KLA (KLAC) News Today

KLA Corporation (KLAC) has been in focus as analysts raise targets, quarterly results exceed expectations, and strategic guidance underscores robust demand for its semiconductor process control tools. Investors are weighing these bullish signals against minor near-term pullbacks in the stock.

• Positive Sentiment: Analysts at UBS and Barclays both raised their price targets on KLAC, citing strong end-market demand for chipmaking equipment. UBS and Barclays Raise PT on KLA Corporation (KLAC)
• Positive Sentiment: JPMorgan Chase & Co. lifted its price target to $1,070 and kept an overweight rating, highlighting AI-driven growth in advanced packaging. Benzinga
• Positive Sentiment: Stifel Nicolaus boosted its target to $922 with a buy rating, seeing modest upside as semiconductor capex remains healthy. Benzinga
• Positive Sentiment: Raymond James reaffirmed its outperform rating and raised its target to $950, pointing to expanding market share in process control. Benzinga
• Positive Sentiment: Morgan Stanley maintained a buy rating, citing KLA’s strategic focus and long-term semiconductor cycle strengths. KLA’s Promising Growth Prospects and Strategic Focus Justify Buy Rating
• Positive Sentiment: KLA raised its 2025 advanced packaging revenue target to $925 million, driven by surging AI-related demand. KLA raises 2025 advanced packaging revenue target to $925M as AI demand drives growth
• Positive Sentiment: Fiscal Q4 results topped guidance with revenue of $3.175 billion and non-GAAP EPS of $9.38, beating consensus on both lines. KLA CORPORATION REPORTS FISCAL 2025 FOURTH QUARTER AND FULL YEAR RESULTS
• Positive Sentiment: Record free cash flow exceeded $1 billion for the first time and the dividend was raised, underscoring strong cash generation. JP Morgan Increases Price Target for KLAC to $1070, Maintains Overweight Rating | KLAC Stock News
• Positive Sentiment: Management’s upbeat guidance for next-quarter sales signals sustained momentum into Q1 FY 2026. KLA Corporation (NASDAQ:KLAC) Reports Upbeat Q2, Next Quarter’s Sales Guidance is Optimistic
• Neutral Sentiment: Full Q4 earnings call transcript and presentation materials are now available for in-depth review. KLA Corporation (KLAC) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Zacks offers an analysis of key Q4 metrics versus Wall Street estimates. KLA (KLAC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Neutral Sentiment: Reuters notes Q1 revenue guidance above estimates but cautions on potential weakness in China. KLA forecasts first-quarter revenue above estimates, but flags China weakness
• Neutral Sentiment: Company provided Q1 2026 EPS guidance of $7.76–$9.30 and revenue outlook of $3.0–$3.3 billion, roughly in line with consensus.
• Neutral Sentiment: Investors can prepare for KLA’s Q2 results, scheduled for release tomorrow. Earnings To Watch: KLA Corporation (KLAC) Reports Q2 Results Tomorrow
• Negative Sentiment: KLAC shares gapped down at the open, prompting questions about near-term trader sentiment. KLA (NASDAQ:KLAC) Shares Gap Down - What's Next?
• Negative Sentiment: Shares edged lower intraday despite strong Q4 earnings and record free cash flow, showing some profit-taking. KLA shares edge lower despite strong Q4 earnings, record free cash flow