KLA Corporation

NasdaqGS:KLAC 주식 리포트

시가총액: US$237.3b

KLA 배당 및 자사주 매입

배당 기준 점검 0/6

KLA 은(는) 현재 수익률이 0.52% 인 배당금 지급 회사입니다.

핵심 정보

0.5%

배당 수익률

0.9%

자사주 매입 수익률

총 주주 수익률1.4%
미래 배당 수익률0.6%
배당 성장률12.9%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향21%

최근 배당 및 자사주 매입 업데이트

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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: KLAC US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.

배당금 증가: KLAC US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.


배당 수익률 vs 시장

KLA 배당 수익률 vs 시장
KLAC의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (KLAC)0.5%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Semiconductor)0.3%
분석가 예측 (KLAC) (최대 3년)0.6%

주목할만한 배당금: KLAC 의 배당금( 0.52% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )와 비교해 주목할 만하지 않습니다.

고배당: KLAC 의 배당금( 0.52% )은 US 시장에서 배당금 지급자의 상위 25%( 4.23% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: KLAC US 시장에서 주목할만한 배당금을 지급하지 않습니다.


주주 현금 배당

현금 흐름 범위: KLAC US 시장에서 주목할만한 배당금을 지급하지 않습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 23:34
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

KLA Corporation는 47명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
Christopher MuseBarclays
Thomas O'MalleyBarclays