KLA Management
Management Kriterienprüfungen 3/4
KLA CEO ist Rick Wallace , ernannt in Jan 2006, hat eine Amtszeit von 20.33 Jahren. Die jährliche Gesamtvergütung beträgt $25.09M , bestehend aus 4.7% Gehalt und 95.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.018% der Aktien des Unternehmens, im Wert von $39.68M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 12.8 Jahre bzw. 4.9 Jahre.
Wichtige Informationen
Rick Wallace
Geschäftsführender
US$25.1m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 4.74% |
| Amtszeit als Geschäftsführer | 20.3yrs |
| Eigentum des Geschäftsführers | 0.02% |
| Durchschnittliche Amtszeit des Managements | 12.8yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 4.9yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Apr 30
KLA Corporation: Positioned To Dominate Semiconductor Growth
Summary KLA Corporation commands a near-monopoly in semiconductor process control systems, critical for AI-driven chip demand. I rated KLAC stock a buy despite a high ~50x 2026 P/E, given its dominant moat and projected industry expansion. Management targets revenue to nearly double to $26B in five years, with EPS growth outpacing revenue by 2030. Valuation risk is present, but KLAC's leadership, recurring revenue, and AI exposure support long-term compounding potential. KLA's CEO had this to say after the Q3 Earnings Report: "Our business momentum remains robust, and we are highly confident in our outlook for calendar year 2026." Read the full article on Seeking Alpha
Analyse-Update • Apr 28
KLAC: Investor Day Goals And Capital Returns Will Support Re Rating
Analysts have raised KLA's aggregate price target by several hundred dollars per share, citing stronger long term growth assumptions, a higher proportion of revenue tied to wafer fab equipment spending, and updated company targets that support higher revenue growth and P/E assumptions even as projected profit margins moderate. Analyst Commentary Recent Street research around KLA has been heavily focused on higher price targets and updated long term frameworks, with multiple bullish analysts citing the company’s latest Investor Day as a key reference point.Analyse-Update • Apr 13
KLAC: Investor Day Framework And Share Gains Will Drive Re Rating
The analyst price target for KLA has been updated from $1,950 to $2,000 as analysts factor in more upbeat Investor Day commentary, refreshed long-term revenue and earnings targets, and a set of broadly higher Street price targets following recent research updates. Analyst Commentary Bullish analysts have been leaning into KLA's updated long term framework, using Investor Day as a key reference point for revisiting their models on growth, margins, and cash generation.Analyse-Update • Mar 30
KLAC: Leading Edge Exposure And Investor Day Framework Will Drive Re Rating
The analyst price target for KLA has been raised from $1,800 to $1,950. Analysts attribute this change to more constructive revenue growth and profit margin assumptions following a stronger than expected Investor Day and broadly higher Street targets across the semicap group.
Analyse-Update • Mar 16
KLAC: AI And DRAM Spending Cycles Will Support Stronger Long Term Outlook
The analyst price target for KLA has been revised higher, with the updated fair value estimate moving from about $1,297 to roughly $1,676 as analysts factor in stronger long term revenue growth, higher profit margin assumptions and KLA's more constructive Investor Day outlook, while views on the appropriate discount rate and future P/E multiple remain fairly similar. Analyst Commentary Recent research has centered on KLA's updated long term framework, higher 2030 financial targets and a reassessment of wafer fab equipment spending, with most firms adjusting price targets and rating views around those themes.
Analyse-Update • Mar 02
KLAC: AI And DRAM Spending Upswing Will Challenge Lofty P/E Premium
The analyst price target for KLA has inched higher to $1,336 from $1,332, as analysts factor in slightly stronger long term revenue growth, a marginally higher profit margin profile and a small adjustment lower in the discount rate, while keeping future P/E expectations broadly similar. Analyst Commentary Across recent research, most commentary on KLA has centered on higher price targets, upbeat views on wafer fab equipment spending and interest in the upcoming investor day, where some analysts expect long term financial targets to be outlined.
