Analysts Issue Forecasts for MKS’s Q3 Earnings (NASDAQ:MKSI)

MKS Inc. (NASDAQ:MKSI) – Research analysts at Zacks Research increased their Q3 2026 earnings estimates for shares of MKS in a report released on Wednesday, August 26th. Zacks Research analyst Team now forecasts that the scientific and technical instruments company will post earnings per share of $3.60 for the quarter, up from their prior estimate of $3.22. The consensus estimate for MKS’s current full-year earnings is $12.96 per share. Zacks Research also issued estimates for MKS’s FY2026 earnings at $12.76 EPS, Q3 2027 earnings at $4.64 EPS, FY2027 earnings at $16.52 EPS and FY2028 earnings at $20.10 EPS.

MKS (NASDAQ:MKSI) last announced its quarterly earnings results on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.91 by $0.39. MKS had a net margin of 10.15% and a return on equity of 24.72%. The firm had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.20 billion. During the same period in the prior year, the company earned $1.77 EPS. The firm’s revenue was up 28.3% on a year-over-year basis. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS.

Several other equities research analysts also recently commented on the company. KeyCorp raised their target price on MKS from $360.00 to $475.00 and gave the company an “overweight” rating in a report on Monday, June 29th. TD Cowen restated a “buy” rating on shares of MKS in a report on Thursday, May 7th. The Goldman Sachs Group reaffirmed a “sell” rating and issued a $265.00 price objective on shares of MKS in a research report on Thursday, May 7th. Wells Fargo & Company lifted their price objective on shares of MKS from $300.00 to $325.00 and gave the company an “equal weight” rating in a research note on Friday, August 7th. Finally, Weiss Ratings cut shares of MKS from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $382.86.

MKS Trading Down 0.3%

Shares of MKSI opened at $270.99 on Friday. MKS has a 12 month low of $97.50 and a 12 month high of $447.62. The stock’s 50-day moving average is $333.21 and its two-hundred day moving average is $295.82. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.14 and a quick ratio of 0.72. The stock has a market cap of $18.32 billion, a PE ratio of 43.22, a P/E/G ratio of 0.58 and a beta of 1.98.

MKS Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Tuesday, August 25th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Tuesday, August 25th. MKS’s dividend payout ratio (DPR) is 15.95%.

Insider Activity at MKS

In related news, EVP John Edward Williams sold 457 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $288.31, for a total value 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 $1,181,494.38. The trade was a 10.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John Tseng-Chung Lee sold 10,000 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $302.01, for a total value of $3,020,100.00. Following the sale, the chief executive officer owned 134,776 shares in the company, valued at $40,703,699.76. The trade was a 6.91% decrease in their position. 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 sold a total of 12,891 shares of company stock valued at $3,919,127 over the last three months. 0.57% of the stock is owned by insiders.

Institutional Investors Weigh In On MKS

Institutional investors and hedge funds have recently made changes to their positions in the company. Corient Private Wealth LP lifted its stake in MKS by 0.8% during the second quarter. Corient Private Wealth LP now owns 36,160 shares of the scientific and technical instruments company’s stock worth $16,084,000 after purchasing an additional 302 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in MKS during the second quarter valued at $10,186,000. California State Teachers Retirement System raised its holdings in shares of MKS by 44,581.4% during the second quarter. California State Teachers Retirement System now owns 34,732,653 shares of the scientific and technical instruments company’s stock worth $15,449,084,000 after purchasing an additional 34,654,919 shares during the period. Wedmont Private Capital raised its holdings in shares of MKS by 6.2% during the second quarter. Wedmont Private Capital now owns 4,098 shares of the scientific and technical instruments company’s stock worth $1,823,000 after purchasing an additional 239 shares during the period. Finally, HB Wealth Management LLC lifted its position in shares of MKS by 35.3% in the 2nd quarter. HB Wealth Management LLC now owns 2,752 shares of the scientific and technical instruments company’s stock worth $1,224,000 after buying an additional 718 shares during the last quarter. 99.79% of the stock is owned by institutional investors and hedge funds.

MKS News Summary

Here are the key news stories impacting MKS this week:

• Positive Sentiment: Broad-based earnings estimate increases support the bullish case. Zacks Research raised its forecasts across multiple periods, including Q3 2026 EPS to $3.60 from $3.22, FY2026 EPS to $12.76 from $11.86, FY2027 EPS to $16.52 from $15.00, and FY2028 EPS to $20.10 from $18.24. Quarterly estimates for late 2026 through 2028 were also increased, signaling stronger expected earnings momentum. Earnings Estimates Moving Higher for MKS
• Positive Sentiment: Analyst price targets imply substantial potential upside. Zacks reported that Wall Street’s average price target indicates possible upside of 49.8%, although the publication cautioned that price targets are not always reliable. Wall Street Analysts Think MKS Could Surge
• Neutral Sentiment: Valuation and technical trends remain important risks. MKSI has a high trailing P/E ratio of about 43 and is trading below its 50-day average of $333.21 and 200-day average of $295.82, indicating continued volatility despite improving earnings expectations.
• Negative Sentiment: Mizuho lowered its price target to $330. The reduction may temper investor enthusiasm, even though the revised target remains above the recent trading level. Mizuho Lowers MKS Price Target
• Negative Sentiment: The CEO sold 10,000 shares for approximately $3 million. The insider transaction can raise concerns about management’s near-term view of the stock and add selling pressure. MKS CEO Share Sale

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.