Invesco Small Cap Value Fund Q2 2026 Portfolio Activity

Teleflex management's efforts to simplify the business and return capital to shareholders should, in our view, create an opportunity for valuation improvement. Given Orion stock's recent strength, we opted to sell the position to fund other opportunities that we believe have better potential upside to intrinsic value. MKS stock's strong performance reflected broad-based AI investment demand and ongoing spending on advanced computing infrastructure.

Seeking Alpha • Aug 20, 2026

MKS Inc. Earns 2026 Zhen Ding Technology Group Distinguished Contribution Awards for Service Excellence and Technology Innovation

ANDOVER, Mass., Aug. 17, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (Nasdaq: MKSI), a global provider of technologies that transform our world, today announced it has received two distinguished contribution awards for 2026 from Zhen Ding Technology Group (“Zhen Ding”), a leading printed circuit board and package substrate manufacturer.

GlobeNewsWire • Aug 17, 2026

MKS (MKSI) is a Top-Ranked Growth Stock: Should You Buy?

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Aug 14, 2026

MKS: The AI Manufacturing Tollbooth Is Still Priced Like A Cyclical Supplier

MKS Inc. is rated Buy, driven by its unique dual exposure to wafer and interconnect capital expenditure cycles. MKSI's Atotech acquisition enables a chemistry flywheel, converting equipment sales into high-margin, recurring consumables and service revenue. Consensus forecasts call for aggressive revenue and EPS growth through 2027, supported by secular semiconductor and AI infrastructure demand.

Seeking Alpha • Aug 13, 2026

Investing in MKS (MKSI)? Don't Miss Assessing Its International Revenue Trends

Explore MKS' (MKSI) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Zacks Investment Research • Aug 11, 2026

MKSI Q2 Earnings Call Highlights AI-Driven Capacity Ramp

MKS is ramping semiconductor and packaging capacity as AI-driven demand boosts visibility into 2027 despite near-term margin pressure.

Zacks Investment Research • Aug 7, 2026

Here's What Key Metrics Tell Us About MKS (MKSI) Q2 Earnings

Although the revenue and EPS for MKS (MKSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Aug 7, 2026

MKS Q2 Earnings Call Highlights

MKS NASDAQ: MKSI reported second-quarter 2026 revenue of $1.25 billion, up 16% sequentially and 28% from a year earlier, as demand increased across semiconductor, electronics and packaging, and specialty industrial markets. Management said revenue and key profitability measures reached the high end of, or exceeded, the company's guidance ranges.

MarketBeat • Aug 6, 2026

MKS Inc. (MKSI) Q2 2026 Earnings Call Transcript

MKS Inc. (MKSI) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

MKSI Q2 Earnings Beat Estimates, Revenues Increase Year Over Year

MKS' Q2 earnings and revenues beat estimates as broad end-market growth and stronger margins fuel an upbeat third-quarter outlook.

Zacks Investment Research • Aug 6, 2026