Neue Analyse • Feb 22
KLA Corporation (KLAC) The Precision Arbitrator: Securing the AI Frontier
KLA Corporation (KLAC) stands as the indispensable gatekeeper of the semiconductor world, currently trading at $1,496.00 as of the market close on February 20, 2026. As chip architectures move toward 2nm and beyond, the "process control intensity"—the amount of inspection and measurement required per wafer—is skyrocketing.Analyse-Update • Feb 16
KLAC: AI And DRAM Upswing Will Test Elevated P/E Expectations
The analyst fair value estimate for KLA has been raised by $52 to $1,332, as analysts generally factor in slightly higher revenue growth and profit margins, a modestly lower discount rate, and Street research that points to stronger wafer fab equipment spending and KLA's position in leading edge logic and memory. Analyst Commentary Recent Street research around KLA features a cluster of higher price targets and several rating upgrades, with many firms pointing to wafer fab equipment spending, leading edge logic and memory exposure, and KLA's competitive position as key drivers in their models.Analyse-Update • Feb 02
KLAC: AI And DRAM Upswing Will Eventually Expose Rich P E Risk
Analysts have lifted their fair value estimate for KLA to US$1,280 from about US$1,083, citing stronger modeled revenue growth, expectations for a higher future P/E and ongoing support from a broad series of recent price target increases across Wall Street research. Analyst Commentary Recent Street research on KLA has been active, with a wide range of price target changes and a mix of upbeat and more guarded opinions.Analyse-Update • Jan 19
KLAC: Higher Conviction In Leading Edge Exposure Will Drive Re Rating
The analyst fair value estimate for KLA has been lifted from US$1,075 to US$1,800, as analysts factor in stronger projected revenue growth, slightly higher profit margins, and a richer future P/E multiple supported by recent upgrades and higher price targets across the Street. Analyst Commentary Recent Street research around KLA points to a clear shift toward a more constructive stance, with several firms recalibrating their models and price targets to reflect higher conviction in the company’s execution and end market positioning.Analyseartikel • Jan 16
Subdued Growth No Barrier To KLA Corporation (NASDAQ:KLAC) With Shares Advancing 32%
Despite an already strong run, KLA Corporation ( NASDAQ:KLAC ) shares have been powering on, with a gain of 32% in the...Analyse-Update • Jan 05
KLAC: AI And DRAM Upswing Will Leave Shares Vulnerable To Cycle Normalization
Analysts have raised their price target on KLA from about $655 to roughly $1,083 per share, reflecting increased confidence in the company's strengthening profit margins, higher long term valuation multiple, and improved visibility into AI driven demand and memory investment cycles. Analyst Commentary Recent Street research has turned more constructive on KLA, with multiple firms lifting price targets and highlighting the company’s leverage to AI driven process control intensity and improving memory investment.Analyse-Update • Dec 15
KLAC: AI And DRAM Spending Cycles Will Drive Balanced Risk Reward Ahead
Analysts have nudged their average price target for KLA higher by about $10 to roughly $1,297 per share, citing stronger than expected recent results, rising confidence in the company’s dominant position in process control for AI driven chip transitions, and a healthier long term DRAM and wafer fab equipment outlook, even as they trim margin assumptions slightly. Analyst Commentary Street research remains broadly constructive on KLA, with several recent target hikes and an upgrade reflecting rising conviction in the company’s role as a key beneficiary of AI driven wafer fab investment, even as some caution persists around cycle timing and already elevated expectations.Analyse-Update • Dec 01
KLAC: AI And DRAM Investment Cycles Will Balance Market Uncertainties Ahead
Analysts have raised their price targets for KLA, citing strong quarterly results, an improved outlook for artificial intelligence demand, and the company's dominant market position. Recent targets have moved from $1,093 to as high as $1,300.Analyse-Update • Nov 17
KLAC: Rising AI And DRAM Momentum Will Drive Stronger Performance Ahead
