MKS Inc's stock rose 3.48% and reached a 52-week high amid a broader market decline, with the Nasdaq-100 down 1.14% and the S&P 500 down 1.15%.
KeyBanc analysts raised MKS' price target from $180 to $250, citing optimism about its free cash flow profile and broad applications in advanced packaging and NAND tools, which are expected to drive revenue and EPS growth. This positive outlook comes as semiconductor sales are projected to reach $1 trillion by 2026, reflecting strong demand in the GPU and data center sectors.
The increase in MKS' price target indicates strong confidence in the company's growth potential, particularly as the semiconductor market shows resilience despite current market conditions. Investors may view this as a signal to consider MKS as a strong player in the industry.
Wall Street analysts forecast MKSI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MKSI is 190.70 USD with a low forecast of 170.00 USD and a high forecast of 215.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast MKSI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MKSI is 190.70 USD with a low forecast of 170.00 USD and a high forecast of 215.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 236.050
Low
170.00
Averages
190.70
High
215.00
Current: 236.050
Low
170.00
Averages
190.70
High
215.00
Mizuho
Outperform
maintain
$215 -> $260
2026-01-28
New
Reason
Mizuho
Price Target
$215 -> $260
AI Analysis
2026-01-28
New
maintain
Outperform
Reason
Mizuho raised the firm's price target on MKS Inc. to $260 from $215 and keeps an Outperform rating on the shares. The firm estimates 2026 wafer fab equipment spending will be up 13% year-over-year in 2026 and 12% in 2027. This is a "significant acceleration" versus Mizuho's prior expectations, the analyst notes.
Needham
Buy
maintain
$210 -> $260
2026-01-22
Reason
Needham
Price Target
$210 -> $260
2026-01-22
maintain
Buy
Reason
Needham raised the firm's price target on MKS Inc. to $260 from $210 and keeps a Buy rating on the shares. The company's modest upside Q4 pre-announcement yesterday shouldn't come as a shock to investors who have been tracking the positive tone coming out of the semi and PCB - Printed Circuit Board -markets in recent months, and the firm is also increasingly optimistic about MKS' growth prosects in 2026 and 2027, the analyst tells investors in a research note.
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Deutsche Bank
Buy
maintain
$180 -> $265
2026-01-22
Reason
Deutsche Bank
Price Target
$180 -> $265
2026-01-22
maintain
Buy
Reason
Deutsche Bank raised the firm's price target on MKS Inc. to $265 from $180 and keeps a Buy rating on the shares. The company updated its previously provided Q4 guidance, raising numbers across the board, the analyst tells investors in a research note. The firm says MKS's sales were guided up to $1.03B, reflecting increased demand across all segments. Deutsche updated the company's model to reflect the improved outlook. It sees a "much more constructive" wafer fab equipment environment in 2026 and 2027.
TD Cowen
Buy
maintain
$200 -> $230
2026-01-22
Reason
TD Cowen
Price Target
$200 -> $230
2026-01-22
maintain
Buy
Reason
TD Cowen raised the firm's price target on MKS Inc. to $230 from $200 and keeps a Buy rating on the shares. The company updated its 2025 outlook to the high end of prior guidance as it is seeing higher than expected demand across all business divisions, the analyst tells investors in a research note. TD views MKS's potential to extend debt maturities and lower interest payments favorably.
About MKSI
MKS INC. is headquartered in ANDOVER, MASSACHUSETTS, USA and is a manufacturer of instruments and related products for measuring, displaying, and controlling industrial process variables. The company was founded in 1961. MKS INC. is its ultimate parent.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
