KLA Corporation (KLAC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
KLA Corporation (KLAC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
KLAC - KLA Corporation
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$222.82
DETAILS
HIGH:
$325.00
LOW:
$180.00
MEDIAN:
$215.00
CONSENSUS:
$222.82
UPSIDE:
23.35%
Stock News
KLA (KLAC) Dips More Than Broader Market: What You Should Know
In the closing of the recent trading day, KLA (KLAC) stood at $177.18, denoting a -3.13% move from the preceding trading day.
3 Chip Equipment Stocks Set to Win the Memory Boom
Global wafer-fabrication-equipment spending is projected to rise 16.9% to $135.2 billion in 2026. DRAM and NAND equipment spending is growing faster than the broader market as AI increases demand for HBM, advanced DRAM and enterprise storage.
KLA Corporation (KLAC) Presents at Citi's 2026 Global TMT Conference Transcript
KLA Corporation (KLAC) Presents at Citi's 2026 Global TMT Conference Transcript
KLA Corporation Is A Buy The Dip Opportunity (Technical Analysis)
KLA Corporation exhibits a bullish trend, with price action showing higher highs and recapturing its 30-week EMA. KLAC's fundamentals are robust, with FY 2027 and FY 2028 revenue and EPS estimates projecting 33%-57% and 44%-77% growth, respectively. Management targets doubling revenues and a 123% EPS increase by FY 2030, supported by strong cash flow, buybacks, and consistent dividend hikes.
The Big 3: QCOM, SKHY, KLAC
Stocks tied to the AI infrastructure buildout take Charles Moon's (@ProsperTradingAcademy) attention on Tuesday's Big 3. He thinks Qualcomm (QCOM) will establish a new stock floor thanks to a new deal with Amazon (AMZN), likes SK Hynix (SKHY) above its IPO price, and calls KLA Corp. (KLAC) an "underrated" name.
Nvidia, Oracle, KLA And An Industrial Stock: CNBC's ‘Final Trades'
On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked FTAI Aviation Ltd. (NASDAQ:FTAI).
KLA Corporation $KLAC Shares Acquired by California State Teachers Retirement System
California State Teachers Retirement System lifted its stake in KLA Corporation (NASDAQ: KLAC) by 298,176.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 599,111,883 shares of the semiconductor company's stock after buying an additional 598,911,025 shares during the quarter. California State Teachers
KLA Corporation $KLAC Stock Holdings Lifted by DMC Group LLC
DMC Group LLC increased its position in shares of KLA Corporation (NASDAQ: KLAC) by 887.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,560 shares of the semiconductor company's stock after acquiring an additional 7,693 shares during the quarter.
Jim Cramer Says This Tech Stock Is Up 40% For The Year: It Is A ‘Great' Company
On CNBC's “Mad Money Lightning Round,” Jim Cramer said KLA Corporation (NASDAQ:KLAC) is a “great” company, which has gained 40% for the year, while its price-to-earnings multiple is still too high. “It does great intellectual property.
Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields: Intel Drops 3%, NVIDIA and AMD Slip
Semiconductor stocks are falling at Tuesday's open as a global bond selloff drives long-term yields higher and forces a rethink of the market's highest-multiple corners.
KLAC vs. SNDK: Which Semiconductor Stock is a Better Buy Now?
Sandisk has the edge as AI-driven demand, pricing strength, supply constraints and multiyear deals fuel stronger near-term growth.
KLA (KLAC) Up 8% Since Last Earnings Report: Can It Continue?
KLA (KLAC) reported earnings 30 days ago. What's next for the stock?
Wall Street Analysts Think KLA (KLAC) Could Surge 29.36%: Read This Before Placing a Bet
The mean of analysts' price targets for KLA (KLAC) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
KLA: The AI Yield Bottleneck Is Becoming More Valuable
KLA is uniquely positioned to benefit from rising chip complexity, driving demand for advanced inspection and process control solutions. KLAC's embedded workflows, dominant market share, and expanding packaging/service revenues reinforce its technological moat and recurring revenue base. I model fiscal 2027 revenue at $16.3B, gross margin at 62.2%, and EPS at $4.75, with growth driven by AI, packaging, and service expansion.
