KLAKLAC
About: KLA is one of the largest semiconductor wafer fabrication equipment, or WFE, manufacturers in the world. It specializes in the market segment of semiconductor process control, wherein machines inspect semiconductor wafers during research and development and manufacturing for defects and verify precise measurements. In this section of the market, KLA holds a majority share. It also has a small exposure to the etch and deposition segments of the WFE market. It counts as top customers the largest chipmakers in the world, including TSMC and Samsung.
Employees: 15,230
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
34% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 119
28% more funds holding in top 10
Funds holding in top 10: 25 [Q4 2024] → 32 (+7) [Q1 2025]
13% more repeat investments, than reductions
Existing positions increased: 610 | Existing positions reduced: 538
4% more capital invested
Capital invested by funds: $72.2B [Q4 2024] → $75.2B (+$2.97B) [Q1 2025]
2% more call options, than puts
Call options by funds: $646M | Put options by funds: $631M
0% more funds holding
Funds holding: 1,525 [Q4 2024] → 1,525 (+0) [Q1 2025]
2.17% less ownership
Funds ownership: 85.56% [Q4 2024] → 83.39% (-2.17%) [Q1 2025]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
JP Morgan Harlan Sur | 4%upside $900 | Overweight Maintained | 1 May 2025 |
Morgan Stanley Shane Brett | 0%upside $868 | Overweight Maintained | 1 May 2025 |
Cantor Fitzgerald Matthew Prisco | 8%downside $800 | Neutral Maintained | 1 May 2025 |
Stifel Brian Chin | 11%downside $770 | Buy Maintained | 1 May 2025 |
TD Securities Krish Sankar | 8%downside $800 | Hold Maintained | 1 May 2025 |
Financial journalist opinion
Based on 15 articles about KLAC published over the past 30 days
