KLAC
Bearish signalScored 2026-10-06 Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.
Research, not advice.
À propos
KLA Corporation
- Nom
- KLA Corporation
- Secteur
- Technology
- Industrie
- Semiconductors
- Bourse
- NASDAQ
- Capitalisation
- $190.8B
- Employés
- 17,100
- PDG
- Richard Wallace
- Site web
- https://www.kla.com
- Marché
- ACLSAMATASMLCAMTFORMLRCX
KLA Corporation specializes in creating, manufacturing, and distributing advanced solutions vital for process control, process optimization, and yield enhancement throughout the global semiconductor and broader electronics industries. The company organizes its business into four main segments: Semiconductor Process Control, Specialty Semiconductor Process, PCB, Display and Component Inspection, and an 'Other' category. For integrated circuit (IC) fabrication, KLA offers a comprehensive range of products. These include systems for wafer inspection, review, and metrology; defect inspection and metrology for both wafers/substrates and reticles; chemical and materials quality analysis tools; and real-time process management and wafer handling diagnostics essential for IC and original equipment manufacturer (OEM) production. Furthermore, the company develops software for live process control, defect excursion identification, process corrections, and defect classification. KLA also supplies refurbished and remanufactured equipment. Beyond IC manufacturing, KLA supports specialty semiconductor production. This includes benchtop metrology, surface characterization, and electrical property measurement services suitable for general-purpose and laboratory use. They also provide technologies and solutions for etching, plasma dicing, deposition, and various other wafer processing tasks within the semiconductor and microelectronics sectors. Within the printed circuit board (PCB) market, KLA delivers solutions such as direct imaging, inspection, optical shaping, additive printing, and computer-aided manufacturing and engineering. For the display industry, their offerings encompass inspection and electrical testing systems to pinpoint and categorize defects, as well as equipment for defect repair. KLA also supplies inspection and metrology systems designed to improve quality control and yield in both advanced and conventional semiconductor packaging markets. Established in 1975, the company was initially known as KLA-Tencor Corporation before rebranding as KLA Corporation in July 2019. Its corporate headquarters are situated in Milpitas, California.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 72019 titres (~12378626 USD)
- Insiders
- WALLACE RICHARD P
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$65,351,813
Avg sell (VWAP, 90d window) $195.40 vs last close $165.74 (-15.2%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
$65,351,813 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.
- Last activity
- 2026-09-15
- Liquidity
- Liquid $1,507,076,604/day · 20d vol
- Last synced
-
2026-10-16 21:10:41
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-09-15 | WALLACE RICHARD P | Sell · S · 10b5-1 | 72,019 | $171.88 | $12,378,626 | Form 4 |
| 2026-08-13 | Lorig Brian | Sell · S · 10b5-1 | 59,586 | $208.13 | $12,401,634 | Form 4 |
| 2026-08-12 | Higgins Bren D. | Sell · S · 10b5-1 | 31,500 | $209.87 | $6,610,905 | Form 4 |
| 2026-08-11 | Khan Ahmad A. | Sell · S · 10b5-1 | 33,180 | $198.95 | $6,601,161 | Form 4 |
| 2026-08-11 | WALLACE RICHARD P | Sell · S · 10b5-1 | 87,568 | $198.95 | $17,421,654 | Form 4 |
| 2026-08-10 | Kirloskar Virendra A | Sell · S · 10b5-1 | 529 | $204.56 | $108,212 | Form 4 |
| 2026-08-10 | Wilkinson Mary Beth | Sell · S · 10b5-1 | 1,661 | $204.56 | $339,774 | Form 4 |
| 2026-08-07 | Kirloskar Virendra A | Sell · S · 10b5-1 | 2,405 | $197.57 | $475,156 | Form 4 |
| 2026-08-07 | Wilkinson Mary Beth | Sell · S · 10b5-1 | 21,831 | $197.57 | $4,313,151 | Form 4 |
| 2026-08-05 | Kirloskar Virendra A | Sell · S · 10b5-1 | 4,504 | $195.50 | $880,532 | Form 4 |
| 2026-08-05 | Wilkinson Mary Beth | Sell · S · 10b5-1 | 13,802 | $195.50 | $2,698,291 | Form 4 |
| 2026-08-04 | Kirloskar Virendra A | Sell · S · 10b5-1 | 1,565 | $191.59 | $299,838 | Form 4 |
