KLAC KLA Corporation

KLA's market value is 53.2 times its profit over the past twelve months, well above its three-year average of 36 times. A multiple that high means buyers are paying today for profit the company has not earned yet. So is KLA (KLAC) stock really expensive for the growth its business delivers.

KLA Corp.'s $12.57B backlog, AI-led chip spending and advanced-packaging growth bolster revenue visibility as competition with AMAT and ASML intensifies.

TER's AI-driven test momentum is accelerating, with Iris 100 expanding its optical portfolio as semiconductor and data-center demand surges.

Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...

Applied Materials, Lam Research and KLA stand to benefit as AI infrastructure spending boosts semiconductor equipment demand.

KLA (NasdaqGS: KLAC) is highlighted in new research for its central role in semiconductor metrology as chip designs grow more complex. Industry analysis points to substantial projected expansion in the global Semiconductor Metrology Market as advanced process nodes become more widely used. KLA is investing in R&D and partnerships to develop AI-driven metrology and inspection tools aimed at tightening manufacturing precision and yield. KLA's push into AI-powered metrology systems for complex...

Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.

No stock rally is perfect, as is the case with the one seen this week in the tech-heavy Nasdaq Composite.

KLA (KLAC) reached $188.32 at the closing of the latest trading day, reflecting a +2.36% change compared to its last close.

LRCX targets mid-40% operating margins as rising revenues, AI-driven demand and higher-margin services support expansion over several years.

Qnity Electronics was added to the on Monday. Shares of the semiconductor materials supplier were down 0.2% in premarket trading Tuesday at $121.53, while and futures were up 0.1% and 0.3%, respectively.

One niche player burned cash and posted a net loss; the other generated $3.8 billion in free cash flow.

The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.

KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

Fresh research from Zacks that compares KLA (KLAC) with Daktronics has put valuation in the spotlight, as both shares carry the same earnings-focused rank but very different value scores and pricing metrics. KLA’s recent share price has retreated, with the stock down 13.25% over the past 30 days and 34.90% over 90 days. However, the year-to-date share price return of 32.59% alongside a 1-year total shareholder return of 62.31% signals longer term momentum that remains firmly positive despite...

DAKT vs. KLAC: Which Stock Is the Better Value Option?

ALAB appears to offer more upside than KLAC, backed by stronger earnings growth, bigger surprises, and rapid PCIe 6 adoption.

KLAC's AI-driven process-control demand, advanced-packaging growth, robust backlog and strong capital returns support further upside despite margin pressure.

ASML's monopoly on the machines that build every advanced chip in the world just endured a month of relentless selling, and one prominent Wall Street analyst thinks the market has handed investors a rare opening at a price that grossly undervalues what comes next.

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

In the latest trading session, KLA (KLAC) closed at $180.64, marking a +1.95% move from the previous day.

Investing.com -- In a note to clients on Friday, JPMorgan raised its forecasts for the wafer fabrication equipment market and named KLA as its top pick among U.S. chip-equipment makers.

In the closing of the recent trading day, KLA (KLAC) stood at $177.18, denoting a -3.13% move from the preceding trading day.

Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than the skeptics expected.

LRCX returns $5.12B to shareholders in fiscal 2026 as stronger earnings, buybacks and a 27% dividend hike boost capital returns.

Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 48.7% compared to 13.6% for the S&P 500.

TER's UltraFLEXplus demand is surging on AI-driven test needs, fueling chip-test growth and strengthening its position against KLA and Cohu.

AMKR's 9.6% monthly drop may offer a buying opportunity as advanced packaging, AI/HPC demand and global expansion support long-term growth.

KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia’s 0.8% move. The stocks do not sell accelerators. They sell the process-control and fabrication equipment required to produce more advanced logic, memory, and packaging capacity. KLA Corporation (NASDAQ:KLAC) and Lam Research Corporation (NASDAQ:LRCX) therefore test whether investors are shifting from […]

A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1

A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1

Recent commentary from Jim Cramer on KLA (KLAC) has pushed the stock back into the spotlight as investors weigh its strong semiconductor process control position against recent volatility and a pullback from earlier highs. Over the past month KLA’s share price return has fallen 11.52%, including a 5.89% decline over the last week, even as the stock trades at US$172.94 and carries a year to date share price return of 35.70% and a 1 year total shareholder return of 99.10%. Recent volatility has...

TER stock lost 15.4% in a month, but strong AI data-center demand, UltraFLEXplus growth, and positive third-quarter guidance support its outlook.

Noting that long-held KLA Corporation (NASDAQ:KLAC) shares had pulled back significantly after peaking past $300 in June, a caller on the September 1 episode of Mad Money asked if it is a buy, hold, or sell. In response, Jim Cramer said: I think it’s a great company. It is up 40% for the year. Its […]

Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.

Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

KLA has outperformed the broader market over the past year, while analysts remain somewhat bullish on its future prospects.

A number of stocks fell in the afternoon session after surging crude oil prices and a jump in benchmark Treasury yields stoked renewed concerns over inflation and prolonged corporate borrowing costs. Oil prices surged after the U.S. military said it was striking Iranian targets, pressuring bonds as a global rout raised borrowing costs, the Wall Street Journal said. The 10-year Treasury yield climbed to about 4.79%, its highest in roughly 20 months, according to CNBC. That pairing raises the cost

ASML stock has dropped since reports emerged an unnamed Chinese company was mass producing lithography machines. That's a buying opportunity, according to UBS.

Nine of the decade's best-performing S&P 500 stocks trace their gains to AI chips, networking, and data center demand.

KLA Corporation currently trades at $182.67 and has been a dream stock for shareholders. It’s returned 434% since August 2021, blowing past the S&P 500’s 69.4% gain. The company has also beaten the index over the past six months as its stock price is up 19% thanks to its solid quarterly results.

KLA recently reported a fiscal fourth-quarter earnings beat and a positive near-term outlook, citing past surging demand for its process-control and inspection systems tied to AI infrastructure and advanced semiconductor packaging. The company also highlighted rapidly growing advanced packaging revenues and a strengthening services business, underscoring how rising chip complexity is deepening its role in semiconductor manufacturing workflows. Next, we’ll examine how this acceleration in...

Sandisk has the edge as AI-driven demand, pricing strength, supply constraints and multiyear deals fuel stronger near-term growth.

KLA (KLAC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.