MKSI MKS Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
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17:23
Sep 03
Sep 03
"UBS sees higher ASPs boosting WFE estimates"
"UBS sees higher industry ASPs potentially adding $10–30B to 2028 wafer fab equipment estimates; no directional call from speaker."
MED
17:40
Sep 01
Sep 01
UBS raises WFE forecasts; equipment names flagged.
UBS raises 2026-2028 WFE forecasts (2026 to $158B, +36% Y/Y); semiconductor equipment suppliers are flagged as beneficiaries, with no explicit buy/sell direction.
MED
15:17
Aug 31
Aug 31
Morgan Stanley's note highlights growth in memory and foundry/logic WFE for 2026-2027.
Morgan Stanley's note highlights growth in memory and foundry/logic WFE for 2026-2027, but the tweet is a research summary without an explicit author position.
LOW
17:56
Aug 25
Aug 25
Morgan Stanley raises WFE forecasts for 2026-2028.
Morgan Stanley raises WFE forecasts for 2026-2028, but the tweet is a research summary without an explicit author position or trade call.
LOW
12:47
Aug 25
Aug 25
News wire reports a broad list of price target raises and cuts across dozens of stocks.
News wire reports a broad list of price target raises and cuts across dozens of stocks from various banks, with no directional commentary or personal market views expressed.
11:53
Aug 25
Aug 25
Mizuho trims PTs, sees memory tight
Mizuho modestly cuts PTs for MU, SNDK, AMAT, MKSI, LRCX on de-spec uncertainty but still sees memory tight and higher bit demand.
MED
17:35
Aug 16
Aug 16
The author presents a data-driven list of semiconductor and industrial names still far.
The author presents a data-driven list of semiconductor and industrial names still far from 52-week highs but explicitly states it is not a buy list, so all are watch.
LOW
04:31
Aug 14
Aug 14
Applied capacity expansion carries material overbuild risk.
Watch semicap component suppliers as Applied's capacity expansion plan is a high-beta positive but carries overbuild risks.
MED
02:00
Aug 12
Aug 12
Bernstein raises WFE estimates through 2028
Bernstein WFE upward revisions across memory and logic segments; MKSI explicitly tagged as a WFE-exposed name in the note summary.
MED
04:32
Aug 07
Aug 07
MKSI high-teens EPS versus $280 stock
Speaker notes MKSI at $280 with possible high-teens EPS and no explicit directional call; valuation observation only.
MED
20:59
Aug 06
Aug 06
The author expresses confusion about MKSI and ONTO's performance without stating a position.
The author expresses confusion about MKSI and ONTO's performance without stating a position or directional call, so they are indexed as watch.
LOW
17:38
Aug 05
Aug 05
Top-line positive, margins pressured for subsystem suppliers
Watch precision subsystem suppliers; VPG precision-component order momentum supports revenue, but cost and fixed-price backlog dynamics keep near-term margin conversion cautious.
MED
17:38
Aug 05
Aug 05
Watch MKSI AI ramp margin dilution risk.
Watch MKS Instruments for near-term margin dilution risk from rapid AI-driven order ramps. Hiring, materials, and pricing on existing backlog may pressure incremental margins despite strong demand; no author position.
MED
18:43
Aug 04
Aug 04
Watch filtration and materials suppliers
Watch as beneficiaries of structural growth in filtration at advanced nodes and increased bargaining power for critical materials suppliers.
MED
23:32
Jun 24
Jun 24
The author posts research read-throughs from Micron earnings covering SSD/NAND.
The author posts research read-throughs from Micron earnings covering SSD/NAND, consumer devices, automotive, and fab infrastructure, but these are factual beneficiary maps and watchlists without explicit personal positions or forward calls.
21:15
Jun 22
Jun 22
Author celebrates the semiconductor consumables sector as a great time to be a maxxooorrr.
Author celebrates the semiconductor consumables sector as a great time to be a maxxooorrr, but the tweet is a vague bullish cheer without explicit position language or forward call.
LOW
16:36
Jun 18
Jun 18
Buy MKSI as the Atotech acquisition is expected to be a significant long-term value driver.
Buy MKSI as the Atotech acquisition is expected to be a significant long-term value driver; no specific mechanism or financials provided, thesis is thin.
MED
16:30
Jun 14
Jun 14
The author provides a detailed research breakdown of U.S.
The author provides a detailed research breakdown of U.S. public-company beneficiaries of panel-level packaging and glass substrates, but the post is a factual supply-chain map without any personal position disclosure or explicit bullish call.
LOW
20:54
Jun 05
Jun 05
The author presents a speculative research watchlist of connectivity bottleneck beneficiaries.
The author presents a speculative research watchlist of connectivity bottleneck beneficiaries across the AI infrastructure chain without stating any current positions or forward calls.
LOW
01:31
May 27
May 27
Mizuho says MKSI earnings are underestimated given improving WFE outlook.
Mizuho says MKSI earnings are underestimated given improving WFE outlook; speaker reports analyst view.
MED
20:12
May 26
May 26
Watch MKSI as a CMP chemistry supplier benefiting from rising memory fab utilization.
Watch MKSI as a CMP chemistry supplier benefiting from rising memory fab utilization and capacity additions across the Western memory supply chain.
MED
04:07
May 22
May 22
Long MKS Instruments for enabling infrastructure in semiconductor manufacturing (process.
Long MKS Instruments for enabling infrastructure in semiconductor manufacturing (process control, photonics), benefiting from wafer fab equipment spending growth.
HIGH
09:29
May 18
May 18
Summarizes Morgan Stanley's WFE pecking order and specific actions on semi-cap equipment.
Summarizes Morgan Stanley's WFE pecking order and specific actions on semi-cap equipment and Intel, with no personal directional commitment.
MED
15:32
May 16
May 16
Long MKSI for exposure to AI semiconductor infrastructure buildout.
Long MKSI for exposure to AI semiconductor infrastructure buildout, driven by wafer fab bottlenecks and advanced packaging, with revenue acceleration and a deleveraging balance sheet.
HIGH
00:05
May 15
May 15
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs.
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs, and improved pricing terms as the supply chain becomes the gating factor.
HIGH
13:32
Apr 30
Apr 30
Long subsystem suppliers as wafer-fab tool scaling drives demand for vacuum, gas.
Long subsystem suppliers as wafer-fab tool scaling drives demand for vacuum, gas, and process-control components, capturing bottleneck value.
HIGH
12:00
Apr 23
Apr 23
Semiconductor equipment will boom.
TSMC's capex will reach $100 billion by 2028, which will create massive downstream demand for semiconductor equipment makers like Lam Research, Applied Materials, ASML, and MKSI, causing shortages and margin expansion up the supply chain.
MED
04:23
Feb 19
Feb 19
A significant price target increase from a major research firm (JPMorgan) implies a bullish.
A significant price target increase from a major research firm (JPMorgan) implies a bullish fundamental outlook for the stock.
HIGH
00:15
Feb 13
Feb 13
Watch suppliers on cleanroom bottleneck backlog
Watch AMAT and upstream suppliers as cleanroom bottlenecks cause near-term lumpiness but build 2027 backlog.
MED
16:43
Jan 22
Jan 22
Watch memory capex beta names
Watch memory capex-beta names Photronics, Axcelis, Veeco, and MKS Instruments; they are cycle beneficiaries but HBM4-specific upside is less differentiated.
MED
About MKSI Analyst Coverage
Buzzberg tracks MKSI (MKS Inc. Common Stock) across 10 sources. 1 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (3%). 31 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: pequityresearch, DeItaone, sean14978416.