KLA 경영진
경영진 기준 점검 3/4
KLA CEO는 Rick Wallace, Jan2006 에 임명되었습니다 의 임기는 20.5 년입니다. 총 연간 보상은 $25.09M, 4.7% 급여 및 95.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $32.68M 가치에 해당하는 회사 주식의 0.011% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 12.9 년과 5 년입니다.
핵심 정보
Rick Wallace
최고경영자
US$25.1m
총 보수
| CEO 급여 비율 | 4.74% |
| CEO 재임 기간 | 20.5yrs |
| CEO 지분 보유율 | 0.01% |
| 경영진 평균 재임 기간 | 12.9yrs |
| 이사회 평균 재임 기간 | 5yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • 20h
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
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.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...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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| 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 |
보상 대 시장: Rick의 총 보수(USD25.09M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.46M)보다 높습니다.
보상과 수익: Rick의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Rick Wallace (66 yo)
20.5yrs
재임 기간
US$25,092,254
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 20.5yrs | US$25.09m | 0.011% $ 32.7m | |
| Executive VP & CFO | 12.9yrs | US$7.71m | 0.0082% $ 25.3m | |
| Executive VP | 5.8yrs | US$3.13m | 0.000010% $ 30.8k | |
| President of Semiconductor Products & Customers | 10.9yrs | US$7.71m | 0.00077% $ 2.4m | |
| Executive Vice President of KLA Global Services | 10.3yrs | US$5.00m | 0.00044% $ 1.4m | |
| Senior VP & Chief Accounting Officer | 18.3yrs | US$1.31m | 0% $ 0 | |
| CTO & Executive VP of Corporate Alliances | 32.5yrs | US$1.88m | 데이터 없음 | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Communications Officer | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP & Chief Human Resources Officer | 7.5yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP of Government Affairs & Head of KLA Europe | 17.8yrs | US$5.53m | 데이터 없음 |
12.9yrs
평균 재임 기간
59.5yo
평균 나이
경험이 풍부한 관리: KLAC의 경영진은 노련하고 경험이 풍부합니다(평균 재임 12.9 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 20.5yrs | US$25.09m | 0.011% $ 32.7m | |
| Independent Chairman | 19.3yrs | US$480.99k | 0.011% $ 35.2m | |
| Independent Director | 19.2yrs | US$389.74k | 0.0060% $ 18.5m | |
| Independent Director | 7.4yrs | US$349.74k | 0.0043% $ 13.2m | |
| Independent Director | 1.3yrs | US$151.02k | 0.00013% $ 400.0k | |
| Independent Director | 3yrs | US$349.74k | 0.00075% $ 2.3m | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 1.2yrs | US$145.50k | 0.00013% $ 400.0k | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 7.1yrs | US$349.74k | 0.0026% $ 7.9m |
5.0yrs
평균 재임 기간
61yo
평균 나이
경험이 풍부한 이사회: KLAC의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/04 03:27 |
| 종가 | 2026/07/02 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/06/30 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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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 46명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| Thomas O'Malley | Barclays |
| Christopher Muse | Barclays |