KLAC

KLA Corporation (KLAC) | Rumor.io

KLA

KLAC

Attention (50-day avg)0.02%

Attention rank (50-day avg)#261

Bullish sentiment (50-day avg)92%

Price to earnings ratio51.4

Market capitalization246.9B

Earnings per share3.66

Dividend yield (TTM)0.49%

Revenue (annual)13.6B

Net income (annual)4.8B

Social

What share of all stock conversation is about KLAC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.02% -0.03	0.03% +0.01	0.02% +0.01

Sep 25

$KLAC is identified as a potential long-term investment opportunity with a possible price increase from $180 to $220.
The stock is considered "still quite down" and not yet started its heavy recovery phase.
KLA Corporation is recommended as a stock to consider for its potential growth and value.

Generated by AI

Sentiment

Of the messages about KLAC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	98.13% +0.41	95.1% +16.99	83.6% -2.02
Bearish	0% 0	1.87% -0.41	4.9% -16.99	16.4% +2.02

Bullish· Jul 29

Institutional investors are buying $KLAC puts despite strong earnings, indicating ongoing AI-driven chip optimism.
KLA Corp. has been upgraded by multiple analysts, with price targets raised to $238, $210, and $245, and an Overweight rating maintained.
The company's strong earnings and outlook for 2026 wafer fab equipment have been highlighted, with analysts citing a "strong beat-and-raise" quarter and expectations for larger beats in the future.

Bearish· Jul 29

$KLAC is down around 7.4% despite record Q4 revenue of $3.658B, up 15% YoY, and above consensus.
The stock is sharply lower despite record fiscal Q4 revenue and an earnings beat, due to concerns about rising competition, particularly from China.
The market is punishing the margin story, not the quarter, as evidenced by the stock's drop despite good results, with some analysts seeing a rich setup with memory costs biting.

Generated by AI

Topics

Of the messages about KLAC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	27.64%	64.42%	42.86%
Announcements	—	30.08%	8.08%	19.85%
Technical Analysis	—	21.14%	3.78%	9.99%
Analysts	—	21.14%	16.36%	21.87%
Earnings	—	0%	7.32%	4.84%
Controversies	—	0%	0.05%	0.59%

Earnings· Jul 28

KLA Corporation reported Q4 FY2026 earnings, with revenue of $3.66B, beating estimates of $3.6B, and non-GAAP diluted EPS of $1.05, beating estimates of $1.00.
The company guided to Q1 FY2027 revenue of $4.0B, in line with estimates, and provided additional metrics, including operating cash flow of $906.4M, free cash flow of $817.1M, and capital returned to shareholders of $876.3M.
Despite beating earnings estimates, KLA Corporation's stock price declined 10% after hours, with some investors questioning the reason for the drop despite the company's solid performance.

Analysts· Jun 14

J.P. Morgan estimates KLA's earnings could more than triple by 2030, reaching around $95 per share, driven by rising AI-driven complexity.
KLA's stock split to 10-for-1 is attracting new investors, but with the stock surging 19% in two days, there's not much upside left, and risk is rising.
KLA's next earnings report will be the real test: can they keep up with explosive growth in AI chip demand, which is expected to continue climbing.

Announcements· Apr 30

KLA Corporation reported Q3 2026 earnings with revenue of $3.415 billion, a 11.5% increase from the previous year and 3.6% from the previous quarter.
The company's non-GAAP EPS was $9.40, beating expectations, and KLA raised its 2026 revenue guidance, driven by strong demand for AI silicon and advanced packaging.
KLA's earnings call highlighted the company's resilience in the face of geopolitical and trade risks, including new China export holds and US/global tariffs, but also noted escalating risks in the Middle East and operational vulnerabilities.

Controversies· Nov 10

KLA Corporation is a sole provider of EUV lithography machines, holding a monopoly in this area, while other companies provide equipment for other steps in the semiconductor manufacturing process.
The US Commerce Department has implemented export controls on KLA, restricting its ability to sell tools to make advanced chips to China, as part of broader efforts to limit high-tech exports to the country.
KLA's restrictions are not new, as the Commerce Department has already imposed similar restrictions on AMD and Nvidia in 2022, broadening the scope of the restrictions in this case.

