MKS (MKSI) News Today

MKS Inc. (MKSI) investors are reacting to recent guidance, earnings, and analyst updates. Key developments include:

• Positive Sentiment: MKS Instruments expects Q3 revenue of $960 million, driven by strong AI and advanced packaging demand. MKS Instruments targets Q3 revenue of $960M
• Positive Sentiment: Analysts at Wells Fargo raised their price target from $100 to $108, implying about an 8.7% upside and maintaining an “equal weight” rating. Benzinga
• Positive Sentiment: Q2 2025 results beat estimates, with year-over-year revenue growth in semiconductor and electronics markets driving share gains. MKSI Q2 Earnings Beat Estimates
• Neutral Sentiment: Full Q2 2025 earnings call transcript is available for review, detailing management’s commentary on market trends. Q2 2025 Earnings Call Transcript
• Neutral Sentiment: Seeking Alpha also published the Q2 earnings call transcript for additional insights into strategic initiatives. Seeking Alpha Transcript
• Neutral Sentiment: Presentation slides from the Q2 2025 earnings release outline segment performance and outlook. Earnings Call Presentation
• Neutral Sentiment: Updated Q3 2025 guidance: EPS of $1.51–$2.09 (consensus $1.691) and revenue of $920 million–$1 billion (consensus $950.2 million). Q3 2025 Earnings Guidance
• Negative Sentiment: Needham & Company lowered its price target from $140 to $130, though it retains a “buy” rating. Needham Lowers Expectations