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KLA (IT:1KLAC)
:1KLAC

KLA (1KLAC) Price & Analysis

7 Followers

1KLAC Stock Chart & Stats

€167.18
-€5.14(-2.98%)
At close: 4:00 PM EDT
€167.18
-€5.14(-2.98%)

Bulls Say, Bears Say

Bulls Say
High Margins And Strong Cash GenerationKLA’s sustained ~60% gross margins and improving net margin (~36% in FY2026), plus large free cash flow (~$3.77B), indicate durable profitability and internal funding for R&D, capex and shareholder returns, supporting resilience across semiconductor cycles.
Recurring Services Revenue MomentumContractual and growing services (~$820M, +17% YoY; ~80% contract-based) diversify revenue away from lumpy tool sales, increase visibility, and create sticky, higher-margin annuity streams that support steadier revenue and margin profiles over multi-quarter horizons.
Leadership In Advanced Packaging And Improving Order FunnelRapidly growing advanced‑packaging revenue (>70% YoY to ~$1.1B) and management’s upgraded wafer equipment TAM outlook reflect structural exposure to secular trends. Leadership in these niche tools and a larger addressable market support durable growth beyond spot cyclical swings.
Bears Say
Exposure To Memory Pricing CyclesMeaningful near‑term revenue mix from memory (guidance noted memory share) makes KLA sensitive to DRAM price swings and procurement costs. Persistent memory pricing weakness can compress tool demand and margins, creating multi-quarter earnings volatility tied to a single end‑market.
Supply‑chain And Long Lead‑time ConstraintsExtended lead times (avg ~12 months, some 18–24) and supply shortages limit KLA’s ability to convert orders to revenue quickly, create backlog management risk, and can prolong margin pressure as component cost swings and fulfillment timing mismatch customer demand.
Sizeable Absolute Debt Despite Improving LeverageAlthough leverage metrics have improved, ~ $5.9B of absolute debt leaves meaningful fixed obligations. In a semiconductor downturn, high nominal debt could constrain capital allocation flexibility and increase refinancing or interest‑rate sensitivity over a multi‑quarter horizon.

KLA News

1KLAC FAQ

What was KLA’s price range in the past 12 months?
KLA lowest stock price was €18.00 and its highest was €263.00 in the past 12 months.
    What is KLA’s market cap?
    KLA’s market cap is €207.08B.
      When is KLA’s upcoming earnings report date?
      KLA’s upcoming earnings report date is Oct 28, 2026 which is in 86 days.
        How were KLA’s earnings last quarter?
        KLA released its earnings results on Jul 28, 2026. The company reported €0.917 earnings per share for the quarter, beating the consensus estimate of €0.877 by €0.039.
          Is KLA overvalued?
          According to Wall Street analysts KLA’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does KLA pay dividends?
            KLA does not currently pay dividends.
            What is KLA’s EPS estimate?
            KLA’s EPS estimate is 1.03.
              How many shares outstanding does KLA have?
              KLA has 1,306,275,300 shares outstanding.
                What happened to KLA’s price movement after its last earnings report?
                KLA reported an EPS of €0.917 in its last earnings report, beating expectations of €0.877. Following the earnings report the stock price went down -7.106%.
                  Which hedge fund is a major shareholder of KLA?
                  Currently, no hedge funds are holding shares in IT:1KLAC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    KLA

                    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.

                    KLA (1KLAC) Earnings & Revenues

                    1KLAC Company Deck

                    1KLAC Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a strongly positive operational and financial picture: revenue and EPS beat expectations, robust market-share gains (especially in advanced packaging and process control), sizable capital returns, and upgraded long-term growth targets. Notable near-term headwinds include memory-related gross margin pressure (DRAM-related component costs and tariffs), some supply-chain scaling constraints in the first half, and elevated operating expenses. Management nevertheless expressed confidence in backlog visibility, 2026–2027 industry momentum, and the company’s ability to scale resources to meet demand.View all IT:1KLAC earnings summaries

                    1KLAC Revenue Breakdown

                    50.99%50.99%18.07%4.25%2.93%22.07%1.68%
                    50.99% Wafer Inspection
                    18.07% Patterning
                    4.25% Specialty Semiconductor Process
                    2.93% PCB, Display and Component Inspection
                    22.07% Services
                    1.68% Other
                    tipranks

                    1KLAC Stock 12 Month Forecast

                    Average Price Target

                    €207.35
                    ▲(24.03% Upside)
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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":131.639,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 38,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":147.839,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 33,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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