Macro· Jun 30

KLA Corporation ($KLAC) is experiencing a sharp jump in stock price due to a semiconductor equipment rally, with shares increasing by 6.59% on June 30.
The company's monopoly on silicon inspection and metrology is vital for all chip production, making it a crucial player in the semiconductor industry.
The sector is facing challenges, including slowing consumer endpoint sales, memory chip oversupply, and broad market reassessments, which are leading to a decrease in demand for new fabrication equipment orders.

Technical Analysis· Mar 22

$KLAC is trading above key technical levels, including the 50DMA, EMA21, and ATH support.
The stock is consolidating after a sharp gain, with a potential breakout above $670 that could lead to a price lift towards $685.
RSI remains strong, and volume trends are supportive of the stock's current position.

Generated by AI

Community

Of the messages about KLAC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	46.15%	53.39%	59.44%	51.61%
Newcomers	53.85%	46.61%	40.56%	48.39%

Regulars· Jul 29

$KLAC's Q4 2026 revenue hit a record $3.66 billion, up 15% from the year before, while adjusted EPS came in at $1.05, beating expectations by $0.05.
Despite the earnings beat, KLA Corp's stock fell almost 8% after hours, with concerns about rising competition, particularly from China, and in-line Q1 guidance overshadowing the quarter.
Analysts have revised their price targets for $KLAC, with JPMorgan raising its target to $238 and Stifel cutting its target to $250, while other firms have maintained or lowered their targets, with Cantor reiterating its $325 target and Needham maintaining its $270 target.

Newcomers· Sep 20

Newcomers to discussing KLAC are focusing on its application in AI for trading, specifically using AI to detect parabolic blow-off moves and avoid losses.
Newcomers are also discussing KLAC's position in the semiconductor industry, noting that it remains a dominant player in process control and yield management systems, and that its high-margin business model benefits from expanding capital expenditure in AI logic and high-bandwidth memory (HBM) inspection.
Newcomers are identifying KLAC as a potential "top pick" due to its strong fundamentals and the fact that it is staging a powerful fundamental comeback, with some even going so far as to call it the "ultimate hardware gatekeeper" in the AI infrastructure landscape.

Generated by AI

News

KLA Corporation: Strong AI Exposure, But Limited Margin Of Safety (NASDAQ:KLAC)

KLA Corporation occupies a pivotal role in semiconductor process control as chip complexity accelerates. Read why KLAC stock is a Hold.

2h agoSeeking Alpha

KLA Corp. stock underperforms Tuesday when compared to competitors despite daily gains

15h agoMarketWatch

Kla-tencor and Pershing Square among market cap stock movers on Tuesday

17h agoInvesting.com

KLA: This Window Of Opportunity Won't Last Forever (NASDAQ:KLAC)

1d agoSeeking Alpha

Applied Materials, KLA, GlobalFoundries expand Singapore semiconductor ties (GFS:NASDAQ)

Singapore expands chip R&D with Applied Materials, KLA and GlobalFoundries—boosting packaging, process control and silicon photonics.

4d agoSeeking Alpha

The Zacks Analyst Blog Highlights Applied Materials, Lam Research and KLA

Detailed price information for Lam Research Corp (LRCX-Q) from The Globe and Mail including charting and trades.

6d agoThe Globe and Mail

Also Discussed

Investors talking about KLAC also mention

#	Name	Attention
1	Lam Research Corp.LRCX	0.02%-0.01
2	Applied Materials Inc.AMAT	0.01%+0.01
3	Cadence Design Systems IncCDNS	0%new
4	Synopsys Inc.SNPS	0%+0
5	ASML Holding N.V. NY Registered SharesASML	0.01%-0.02
6	Entegris Inc.ENTG	0%0
7	Monolithic Power Systems Inc.MPWR	0%0
8	Generac Holdings Inc.GNRC	0%+0
9	Texas Instruments Inc.TXN	0%0
10	Arista Networks Inc.ANET	0%-0.02

KLA Corporation

Technology
Semiconductor Equipment & Materials

KLA Corporation is a semiconductor equipment and technology company that provides process control and process-enabling solutions for advanced electronics manufacturing. KLA Corporation supports wafer, reticle, integrated circuit, packaged chip, and printed circuit board production with tools that detect defects, measure critical dimensions, and help manufacturers monitor process variation. Its business is centered on improving yield, quality, and consistency across semiconductor fabrication and related electronics workflows. The company serves chipmakers and other electronics manufacturers through segments including Semiconductor Process Control, Specialty Semiconductor Process, and PCB and Component Inspection. KLA Corporation operates in a highly technical part of the semiconductor supply chain, where precision inspection, metrology, and analytics are essential to maintaining manufacturing standards and supporting high-volume production.

