MKSI MKS Instruments, Inc.

$MKSI these is hugely undervalued. My stock broker recommended me to buy it and since I have being investigating it and the more I research it, the better it is starting to look. Still not that popular at least not in this app but man huge and great company in discount from whatever point you are standing.

$MKSI bringing in $650 mil for a small piece of the company is brilliant!! In a time where “debt” is being scrutinized, cash is king!

$MKSI (MKS Inc., chip-making and laser tech supplier) is selling its Ophir Optics unit to TTM Technologies for $650M cash, over 18x the unit's projected FY2026 adjusted EBITDA, so under ~$36M of EBITDA. That's ~4.5% of its ~$14.53B market value at $214.83 (16:00 ET Oct 16, 2026), vs ~$3.9B of debt at June 30, 2026. MKS gives up that profit stream but keeps Ophir Instruments and the Ophir brand, and says the cash strengthens its balance sheet. Close expected Q2 2027, pending regulatory approvals.

LATENT EQUITY | DESK NOTE ──────────────────────────────── ▶ $MKSI MKS Inc. 05 Oct 2026 WHY OWN IT Q2 revenue was $1.248B (+28% YoY) and above the high end of guidance, with adjusted EPS $3.30 (+86%), adjusted EBITDA margin 28.6%, and free cash flow $188M. Q3 guide accelerates: revenue $1.35B ± $40M, with Semiconductor at $630M ± $15M (management expects Semi up more than 50% YoY) and adjusted EPS $3.58 ± $0.31. Core supplier into the AI buildout — RF/plasma power, vacuum and gas for etch and deposition, optics for litho/metrology/inspection — plus Electronics & Packaging at $381M (+43% YoY); chemistry-equipment demand is "easily the strongest it has ever been," with visibility through 2027 and a $25M Guangzhou capacity double targeting Q4 2027 (AI is 15–20% of chemistry revenue only). Setup: our 200-day pullback flag fired on the Fri Oct 2 close ($279.15 vs a rising 200D at $271.68, +2.7%). It's a reclaim after 13 closes below the 200-day (Sep 14–30).