KLAKLAC
KLAC
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
18% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 161
1.36% more ownership
Funds ownership: 84.14% [Q3] → 85.5% (+1.36%) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 568 | Existing positions reduced: 567
0% less funds holding
Funds holding: 1,521 [Q3] → 1,518 (-3) [Q4]
17% less capital invested
Capital invested by funds: $87B [Q3] → $72.2B (-$14.8B) [Q4]
19% less call options, than puts
Call options by funds: $667M | Put options by funds: $825M
43% less funds holding in top 10
Funds holding in top 10: 44 [Q3] → 25 (-19) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$590
16%
downside
Avg. target
$740
5%
upside
High target
$870
24%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
Barclays Tom O'Malley 36% 1-year accuracy 17 / 47 met price target | 16%downside $590 | Equal-Weight Maintained | 22 Apr 2025 |
Stifel Brian Chin 25% 1-year accuracy 6 / 24 met price target | 7%upside $750 | Buy Maintained | 15 Apr 2025 |
Citigroup Atif Malik 25% 1-year accuracy 14 / 55 met price target | 14%upside $800 | Buy Maintained | 11 Apr 2025 |
Oppenheimer Edward Yang 33% 1-year accuracy 4 / 12 met price target | 0%downside $700 | Outperform Maintained | 11 Apr 2025 |
Morgan Stanley Shane Brett 100% 1-year accuracy 1 / 1 met price target | 24%upside $870 | Overweight Upgraded | 31 Mar 2025 |
Financial journalist opinion
Based on 20 articles about KLAC published over the past 30 days
Neutral
Seeking Alpha
28 minutes ago
KLA Corporation (KLAC) Q3 2025 Earnings Call Transcript
KLA Corporation (NASDAQ:KLAC ) Q3 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Kevin Kessel - VP, IR and Market Analytics Richard Wallace - CEO Bren Higgins - CFO Conference Call Participants Harlan Sur - JPMorgan Atif Malik - Citi Vivek Arya - Bank of America Securities Joe Quatrochi - Wells Fargo Timm Schulze-Melander - Redburn Atlantic C. J. Muse - Cantor Fitzgerald Krish Sankar - TD Cowen Tom O'Malley - Barclays Srini Pajjuri - Raymond James Timothy Arcuri - UBS Melissa Weathers - Deutsche Bank Operator Good afternoon.
Positive
Zacks Investment Research
2 hours ago
KLA (KLAC) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for KLA (KLAC) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 hours ago
KLA (KLAC) Q3 Earnings and Revenues Beat Estimates
KLA (KLAC) came out with quarterly earnings of $8.41 per share, beating the Zacks Consensus Estimate of $8.06 per share. This compares to earnings of $5.26 per share a year ago.
Positive
Reuters
3 hours ago
KLA forecasts fourth-quarter results above estimates on steady demand for chipmaking tools
Chipmaking equipment supplier KLA Corp forecast fourth-quarter revenue and profit above Wall Street estimates on Wednesday, indicating robust demand for its advanced chips that support artificial intelligence workloads.
Neutral
PRNewsWire
5 hours ago
KLA Corporation Reports Fiscal 2025 Third Quarter Results; Announces an Increase in the Dividend Level to $1.90 Per Share and a $5 billion Increase in Share Repurchase Authorization
Total revenues were $3.06 billion, above the midpoint of the guidance range of $3.0 billion +/- $150 million; GAAP diluted EPS was $8.16 and non-GAAP diluted EPS was $8.41, both above the midpoints of the respective guidance ranges; Cash flow from operating activities for the quarter and last nine months were $1.07 billion and $2.92 billion, respectively, and free cash flow was $990.0 million and $2.68 billion, respectively; Capital returns for the quarter and last nine months were $732.5 million and $2.37 billion, respectively; and The Board of Directors approved an increase to the quarterly dividend level to $1.90 per share beginning with the dividend expected to be declared in May 2025 and an additional $5 billion for repurchases of our common stock. MILPITAS, Calif.
Neutral
Zacks Investment Research
2 days ago
KLAC Set to Report Q3 Earnings: What's in the Cards for the Stock?
KLA Q3 performance is expected to have gained from services and advanced packaging growth. Higher tax rates and export license delays are likely to have ailed.
Positive
Zacks Investment Research
5 days ago
KLA (KLAC) Surpasses Market Returns: Some Facts Worth Knowing
In the most recent trading session, KLA (KLAC) closed at $694.61, indicating a +0.75% shift from the previous trading day.
Positive
Zacks Investment Research
5 days ago
Unveiling KLA (KLAC) Q3 Outlook: Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for KLA (KLAC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Positive
Zacks Investment Research
1 week ago
KLA (KLAC) Earnings Expected to Grow: Should You Buy?
KLA (KLAC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Benzinga
2 weeks ago
These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel
The first-quarter semiconductor earnings parade kicks off with ASML Holding ASML on Wednesday and Taiwan Semiconductor Manufacturing Co TSM on Thursday, followed by the U.S. semi and semicap peers in the following week.
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