Website

Location

One Technology Drive

Milpitas, CA, 95035

United States

Social

What share of all stock conversation is about KLAC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.02% -0.03	0.03% +0.01	0.02% +0.01

Sep 25

$KLAC is identified as a potential long-term investment opportunity with a possible price increase from $180 to $220.
The stock is considered "still quite down" and not yet started its heavy recovery phase.
KLA Corporation is recommended as a stock to consider for its potential growth and value.

Generated by AI

Sentiment

Of the messages about KLAC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	98.13% +0.41	95.1% +16.99	83.6% -2.02
Bearish	0% 0	1.87% -0.41	4.9% -16.99	16.4% +2.02

Bullish· Jul 29

Institutional investors are buying $KLAC puts despite strong earnings, indicating ongoing AI-driven chip optimism.
KLA Corp. has been upgraded by multiple analysts, with price targets raised to $238, $210, and $245, and an Overweight rating maintained.
The company's strong earnings and outlook for 2026 wafer fab equipment have been highlighted, with analysts citing a "strong beat-and-raise" quarter and expectations for larger beats in the future.

Bearish· Jul 29

$KLAC is down around 7.4% despite record Q4 revenue of $3.658B, up 15% YoY, and above consensus.
The stock is sharply lower despite record fiscal Q4 revenue and an earnings beat, due to concerns about rising competition, particularly from China.
The market is punishing the margin story, not the quarter, as evidenced by the stock's drop despite good results, with some analysts seeing a rich setup with memory costs biting.

Generated by AI

Topics

Of the messages about KLAC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	27.64%	64.42%	42.86%
Announcements	—	30.08%	8.08%	19.85%
Technical Analysis	—	21.14%	3.78%	9.99%
Analysts	—	21.14%	16.36%	21.87%
Earnings	—	0%	7.32%	4.84%
Controversies	—	0%	0.05%	0.59%

Earnings· Jul 28

KLA Corporation reported Q4 FY2026 earnings, with revenue of $3.66B, beating estimates of $3.6B, and non-GAAP diluted EPS of $1.05, beating estimates of $1.00.
The company guided to Q1 FY2027 revenue of $4.0B, in line with estimates, and provided additional metrics, including operating cash flow of $906.4M, free cash flow of $817.1M, and capital returned to shareholders of $876.3M.
Despite beating earnings estimates, KLA Corporation's stock price declined 10% after hours, with some investors questioning the reason for the drop despite the company's solid performance.

Analysts· Jun 14

J.P. Morgan estimates KLA's earnings could more than triple by 2030, reaching around $95 per share, driven by rising AI-driven complexity.
KLA's stock split to 10-for-1 is attracting new investors, but with the stock surging 19% in two days, there's not much upside left, and risk is rising.
KLA's next earnings report will be the real test: can they keep up with explosive growth in AI chip demand, which is expected to continue climbing.

Announcements· Apr 30

KLA Corporation reported Q3 2026 earnings with revenue of $3.415 billion, a 11.5% increase from the previous year and 3.6% from the previous quarter.
The company's non-GAAP EPS was $9.40, beating expectations, and KLA raised its 2026 revenue guidance, driven by strong demand for AI silicon and advanced packaging.
KLA's earnings call highlighted the company's resilience in the face of geopolitical and trade risks, including new China export holds and US/global tariffs, but also noted escalating risks in the Middle East and operational vulnerabilities.

Controversies· Nov 10

KLA Corporation is a sole provider of EUV lithography machines, holding a monopoly in this area, while other companies provide equipment for other steps in the semiconductor manufacturing process.
The US Commerce Department has implemented export controls on KLA, restricting its ability to sell tools to make advanced chips to China, as part of broader efforts to limit high-tech exports to the country.
KLA's restrictions are not new, as the Commerce Department has already imposed similar restrictions on AMD and Nvidia in 2022, broadening the scope of the restrictions in this case.

