KLA (KLAD) Stock Overview
Designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 4/6 |
| Past Performance | 6/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Last Earnings Call
Q4 2026 · 28 Jul 2026KLA Corporation Q4 2026 Earnings Summary
KLA Corporation reported strong Q4 2026 results, with record revenue of $3.66 billion (up 15% year-over-year), surpassing guidance. Non-GAAP diluted EPS was $1.05, also at the upper end of guidance. Results were driven by accelerating AI infrastructure investment, strength in leading-edge foundry/logic, and a 70%+ year-over-year growth in advanced packaging process control revenue.
Analyst Consensus vs. Actuals:
- Revenue: Analysts expected $3.57 billion; KLA reported $3.66 billion (Beat).
- EPS: Analysts expected $1.02; KLA reported $1.05 (Beat).
Management Outlook: Management raised the 2026 wafer equipment (WFE) market outlook to the "low $150 billion" range. With significant customer visibility, KLA expects growth to accelerate by approximately 20% in the second half of 2026 over the first half, positioning the company for continued expansion into 2027, supported by sustained AI-driven demand and increased process control intensity.
Market Reaction
KLA shares rose by approximately 6% the day following the earnings report. Analysts cited the company's strong guidance, the upward revision of the total wafer equipment (WFE) market forecast, and management's confidence in sustained AI-driven capital expenditure as the primary drivers for the positive investor sentiment.
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KLA Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$159.77 |
| 52 Week High | US$228.00 |
| 52 Week Low | US$150.00 |
| Beta | 1.46 |
| 1 Month Change | -27.28% |
| 3 Month Change | 6.51% |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 342.94% |
Recent News & Updates
Recent updates
Shareholder Returns
| KLAD | GB Semiconductor | GB Market | |
|---|---|---|---|
| 7D | 0% | 8.2% | 0.3% |
| 1Y | n/a | 153.5% | 18.6% |
Return vs Industry: Insufficient data to determine how KLAD performed against the UK Semiconductor industry.
Return vs Market: Insufficient data to determine how KLAD performed against the UK Market.
Price Volatility
| KLAD volatility | |
|---|---|
| KLAD Average Weekly Movement | n/a |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in GB Market | 10.4% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: KLAD's share price has been volatile over the past 3 months compared to the UK market.
Volatility Over Time: Insufficient data to determine KLAD's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1975 | 15,100 | Rick Wallace | www.kla.com |
KLA Corporation, together with its subsidiaries, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. The company operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection. It offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers; metrology systems to measure pattern dimensions, film thickness, film stress, layer-to-layer alignment, pattern placement, surface topography, and electro-optical properties for 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; and semiconductor software solutions that provide run-time process control, defect excursion identification, process corrections, and defect classification to accelerate yield learning rates and reduce production risk.
KLA Corporation Fundamentals Summary
| KLAD fundamental statistics | |
|---|---|
| Market cap | €218.23b |
| Earnings (TTM) | €4.19b |
| Revenue (TTM) | €11.77b |
Is KLAD overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| KLAD income statement (TTM) | |
|---|---|
| Revenue | US$13.58b |
| Cost of Revenue | US$5.26b |
| Gross Profit | US$8.32b |
| Other Expenses | US$3.49b |
| Earnings | US$4.83b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.70 |
| Gross Margin | 61.30% |
| Net Profit Margin | 35.57% |
| Debt/Equity Ratio | 92.7% |
How did KLAD perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/06 02:10 |
| End of Day Share Price | 2026/07/30 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
KLA Corporation is covered by 46 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Christopher Muse | Barclays |
| Thomas O'Malley | Barclays |