KLA's analyst price target has been revised upward, increasing by $15 to $1,287. Analysts cite robust quarterly results, enhanced positioning in AI and DRAM markets, and improving profit margins as key factors supporting a positive outlook.Analyse-Update • Nov 01
KLAC: Future Demand From AI And Fab Investment Will Present Balanced Opportunities And Risks
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.Analyseartikel • Oct 30
Here's Why Shareholders Will Not Be Complaining About KLA Corporation's (NASDAQ:KLAC) CEO Pay Packet
Key Insights KLA's Annual General Meeting to take place on 5th of November Total pay for CEO Rick Wallace includes...Analyse-Update • Oct 17
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.Analyse-Update • Oct 03
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.Analyseartikel • Oct 02
There's Reason For Concern Over KLA Corporation's (NASDAQ:KLAC) Massive 29% Price Jump
KLA Corporation ( NASDAQ:KLAC ) shareholders would be excited to see that the share price has had a great month...Analyseartikel • May 22
KLA Corporation's (NASDAQ:KLAC) Shares Climb 25% But Its Business Is Yet to Catch Up
KLA Corporation ( NASDAQ:KLAC ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...Seeking Alpha • Apr 11
KLA Corporation: Buy The Dip As Growth Continues To Accelerate (Technical Analysis)
Summary KLA Corporation has seen a 14% decline in the past month, but I believe this is unjustified as the business fundamentals remain strong and growth is accelerating. Technical analysis shows bearish sentiment, but positive divergence in MACD and stochastics suggests a potential bottom, with Ichimoku Cloud indicating questionable bearish momentum. Impressive Q2 results with significant YoY revenue and EPS growth, and Q3 guidance indicates further acceleration, making the stock undervalued. The P/S ratio has contracted to average levels, highlighting a disconnect from strong fundamentals, and presenting a compelling buy opportunity. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
KLA Corporation: There Is Confidence In The Booming Chip Industry
Summary Reiterating Buy rating on KLA Corporation due to strong YoY growth in semiconductor process control and wafer inspection, despite a recent stock decline from weak Q3’25 revenue projection. Bulging chip market driven by data centers, Generative AI, and AI-powered PCs; semiconductor industry expected to hit a trillion-dollar mark by 2030. KLA's strategic expansions and investments in advanced semiconductor packaging and AI-enabled devices position it well for future growth and shareholder value. Financials show strong Q2’25 performance with 24% YoY revenue growth, robust free cash flow, and high return on total capital compared to competitors. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
KLA Corporation: Profiting From AI Hype, But Also Expensive
Summary KLA Corporation exhibits strong metrics, including a 65,000% stock increase since the 1980s, stable margins, and high return on invested capital, indicating a wide economic moat. Despite high debt, KLA Corporation's robust operating income and substantial cash reserves ensure liquidity and solvency, mitigating balance sheet concerns. The company reported impressive Q1 fiscal 2025 results, with 18.6% YoY revenue growth and 29.6% YoY net income growth, driven by its semiconductor process control segment. While KLA Corporation shows strong growth potential and consistent dividend increases, KLAC stock's high valuation multiples suggest it is fairly valued, possibly slightly overvalued. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
KLA Corporation: Great Business But China Risk Looms Large
Summary KLA Corporation is a leading semiconductor equipment provider with strong financials, negligible net debt, and high returns on capital, making it a high-quality equity. Despite its strengths, I recommend a Hold due to significant revenue exposure to China and potential impacts from US-China trade tensions. The stock has retrenched 30% from its all-time high, and investors should await clarity on support levels and upcoming earnings before taking action. KLA's valuation is reasonable, but geopolitical risks and trade restrictions could materially impact future earnings, warranting cautious monitoring of the situation. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
Is KLA Corporation A Good Buy For 2025?
