MKS INC
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
No SEC Form 4 filings for $MKSI in the last 30 days.
See all $MKSI insider activity →MKS Inc. (MKSI) will release its Q3 2026 financial results on Nov. 4 after market close, with a conference call scheduled for Nov. 5. The company provides technology solutions for semiconductor manufacturing, electronics, and industrial applications.
China's domestic chip equipment share reached 35% in 2025, up from 25% the year before, according to the National Development and Reform Commission. Progress is uneven, with significant reliance on foreign suppliers for critical components like RF power supplies and vacuum valves. NAURA Technology Group, AMEC, and ACM Research Shanghai are among the top 20 semiconductor equipment suppliers globally, with NAURA's revenue expected to reach $7.0 billion to $7.7 billion in 2026.
Lee John Tseng-Chung (President & CEO) sold 10,000 shares of MKS INC (MKSI) at $302.01 ($3.02M total) on 2026-08-14 under a Rule 10b5-1 trading plan.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning MKSI (MKS INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent MKSI coverage spans earnings, sector analysis and insider activity.
The earnings‑date announcement may generate modest pre‑earnings positioning and short‑term volatility.
Potential supply constraints or export controls on MKS could tighten Chinese fab equipment supply, pressuring MKS revenue.
This is a routine insider sale disclosure with no stated operational or financial change, so it is unlikely to drive fundamentals.
Near-term margin pressure is the key swing factor despite strong top-line growth, with guidance implying gross margin stays ~flat into Q3.
Guidance and margin/EBITDA beats suggest near-term earnings power and demand strength, but gross margin is pressured by ramp and lower-margin equipment mix.
AlphAI scores every news story that mentions MKSI with an AI model for sentiment and relevance, and aggregates insider trades from MKS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
MKS Inc. (MKSI) will release its Q3 2026 financial results on Nov. 4 after market close, with a conference call scheduled for Nov. 5. The company provides technology solutions for semiconductor manufacturing, electronics, and industrial applications.
1 min readChina's domestic chip equipment share reached 35% in 2025, up from 25% the year before, according to the National Development and Reform Commission. Progress is uneven, with significant reliance on foreign suppliers for critical components like RF power supplies and vacuum valves. NAURA Technology Group, AMEC, and ACM Research Shanghai are among the top 20 semiconductor equipment suppliers globally, with NAURA's revenue expected to reach $7.0 billion to $7.7 billion in 2026.
3 min readLee John Tseng-Chung (President & CEO) sold 10,000 shares of MKS INC (MKSI) at $302.01 ($3.02M total) on 2026-08-14 under a Rule 10b5-1 trading plan.
1 min readMKS Inc. (MKSI) reported Q2 results on Aug. 6. Revenue rose 28% year over year to $1.25B and non-GAAP EPS increased 86% to $3.30, with operating margin up to 25.6%. Management warned gross margin may face near-term pressure from equipment ramp costs. Q3 guidance calls for $1.35B revenue.
5 min readMKS (MKSI) reported Q2 2026 revenue of $1.25 billion, up 28% year over year, with semiconductor revenue of $554 million (+28%), electronics and packaging revenue of $381 million (+44%), and specialty industrial revenue of $313 million (+14%). Non-GAAP EPS was $3.30 (+86%) and gross margin was 47.6%. Q3 revenue guidance is $1.35 billion midpoint.
7 min readMKS INC (MKSI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 MKS Inc. Reports Second Quarter 2026 Financial Results • Revenue of $1,248 million, above the high end of guidance • GAAP net income of $175 million and net income per diluted share of $2.41, each above the high end of guidance • Adjusted EBITDA of $358 million and N
6 min readBank of America analysts said semiconductor wafer fabrication equipment (WFE) spending is accelerating, citing raised 2026 guidance to $150-$160 billion and expectations for continued growth into 2027. The article highlights Lam Research (LRCX), Applied Materials (AMAT), MKS Instruments (MKSI) and Teradyne (TER) with BofA price targets and recent company results, including LRCX Q4 2026 revenue of $6.72B and EPS of $1.82.
7 min readA roundup of Thursday analyst actions across multiple stocks. Citi reiterates Nvidia as Buy, citing DRAM supply constraints, and reiterates SpaceX (SPCX) as Buy. RBC initiates Waters (WAT) Outperform with a $435 target. Mizuho upgrades Five Below (FIVE) to Outperform. Goldman upgrades Toast (TOST) to Buy with a $36 target; KeyBanc cuts Salesforce to Sector Weight.
6 min readMKS Inc. (NASDAQ:MKSI) said it will expand its Atotech equipment manufacturing facility in Guangzhou, China by $25 million, adding 323,000 sq ft and doubling capacity. Completion is expected before Q4 2027. BMO Capital initiated coverage with an Outperform rating and a $453 price target, citing AI and data center buildout demand.
2 min readOverseas stocks rose Tuesday, with Euro Stoxx 50 up 1.55%, Shanghai Composite up 0.50%, and Japan’s Nikkei up 0.86%, supported by chip/AI shares. SanDisk (+10%) and KLA (+8%) led; AMD, Marvell, ON, Intel, and others also gained. Bitcoin fell over 2%, pressuring crypto-linked stocks. AeroVironment surged after Q4 results and 2027 revenue guidance.
6 min read
