MKS (NASDAQ:MKSI) Price Target Raised to $200.00

MKS (NASDAQ:MKSI) had its price objective increased by The Goldman Sachs Group from $135.00 to $200.00 in a research note issued to investors on Thursday morning,Benzinga reports. The firm currently has a sell rating on the scientific and technical instruments company’s stock.

A number of other research analysts also recently issued reports on MKSI. Weiss Ratings restated a “hold (c)” rating on shares of MKS in a research report on Thursday, January 22nd. JPMorgan Chase & Co. raised their target price on shares of MKS from $265.00 to $305.00 and gave the stock an “overweight” rating in a report on Thursday. Citigroup lifted their target price on MKS from $185.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday. TD Cowen increased their price target on MKS from $200.00 to $230.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, Wall Street Zen lowered MKS from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 3rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $273.46.

MKS Stock Up 4.1%

NASDAQ:MKSI opened at $259.27 on Thursday. The company has a debt-to-equity ratio of 1.53, a quick ratio of 1.81 and a current ratio of 2.71. The company has a market capitalization of $17.42 billion, a price-to-earnings ratio of 59.33, a price-to-earnings-growth ratio of 1.78 and a beta of 1.95. MKS has a one year low of $54.84 and a one year high of $269.91. The stock has a 50-day simple moving average of $204.86 and a 200 day simple moving average of $156.37.

MKS (NASDAQ:MKSI) last released its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $2.47 EPS for the quarter, missing analysts’ consensus estimates of $2.51 by ($0.04). The firm had revenue of $1.03 billion for the quarter, compared to the consensus estimate of $1.02 billion. MKS had a return on equity of 20.85% and a net margin of 7.53%.The company’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the prior year, the business earned $2.15 EPS. MKS has set its Q1 2026 guidance at 1.720-2.280 EPS. Sell-side analysts predict that MKS will post 6.94 EPS for the current fiscal year.

MKS Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Monday, February 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Monday, February 23rd. This is an increase from MKS’s previous quarterly dividend of $0.22. MKS’s dividend payout ratio (DPR) is presently 20.14%.

Insider Transactions at MKS

In other news, Director Elizabeth Mora sold 300 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $158.81, for a total value of $47,643.00. Following the completion of the transaction, the director owned 18,963 shares of the company’s stock, valued at approximately $3,011,514.03. This represents a 1.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Company insiders own 0.57% of the company’s stock.

Institutional Trading of MKS

A number of institutional investors have recently made changes to their positions in the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of MKS by 3.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 267,421 shares of the scientific and technical instruments company’s stock valued at $21,434,000 after acquiring an additional 9,170 shares during the period. CWM LLC boosted its stake in MKS by 139.1% during the 2nd quarter. CWM LLC now owns 6,154 shares of the scientific and technical instruments company’s stock valued at $611,000 after purchasing an additional 3,580 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in shares of MKS during the 2nd quarter valued at $527,000. Ethic Inc. raised its stake in shares of MKS by 24.8% in the 2nd quarter. Ethic Inc. now owns 22,297 shares of the scientific and technical instruments company’s stock worth $2,234,000 after buying an additional 4,434 shares in the last quarter. Finally, Brighton Jones LLC bought a new stake in shares of MKS in the 2nd quarter worth $336,000. 99.79% of the stock is owned by institutional investors and hedge funds.

MKS News Roundup

Here are the key news stories impacting MKS this week:

• Positive Sentiment: Q4 revenue beat and segment strength — MKS reported $1.03B in Q4 revenue (+10% YoY) with Electronics & Packaging up ~19%, showing demand strength in key end markets that supports higher earnings power. MKS Inc. (MKSI) Reports $1.03B Q4 2025 Revenue
• Positive Sentiment: JPMorgan raised its price target to $305 and keeps an overweight rating — a bullish analyst move that likely boosted investor confidence and helped lift the stock. JPMorgan raises MKSI price target
• Positive Sentiment: Needham increased its target to $300 and maintains a buy rating — another bullish signal adding upward pressure. Needham raises MKSI price target
• Neutral Sentiment: Wells Fargo raised its target to $255 but kept an equal‑weight rating — a modestly constructive update, though its PT sits near the stock price and signals limited upside. Wells Fargo raises MKSI price target
• Neutral Sentiment: Full earnings call transcript is available for detail seekers — useful for judging management tone on orders, backlog and guidance. MKS Q4 2025 earnings call transcript
• Negative Sentiment: Small EPS miss — Q4 EPS $2.47 vs. consensus $2.51 (miss by $0.04). The slight miss tempered the rally and left some investors wanting a larger beat.
• Negative Sentiment: Mixed/contrarian analyst views: Goldman Sachs raised its price target (to $200) but maintains a sell rating, signaling that some firms still see meaningful downside — this contributes to mixed market reaction. Goldman raises PT but keeps sell rating
• Negative Sentiment: Investor disappointment / short‑term selling pressure — stories about the stock gapping down and falling after the print reflect that some traders sought a larger beat, creating intraday swings despite underlying revenue strength. MKS shares gap down following weak earnings MKS stock falls; investors wanted larger beat

MKS Company Profile

MKS Instruments, Inc (NASDAQ: MKSI) designs, manufactures and markets technology solutions that enable advanced processes in a variety of high‐technology and industrial markets. The company’s core offerings include vacuum and gas delivery systems, pressure and flow measurement instruments, optical metrology tools, photonics subsystems and critical components for manufacturing processes. These products support the precise control and monitoring needs of semiconductor, industrial manufacturing, life and health sciences, and research applications.

The company’s product portfolio features mass flow controllers, pressure transducers, vacuum gauges, gas purity monitors, laser-based metrology systems and photonic devices such as lasers and detectors.