MKSI MKS Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
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23:32
Jun 24
Jun 24
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, 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; 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. 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 across the AI infrastructure chain without stating any current positions or forward calls.
LOW
20:12
May 26
May 26
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 control, photonics), benefiting from wafer fab equipment spending growth.
HIGH
15:32
May 16
May 16
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, 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, 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 fundamental outlook for the stock.
HIGH
About MKSI Analyst Coverage
Buzzberg tracks MKSI (MKS Inc. Common Stock) across 6 sources. 1 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (8%). 12 total trade ideas tracked. Latest voices: TheValueist, contrariancurse, aktiehedonist.