Summary After a robust first 9 months, KLA Corp. is now underperforming the Nasdaq by a significant margin. KLAC's largest region - China is likely to see a slowdown in WFE spending, even as the US expands export controls. Despite Chinese market woes, the North American region driven by leading-edge chip momentum and advanced packaging demand offers some optimism for KLAC's future performance. KLAC's forward P/E valuations are now in line with its long-term average of 21x, but from an FCF yield and dividend yield perspective, it is still not attractive. On the weekly chart, the stock has broken a two year trendline, while momentum indicators on the daily chart don't look good. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
KLA Corporation: Defect Inspection And Review Among Key Drivers To The Growing Industry
Summary KLA leverages cutting-edge semiconductor inspection tech, partnering with industry leaders like TSMC and Samsung. This positions them to capitalize on the growing demand for 2nm and 3nm chip manufacturing. Holding a 50% global market share in process control, KLA benefits from the surge in AI-driven GPU demand and significant investments by major foundries, driving revenue growth. With a 9% Q4’24 revenue increase, high profitability, substantial share buybacks, and an undervalued stock post sell-off, KLA is poised for a potential 10-20% upside. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$5b |
| Dec 31 2025 | n/a | n/a | US$5b |
| Sep 30 2025 | n/a | n/a | US$4b |
| Jun 30 2025 | US$25m | US$1m | US$4b |
| Mar 31 2025 | n/a | n/a | US$4b |
| Dec 31 2024 | n/a | n/a | US$3b |
| Sep 30 2024 | n/a | n/a | US$3b |
| Jun 30 2024 | US$23m | US$1m | US$3b |
| Mar 31 2024 | n/a | n/a | US$3b |
| Dec 31 2023 | n/a | n/a | US$3b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | US$27m | US$1m | US$3b |
| Mar 31 2023 | n/a | n/a | US$4b |
| Dec 31 2022 | n/a | n/a | US$4b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | US$21m | US$997k | US$3b |
| Mar 31 2022 | n/a | n/a | US$3b |
| Dec 31 2021 | n/a | n/a | US$3b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | US$14m | US$975k | US$2b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | n/a | n/a | US$1b |
| Sep 30 2020 | n/a | n/a | US$1b |
| Jun 30 2020 | US$13m | US$967k | US$1b |
| Mar 31 2020 | n/a | n/a | US$1b |
| Dec 31 2019 | n/a | n/a | US$1b |
| Sep 30 2019 | n/a | n/a | US$1b |
| Jun 30 2019 | US$21m | US$900k | US$1b |
Vergütung im Vergleich zum Markt: RickDie Gesamtvergütung ($USD25.09M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.67M).
Entschädigung vs. Einkommen: RickDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Rick Wallace (65 yo)
20.3yrs
Amtszeit
US$25,092,254
Vergütung
Mr. Richard P. Wallace, also known as Rick, serves as Director at Marvell Technology, Inc. since April 25, 2024. He served as Independent Director of Splunk Inc. since October 12, 2022 until 2024. He serve...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 20.3yrs | US$25.09m | 0.018% $ 39.7m | |
| Executive VP & CFO | 12.8yrs | US$7.71m | 0.0082% $ 18.6m | |
| Executive VP | 5.7yrs | US$3.13m | 0.000010% $ 22.6k | |
| President of Semiconductor Products & Customers | 10.8yrs | US$7.71m | 0.00077% $ 1.7m | |
| Executive Vice President of KLA Global Services | 10.2yrs | US$5.00m | 0.00044% $ 996.0k | |
| Senior VP & Chief Accounting Officer | 18.2yrs | US$1.31m | 0.00023% $ 520.6k | |
| CTO & Executive VP of Corporate Alliances | 32.3yrs | US$1.88m | keine Daten | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Senior VP & Chief Communications Officer | no data | keine Daten | keine Daten | |
| Executive VP & Chief Human Resources Officer | 7.3yrs | keine Daten | keine Daten | |
| Executive VP of Government Affairs & Head of KLA Europe | 17.7yrs | US$5.53m | keine Daten |
12.8yrs
Durchschnittliche Betriebszugehörigkeit
58.5yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von KLAC ist erfahren und erfahren (durchschnittliche Amtszeit von 12.8 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 20.3yrs | US$25.09m | 0.018% $ 39.7m | |
| Independent Chairman | 19.2yrs | US$480.99k | 0.011% $ 25.9m | |
| Independent Director | 19yrs | US$389.74k | 0.0060% $ 13.6m | |
| Independent Director | 7.3yrs | US$349.74k | 0.0043% $ 9.7m | |
| Independent Director | 1.1yrs | US$151.02k | 0.00013% $ 294.3k | |
| Independent Director | 2.8yrs | US$349.74k | 0.00075% $ 1.7m | |
| Independent Director | less than a year | keine Daten | keine Daten | |
| Independent Director | 1yr | US$145.50k | 0.00013% $ 294.3k | |
| Independent Director | less than a year | keine Daten | keine Daten | |
| Independent Director | 6.9yrs | US$349.74k | 0.0030% $ 6.7m |
4.9yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter
Erfahrener Vorstand: KLACDie Vorstandsmitglieder gelten als erfahren (4.9 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/06 07:11 |
| Aktienkurs zum Tagesende | 2026/05/06 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/06/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
KLA Corporation wird von 47 Analysten beobachtet. 28 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| James Kelleher | Argus Research Company |
| Christopher Muse | Barclays |
| Thomas O'Malley | Barclays |