Can an Expanding Portfolio Drive MKSI Stock's Prospects in 2026?

MKS Inc. MKSI shares have surged 41.7% in the past three months, outperforming the Zacks Electronics – Miscellaneous Products industry’s appreciation of 11.5% and the broader Zacks Computer and Technology sector’s return of 5%. The company is benefiting from the growing demand in the semiconductor, electronics and packaging markets, particularly in AI-related applications and NAND upgrades. 

An expanding portfolio bodes well for the company’s prospects. MKSI, a global provider of instruments, subsystems and process control solutions, will display its latest advances in Photonics Solutions at Photonics West 2026 in San Francisco between Jan. 20 and Jan. 22. MKS will feature the latest solutions from its leading brands, Newport, Ophir and Spectra-Physics, thereby expanding its footprint across AI, quantum, biophotonics and security applications.

MKSI uses its “Surrounding the Workpiece” strategy to help customers optimize manufacturing precision and accelerate innovation by providing comprehensive product offerings, product design, system integration and lifecycle management. Photonics solutions drive advanced semiconductor fabrication and high-speed data infrastructure, contributing to the success of AI-driven industries. MKS, which has deep expertise in supporting optical transceiver manufacturing, delivers the tools and solutions that help data centers achieve the bandwidth and energy efficiency required for massive AI workloads.

MKSI’s semiconductor business is expected to benefit from a strong portfolio and an improving environment. The company is seeing growth in its chemistry and chemistry equipment businesses, which are playing a key role in enabling advanced manufacturing processes. MKS is also benefiting from its broad portfolio and strong execution, including growth in its services and chemistry businesses.

MKSI Offers Strong Q4 Guidance

MKSI expects fourth-quarter 2025 revenues to be around $990 million, plus or minus $40 million. The Zacks Consensus Estimate for revenues is currently pegged at $992.25 million, suggesting 6.1% growth over the figure reported in the year-ago quarter.

MKSI expects fourth-quarter adjusted earnings to be $2.27 per share, plus or minus 34 cents. The Zacks Consensus Estimate for MKSI's fourth-quarter 2025 earnings is pegged at $2.25 per share, unchanged over the past 30 days, indicating growth of 4.6% from the figure reported in the year-ago quarter.  

The Zacks Consensus Estimate for 2025 revenues is currently pegged at $3.89 billion, suggesting 8.4% growth over the figure reported in 2024. The consensus mark for MKSI 2025 earnings is pegged at $7.62 per share, unchanged over the past 30 days, indicating growth of 15.8% from the figure reported in 2024.

Zacks Rank & Other Stocks to Consider

MKS currently carries a Zacks Rank #2 (Buy).

Some other top-ranked stocks in the broader sector are Micron Technology MU, Ciena CIEN and Amphenol APH, each of which currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Long-term earnings growth rates for Micron Technology, Ciena and Amphenol are currently pegged at 52.06%, 41.75% and 38.67%, respectively. Shares of MU, CIEN and APH have surged 84.9%, 42.1% and 18.6%, respectively, in the past three months.

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This article originally published on Zacks Investment Research (zacks.com).

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