QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,585 signal articles · 328 in last 24h · 112,405 total before filter · latest 44m ago
328last 24h
2139last 7d
379● bullish (7d)
188● bearish (7d)
204publishers
AllMacro296Earnings1216M&A90Regulatory23Product13Analyst20
✕ clear all filtersticker: MKSISentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Mizuho Raises its Price Target on Lam Research (LRCX)
Insider Monkey69d agoneutral
Mizuho Raises its Price Target on Lam Research (LRCX)

Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]

Applied Materials (AMAT) – Among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires
Insider Monkey73d agoneutral
Applied Materials (AMAT) – Among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires. Mizuho analyst Vijay Rakesh raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $540 from $500 on May 27. He reiterated an Outperform rating on the shares. The firm also increased its wafer fab […]

Is MKS Instruments (MKSI) Overvalued After Its Strong Recent Share Price Performance?
Simply Wall St.80d agoneutral
Is MKS Instruments (MKSI) Overvalued After Its Strong Recent Share Price Performance?

Why MKS (MKSI) is on investors’ radar today MKS (MKSI) is drawing fresh attention after recent trading left the stock at a last close of $320.62, with investors weighing this move against its reported revenue of $4,073.0 million and net income of $327.0 million. See our latest analysis for MKS. The recent move to a share price of $320.62 comes after a 14.11% 1 month share price return and a 90.44% year to date share price return. The 1 year total shareholder return of 285.28% points to strong...

BofA is Bullish on MKS Inc. (MKSI)
Insider Monkey93d agoneutral
BofA is Bullish on MKS Inc. (MKSI)

MKS Inc. (NASDAQ:MKSI) is one of the 12 Best Photonics Stocks to Buy Now. On April 28, 2026, BofA analyst Michael Mani hiked its price objective on MKS Inc. (NASDAQ:MKSI) to $330 from $300. It kept a Buy rating on the shares. The firm raised projections for semiconductor capital equipment names based on “strong” Lam […]

Assessing MKS Instruments (MKSI) Valuation After Q1 2026 Beat And AI Semiconductor Demand Momentum
Simply Wall St.95d agobullish
Assessing MKS Instruments (MKSI) Valuation After Q1 2026 Beat And AI Semiconductor Demand Momentum

MKS (MKSI) has drawn fresh attention after first quarter 2026 results topped analyst expectations, with revenue of US$1.08b and earnings surprises supported by strong semiconductor, electronics, and packaging demand. See our latest analysis for MKS. The share price reaction has been strong, with a year to date share price return of 78.66% and a very large 1 year total shareholder return of 291.99%, which suggests that investors view earnings surprises and AI related demand as meaningful. If...

MKS Q1 Earnings Call Highlights
MarketBeat97d agoneutral
MKS Q1 Earnings Call Highlights

MKS (NASDAQ:MKSI) reported first-quarter fiscal 2026 results that came in at the high end or above management’s guidance, supported by stronger demand across its semiconductor and electronics and packaging end markets. On the company’s earnings call, President and CEO John Lee said the year is “off

MKS (MKSI) Q1 2026 Earnings Call Transcript
Motley Fool97d agoneutral
MKS (MKSI) Q1 2026 Earnings Call Transcript

2026 is off to an outstanding start for MKS. First quarter revenue, gross margin and EPS all came in at the high end or above our guidance ranges, and our Q2 guidance shows that we expect this momentum to continue, driven by strong bookings across our end markets. In the semiconductor market, MKS has a long-standing track record of outperforming WFE in up cycles.