Macro· Jun 30

KLA Corporation ($KLAC) is experiencing a sharp jump in stock price due to a semiconductor equipment rally, with shares increasing by 6.59% on June 30.
The company's monopoly on silicon inspection and metrology is vital for all chip production, making it a crucial player in the semiconductor industry.
The sector is facing challenges, including slowing consumer endpoint sales, memory chip oversupply, and broad market reassessments, which are leading to a decrease in demand for new fabrication equipment orders.

Technical Analysis· Mar 22

$KLAC is trading above key technical levels, including the 50DMA, EMA21, and ATH support.
The stock is consolidating after a sharp gain, with a potential breakout above $670 that could lead to a price lift towards $685.
RSI remains strong, and volume trends are supportive of the stock's current position.

Generated by AI

Community

Of the messages about KLAC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	46.15%	53.39%	59.44%	51.61%
Newcomers	53.85%	46.61%	40.56%	48.39%

Regulars· Jul 29

$KLAC's Q4 2026 revenue hit a record $3.66 billion, up 15% from the year before, while adjusted EPS came in at $1.05, beating expectations by $0.05.
Despite the earnings beat, KLA Corp's stock fell almost 8% after hours, with concerns about rising competition, particularly from China, and in-line Q1 guidance overshadowing the quarter.
Analysts have revised their price targets for $KLAC, with JPMorgan raising its target to $238 and Stifel cutting its target to $250, while other firms have maintained or lowered their targets, with Cantor reiterating its $325 target and Needham maintaining its $270 target.

Newcomers· Sep 20

Newcomers to discussing KLAC are focusing on its application in AI for trading, specifically using AI to detect parabolic blow-off moves and avoid losses.
Newcomers are also discussing KLAC's position in the semiconductor industry, noting that it remains a dominant player in process control and yield management systems, and that its high-margin business model benefits from expanding capital expenditure in AI logic and high-bandwidth memory (HBM) inspection.
Newcomers are identifying KLAC as a potential "top pick" due to its strong fundamentals and the fact that it is staging a powerful fundamental comeback, with some even going so far as to call it the "ultimate hardware gatekeeper" in the AI infrastructure landscape.

Generated by AI

KLA

Social

Sep 25

Bullish· Jul 29

Bearish· Jul 29

Earnings· Jul 28

Analysts· Jun 14

Announcements· Apr 30

Controversies· Nov 10

Macro· Jun 30

Technical Analysis· Mar 22

Regulars· Jul 29

Newcomers· Sep 20

KLA Corporation: Strong AI Exposure, But Limited Margin Of Safety (NASDAQ:KLAC)

KLA Corp. stock underperforms Tuesday when compared to competitors despite daily gains

Kla-tencor and Pershing Square among market cap stock movers on Tuesday

KLA: This Window Of Opportunity Won't Last Forever (NASDAQ:KLAC)

Applied Materials, KLA, GlobalFoundries expand Singapore semiconductor ties (GFS:NASDAQ)

The Zacks Analyst Blog Highlights Applied Materials, Lam Research and KLA

Also Discussed

KLA Corporation

Company Information

Location

KLA Corporation: Strong AI Exposure, But Limited Margin Of Safety (NASDAQ:KLAC)

KLA Corp. stock underperforms Tuesday when compared to competitors despite daily gains

Kla-tencor and Pershing Square among market cap stock movers on Tuesday

KLA: This Window Of Opportunity Won't Last Forever (NASDAQ:KLAC)

Applied Materials, KLA, GlobalFoundries expand Singapore semiconductor ties (GFS:NASDAQ)

The Zacks Analyst Blog Highlights Applied Materials, Lam Research and KLA

Also Discussed

Social

Sep 25

Bullish· Jul 29

Bearish· Jul 29

Earnings· Jul 28

Analysts· Jun 14

Announcements· Apr 30

Controversies· Nov 10

Macro· Jun 30

Technical Analysis· Mar 22

Regulars· Jul 29

Newcomers· Sep 20