MKS (MKSI) Valuation After Raised 2025 Guidance And Strong Market Response

Simply Wall St.01-26

The latest move in MKS (MKSI) stock comes after the company lifted its 2025 guidance to the top of its prior range, along with upbeat analyst commentary and fresh product launches across its photonics...

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See our latest analysis for MKS. Those product launches and the guidance lift come after a strong run in the share price, with a 30 day share price return of 32.20% and a 90 day share price return of 54.51%, while the 1 year total shareholder return of 101.68% points to momentum that has been building rather than fading. If MKS’s recent photonics announcements have caught your attention, it could be worth scanning other high growth tech and AI names through high growth tech and AI stocks to see what else fits your watchlist. After a 1 year total return above 100%, a last close of $217.06 and MKS trading only about 5% below the average analyst price target, the key question now is whether there is still a buying opportunity here or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 20% Overvalued Compared with the most followed fair value estimate of about $180.92, MKS at $217.06 sits at a clear premium. The narrative ties that gap to sustained earnings strength and a richer multiple over time.  The company's deepening integration of advanced materials and chemistry equipment (including Atotech) positions MKS as a unique provider of both tools and consumables required for the shift to multilayer, high-density AI-related applications; this is enabling cross-selling, leading to superior revenue growth and structural improvements in gross and operating margins.  Read the complete narrative. Curious what earnings path and margin profile underpin that higher fair value and richer future multiple compared to peers? The full narrative lays out the growth mix, recurring revenue assumptions, and profit trajectory that need to hold up for MKS at this price. Result: Fair Value of $180.92 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story could change quickly if wafer fab equipment demand is softer than expected or if high leverage limits MKS’s flexibility during a weaker cycle. Find out about the key risks to this MKS narrative.  Build Your Own MKS Narrative If you see the data differently or prefer to pull the numbers yourself, you can build and stress test your own story in minutes with Do it your way. A great starting point for your MKS research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If MKS has sparked your interest, do not stop there. Widening your watchlist with a few focused stock ideas can often reveal opportunities you did not expect.  Target growth at sensible prices by checking out these 867 undervalued stocks based on cash flows that match your return expectations and risk comfort. Spot AI names with real business traction by scanning these 23 AI penny stocks that fit the kind of growth profile you want to follow closely. Position yourself early in emerging themes by reviewing these 18 cryptocurrency and blockchain stocks that tie real-world businesses to digital asset trends.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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