MKS Instruments Inc. (MKSI) Stock Rises on Q1 2026 Earnings

MKS Instruments Inc. (MKSI) reported results for Q1 2026, with total revenue of $1.08 billion, up 15.17% year-over-year.

Revenue: $1.08 billion (+15.17% YoY)

Gross profit: $507 million (+14.19% YoY)

Operating profit: $149 million (+34.23% YoY)

Net income attributable to common shareholders: $84 million (+61.54% YoY)

Diluted EPS: $1.18 (+53.25% YoY)

Revenue modestly exceeded the consensus estimate of $1.07 billion, beating by about $11.4 million (roughly 1.1%). EPS of $1.18 trailed the provided EPS figure of 2.0845.

Cost of sales: $571 million (+16.06% YoY)

Cash from operating activities: $53 million (-62.41% YoY)

Purchases of property, plant and equipment: -$25 million (+38.89% YoY)

Cash and cash equivalents: $569 million (-13.13% YoY)

Total liabilities: $5.92 billion (-4.6% YoY)

Market response showed a post-close stock move of +8.42%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

MKS Instruments Inc. Insider Trading Activity

MKS Instruments Inc. insiders have traded $MKSI stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.

Here’s a breakdown of recent trading of $MKSI stock by insiders over the last 6 months:

JOHN TSENG-CHUNG LEE (President & CEO) has made 0 purchases and 4 sales selling 30,000 shares for an estimated $7,703,242.
GERALD G COLELLA has made 0 purchases and 2 sales selling 20,000 shares for an estimated $5,068,674.
ERIC ROBERT TARANTO (EVP & GM, VSD) has made 0 purchases and 2 sales selling 6,020 shares for an estimated $1,366,941.
KATHLEEN FLAHERTY BURKE (EVP, GC & Secretary) sold 4,254 shares for an estimated $1,063,500
JAMES ALAN SCHREINER (EVP & COO) sold 4,100 shares for an estimated $1,045,500
JOHN EDWARD WILLIAMS (EVP & GM, PSD) sold 2,042 shares for an estimated $523,744
DAVID PHILIP HENRY (EVP, Global Str Mktg & GM, MSD) sold 2,000 shares for an estimated $523,120
MICHELLE M MCCARTHY (VP & Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,466 shares for an estimated $366,502.
PETER III CANNONE sold 1,250 shares for an estimated $322,574
JACQUELINE F MOLONEY has made 0 purchases and 2 sales selling 1,169 shares for an estimated $277,924.
ELIZABETH MORA has made 0 purchases and 2 sales selling 600 shares for an estimated $119,475.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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MKS Instruments Inc. Hedge Fund Activity

We have seen 311 institutional investors add shares of MKS Instruments Inc. stock to their portfolio, and 210 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. added 1,472,145 shares (+61.8%) to their portfolio in Q4 2025, for an estimated $235,248,771
VICTORY CAPITAL MANAGEMENT INC removed 1,019,817 shares (-28.5%) from their portfolio in Q4 2025, for an estimated $162,966,756
NORDEA INVESTMENT MANAGEMENT AB removed 996,602 shares (-62.4%) from their portfolio in Q4 2025, for an estimated $159,256,999
JPMORGAN CHASE & CO added 886,847 shares (+133.4%) to their portfolio in Q4 2025, for an estimated $141,718,150
PRICE T ROWE ASSOCIATES INC /MD/ removed 879,169 shares (-24.2%) from their portfolio in Q4 2025, for an estimated $140,491,206
COOKE & BIELER LP removed 756,655 shares (-78.3%) from their portfolio in Q1 2026, for an estimated $173,886,885
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 625,561 shares (-75.8%) from their portfolio in Q4 2025, for an estimated $99,964,647

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

MKS Instruments Inc. Government Contracts

We have seen $942,635 of award payments to $MKSI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

AUTOMATED FEMTOSECOND LASER OPTICAL PARAMETRIC AMPLIFIER SYSTEM: $173,950
TSUNAMI LASER UPGRADE: $124,906
PURCHASE OF TUNABLE DIODE LASER SYSTEM: $69,666
VIBRATION ISOLATED OPTICAL WORK BENCHES: $54,815
SERVICE AGREEMENTS FOR THE MKS SPECTRA-PHYSICS INSTRUMENTS USED FOR LIGHT MICROSCOPY.: $40,587

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

MKS Instruments Inc. Analyst Ratings

Wall Street analysts have issued reports on $MKSI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

TD Cowen issued a "Buy" rating on 01/22/2026
Morgan Stanley issued a "Overweight" rating on 01/22/2026
Needham issued a "Buy" rating on 01/13/2026
Mizuho issued a "Outperform" rating on 12/17/2025
Citigroup issued a "Buy" rating on 11/12/2025

To track analyst ratings and price targets for MKS Instruments Inc., check out Quiver Quantitative's $MKSI forecast page.

MKS Instruments Inc. Price Targets

Multiple analysts have issued price targets for $MKSI recently. We have seen 12 analysts offer price targets for $MKSI in the last 6 months, with a median target of $256.5.

Here are some recent targets:

Matthew Prisco from Cantor Fitzgerald set a target price of $400.0 on 04/22/2026
Atif Malik from Citigroup set a target price of $290.0 on 03/20/2026
James Ricchiuti from Needham set a target price of $300.0 on 02/19/2026
Melissa Weathers from Deutsche Bank set a target price of $305.0 on 02/19/2026
Peter Peng from JP Morgan set a target price of $305.0 on 02/19/2026
Joseph Quatrochi from Wells Fargo set a target price of $255.0 on 02/19/2026
James Schneider from Goldman Sachs set a target price of $200.0 on 02/19/2026