| 2026-08-04 | Wilkinson Mary Beth | Sell · S · 10b5-1 | 4,295 | $191.59 | $822,879 | Form 4 |
Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
| Date | Member | Side | Amount range | Filing |
|---|---|---|---|---|
| 2026-09-23 | Ro Khanna | Buy | $1,001 - $15,000 | Filing |
| 2026-07-01 | Michael A. Rulli | Buy | $1,001 - $15,000 | Filing |
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-07-01 | Michael A. Rulli | Purchase | $1,001 - $15,000 |
| 2026-04-08 | Elizabeth Pannill Fletcher | Sale | $1,001 - $15,000 |
| 2025-09-23 | Val Hoyle | Sale (Full) | $1,001 - $15,000 |
| 2025-07-28 | Val Hoyle | Purchase | $1,001 - $15,000 |
| 2025-04-29 | Val Hoyle | Sale (Full) | $1,001 - $15,000 |
| 2025-01-24 | William R. Keating | Purchase | $1,001 - $15,000 |
| 2025-01-13 | Gilbert Ray Cisneros | Sale (Partial) | $1,001 - $15,000 |
| 2024-10-29 | Val Hoyle | Purchase | $1,001 - $15,000 |
| 2024-09-04 | John James | Sale (Full) | $1,001 - $15,000 |
| 2024-06-26 | John James | Sale (Partial) | $1,001 - $15,000 |
| 2024-01-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-12-04 | John R. Curtis | Sale (Full) | $1,001 - $15,000 |
| 2023-11-10 | John James | Purchase | $1,001 - $15,000 |
| 2023-10-10 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-09-08 | Lois Frankel | Sale (Full) | $1,001 - $15,000 |
| 2023-05-26 | Zoe Lofgren | Sale (Full) | $1,001 - $15,000 |
| 2023-05-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-02-10 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-01-09 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-01-03 | Diana Harshbarger | Sale | $1,001 - $15,000 |
| 2022-11-03 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-11-02 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-09-29 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-09-14 | Lois Frankel | Purchase | $1,001 - $15,000 |
| 2022-09-07 | Lois Frankel | Purchase | $1,001 - $15,000 |
| 2022-09-06 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-09-06 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-08-23 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2022-08-11 | Diana Harshbarger | Sale | $1,001 - $15,000 |
| 2022-07-19 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-07-08 | Zoe Lofgren | Sale (Partial) | $1,001 - $15,000 |
| 2022-07-08 | Zoe Lofgren | Sale (Partial) | $1,001 - $15,000 |
| 2022-05-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-10 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-04-11 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-04 | Zoe Lofgren | Purchase | $1,001 - $15,000 |
| 2022-04-04 | Zoe Lofgren | Purchase | $1,001 - $15,000 |
| 2022-02-28 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-02-28 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2021-11-08 | John R. Curtis | Purchase | $1,001 - $15,000 |
| 2020-03-18 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2019-11-21 | Gilbert Ray Cisneros | Sale (Partial) | $1,001 - $15,000 |
Signal
Bearish signalScored 2026-10-06 Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.
KLAC shows strong underlying fundamentals with solid liquidity (85) and healthy financial trends (75), but the near-zero catalyst score (25/NONE) combined with heavy insider selling (~$12.4M by the CEO) overwhelms the…
The first sentence of the analysis written for KLAC on 2026-10-06 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. – Insider: neutral. All sales (≈ $65.4M) were pre-planned Rule 10b5-1 trades, excluded from the score. No open-market buys or discretionary sales. – Initiés : neutre. Toutes les ventes (≈ $65.4M) sont sous plan 10b5-1 préétabli, exclues du score. Aucun achat ni vente discrétionnaire.
- Congress Unavailable or mixed. 1 purchase disclosure year to date, a thin reading
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Pulls against a bullish reading. Close is more than 0.5 ATR under stored support
- Financial indicators Supports a bullish reading. Current ratio 2.88 · operating margin 42%
Suggested stop 160.57, nearest stored support minus 0.5 ATR(3.1% under the last close). Reward/risk to the next stored resistance is 2.71. Research, not advice. Not an order.
