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Hold Rating for MKS Instruments Amid Stable Demand and Tariff Uncertainties

Hold Rating for MKS Instruments Amid Stable Demand and Tariff Uncertainties

MKS Instruments (MKSIResearch Report), the Technology sector company, was revisited by a Wall Street analyst yesterday. Analyst Joseph Quatrochi from Wells Fargo maintained a Hold rating on the stock and has a $85.00 price target.

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Joseph Quatrochi has given his Hold rating due to a combination of factors influencing MKS Instruments’ current market position. The company’s demand outlook is seen as stable and positive, yet uncertainties surrounding potential tariff impacts on demand recovery and second-half 2025 performance remain significant considerations. This uncertainty limits the visibility into a substantial demand recovery, which is crucial for driving the stock’s performance.
Additionally, while MKS Instruments is making strides in deleveraging and expects to continue reducing interest expenses, the company’s exposure to tariff-related costs presents a challenge. The guidance for various segments, such as Semiconductor and Electronics & Packaging, reflects mixed expectations, with some areas showing potential growth while others remain flat. These factors collectively contribute to the Hold rating, as the stock’s future performance hinges on resolving these uncertainties.

Quatrochi covers the Technology sector, focusing on stocks such as ON Semiconductor, Cadence Design, and MKS Instruments. According to TipRanks, Quatrochi has an average return of 12.4% and a 50.75% success rate on recommended stocks.

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