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KLA Corporation Stock Price

NasdaqGS:KLAC Community·US$239.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 240 Fair Values set on narratives written by author
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KLAC Share Price Performance

US$177.18
81.25 (84.70%)
​
US$232.43
Fair Value
US$177.18
81.25 (84.70%)
23.8% undervalued intrinsic discount
US$232.43
Fair Value
Price US$177.18
AnalystConsensusTarget US$232.43
AnalystLowTarget US$175.00
AnalystHighTarget US$303.48
Thu, 16 Jul 26
Fair ValueUS$232.43
Share Pricen/a

KLAC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$232.43 23.8% undervalued intrinsic discount

KLAC: Future Demand From AI And Fab Investment Will Present Balanced Opportunities And Risks

1users have liked this narrative
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100users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$175 1.2% overvalued intrinsic discount

Trade And Regulatory Risks Will Erode Semiconductor Margins

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$303.48 41.6% undervalued intrinsic discount

AI, IoT, And EV Trends Will Redefine Advanced Packaging

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
KLAC logo
KLA
1.2% overvalued intrinsic discount

Trade And Regulatory Risks Will Erode Semiconductor Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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KLAC logo
KLA
23.8% undervalued intrinsic discount

KLAC: Future Demand From AI And Fab Investment Will Present Balanced Opportunities And Risks

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 16 Jul
Read Narrative
KLAC logo
KLA
41.6% undervalued intrinsic discount

AI, IoT, And EV Trends Will Redefine Advanced Packaging

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AN
AnalystHighTarget
AnalystHighTarget
Updated 30 Jul
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
KLAC logo

KLAC: AI WFE Upside And Process Control Demands Will Test Premium Multiple

Fair Value: US$175 1.2% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
KLAC logo

KLAC: AI Infrastructure Spending And Process Control Demand Will Support Re Rating

Fair Value: US$303.48 41.6% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
KLAC logo

KLAC: AI WFE Backlogs And Volatile P/E Will Shape Returns Through 2028

Fair Value: US$232.43 23.8% undervalued intrinsic discount
100 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with solid track record.

2 Risks
3 Rewards
View Full Analysis

KLA Corporation Key Details

US$13.6b

Revenue

US$5.3b

Cost of Revenue

US$8.3b

Gross Profit

US$3.5b

Other Expenses

US$4.8b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.70
61.30%
35.57%
92.7%
View Full Analysis

About KLAC

Founded
1975
Employees
17100
CEO
Richard Wallace
WebsiteView website
www.kla.com

KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection. The company offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers; chemical process control equipment; wired and wireless sensor wafers and reticles; wafer defect inspection, review, and metrology systems; reticle inspection and metrology systems; wafer inspection and metrology systems; semiconductor software solutions; KLA Pro systems; and specialty semiconductor manufacturing, benchtop metrology, surface characterization, material strength characterization, and electrical property measurement products. It also provides etch, plasma dicing, deposition and other wafer processing technologies and solutions; direct imaging, inspection, optical shaping, inkjet, and additive printing, as well as computer-aided manufacturing and engineering solutions; and components. In addition, the company offers service programs. It serves semiconductor, and semiconductor-related and electronic device manufacturers. The company operates in China, Taiwan, Korea, North America, Japan, Europe, Israel, and rest of Asia. The company was formerly known as KLA-Tencor Corporation and changed its name to KLA Corporation in July 2019. KLA Corporation was incorporated in 1975 and is headquartered in Milpitas, California.

Recent KLAC News & Updates

Seeking Alpha • Sep 09

KLA Corporation Is A Buy The Dip Opportunity (Technical Analysis)

Summary KLA Corporation exhibits a bullish trend, with price action showing higher highs and recapturing its 30-week EMA. KLAC's fundamentals are robust, with FY 2027 and FY 2028 revenue and EPS estimates projecting 33%-57% and 44%-77% growth, respectively. Management targets doubling revenues and a 123% EPS increase by FY 2030, supported by strong cash flow, buybacks, and consistent dividend hikes. Despite recent volume weakness and short-term underperformance versus the S&P 500, the current pullback is viewed as a buy-the-dip opportunity. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

KLAC: AI WFE Upside And Process Control Demands Will Test Premium Multiple

KLA's updated analyst price target of $175, up from $165, reflects analysts balancing sector wide multiple compression with expectations for stronger wafer fab equipment spending, accelerating revenue growth in the second half of the year, and ongoing benefits from higher process control intensity and services growth. Analyst Commentary Recent research on KLA highlights a split view among Wall Street firms.
User avatar
Narrative Update • Aug 14

KLAC: AI WFE And Process Control Assumptions Will Challenge Rich Multiple

Analysts have adjusted the price target on KLA to $165, with the change framed around updated views on revenue growth, profit margins and valuation multiples, following recent research that highlights stronger wafer fab equipment expectations alongside mixed commentary on near term results and sector multiples. Analyst Commentary Recent Street research on KLA highlights a wide range of views, with some firms turning more constructive while a group of bearish analysts has trimmed price targets and flagged execution and valuation risks.

Recent updates

No updates

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