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: 15,200
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
120% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 100
56% more funds holding in top 10
Funds holding in top 10: 32 [Q1] → 50 (+18) [Q2]
37% more capital invested
Capital invested by funds: $75.7B [Q1] → $104B (+$28.4B) [Q2]
5% more funds holding
Funds holding: 1,537 [Q1] → 1,620 (+83) [Q2]
3.9% more ownership
Funds ownership: 84.01% [Q1] → 87.91% (+3.9%) [Q2]
12% less repeat investments, than reductions
Existing positions increased: 556 | Existing positions reduced: 635
32% less call options, than puts
Call options by funds: $533M | Put options by funds: $786M
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Citigroup Atif Malik | 21%upside $1,060 | Buy Maintained | 1 Aug 2025 |
Stifel Brian Chin | 5%upside $922 | Buy Maintained | 1 Aug 2025 |
JP Morgan Harlan Sur | 22%upside $1,070 | Overweight Maintained | 1 Aug 2025 |
Raymond James Srini Pajjuri | 8%upside $950 | Outperform Reiterated | 1 Aug 2025 |
Morgan Stanley Shane Brett | 6%upside $928 | Overweight Maintained | 1 Aug 2025 |
Financial journalist opinion
Based on 16 articles about KLAC published over the past 30 days
