KLACTechnology · Semiconductor Equipment & MaterialsThe 28 Wall Street analysts covering KLA Corp. hold a median 12-month price target of $220 — +46.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 4 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores KLA Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (96): The share price has been relatively steady.
Accruals (22): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on KLAC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +46.9% from it.
Of the 20 most recent actions, 2 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Oct 2026 | Argus Research | Reiterates | Buy | $225 |
| 29 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $325 → $225 |
| 29 Oct 2026 | Citigroup | Maintains | Buy | $290 → $275 |
| 29 Oct 2026 | JP Morgan | Maintains | Overweight | $238 → $240 |
| 29 Oct 2026 | Needham | Maintains | Buy | $270 → $200 |
| 29 Oct 2026 | Stifel | Maintains | Buy | $250 → $230 |
| 29 Oct 2026 | Susquehanna | Maintains | Neutral | $215 → $190 |
| 29 Oct 2026 | UBS | Maintains | Neutral | $190 → $180 |
| 29 Oct 2026 | Wells Fargo | Maintains | Overweight | $245 → $210 |
| 6 Oct 2026 | Morgan Stanley | Maintains | Overweight | — |
| 6 Oct 2026 | Morgan Stanley | Maintains | Overweight | $253 → $227 |
| 1 Sept 2026 | UBS | Maintains | Neutral | — |
| 1 Sept 2026 | UBS | Maintains | Neutral | $215 → $200 |
| 29 July 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 29 July 2026 | Cantor Fitzgerald | Reiterates | Overweight | $325 |
| 29 July 2026 | Deutsche Bank | Maintains | Hold | — |
| 29 July 2026 | Deutsche Bank | Maintains | Hold | $220 → $195 |
| 29 July 2026 | Jefferies | Maintains | Buy | $200 → $210 |
| 29 July 2026 | Jefferies | Maintains | Buy | — |
| 29 July 2026 | JP Morgan | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 4 pass every test this week.
AI cloud capacity
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AI chips
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AI networking and serversIn full
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, KLA Corp. returned +31.1% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 10% of US stocks
Cheaper than 3% of US stocks
Cheaper than 8% of US stocks
Higher than 77% of US stocks
Higher than 71% of US stocks
Higher than 74% of US stocks
Higher than 94% of US stocks
Higher than 93% of US stocks
Higher than 96% of US stocks
Higher than 99% of US stocks
Higher than 66% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
KLA Corp. has a market value of $203.5B and an enterprise value of $200.7B.
Revenue in the twelve months to 30 June 2026: $13.6B. The latest quarter grew 28.9% year on year.
Net income over the same four quarters: $4.8B, a 35.6% net margin.
Diluted earnings per share, trailing twelve months: $3.67.
Free cash flow in the twelve months to 30 June 2026: $3.8B, after $375.9M of capital spending.
KLA Corp. spent $2.3B on share buybacks and $1.1B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 38.9×; forward P/E: 21.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.59%, paying out 21% of earnings.
KLA Corp. employs 17,000 people — $799K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| KLACKLA Corp. | $203.5B | 68 |
| LRCXLam Research Corp. | $277.1B | 78 |
| AMATApplied Materials, Inc. | $292.9B | 63 |
| TERTeradyne, Inc. | $39.2B | 86 |
| QQnity Electronics, Inc. | $24.8B | 26 |
| ENTGEntegris, Inc. | $21.8B | 76 |
| APHAmphenol Corp.* | $194.8B | 73 |
* Nearest Technology names by size — few semiconductor equipment & materials companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own KLA Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
KLA highlighted accelerating AI-driven semiconductor demand, with the equipment market expected to exceed $200 billion in 2027. Advanced packaging and memory were cited as drivers of growth.
Why it matters — The outlook provides KLAC watchers with context on demand trends and the factors supporting expected semiconductor equipment market growth.
The Motley Fool says semiconductor sales are poised to surge on rising demand across multiple applications, and highlights Nvidia, Broadcom, and Micron as leaders in their niches that are trading attractively.
Why it matters — The item points to stronger chip demand broadly, a trend of interest to KLAC watchers, but it does not discuss KLA directly.
On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he likes Howmet Aerospace and recommended buying its stock, noting that it had come down substantially while its numbers remained good.
Why it matters — The item discusses Howmet Aerospace, not KLA Corp., so it offers no direct information about KLAC.
Alger Growth & Income Fund’s Class A shares underperformed the S&P 500 in Q3 2026. KLA Corporation was listed among the fund’s top detractors from performance.
Why it matters — The update identifies KLA as a notable detractor from this fund’s quarterly performance.
KLA reported Q1 results above EPS and revenue estimates and issued Q2 and longer-term guidance above consensus. The article cites chip complexity and AI demand as growth drivers, while noting near-term gross-margin pressure from memory costs and potential free-cash-flow and shareholder-yield effects from elevated CapEx.
Why it matters — KLAC watchers may weigh the growth outlook against the article’s cautions about margin pressure and investment-related cash-flow effects.
The 28 Wall Street analysts covering KLA Corp. have a median 12-month price target of $220, with estimates ranging from $175 to $275. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 28 analysts covering KLA Corp., 19 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks KLA Corp. 68 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, KLA Corp. ranks 68 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (96 of 100).
No one can know that. What the data says: the median 12-month target from 28 analysts implies +46.9% from the last close, and Ticker Nerd's factor model ranks KLA Corp. 68 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering KLA Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KLAC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $175 to $275 over the next 12 months.
KLA Corp. returned +31.1% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "KLAC Q1 Earnings Call Highlights AI Demand and 2027 Growth Outlook". KLA highlighted accelerating AI-driven semiconductor demand, with the equipment market expected to exceed $200 billion in 2027. Advanced packaging and memory were cited as drivers of growth.
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.
CEO Mr. Richard P. Wallace · 17,000 employees · United States · https://www.kla.com