KLA Gains From Advanced Packaging: Can it Outpace ONTO & AMAT?
KLAC's advanced packaging growth is accelerating as AI, HPC and hybrid bonding drive demand, but Onto and Applied Materials are intensifying competition.
Zacks Industry Outlook Kla, Teradyne and Garmin
Kla, Teradyne and Garmin have been highlighted in this Industry Outlook article.
KLA Corporation: Buy The 2027+ Double Tailwind
KLA Corporation is rated 'Buy' after a sharp selloff, with fundamentals and 2027 outlook improving despite high market expectations. KLAC delivered record Q4 revenue of $3.66B (+15.2% Y/Y) and strong free cash flow, supporting robust buybacks and dividend growth. Management projects 2027 as an inflection year, driven by 1D DRAM/1.4nm process intensity and easing memory cost headwinds.
3 Electronics Stocks Set to Benefit From a Prospering Industry
Electronics stocks like KLAC, TER and GRMN are expected to benefit from investments in infrastructure and expanded capacity despite macroeconomic headwinds.
Semiconductor Stocks Slide Ahead of NVIDIA Earnings: Intel Falls 5%, AMD Slides 4%, Taiwan Semiconductor Slips 3%
Chip stocks are leading a narrow de-risking Monday morning, with the iShares Semiconductor ETF (NASDAQ:SOXX) down 4% to $501.17 while the iShares U.S.
Price Targets
KLA Corp. price target lowered to $200 from $215 at UBS
$200.00
(was $175.45)
UBS
KLA Corp. price target raised to $180 from $170 at RBC Capital
$180.00
(was $179.02)
RBC Capital
KLA Corp. price target lowered to $215 from $275 at Susquehanna
$215.00
(was $190.80)
Susquehanna
KLA Corp. price target lowered to $250 from $270 at Stifel
$250.00
(was $190.80)
Stifel Nicolaus
KLA Corp. price target lowered to $245 from $305 at Wells Fargo
$245.00
(was $190.80)
Wells Fargo
KLA Corporation (KLAC) PT Raised to $225 at Bernstein SocGen Group
$225.00
(was $190.80)
Stacy Rasgon
·
Bernstein
KLA Corporation (KLAC) PT Lowered to $253 at Morgan Stanley
$253.00
(was $190.80)
Shane Brett
·
Morgan Stanley
KLA Corp. price target raised to $210 from $200 at Jefferies
$210.00
(was $190.80)
Jefferies
KLA Corporation (KLAC) PT Lowered to $195 at Deutsche Bank
$195.00
(was $190.80)
Melissa Weathers
·
Deutsche Bank
KLA Corp. to trade lower after Q4 results, says Goldman Sachs
$230.00
(was $190.80)
Goldman Sachs
KLA Corp. price target lowered to $240 from $255 at UBS
$240.00
(was $210.16)
Timothy Arcuri
·
UBS
KLA Corp. target adjusted to $225 from $2,250 at Barclays
$225.00
(was $212.75)
Tom O'Malley
·
Barclays
KLA Corp. price target raised to $260 from $200 at Oppenheimer
$260.00
(was $227.91)
Edward Yang
·
Oppenheimer
KLA Corp. price target raised to $255 from $218 at UBS
$255.00
(was $224.81)
UBS
KLA Corp. price target raised to $270 from $191 at Stifel
$270.00
(was $229.52)
Stifel Nicolaus
KLA Corp. price target raised to $274 from $190 at Morgan Stanley
$274.00
(was $242.88)
Morgan Stanley
KLA Corp. price target adjusted to $275 from $1,700 at Susquehanna
$275.00
(was $278.39)
Susquehanna
KLA Corp. price target raised to $325 from $250 at Cantor Fitzgerald
$325.00
(was $248.64)
Cantor Fitzgerald
KLA Corp. price target raised to $305 from $210 at Wells Fargo
$305.00
(was $259.56)
Wells Fargo
KLA Corp. price target raised to $2,250 from $1,700 at Barclays
$2250.00
(was $213.56)
Tom O'Malley
·
Barclays