MKS Instruments Stock Discussion

MKS Instruments' low P/S ratio is attributed to its underwhelming revenue performance and bleak growth outlook. This weak outlook is suppressing the shares, making a strong price rise unlikely soon.

MKS Instruments' refinancing move is seen as a strategic step adding flexibility and simplifying the company's capital structure. The strong market demand for MKS's Term Loan B reflects the strength of its operating model.

Market sentiment leans towards judging performance based on revenue growth over EPS, mirroring an existing EPS-share price mismatch. Bolstered by dividends, TSR outperforms share price return. Analysts still foresee future growth despite a potential slowdown in share price gain.

I am bearish on semicon stocks.As  I used to work in that industry, particularly mks and cohu, I feel can feel the industry's heartbeat..as such I will off load USD cop fund and I am going big long for MKS and cohu, because the US will be spending billions on capital equipment for the 'made in the usa' IC chips..especially AI of course. their annual dividends are consistent 4 to 6 %. other metrics look good. so join me , 🙂

John T.C. Lee, President and CEO of MKS Instruments, lavished praise upon Bagshaw's contributions to the company, saying that he leaves MKS in a strong financial position for future growth and value creation.