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MKS Instruments Is 'Gaining Traction' In Advanced Technologies, Analyst Says

MKS Instruments Is 'Gaining Traction' In Advanced Technologies, Analyst Says

分析师表示,MKS仪器在爱文思控股技术方面正在"获得关注"。
Benzinga ·  12/14 01:37

Shares of MKS Instruments Inc (NASDAQ:MKSI) have lost more than 17% over the past six months.

MKS仪器公司(纳斯达克:MKSI)在过去六个月里股价下跌超过17%。

The company is a market leader in 20 product categories and has a "strong set of tier-1 customers," according to JPMorgan.

根据摩根大通的说法,该公司在20个产品类别中处于市场领先地位,并拥有 "强大的顶级客户" 。

Analyst Peter Peng initiated coverage of MKS Instruments with an Overweight rating and a price target of $145.

分析师彼得·彭对MKS仪器公司发表了超配评级,并设定了145美元的价格目标。

The MKS Instruments Thesis: The company is well positioned to benefit from strong wafer fabrication equipment spending in advanced logic, "combined with major technology inflections such as advanced packaging, high bandwidth memory, gate-all-around transistors, and backside power distributions," Peng said in the initiation note.

MKS仪器的论点:该公司在先进逻辑的硅片制造设备支出中处于有利位置,"加上重大科技转折点,如先进包装、高带宽内存、全周围栅极晶体管及背面电源分配,"彭在启动报告中表示。

Check out other analyst stock ratings.

查看其他分析师的股票评级。

MKS Instruments is "gaining traction in process control and lithography applications due to its optical and optical subsystems, precision motion, and laser product lines," the analyst stated. While the company historically had less exposure in these areas, it now seems well positioned for market share gains, he added.

分析师指出,MKS仪器在工艺控制和光刻应用中 "正在获得牵引力,由于其光学和光学子系统、精密运动及激光产品线。"尽管该公司在这些领域的历史曝光较少,但现在似乎在市场份额增长方面处于有利位置,他补充道。

MKS Instruments is likely to generate mid- to high- single-digit percentage revenue growth, "driven by its differentiated advanced technology/IP portfolio, market share gains, and strong exposure to the secular growth in WFE and advanced packaging," Peng further wrote.

MKS仪器可能会实现中高单位数的营业收入增长,"受益于其差异化的爱文思控股技术/IP组合、市场份额增长及对硅片制造和先进包装的强大曝光,"彭进一步写道。

MKSI Price Action: Shares of MKS Instruments were down 0.78% to $112.02 at the time of publication on Friday.

MKSI价格行动:MKS仪器的股票在周五的公布时下跌了0.78%,报112.02美元。

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阅读更多:

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Photo: Matveev Aleksandr/Shutterstock.com

照片: Matveev Aleksandr/Shutterstock.com

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