MKSI MKS Instruments, Inc.

$MKSI Q3 EPS was $4.18, up 116.6% year over year, on revenue of $1.41B, up 43%, with gross margin up to 47.7%. That beat the $3.64 consensus. Q4 EPS guide is $5.00, yet the stock is down 33% from where it opened after the August report. That gap between business and price will close 🔧

$MKSI MKSI: $301 PT; ’28 Visibility Limited; Higher Trough Multiple W/ Balance Sheet; OW Received this in my daily Morgan Stanley review. Super bullish almost 90% upside

$MKSI $MKSI just put up a monster quarter 🚀🔥 Revenue $1.413B vs $1.35B expected. EPS $4.18 vs $3.63, a 15% beat. Every single end market came in at or above the top of guidance and semis grew 54% year over year. And the Q4 guide? EPS of $5.00 on $1.49B in revenue. That is 20% more earnings in just one quarter. Analysts, it's time to raise. Your models are officially outdated after a print like this. Orders are robust, margins are near highs and the AI equipment cycle is just getting started 📈 At around 10x run rate earnings this is way too cheap. Bulls are loading 🐂

$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.

$MKSI tools inside the fab are bought before demand is proven outside it. seems like counting installed gear as proof of end demand is how a build looks sold out right up until it is not

$MKSI Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $4.18 up 116.58% YoY • Reported revenue of $1.41B up 43.02% YoY • MKS Inc. expects Q4 2026 revenue of $1.49B, plus or minus $40M, gross margin of 47.5%, plus or minus 1.0%, and GAAP net income of $294M, plus or minus $28M.

$MKSI 🔄 MKS Inc. approved a $500 million share repurchase program, replacing its prior program, and declared a quarterly cash dividend of $0.25 per share. Actionable market event

$MKSI the tools behind the tools still ride the same chip build. seems like process gear priced for endless fab expansion finds out fast that expansion was a financing decision, not a law of nature