KLA
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: 15,200
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
118% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 101
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 (+$28.3B) [Q2]
5% more funds holding
Funds holding: 1,540 [Q1] → 1,624 (+84) [Q2]
3.86% more ownership
Funds ownership: 84.06% [Q1] → 87.92% (+3.86%) [Q2]
12% less repeat investments, than reductions
Existing positions increased: 558 | Existing positions reduced: 636
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 |
Barclays
Tom O'Malley
|
13%
downside
$750
|
Equal-Weight
Maintained
|
28 Jul 2025 |
UBS
Timothy Arcuri
|
10%
upside
$960
|
Neutral
Maintained
|
21 Jul 2025 |
Goldman Sachs
James Schneider
|
12%
upside
$980
|
Neutral
Initiated
|
10 Jul 2025 |
Wells Fargo
Joseph Quatrochi
|
5%
upside
$920
|
Equal-Weight
Downgraded
|
8 Jul 2025 |
Cantor Fitzgerald
Matthew Prisco
|
8%
upside
$950
|
Neutral
Maintained
|
24 Jun 2025 |
Oppenheimer
Edward Yang
|
8%
upside
$950
|
Outperform
Maintained
|
17 Jun 2025 |
Financial journalist opinion
Based on 15 articles about KLAC published over the past 30 days