Market snapshot
Financial ratios
| Metric | Trend | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 61.3% | 60.9% | 60.0% | 59.8% | 61.0% | |
| Ebit Margin | 41.7% | 40.7% | 35.7% | 38.9% | 39.6% | |
| Ebitda Margin | 42.4% | 43.9% | 39.8% | 42.9% | 43.6% | |
| Operating Profit Margin | 41.7% | 41.2% | 37.1% | 38.1% | 39.7% | |
| Pretax Profit Margin | 41.3% | 38.2% | 32.5% | 36.1% | 37.9% | |
| Continuous Operations Profit Margin | 35.6% | 33.4% | 28.1% | 32.3% | 36.1% | |
| Net Profit Margin | 35.6% | 33.4% | 28.1% | 32.3% | 36.1% | |
| Bottom Line Profit Margin | 35.6% | 33.4% | 28.1% | 32.3% | 36.1% | |
| Current Ratio | 2.876 | 2.619 | 2.152 | 2.237 | 2.497 | |
| Quick Ratio | 2.029 | 1.832 | 1.501 | 1.468 | 1.749 | |
| Solvency Ratio | 0.425 | 0.392 | 0.262 | 0.341 | 0.329 | |
| Cash Ratio | 0.383 | 0.509 | 0.424 | 0.515 | 0.552 | |
| Price To Earnings Ratio | 81.986 | 29.338 | 40.559 | 19.975 | 14.459 | |
| Price To Earnings Growth Ratio | 3.992 | 0.592 | -2.545 | 1.995 | 0.227 | |
| Forward Price To Earnings Growth Ratio | 3.992 | 0.592 | -2.545 | 1.995 | 0.227 | |
| Price To Earnings Diluted Ratio | 82.434 | 29.493 | 40.819 | 20.083 | 14.557 | |
| Price To Earnings Diluted Growth Ratio | 4.019 | 0.593 | -2.547 | 1.974 | 0.228 | |
| Price To Book Ratio | 62.316 | 25.393 | 33.262 | 23.170 | 34.269 | |
| Price To Sales Ratio | 29.139 | 9.802 | 11.418 | 6.445 | 5.213 | |
| Price To Free Cash Flow Ratio | 105.039 | 31.845 | 36.962 | 20.326 | 15.979 | |
| Price To Operating Cash Flow Ratio | 95.508 | 29.191 | 33.863 | 18.434 | 14.497 | |
| Debt To Assets Ratio | 0.343 | 0.379 | 0.442 | 0.431 | 0.538 | |
| Debt To Equity Ratio | 0.969 | 1.297 | 2.025 | 2.077 | 4.834 | |
| Debt To Capital Ratio | 0.492 | 0.565 | 0.669 | 0.675 | 0.829 | |
| Long Term Debt To Capital Ratio | 0.481 | 0.556 | 0.636 | 0.669 | 0.826 | |
| Financial Leverage Ratio | 2.827 | 3.424 | 4.582 | 4.820 | 8.989 | |
| Working Capital Turnover Ratio | 1.849 | 2.029 | 1.963 | 2.352 | 2.335 | |
| Operating Cash Flow Ratio | 0.962 | 0.999 | 0.710 | 0.980 | 1.154 | |
| Operating Cash Flow Sales Ratio | 0.305 | 0.336 | 0.337 | 0.350 | 0.360 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.909 | 0.917 | 0.916 | 0.907 | 0.907 | |
| Debt Service Coverage Ratio | 17.523 | 15.746 | 3.275 | 13.805 | 23.985 | |
| Interest Coverage Ratio | 19.901 | 16.594 | 11.681 | 13.453 | 22.790 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 4.412 | 0.000 | 0.000 | |
| Operating Cash Flow Coverage Ratio | 0.673 | 0.670 | 0.485 | 0.605 | 0.489 | |
| Capital Expenditure Coverage Ratio | 11.020 | 11.998 | 11.928 | 10.743 | 10.779 | |
| Dividend Paid And Capex Coverage Ratio | 2.890 | 3.279 | 3.150 | 3.416 | 3.502 | |
| Dividend Payout Ratio | 0.219 | 0.223 | 0.280 | 0.216 | 0.192 | |
| Enterprise Value Multiple | 69.486 | 23.061 | 29.946 | 15.948 | 13.260 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 61.3% | ▲0.4% | ▲0.7% |
| Ebit Margin | 41.7% | ▲1.0% | ▲2.4% |
| Ebitda Margin | 42.4% | ▼-1.5% | ▼-0.1% |
| Operating Profit Margin | 41.7% | ▲0.4% | ▲2.1% |
| Pretax Profit Margin | 41.3% | ▲3.1% | ▲4.1% |
| Continuous Operations Profit Margin | 35.6% | ▲2.2% | ▲2.5% |
| Net Profit Margin | 35.6% | ▲2.2% | ▲2.5% |
| Bottom Line Profit Margin | 35.6% | ▲2.2% | ▲2.5% |
| Current Ratio | 2.876 | ▲0.258 | ▲0.400 |
| Quick Ratio | 2.029 | ▲0.196 | ▲0.313 |
| Solvency Ratio | 0.425 | ▲0.033 | ▲0.075 |
| Cash Ratio | 0.383 | ▼-0.126 | ▼-0.093 |
