MKS Inc. Common Stock MKSI

Zacks Investment Research 10 nov

D-Wave Quantum (QBTS) reported Q3 2026 revenues of $4.51M, up 21% YoY and beating estimates by 14.2%, driven by professional services and QCaaS growth. However, the company posted a wider-than-expected loss, with gross margins contracting 1,850 bps to 52.9% and adjusted EBITDA loss widening 83% due to unfavorable revenue mix and elevated operating expenses. On the positive side, nine-month bookings surged 611% to $37.4M and the company secured access to $100M in CHIPS Act funding, supporting continued quantum computing development.

Zacks Investment Research 6 nov

MKS Inc. (MKSI) reported Q3 revenues of $1.41 billion, beating consensus estimates, with Q4 guidance of $1.49 billion representing 44% year-over-year growth. Semiconductor revenues surged 54% driven by AI-related demand, while electronics & packaging revenues climbed 43%. The company plans to double chemistry equipment capacity by Q3 2027 and generated $243 million in free cash flow during the quarter.

Zacks Investment Research 6 nov

Quantinuum (QNT) reported Q3 2026 results with a narrower-than-expected loss of $0.29 per share and revenues surging 233% year-over-year to $9.1 million, driven by cloud platform demand and a major financial institution deal. The company raised 2026 revenue guidance to $31-$34 million and expects over 100% growth in 2027, supported by $104 million in year-to-date bookings. However, rising R&D and operating expenses remain concerns.

Zacks Investment Research 6 nov

IonQ reported Q3 2026 revenues of $173.8 million, up 336% year-over-year and beating estimates by 19%. The company raised its 2026 revenue outlook to $505-$515 million from $450-$460 million, driven by strong quantum computing demand and the SkyWater acquisition. Combined backlog reached $1.2 billion. However, adjusted EBITDA losses widened significantly, and the company carries a Zacks Rank #5 (Strong Sell) rating due to elevated operating expenses and profitability concerns.

Zacks Investment Research 5 nov

MKS Inc. (MKSI) reported Q3 2026 non-GAAP earnings of $4.18 per share, up 116.6% year-over-year, beating consensus estimates. Revenues surged 43% to $1.41 billion, driven by robust demand in semiconductors and electronics & packaging sectors fueled by AI-related investments. The company projects continued momentum with Q4 revenue guidance of $1.49 billion and non-GAAP EPS of $5.