KeyBanc Raises Price Targets for AMAT, AEIS, MKSI, Anticipating Strong 2026 Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Source: seekingalpha
- Semiconductor Sales Outlook: KeyBanc analysts project semiconductor sales will reach $1 trillion by 2026, ahead of previous estimates for 2029-2030, reflecting strong confidence in GPU and data center demand, which could drive stock prices higher for related companies.
- AEI Industries Price Target Increase: AEI Industries' price target was raised from $240 to $280, with analysts noting that the stock's significant rise over the past nine months has been driven by data center demand, and they foresee multiple growth opportunities in the coming years, projecting revenue growth rates of 11% and 10% for 2027 and 2028, respectively.
- Positive Outlook for Applied Materials: Applied Materials' price target was increased from $285 to $380; despite lagging behind peers, analysts believe its diversified supplier status will benefit chip manufacturing, with expectations of low double-digit revenue growth in its services segment for FY27-FY28.
- MKS Growth Potential: MKS' price target was raised from $180 to $250, with analysts optimistic about its free cash flow profile, believing its broad application in advanced packaging and NAND tools will drive revenue and EPS growth in the coming years, particularly amid a cyclical recovery in semiconductor sales.
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Analyst Views on AEIS
Wall Street analysts forecast AEIS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AEIS is 234.38 USD with a low forecast of 190.00 USD and a high forecast of 300.00 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.
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 263.760
Low
190.00
Averages
234.38
High
300.00
Current: 263.760
Low
190.00
Averages
234.38
High
300.00
About AEIS
Advanced Energy Industries, Inc. provides engineered, critical, precision power conversion, measurement, and control solutions to its customers. The Company designs, manufactures, sells, and supports precision power products that transform, refine, and modify the raw electrical power coming from either the utility or the building facility and convert it into various types of controllable, usable power that is predictable, repeatable, and customizable to meet the necessary requirements for powering a range of complex equipment. The Company's precision power products and solutions are designed to enable new process technologies, improve productivity, and provide critical power capabilities for its customers. Its support services include warranty and non-warranty repair services, calibration, upgrades, and refurbishments of its products. The Company’s products are sold in the Semiconductor Equipment, Industrial and Medical, Data Center Computing, and Telecom and Networking markets.
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.
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KeyBanc Raises Price Targets for AMAT, AEIS, MKSI, Anticipating Strong 2026 Growth
- Semiconductor Sales Outlook: KeyBanc analysts project semiconductor sales will reach $1 trillion by 2026, ahead of previous estimates for 2029-2030, reflecting strong confidence in GPU and data center demand, which could drive stock prices higher for related companies.
- AEI Industries Price Target Increase: AEI Industries' price target was raised from $240 to $280, with analysts noting that the stock's significant rise over the past nine months has been driven by data center demand, and they foresee multiple growth opportunities in the coming years, projecting revenue growth rates of 11% and 10% for 2027 and 2028, respectively.
- Positive Outlook for Applied Materials: Applied Materials' price target was increased from $285 to $380; despite lagging behind peers, analysts believe its diversified supplier status will benefit chip manufacturing, with expectations of low double-digit revenue growth in its services segment for FY27-FY28.
- MKS Growth Potential: MKS' price target was raised from $180 to $250, with analysts optimistic about its free cash flow profile, believing its broad application in advanced packaging and NAND tools will drive revenue and EPS growth in the coming years, particularly amid a cyclical recovery in semiconductor sales.
Continue Reading