KLA (KLAC) Aktievy
KLA Corporation, tillsammans med sina dotterbolag, designar, tillverkar och marknadsför lösningar för processtyrning, processaktivering och yield management för halvledarindustrin och relaterade elektronikindustrier över hela världen. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
KLAC Community Fair Values
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Analyst Price Targets
KLA Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$269.16 |
| 52 veckors högsta | US$267.17 |
| 52 veckors lägsta | US$83.22 |
| Beta | 1.5 |
| 1 månads förändring | 42.53% |
| 3 månaders förändring | 71.86% |
| 1 års förändring | 214.34% |
| 3 års förändring | 486.98% |
| 5 års förändring | 735.23% |
| Förändring sedan börsintroduktionen | 68,621.82% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.Seeking Alpha • Jun 16
KLA Corporation: Dominant Moat, Solid Growth, Rich Valuation
Summary KLA Corporation (KLAC) is a near-monopoly in process control with exceptional margins and robust AI-driven structural tailwinds. KLAC's financials are outstanding: 2025 revenues of $12.16B, net margins rising to 35%, and ROIC at 33%, far outpacing peers. Despite premium quality and growth prospects, KLAC's current valuation is rich; I rate it Hold with a positive bias on a 10–15% pullback. China export controls and industry cyclicality are tangible risks, but management's strategic positioning and balance sheet mitigate near-term concerns. Read the full article on Seeking AlphaRecent updates
Uppdatering av berättelse • 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.Seeking Alpha • Jun 16
KLA Corporation: Dominant Moat, Solid Growth, Rich Valuation
Summary KLA Corporation (KLAC) is a near-monopoly in process control with exceptional margins and robust AI-driven structural tailwinds. KLAC's financials are outstanding: 2025 revenues of $12.16B, net margins rising to 35%, and ROIC at 33%, far outpacing peers. Despite premium quality and growth prospects, KLAC's current valuation is rich; I rate it Hold with a positive bias on a 10–15% pullback. China export controls and industry cyclicality are tangible risks, but management's strategic positioning and balance sheet mitigate near-term concerns. Read the full article on Seeking AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAktieägarnas avkastning
| KLAC | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 5.0% | 1.8% | -1.8% |
| 1Y | 214.3% | 105.5% | 23.3% |
Avkastning vs industri: KLAC översteg US Semiconductor branschen som gav 105.5 % under det senaste året.
Avkastning vs Marknaden: KLAC översteg US marknaden som gav 23.3 % under det senaste året.
Prisvolatilitet
| KLAC volatility | |
|---|---|
| KLAC Average Weekly Movement | 9.1% |
| Semiconductor Industry Average Movement | 12.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: KLAC har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: KLAC s veckovolatilitet ( 9% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1975 | 15,100 | Rick Wallace | www.kla.com |
KLA Corporation, tillsammans med sina dotterbolag, designar, tillverkar och marknadsför lösningar för processtyrning, processaktivering och yield management för halvledarindustrin och relaterade elektronikindustrier över hela världen. Bolaget är verksamt inom tre segment: Semiconductor Process Control; Specialty Semiconductor Process; och PCB and Component Inspection. Företaget erbjuder inspektions- och granskningsverktyg för att identifiera, lokalisera, karakterisera, granska och analysera defekter på olika ytor på mönstrade och omönstrade wafers; metrologisystem för att mäta mönsterdimensioner, filmtjocklek, filmspänning, lager-till-lager-justering, mönsterplacering, yttopografi och elektrooptiska egenskaper för wafers; utrustning för kemisk processtyrning; trådbundna och trådlösa sensorwafers och retiklar; system för inspektion, granskning och metrologi av waferdefekter; system för inspektion och metrologi av retiklar; system för inspektion och metrologi av wafers; och mjukvarulösningar för halvledare som tillhandahåller processkontroll i realtid, identifiering av defektutslag, processkorrigeringar och defektklassificering för att påskynda inlärningshastigheten och minska produktionsrisken.
KLA Corporation Sammanfattning av grunderna
| KLAC grundläggande statistik | |
|---|---|
| Börsvärde | US$339.06b |
| Vinst(TTM) | US$4.67b |
| Intäkter(TTM) | US$13.10b |
75.3x
P/E-förhållande26.8x
P/S-förhållandeÄr KLAC övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| KLAC resultaträkning (TTM) | |
|---|---|
| Intäkter | US$13.10b |
| Kostnad för intäkter | US$5.05b |
| Bruttovinst | US$8.05b |
| Övriga kostnader | US$3.38b |
| Intäkter | US$4.67b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 3.58 |
| Bruttomarginal | 61.45% |
| Nettovinstmarginal | 35.66% |
| Skuld/egenkapitalförhållande | 101.0% |
Hur har KLAC utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.3%
Aktuell utdelningsavkastning21%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/22 13:21 |
| Aktiekurs vid dagens slut | 2026/06/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/06/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
KLA Corporation bevakas av 46 analytiker. 27 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Thomas O'Malley | Barclays |
| Christopher Muse | Barclays |