| Price To Earnings Ratio | 81.986 | ▲52.648 | ▲44.723 |
| Price To Earnings Growth Ratio | 3.992 | ▲3.400 | ▲3.140 |
| Forward Price To Earnings Growth Ratio | 3.992 | ▲3.400 | ▲3.140 |
| Price To Earnings Diluted Ratio | 82.434 | ▲52.941 | ▲44.957 |
| Price To Earnings Diluted Growth Ratio | 4.019 | ▲3.426 | ▲3.165 |
| Price To Book Ratio | 62.316 | ▲36.923 | ▲26.634 |
| Price To Sales Ratio | 29.139 | ▲19.337 | ▲16.736 |
| Price To Free Cash Flow Ratio | 105.039 | ▲73.194 | ▲63.009 |
| Price To Operating Cash Flow Ratio | 95.508 | ▲66.317 | ▲57.209 |
| Debt To Assets Ratio | 0.343 | ▼-0.036 | ▼-0.084 |
| Debt To Equity Ratio | 0.969 | ▼-0.329 | ▼-1.272 |
| Debt To Capital Ratio | 0.492 | ▼-0.073 | ▼-0.154 |
| Long Term Debt To Capital Ratio | 0.481 | ▼-0.075 | ▼-0.152 |
| Financial Leverage Ratio | 2.827 | ▼-0.597 | ▼-2.101 |
| Working Capital Turnover Ratio | 1.849 | ▼-0.180 | ▼-0.257 |
| Operating Cash Flow Ratio | 0.962 | ▼-0.037 | ▲0.001 |
| Operating Cash Flow Sales Ratio | 0.305 | ▼-0.031 | ▼-0.032 |
| Free Cash Flow Operating Cash Flow Ratio | 0.909 | ▼-0.007 | ▼-0.002 |
| Debt Service Coverage Ratio | 17.523 | ▲1.777 | ▲2.656 |
| Interest Coverage Ratio | 19.901 | ▲3.307 | ▲3.018 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | ▼-0.882 |
| Operating Cash Flow Coverage Ratio | 0.673 | ▲0.003 | ▲0.089 |
| Capital Expenditure Coverage Ratio | 11.020 | ▼-0.978 | ▼-0.273 |
| Dividend Paid And Capex Coverage Ratio | 2.890 | ▼-0.390 | ▼-0.358 |
| Dividend Payout Ratio | 0.219 | ▼-0.004 | ▼-0.007 |
| Enterprise Value Multiple | 69.487 | ▲46.425 | ▲39.146 |
Key metrics
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|---|
| Market cap | $395.70B | $119.15B | $112.04B | $67.65B | $48.02B | |
| Enterprise value | $400.20B | $123.16B | $116.88B | $71.78B | $53.21B | |
| EV / Sales | 29.47x | 10.13x | 11.91x | 6.84x | 5.78x | |
| EV / Op. cash flow | 96.59x | 30.17x | 35.33x | 19.56x | 16.06x | |
| EV / Free cash flow | 106.23x | 32.92x | 38.56x | 21.57x | 17.71x | |
| EV / EBITDA | 69.49x | 23.06x | 29.95x | 15.95x | 13.26x | |
| Net debt / EBITDA | 0.78x | 0.75x | 1.24x | 0.92x | 1.29x | |
| Current ratio | 2.88x | 2.62x | 2.15x | 2.24x | 2.50x | |
| Income quality | 0.86x | 1.00x | 1.20x | 1.08x | 1.00x | |
| Graham number | $20 | $16 | $11 | $11 | $7 | |
| Graham net-net | -$2 | -$3 | -$3 | -$4 | -$4 | |
| Tax burden | 86.2% | 87.5% | 86.6% | 89.4% | 95.2% | |
| Interest burden | 99.0% | 93.9% | 91.1% | 92.7% | 95.6% | |
| Working capital | $8.08B | $6.61B | $5.37B | $4.63B | $4.30B | |
| Invested capital | $11.50B | $10.10B | $9.40B | $9.08B | $8.79B | |
| Return on assets | 26.9% | 25.3% | 17.9% | 24.1% | 26.4% | |
| Operating ROA | 33.3% | 31.8% | 24.6% | 30.0% | 32.0% | |
| Return on tangible assets | 30.4% | 29.4% | 21.7% | 31.2% | 36.6% | |
| Return on equity | 76.1% | 86.6% | 82.0% | 116.0% | 237.0% | |
| Return on invested capital | 35.6% | 36.5% | 27.2% | 34.5% | 35.7% | |
| Return on capital employed | 41.5% | 41.8% | 33.7% | 38.7% | 37.6% | |
| Earnings yield | 1.2% | 3.4% | 2.5% | 5.0% | 6.9% | |
| Free cash flow yield | 1.0% | 3.1% | 2.7% | 4.9% | 6.3% | |
| Capex / Op. cash flow | 9.1% | 8.3% | 8.4% | 9.3% | 9.3% | |
| Capex / Depreciation | 95.4% | 86.3% | 69.0% | 82.3% | 84.6% | |
| Capex / Sales | 2.8% | 2.8% | 2.8% | 3.3% | 3.3% | |
| SG&A / Sales | 8.3% | 8.5% | 9.9% | 9.4% | 9.3% | |
| R&D / Sales | 11.3% | 11.2% | 13.0% | 12.4% | 12.0% | |
| Stock comp / Sales | 2.3% | 2.2% | 2.2% | 1.6% | 1.4% | |
