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KLAC: Future Demand From AI And Fab Investment Will Present Balanced Opportunities And Risks

Published
18 Jul 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
73.6%
7D
-1.3%

Author's Valuation

US$1.27k6.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 24%

KLA's analyst price target has increased significantly to $1,271.88 from $1,026.32. Analysts cite improving revenue growth forecasts and ongoing strength in the company's core markets as key drivers of optimism.

Shared on 17 Oct 25

Fair value Increased 5.54%

AI And Advanced Packaging Will Unlock Future Value

KLA's analyst price target has increased by approximately $54 to $1,026, reflecting analysts' growing optimism on AI-related demand and improved industry sentiment. This comes despite some caution on future expectations.

Shared on 03 Oct 25

Fair value Increased 4.60%

AI And Advanced Packaging Will Unlock Future Value

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 on 04 Aug 25

Fair value Increased 6.81%

AI And Advanced Packaging Will Unlock Future Value

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 on 17 Jul 25

Fair value Increased 11%

Advanced Packaging And AI Tools Will Expand Future Markets

Shared on 07 May 25

Fair value Decreased 8.23%

Advanced Packaging And AI Tools Will Expand Future Markets

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

Shared on 30 Apr 25

Fair value Increased 1.10%

Advanced Packaging And AI Tools Will Expand Future Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.03%

Advanced Packaging And AI Tools Will Expand Future Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.11%

Advanced Packaging And AI Tools Will Expand Future Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Advanced Packaging And AI Tools Will Expand Future Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 7.11%

Advanced Packaging And AI Tools Will Expand Future Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Advanced Packaging And AI Tools Will Expand Future Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.75%

Advanced Packaging And AI Tools Will Expand Future Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 1.71%

Advanced Packaging And AI Tools Will Expand Future Markets