AI And Advanced Packaging Will Unlock Future Value

Published
18 Jul 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$930.08
0.6% overvalued intrinsic discount
06 Aug
US$935.53
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1Y
17.9%
7D
5.9%

Author's Valuation

US$930.1

0.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 6.86%

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%