MKS (NASDAQ:MKSI – Free Report) had its price target hoisted by Needham & Company LLC from $260.00 to $300.00 in a report released on Thursday, MarketBeat reports. The firm currently has a buy rating on the scientific and technical instruments company’s stock.
Several other equities research analysts have also recently issued reports on MKSI. Cantor Fitzgerald raised their price objective on shares of MKS from $200.00 to $300.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 20th. Mizuho set a $260.00 price target on shares of MKS in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft upped their price objective on MKS from $265.00 to $305.00 and gave the company a “buy” rating in a report on Thursday. KeyCorp reissued an “overweight” rating and set a $310.00 target price on shares of MKS in a research note on Wednesday. Finally, Citigroup lifted their target price on MKS from $185.00 to $295.00 and gave the company a “buy” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $273.46.
MKS Price Performance
MKS (NASDAQ:MKSI – Get Free Report) last announced its quarterly earnings data 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 company had revenue of $1.03 billion for the quarter, compared to analysts’ expectations of $1.02 billion. MKS had a return on equity of 20.85% and a net margin of 7.53%.The business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.15 EPS. MKS has set its Q1 2026 guidance at 1.720-2.280 EPS. Equities research analysts anticipate that MKS will post 6.94 earnings per share for the current fiscal year.
MKS Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Monday, February 23rd will be paid a $0.25 dividend. The ex-dividend date of this dividend is Monday, February 23rd. This is a boost from MKS’s previous quarterly dividend of $0.22. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. MKS’s payout ratio is presently 20.14%.
Insider Transactions at MKS
In related news, Director Elizabeth Mora sold 300 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $158.81, for a total transaction of $47,643.00. Following 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.57% of the company’s stock.
Institutional Trading of MKS
Institutional investors and hedge funds have recently bought and sold shares of the business. USA Financial Formulas purchased a new position in shares of MKS in the fourth quarter valued at approximately $26,000. Global Retirement Partners LLC increased its stake in MKS by 560.0% during the 4th quarter. Global Retirement Partners LLC now owns 165 shares of the scientific and technical instruments company’s stock worth $26,000 after buying an additional 140 shares during the period. IFP Advisors Inc lifted its holdings in MKS by 616.7% during the 4th quarter. IFP Advisors Inc now owns 172 shares of the scientific and technical instruments company’s stock worth $27,000 after buying an additional 148 shares in the last quarter. SJS Investment Consulting Inc. purchased a new position in MKS in the 3rd quarter valued at approximately $30,000. Finally, Kestra Advisory Services LLC acquired a new position in shares of MKS in the fourth quarter worth $41,000. 99.79% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about MKS
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.
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