MKSI · MKS Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on MKSI. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About MKSI · MKS Inc.
MKS Inc. provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally. The company operates through Vacuum Solutions Division (VSD), Photonics Solutions Division (PSD), and Material Solutions Division (MSD) segments. Its VSD segment provides foundational technology solutions, including pressure measurement and control, flow measurement and control, gas and vapor delivery, gas composition analysis, electronic control technology, reactive gas generation and delivery, power generation and delivery, and fiber optic temperature and position sensing. The PSD segment offers range of solutions, which include lasers, photonics, optics, precision motion control, and vibration control. Its MSD segment develops, process, and manufactures technologies comprising advanced surface modification, electroless and electrolytic plating, and surface finishing for chemistry, equipment, and services markets, as well as high-technology applications. In addition, the company sells its products and services through direct sales, network of independent distributors, and sales representatives, as well as websites, including product catalogs. MKS Inc. was formerly known as MKS Instruments, Inc. and changed its name to MKS Inc. in May 2025. The company was incorporated in 1961 and is based in Andover, Massachusetts.
Live Quote
BUY (score +7) · 12-1 mom 220.1% · RSI 63.5 · above_both · -7.5% from high
Targets blend Wall Street consensus (12 analysts: low $265.00 / mean $369.92 / high $500.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
MKS has had an extraordinary run (+204% YTD, +292% 1-year) driven by AI-related semiconductor capital equipment demand and consistent earnings beats. The stock sits near its all-time high at $310. The investigation trigger cited a cluster of Form 4s with verified open-market P/S trades — but after reading each filing, the vast majority are RSU vesting events (Code M=F) for directors/officers and tax-withholding sales (F), NOT genuine open-market purchases. Only one confirmed cash purchase exists: John Williams exercised options and received ~$469K in stock value at $269.89 on 04/17/2026. Meanwhile, Gerald Colella sold $5M+ of shares near $253 in late February, Eric Taranto sold ~$911K at $319.93 on 05/11/2026, Kathleen Burke sold ~$1.39M at $319.94 on 05/11/2026 — all at materially lower levels than today's price or at current levels but as secondary sales rather than new money puts. The fundamental picture is genuinely strong (Q1 beat +15%, WFE momentum), and BofA just raised target to $330, but the stock is fully priced with a forward P/E of 21x for ~26% earnings growth — not mispriced relative to intrinsic value.