
| $0.2200 |
| 2023-12-08 |
| 2023-08-25 | $0.2200 | 2023-09-08 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$MKSI MKS Inc. price target raised to $600 from $400 at Cantor Fitzgerald Cantor Fitzgerald analyst Matthew Prisco raised the firm's price target on MKS Inc. to $600 from $400 and keeps an Overweight rating on the shares. The AI infrastructure buildout is viewed as a generational semiconductor cycle that is both durable and extended by supply chain constraints, with expectations for faster-than-previously-forecast industry revenue expansion reaching roughly $3T by CY29 and potentially exceeding $3.5T by CY30, the analyst tells investors in a research note.
View on StockTwits ↗$MKSI MKS Inc. price target raised to $475 from $360 at KeyBanc KeyBanc analyst Steve Barger raised the firm's price target on MKS Inc. to $475 from $360 and keeps an Overweight rating on the shares. Heading into Q2 earnings, expectations for the firm's Semicap/EMS/OSAT group have grown ever higher, potentially increasing ST risk around results. With valuations where they are, KeyBanc thinks for share prices to increase from current levels, investors will need to see beats, guidance that comes in above consensus, and management commentary that supports continued positive out-year revisions. Given current conditions, the firm does believe objectively positive outcomes are likely but also thinks any actual or perceived disappointment could result in downside volatility like what was seen last quarter.
View on StockTwits ↗$AMKR is cheapest out of the Semiconductor Materials & Equipment, anyone long this? Also up there are $ENPH $MKSI $MU $ACMR
View on StockTwits ↗$MKSI This is too far gone for me to add again. Another case of selling early. This came up in the 155s on TrendEdge in mid-December. Has traveled quite a distance.
View on StockTwits ↗$MKSI MKS Inc. price target raised to $500 from $380 at BofA BofA analyst Michael Mani raised the firm's price target on MKS Inc. to $500 from $380 and keeps a Buy rating on the shares. The firm updated its semis industry models and price objectives to conform to the updated industry estimates, raising its calendar year 2030 total semis industry addressable market forecast to $2.7T from $2.3T, led mostly by growth in memory and data center, and also incrementally by recovery in auto and industrial markets.
View on StockTwits ↗$MKSI Current Stock Price: $420.45 Contracts to trade: $420.0 MKSI Jul 17 2026 Call Entry: $30.10 Exit: $40.71 ROI: 35% Hold ~28 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$MKSI MKS Inc. opens Supercenter Factory in Malaysia MKS Inc. has opened its MKS Supercenter Factory in Penang, Malaysia. Located on a 17-acre site with approximately 350,000 square feet of built-up space, the facility will support the growing global demand for wafer fabrication equipment. Developed in multiple phases, the project's first phase is now complete. Upon completion of all phases, the Supercenter Factory is expected to create more than 1,000 jobs and will represent a strategic investment of over RM 400M.
View on StockTwits ↗$MKSI Going into a parabolic phase. I would consider some on the pullback use the uptrendline as a stop
View on StockTwits ↗Top realized gainers by theme: Semiconductor Capital Equipment. Not enough love for $MKSI $ONTO $COHU
View on StockTwits ↗All these stocks hit new 52 WEEK HIGHS at some point today $CMI $WULF $ENTG $VSH $MKSI Today's explosive sector breakout to fresh 52-week highs marks intense institutional accumulation across the physical layer of AI compute—bridging power generation, advanced materials, and subsystem tooling. Power sovereign $CMI (Cummins) printed record highs following Citi's "Buy" reiteration, capturing massive data-center backlogs. Concurrently, zero-carbon AI infrastructure play $WULF (TeraWulf) displays relentless technical velocity. Materials leader $ENTG (Entegris) executed a textbook right-side breakout on its EUV lithography expansion. Alongside process control giant $MKSI and electronic component vanguard $VSH, upper-tier semiconductor tooling is being aggressively hoarded. As the AI expansion shifts from standard chips to raw physical constraints, where are you chasing the premium alpha?
View on StockTwits ↗Momentum scan update - bulls are still in full control. These names all printed fresh 52-week highs intraday, confirming trend continuation across semis, materials, and industrials: $WULF $ENTG $VSH $MKSI $HWM This isn’t random strength - it’s broad participation in high-beta leaders breaking into price discovery. When multiple sectors print highs together, it usually signals trend expansion rather than exhaustion. Keep watching follow-through into next session.
View on StockTwits ↗NVDA CEO, Jensen Huang has been saying for months where the true AI bottleneck is: We are still very early in this AI buildout phase: Generative AI →Agentic AI →Physical AI These photonics stocks still have long runway for growth: Test / Measurement $VIAV +198% $NOK +128% $MKSI +123% $CIEN +88% Many investors focus only on GPUs, but Jensen Huang has repeatedly pointed out that the real AI bottleneck lies across the broader infrastructure stack. As AI evolves from Generative AI to Agentic AI and eventually Physical AI, networking, optical communications, and test & measurement solutions become increasingly critical. VIAV, NOK, MKSI, and CIEN are all beneficiaries of AI-driven data traffic growth and network upgrades. They may not get the same attention as NVDA, but they play essential roles in enabling AI at scale. The market narrative is expanding from pure compute to connectivity and validation infrastructure. The question is: will the next AI leg continue rotating into these infrastructure names, or will capital flow back to core leaders like NVDA? Which name are you most bullish on?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 124.2× earnings vs its 22.8× historical median P/E.
Fair value ≈ $76.23 · price $416.00 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.