KLA（KLAC）株式概要
KLAコーポレーションは、その子会社とともに、世界中の半導体および関連エレクトロニクス産業向けのプロセス制御、プロセスイネーブル、歩留まり管理ソリューションの設計、製造、販売を行っている。 詳細
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Analyst Price Targets
KLA Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$216.47 |
| 52週高値 | US$307.37 |
| 52週安値 | US$83.22 |
| ベータ | 1.41 |
| 1ヶ月の変化 | 12.21% |
| 3ヶ月変化 | 29.44% |
| 1年変化 | 135.49% |
| 3年間の変化 | 371.12% |
| 5年間の変化 | 594.68% |
| IPOからの変化 | 55,169.03% |
最新ニュース
Recent updates
Seeking Alpha • Jul 03
KLA: A Great Business At A Dangerous Price
Summary KLA Corporation is a process control leader in semiconductor equipment, boasting robust margins and strong free cash flow. KLAC benefits from AI-driven demand and advanced packaging, with management forecasting 13-17% annual growth and a $140B wafer equipment market by 2026. Despite operational excellence, KLAC trades at 53x forward earnings—well above peers—making the current risk/reward profile unattractive. I rate KLAC a sell with a 12-month price target of $178, as valuation reflects years of perfect execution and mid-teens growth. Read the full article on Seeking Alpha
ナラティブの更新 • Jul 02
KLAC: Extended 2028 WFE Optimism Will Pressure Already Stretched Share Price
The analyst price target for KLA has been raised from about $200 to roughly $214. Analysts point to updated semiconductor equipment cycle assumptions, extended wafer fab equipment visibility, and higher long term industry revenue forecasts as key drivers of the change.ナラティブの更新 • Jun 18
KLAC: AI Spending And 2028 WFE Hopes Will Challenge Stock Price
Analysts have lifted their price expectations for KLA stock, with the latest price targets moving from around $1,700 to a range that now stretches as high as $2,500. The revisions reflect updated wafer fab equipment assumptions and extended visibility into demand through 2028.ナラティブの更新 • Jun 04
KLAC: AI-Driven Demand Will Eventually Test High Expectations For 2030 Targets
The analyst price target for KLA has increased to $1,855 from $1,676, with analysts citing updated assumptions for revenue growth, profit margins, and long-term forecasts from recent research coverage. Analyst Commentary Recent research coverage on KLA has been active, with multiple firms adjusting price targets and updating their views following the company's Investor Day and revised long-term targets.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...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 Alpha株主還元
| KLAC | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -28.3% | -4.9% | 0.8% |
| 1Y | 135.5% | 73.2% | 20.2% |
業界別リターン: KLAC過去 1 年間で73.2 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: KLAC過去 1 年間で20.2 % の収益を上げたUS市場を上回りました。
価格変動
| KLAC volatility | |
|---|---|
| KLAC Average Weekly Movement | 11.4% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: KLACの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: KLACの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1975 | 15,100 | Rick Wallace | www.kla.com |
KLAコーポレーションは、その子会社とともに、半導体および関連エレクトロニクス産業向けのプロセス制御、プロセスイネーブリング、歩留まり管理ソリューションの設計、製造、販売を世界中で行っている。同社は3つのセグメントで事業を展開している：半導体プロセス制御、特殊半導体プロセス、PCBおよびコンポーネント検査。同社は、パターン付きおよびパターンなしウェーハの様々な表面上の欠陥を特定、位置特定、特性評価、レビュー、分析するための検査およびレビューツール、ウェーハのパターン寸法、膜厚、膜応力、層間アライメント、パターン配置、表面トポグラフィー、電気光学特性を測定するための計測システム、化学プロセス制御装置を提供している；有線・無線センサーウェーハとレチクル、ウェーハ欠陥検査・レビュー・計測システム、レチクル検査・計測システム、ウェーハ検査・計測システム、およびランタイムプロセス制御、欠陥エクスカーション識別、プロセス修正、欠陥分類を提供し、歩留まり学習率を加速し、生産リスクを低減する半導体ソフトウェアソリューション。また、半導体およびマイクロエレクトロニクス業界向けに、エッチング、プラズマダイシング、蒸着、その他のウェーハプロセッシング技術およびソリューションも提供している。さらに、PCB市場向けには、ダイレクトイメージング、検査、オプティカルシェーピング、インクジェットおよびアディティブプリンティング、コンピュータ支援製造・エンジニアリングソリューション、先端および従来の半導体パッケージング市場向けには、品質管理と歩留まり向上のための検査・計測システムを提供している。同社は以前はKLA-Tencor Corporationとして知られていたが、2019年7月にKLA Corporationに社名を変更した。KLAコーポレーションは1975年に法人化され、カリフォルニア州ミルピタスに本社を置いている。
KLA Corporation 基礎のまとめ
| KLAC 基礎統計学 | |
|---|---|
| 時価総額 | US$304.77b |
| 収益（TTM） | US$4.67b |
| 売上高(TTM) | US$13.10b |
60.5x
PER（株価収益率21.6x
P/SレシオKLAC は割高か？
公正価値と評価分析を参照収益と収入
| KLAC 損益計算書（TTM） | |
|---|---|
| 収益 | US$13.10b |
| 売上原価 | US$5.05b |
| 売上総利益 | US$8.05b |
| その他の費用 | US$3.38b |
| 収益 | US$4.67b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 28, 2026
| 一株当たり利益（EPS） | 3.58 |
| グロス・マージン | 61.45% |
| 純利益率 | 35.66% |
| 有利子負債／自己資本比率 | 101.0% |
KLAC の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.4%
現在の配当利回り21%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/07 21:38 |
| 終値 | 2026/07/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
KLA Corporation 26 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。46
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Thomas O'Malley | Barclays |
| Christopher Muse | Barclays |