| Intangibles / Total assets | 11.4% | 13.9% | 17.4% | 22.8% | 27.9% | |
| Days sales outstanding | 86d | 73d | 75d | 67d | 80d | |
| Days payables outstanding | 43d | 35d | 33d | 32d | 45d | |
| Operating cycle | 339d | 320d | 357d | 316d | 298d | |
| Cash conversion cycle | 296d | 285d | 323d | 284d | 253d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-06 MassMutual Private Wealth & Trust FSB Boosts Holdings in KLA Corporation $KLAC MassMutual Private Wealth and Trust FSB grew its stake in shares of KLA Corporation (NASDAQ: KLAC) by 62.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,958 shares of the semiconductor company''s stock after acquiring an additional 4,203
- 2026-10-03 3 AI Winners, 3 Very Different Paths to Higher Margins Pricing power is often thrown around as a blanket argument for owning certain stocks, but it''s important to understand where it comes from and what can put it at risk. The AI buildout has created a wave of new business for semiconductor companies, and bottlenecks in crucial components and energy have altered some formerly predictable price cycles.
- 2026-10-01 KLA (KLAC) Surpasses Market Returns: Some Facts Worth Knowing In the most recent trading session, KLA (KLAC) closed at $200.31, indicating a +2.76% shift from the previous trading day.
- 2026-09-29 KLAC''s Backlog Surges on AI Demand: Can It Outpace AMAT & ASML? KLA Corp.''s $12.57B backlog, AI-led chip spending and advanced-packaging growth bolster revenue visibility as competition with AMAT and ASML intensifies.
- 2026-09-29 Semiconductor Stock Pops on U.S. Army Contract Shares of Navitas Semiconductor (NASDAQ:NVTS) were surging premarket, though the stock has since pared gains, last seen up 2% to trade at $11.96, after the company was selected to produce chips for the U.S. Army''s ALATTIS (Accelerated, Large-Area, 10 kV SiC IGBT) program.
- 2026-09-29 KLA: This Window Of Opportunity Won''t Last Forever KLA is reiterated as a buy, with valuation pullback presenting an attractive entry amid robust long-term growth prospects. The company targets $26B in revenue by 2030, outpacing industry CAGR, with stable gross margin and improving operating leverage. Capital returns are set to exceed 90% of FCF by 2030, enhancing shareholder value through increased dividends and buybacks.
- 2026-09-25 Envestnet Portfolio Solutions Inc. Acquires 13,794 Shares of KLA Corporation $KLAC Envestnet Portfolio Solutions Inc. lifted its holdings in KLA Corporation (NASDAQ: KLAC) by 1,195.3% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,948 shares of the semiconductor company''s stock after acquiring an additional 13,794 shares during the period. Envestnet
- 2026-09-23 3 Top Chip Equipment Stocks to Buy as AI Demand Fuels BofA Optimism Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.
- 2026-09-21 3 Chip Stocks Set to Win TSMC''s Packaging Boom TSMC is expanding advanced-packaging capacity as demand from Nvidia and other chip designers continues to rise. KLA, Camtek, and Nova sell different types of inspection and metrology equipment used to protect manufacturing yields.
- 2026-09-21 3 Chip Stocks Set to Win TSMC’s Packaging Boom TSMC''s advanced-packaging industrial park signals a surge in chip manufacturing complexity, and the companies that profit most will not be the ones building the packages. Three equipment suppliers sit at a critical chokepoint where every additional package produced forces a spending decision manufacturers cannot easily avoid.