MKS (MKSI) Just Posted 86% EPS Growth, So Why the Margin Warning?
MKS Inc. (NASDAQ:MKSI) held its second-quarter earnings call on August 6, and the numbers described one of the company's strongest quarters in years.
Mks Inc (MKSI)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Point72 Asset Management Steve Cohen | 1,996,843 | $888,195,766 | +25% | 0.98% |
| 2. | Whale Rock Capital Management Alex Sacerdote | 1,271,373 | $565,506,710 | -3% | 4.54% |
| 3. | 162,500,000 | $479,685,375 | +49% | 3.91% | |
| 4. | Alkeon Capital Management Panayotis Takis Sparaggis | 1,072,040 | $476,843,392 | 0.64% | |
| 5. | Sachem Head Capital Scott Ferguson | 812,700 | $361,488,960 | 7.5% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $68.34 | 2,500 | $170,861.75 | 11,073 | 2023-11-07 | Filing | |
| $120.06 | 250 | $30,014.00 | 3,142 | 2022-08-01 | Filing | |
| $117.51 | 1,000 | $117,510.00 | 99,017 | 2022-08-01 | Filing | |
| $35.94 | 3,500 | $125,772.50 | 22,628 | 2016-05-05 | Filing | |
| $23.96 | 443 | $10,624.99 | 23,303 | 2013-11-29 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $302.01 | 10,000 | $3,020,100.00 | 134,776 | 2026-08-14 | Filing | |
| $288.31 | 457 | $131,757.67 | 4,098 | 2026-08-03 | Filing | |
| $347.00 | 217 | $75,299.00 | 19,201 | 2026-06-12 | Filing | |
| $346.41 | 812 | $281,281.51 | 19,418 | 2026-06-12 | Filing | |
| $345.52 | 2,471 | $853,789.56 | 20,230 | 2026-06-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,930,030 | $3,082,477,430 | 0.05% | |
| 2. | 4,661,664 | $2,073,508,050 | 0.16% | |
| 3. | 3,707,327 | $1,649,019,050 | 0.07% | |
| 4. | 3,373,844 | $1,404,811,557 | 0.08% | |
| 5. | 3,049,560 | $1,356,444,288 | 0.03% |
News See All
MKS (MKSI): A Mission Critical Semiconductor Supplier Behind Next Gen Chip Making
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
MKS (MKSI) Gains from Surging Demand for High Band Memory (HBM)
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
Glen Kacher's Light Street Portfolio: 10 Best Stocks to Buy
Founded by Glen Kacher in 2010, Light Street Capital is a technology-focused hedge fund.
What Makes MKS (MKSI) an Investment Bet?
TimesSquare Capital Management, an equity investment management company, released its “U.S.
MKS (MKSI) Advanced on Sales Strength
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Mid Cap Fund”.
12 Best Photonics Stocks to Buy Now
On April 15, Bloomberg reported that Italy had given 2D Photonics Group €211 million to improve AI data center processing and support domestic startups.
MKS Inc. (NASDAQ:MKSI) Q1 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the MKS Q1 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.
Is MKS Inc. (MKSI) One of the Best AI Stocks to Look at
On March 2, President and CEO of MKS Inc. (NASDAQ:MKSI) John Lee discussed the company’s strategy and market position at Morgan Stanley’s Technology, Media and Telecom Conference 2026.
15 AI Stocks That Are Quietly Making Investors Rich
On January 27, Morgan Stanley outlined its outlook on AI heading into 2026, and one thing stood out clearly.
Hedge Fund Resource Center