KLA Corporation

Informe acción NasdaqGS:KLAC

Capitalización de mercado: US$236.6b

KLA Dividendos y recompras

Dividendo controles de criterios 0/6

KLA es una empresa que paga dividendos con una rentabilidad actual de 0.5%. La fecha del próximo pago es en 2nd June, 2026 con una fecha ex dividendo de 18th May, 2026.

Información clave

0.5%

Rentabilidad por dividendo

0.9%

Rendimiento de la recompra

Rendimiento total para el accionista1.4%
Rendimiento futuro de los dividendos0.5%
Crecimiento de los dividendos12.9%
Próxima fecha de pago de dividendos02 Jun 26
Fecha ex dividendo18 May 26
Dividendo por acciónn/a
Ratio de pago21%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa May 13

KLAC: AI And DRAM Spending Boom Will Test Rich Earnings Expectations

Analysts have lifted their price targets on KLA, contributing to an increase in the modelled fair value from about $1,336 to roughly $1,513 as they factor in higher revenue growth assumptions, a slightly stronger profit margin outlook, a modestly higher discount rate, and a somewhat lower future P/E. Analyst Commentary Recent research coverage on KLA has been active, with several firms adjusting price targets around key events such as the company’s investor day and updated long term forecasts.
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
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Nueva narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Próximo pago de dividendos

HoyMay 14 2026Fecha ex dividendoMay 18 2026Fecha de pago de dividendosJun 02 202615 days desde ex dividendoCompra en los próximos 4 days para recibir el próximo dividendo

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: KLAC no paga un dividendo notable para el mercado US, por lo que no es necesario comprobar si los pagos son estables.

Dividendo creciente: KLAC no paga un dividendo notable para el mercado US, por lo que no es necesario comprobar si los pagos aumentan.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de KLA vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de KLAC con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (KLAC)0.5%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.3%
Media de la industria (Semiconductor)0.3%
Analista de previsiones (KLAC) (hasta 3 años)0.5%

Dividendo destacado: El dividendo de KLAC(0.5%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.43%).

Alto dividendo: El (0.5%) del dividendo de KLAC es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.28%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: KLAC no paga un dividendo notable para el mercado US.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: KLAC no paga un dividendo notable para el mercado US.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/13 15:06
Precio de las acciones al final del día2026/05/13 00:00
Beneficios2026/03/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

KLA Corporation está cubierta por 47 analistas. 28 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James KelleherArgus Research Company
Christopher MuseBarclays
Thomas O'MalleyBarclays