MKS (NASDAQ:MKSI) Price Target Raised to $380.00 at JPMorgan Chase & Co.

MKS (NASDAQ:MKSI) had its price target increased by investment analysts at JPMorgan Chase & Co. from $365.00 to $380.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the scientific and technical instruments company’s stock. JPMorgan Chase & Co.‘s price objective suggests a potential upside of 23.57% from the company’s current price.

Other analysts also recently issued reports about the stock. Wall Street Zen downgraded shares of MKS from a “strong-buy” rating to a “buy” rating in a report on Saturday, May 23rd. Deutsche Bank Aktiengesellschaft set a $360.00 target price on MKS in a research report on Friday, July 31st. KeyCorp upped their target price on MKS from $360.00 to $475.00 and gave the stock an “overweight” rating in a research note on Monday, June 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of MKS in a research report on Friday, July 17th. Finally, Needham & Company LLC lifted their price target on shares of MKS from $360.00 to $390.00 and gave the stock a “buy” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $384.64.

MKS Price Performance

Shares of MKSI traded up $16.22 during mid-day trading on Friday, reaching $307.53. 523,686 shares of the stock traded hands, compared to its average volume of 1,405,757. The company has a market cap of $20.77 billion, a price-to-earnings ratio of 48.98, a price-to-earnings-growth ratio of 0.84 and a beta of 1.98. MKS has a 1 year low of $97.30 and a 1 year high of $447.62. The firm has a fifty day moving average price of $348.18 and a 200 day moving average price of $289.00. The company has a current ratio of 1.11, a quick ratio of 0.70 and a debt-to-equity ratio of 0.94.

MKS (NASDAQ:MKSI) last posted its quarterly earnings data on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.91 by $0.39. The company had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.20 billion. MKS had a return on equity of 25.35% and a net margin of 10.15%.The firm’s quarterly revenue was up 28.3% on a year-over-year basis. During the same quarter last year, the company earned $1.77 earnings per share. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. As a group, equities research analysts predict that MKS will post 11.81 earnings per share for the current year.

Insiders Place Their Bets

In other MKS news, Director Gerald G. Colella sold 20,000 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $333.40, for a total transaction of $6,668,000.00. Following the transaction, the director directly owned 20,017 shares of the company’s stock, valued at approximately $6,673,667.80. The trade was a 49.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Edward Williams sold 457 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $288.31, for a total transaction of $131,757.67. Following the completion of the sale, the executive vice president directly owned 4,098 shares of the company’s stock, valued at approximately $1,181,494.38. This represents a 10.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 54,406 shares of company stock valued at $17,577,866 over the last quarter. 0.57% of the stock is owned by company insiders.

Institutional Trading of MKS

Several large investors have recently bought and sold shares of MKSI. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of MKS by 3.6% during the 1st 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 worth $21,434,000 after acquiring an additional 9,170 shares during the period. EverSource Wealth Advisors LLC lifted its stake in shares of MKS by 63.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 838 shares of the scientific and technical instruments company’s stock valued at $83,000 after purchasing an additional 325 shares during the period. First Trust Advisors LP boosted its position in shares of MKS by 3,545.6% during the second quarter. First Trust Advisors LP now owns 141,267 shares of the scientific and technical instruments company’s stock valued at $14,036,000 after purchasing an additional 137,392 shares in the last quarter. Cerity Partners LLC purchased a new stake in MKS in the second quarter worth $1,676,000. Finally, AXA S.A. raised its holdings in MKS by 22.8% in the second quarter. AXA S.A. now owns 29,253 shares of the scientific and technical instruments company’s stock worth $2,907,000 after purchasing an additional 5,430 shares in the last quarter. 99.79% of the stock is owned by institutional investors.

MKS News Summary

Here are the key news stories impacting MKS this week:

• Positive Sentiment: Q2 results exceeded expectations: MKS reported adjusted EPS of $3.30 versus the $2.91 analyst consensus, while revenue reached $1.25 billion, up 28.3% year over year and ahead of the $1.20 billion estimate. MKSI Q2 Earnings Beat Estimates, Revenues Increase Year Over Year
• Positive Sentiment: Upbeat third-quarter outlook: Management guided for EPS of $3.27–$3.89 and revenue of $1.3–$1.4 billion, above consensus expectations of $3.17 EPS and $1.2 billion in revenue. The outlook suggests continued momentum across semiconductor and other end markets.
• Positive Sentiment: AI demand is improving visibility: On the earnings call, MKS said it is ramping semiconductor and advanced-packaging capacity to support AI-driven demand, with stronger visibility extending into 2027. Investors may view this as evidence of a longer-term growth cycle, although near-term margin pressure remains. MKSI Q2 Earnings Call Highlights AI-Driven Capacity Ramp
• Positive Sentiment: Analysts raised targets: Needham lifted its target from $360 to $390 and assigned a “Buy” rating. Wells Fargo raised its target from $300 to $325, while maintaining an “Equal Weight” rating. The revisions reinforce improving fundamentals but also show differing levels of analyst conviction.
• Neutral Sentiment: Brokerages collectively maintain a “Moderate Buy” recommendation, and the stock’s median recent analyst target is reported at $382.50.
• Negative Sentiment: Insider selling is a risk signal: Data compiled by Quiver Quantitative shows 40 insider sales and no insider purchases over the past six months. This may temper enthusiasm, although the transactions do not necessarily indicate a change in the company’s outlook.

About MKS

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.