Loading...

AI And Advanced Packaging Will Unlock Future Value

Published
18 Jul 24
Updated
03 Oct 25
AnalystConsensusTarget's Fair Value
US$972.48
8.3% overvalued intrinsic discount
03 Oct
US$1,053.47
Loading
1Y
32.0%
7D
-7.5%

Author's Valuation

US$972.488.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Oct 25
Fair value Increased 4.60%

KLA's analyst price target has risen from $929.68 to $972.48, as analysts point to stronger expected revenue growth and profit margins. This is supported by optimism around U.S.-focused semiconductor manufacturing and positive industry trends.

Shared on04 Aug 25
Fair value Increased 6.81%

Analysts have raised KLA’s price target from $870.38 to $930.08, citing a stronger-than-expected recovery in China’s wafer fab equipment market and KLA’s advantaged position in the GAA technology transition, though some caution remains due to elevated valuation and limited near-term catalysts. Analyst Commentary Bullish analysts are raising price targets due to a stronger-than-expected recovery in China’s wafer fab equipment market, with forecasts improving from a 12% YoY decline to just a 3% drop in 2025.

Shared on17 Jul 25
Fair value Increased 11%

Shared on07 May 25
Fair value Decreased 8.23%

AnalystConsensusTarget has decreased revenue growth from 8.1% to 6.6%.

Shared on30 Apr 25
Fair value Increased 1.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 7.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 1.71%