Is MKS Inc. (MKSI) the Best Stock to Buy in Glen Kacher’s Light Street Portfolio?

On June 25, 2026, MKS Inc. (NASDAQ:MKSI) announced a $25 cardinal enlargement of its Atotech instrumentality manufacturing installation successful Guangzhou, China. The enlargement aiming to enactment the planetary AI build-out, is expected to beryllium completed earlier the extremity of the 4th fourth of 2027. The task volition adhd 323,000 quadrate feet and treble the site's accumulation capacity. With this investment, the institution targets sustained maturation successful markets related to AI, specified arsenic semiconductors and precocious PCB applications. In summation to improving operational efficiency, the expanded installation is anticipated to shorten pb times arsenic good arsenic heighten method collaboration crossed Asia.

In different event, BMO Capital initiated sum of MKS Inc. (NASDAQ:MKSI) with an Outperform standing and acceptable the terms people connected the banal astatine $453. The steadfast believes that MKS Inc. (NASDAQ:MKSI) is simply a leveraged beneficiary of the AI and information halfway buildout. The expanding spot capableness and materials intensity, induced by wide semiconductor and precocious packaging exposure, are anticipated to enactment sustained medium-term growth.

Founded successful 1961, MKS Inc. (NASDAQ:MKSI) is simply a planetary precocious manufacturing exertion leader. Headquartered successful Massachusetts, the institution offers instruments, systems, subsystems, and process power solutions to analyze, measure, and show the manufacturing process parameters to optimize productivity for its customers.

While we admit the imaginable of MKSI arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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