AUG 17·SEC EDGARLow
Lee John Tseng-Chung sold $3.0M of MKSI
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.
StockNASDAQ · US · USDTechnology · Scientific & Technical Instruments
$MKSI
MKS INC
Price · $MKSIvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $MKSI in the last 7 days.
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $3.2M 2 txs
Williams John Edward1× · $132K
10b5-1 share of filings100%
Top stories · $MKSIMore →
AUG 15·insidermonkey.com
MKS (MKSI) Just Posted 86% EPS Growth, So Why the Margin Warning?
MKS 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.
AUG 13·fool.com
MKS (MKSI) Q2 2026 Earnings Call Transcript
MKS (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.
MKSI sentiment & insider activity
Recent MKSI coverage spans earnings, sector analysis and market movers.
In the last 30 days, MKSI insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($3.2M). The most active reporter was Williams John Edward, EVP & GM, PSD, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
What's driving MKSI
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.
The beat versus high-end guidance plus raised/continued profitability outlook should support near-term estimates, while tariff assumptions add uncertainty.
The disclosed capex project is a tangible company-specific detail that can support earnings leverage expectations.
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.
News on $MKSI
Score
Lee John Tseng-Chung sold $3.0M of MKSI
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.
1 min read
MKS (MKSI) Just Posted 86% EPS Growth, So Why the Margin Warning?
MKS 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 read
MKS (MKSI) Q2 2026 Earnings Call Transcript
MKS (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): Results of Operations and Financial Condition
MKS 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 readSemicap Equipment Stocks: BofA Names Top Picks as WFE Spending Accelerates
Bank 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 read
Here are Thursday's biggest analyst calls: Nvidia, SpaceX, Tesla, AMD, Toast, Meta, Five Below, MP Materials & more
A 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 readIs MKS Inc. (MKSI) the Best Stock to Buy in Glen Kacher’s Light Street Portfolio?
MKS 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 readStocks Settle Higher as Chipmakers Rally
Overseas 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 readStock Indexes Supported by Strong Demand for Technology Stocks
Overseas markets rose as traders priced a 32% chance of a +25 bp US rate hike at the July 28-29 FOMC meeting. US 10-year yields edged up to 4.386%. Chip/AI stocks led gains (e.g., SNDK, LRCX, ASML). Bitcoin fell over 2%, pressuring crypto stocks. AeroVironment surged on Q4 results; Concentrix dropped on weaker guidance.
7 min readCap Stock Picks Poised to Rally in the 2nd Half, According to BofA
BofA analyst Carey Hall said Ulta could rebound in 2H26, keeping a $685 price target despite the stock down 20% YTD on weaker consumer demand. BofA also backed elf Beauty ($85 target) and Wayfair, citing easing supply-chain pressures. It maintained bullish targets for Charles River ($220), Dynatrace, MKS ($2H26 top idea), EastGroup, and Samsara.
6 min read