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MKS Instruments, Inc. (0JWG.L)

LSE - LSE Delayed price. Currency in USD
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84.83+0.36 (+0.42%)
At close: 04:03PM BST

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  • L
    Lance
    Now I've done the 10 minute research instead of just the 5 minute research on MKSI. I see they are making a major acquisition and taking on a lot of debt to accomplish that. Could make for a great company in the long run, but considering the state of the economy, the buyout seems like it introduces considerable risk along with the potential reward. I'm pretty conservatively invested right now so I'm probably not gonna buy any stock right now. But I do plan to keep an eye on this company and maybe invest at some point.
  • y
    y
    Tempting under $90. Will wait another another week given the chip stocks remain on bearish trend. The Fed's decision and MU's earnings release may sink them further. I don't think MKSI has technologies that are as critical as what ASML and COHR have, but they do have solid, well rounded portfolio and appear to be better manage than COHR and more diversified than ASML.
  • R
    Rick
    Below 90. A new 52 week low today. 🫤
  • R
    Riley
    I’d buy every day at these prices
  • y
    y
    The market turbulence will likely continue until investors sense the Fed is closed to stop hiking interest rate. The stock market value (and real estate) has been inflated by the Fed's easy monetary policy since the dotcom burst in 2000, and it been too loose for too long since the Lehmann crisis in 2008. Value of everything is relative. Cheap money pushes people into stocks and housing investment, so those assets get marked up. Great companies once got premium pricing say 3-8x price to sales ratio before 2008 got priced to 5-15x ps ratio in the last 10 years. Now that interest rate rising to a level only seen before 2008, the premium marked up will likely drop in the coming years. I think MKSI is now a good value and will thrive again once the bear market bottom. But the market turbulence will be with us for at least another month, so I will wait--there are other chip stocks that look more attractive than mksi, especially if they drop further. Semiconductor stocks move like a yo-yo just like its business cycle. If you pick right company, time it right, can stomach the swing, you can make good gain with chip stock.
  • O
    Ollie
    Amazing. We give up a month's worth of gains in less than one day!
  • L
    Lance
    Occasionally glance at techs on my watch list to see whether they look like good buys. Just glanced at MKSI and on the surface at least they look pretty darn good. Does this company carry any baggage that depresses its stock price?
  • R
    Riley
    Back to adding more slowly
  • O
    Ollie
    Has to be one of the most undervalued tech stocks. Hopefully after the deal closes next week we get a pop in the stock
  • J
    Jan
    MKSI looks like it is about to drop. Be careful guys. I have been reading (http://Achieverspot.tech) and their stocks have been doing way better.
  • M
    Michael
    $88 a share. How low will this go? I added a few more shares at this frankly unbelievable price, but part of me thinks that the knife won't land until it hits 80. We'll see how the cost of borrowing affects things soon enough.
  • T
    Terry
    Strong quarter I think bottom is in here.
  • O
    Ollie
    the way I see it, MKSI should be able to make $15+ a share after ATC merger. Will have $5bil in net debt, but that can be paid off in 6-7 years. Stock should easily go to $150. $200 when WS sees they are executing
  • M
    Michael
    Great earnings beat, excellent long awaited news on the Atotech merger being approved, company under excellent stewardship. This is a great company that took a beating earlier in the year, but is poised to swing back, as the company is undervalued right now. Only thing I worry about at this point is a black swan event like conflict with China. Have held this company for a couple years now and they have not let me down. Averaged down and reduced cost basis during downturn, in a good position for their comeback.
  • T
    That
    Hopefully earnings and Atotech news will give this stock the boost it deserves
  • R
    Rick
    The next acquisition for MKS will be. . . .

    Intel.

    Maybe MKS can turn them around.
  • H
    Harmony
    I have watched all investor master classes from $AMAT. I do really recommend them to get a feeling of what trends are shaping up in WFE market. What I understood is that variability of equipment and steps to produce modern chips is increasing. There are new types of processes, which are getting traction like epitaxy, ion implantation, selective etching etc. All these processes are about adding or removing materials to wafers in vacuum. $MKSI is a company, whose main clients are $LRCX and $AMAT and they provide them with subsystems that are used to deliver or remove that material in vacuum. If $LRCX and $AMAT will be growing so will $MKSI's business. But I prefer this company as investment because it is simply cheaper right now and at 1.5-2 times better multiples.
  • A
    Anonymous
    Terrible forecast....can only hope the big decline already that occurred limits the downside...

    MKS Instruments beats by $0.11, misses on revs; guides Q2 EPS below consensus, revs below consensus (116.34 -5.14)
    Reports Q1 (Mar) earnings of $2.71 per share, excluding non-recurring items, $0.11 better than the S&P Capital IQ Consensus of $2.60; revenues rose 6.9% year/year to $742 mln vs the $753.56 mln S&P Capital IQ Consensus.
    Co issues downside guidance for Q2, sees EPS of $2.04-2.52, excluding non-recurring items, vs. $2.80 S&P Capital IQ Consensus; sees Q2 revs of $700-760 mln vs. $784.50 mln S&P Capital IQ Consensus.
    Co notes guidance is a reflection of current business levels and certain supply chain constraints.
  • T
    Thomas
    Just finished listening to the conference call. The market is reacting (over-reacting) to semiconductor supply chain issues affecting their business, both last year and into 2022. MKS has always underestimated the upcoming quarter earnings, and I suspect that they are doing this again. Their PE ratio is at a relative low, as is their RSI. I don't know if I'd buy just yet, but I am certainly not selling. A higher dividend would be nice, but this beats money market. When (if?) supply chain issues clear up, MKS should be reporting quite nice earnings growth.
  • R
    Rick
    From what I’ve seen MKS have become masters at financing and executing acquisitions. They may have paid on the high side for the acquired, but in the long run, this has not had much of a negative effect. Years ago, they stated in an investor call that they had a goal to reach a market cap of 10B In 5 years, which I thought impossible, considering they were only 2B at the time. Well, it looks like we’ve arrived. So many companies make goals like this that they never achieve, so when I see one that does, I have to credit Their disciplined and capable company management. I think we’ll see more Market cap goals reached in the upcoming years. $20B coming soon.