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NASDAQ · US · Semiconductor Equipment & Materials

KLAC KLA

Process control and inspection at leading nodes

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
$157.9
−5.69% today
1W
+8.4%
1M
−21.2%
3M
−13.5%
YTD
+30.4%
1Y
+30.7%
Off 52w high
−47.6%
Next earnings (est.): 2027-01-28
Market cap$206B
P/E (trailing)39.6Forward 22.4
EV / sales15.1×EV/EBITDA 33.4×
Revenue (TTM)$14.51BGrowth 28.9% y/y
Margins61.5%gross · op 45.0%
Free cash flow$2.87BCash $4.74B · debt $5.72B
Analyst target$225.1+42.5% upside · 26 analysts · buy
Riskβ 1.45Short 1.9% of float · yield 0.55%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

KLAC · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-10-28EarningsBeat / raise

    Reported EPS 1.22 vs 1.18 expected (+3.5% surprise).

  2. 7
    2026-07-28EarningsBeat / raise

    Reported EPS 1.05 vs 1 expected (+5.1% surprise).

  3. 6
    2026-04-29EarningsBeat / raise

    Reported EPS 0.94 vs 0.92 expected (+2.5% surprise).

  4. 5
    2026-01-29EarningsBeat / raise

    Reported EPS 0.89 vs 0.88 expected (+0.6% surprise).

  5. 4
    2025-10-29EarningsBeat / raise

    Reported EPS 0.88 vs 0.86 expected (+2.2% surprise).

  6. 3
    2025-07-31EarningsBeat / raise

    Reported EPS 0.94 vs 0.86 expected (+9.7% surprise).

  7. 2
    2025-04-30EarningsBeat / raise

    Reported EPS 0.84 vs 0.81 expected (+4.0% surprise).

  8. 1
    2025-01-30EarningsBeat / raise

    Reported EPS 0.82 vs 0.78 expected (+5.7% surprise).

Predictions involving KLAC

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-281.181.22+3.5%
2026-07-281.01.05+5.1%
2026-04-290.920.94+2.5%
2026-01-290.880.89+0.6%
2025-10-290.860.88+2.2%
2025-07-310.860.94+9.7%
2025-04-300.810.84+4.0%
2025-01-300.780.82+5.7%
2024-10-300.70.73+4.0%
2024-07-240.610.66+8.1%
2024-04-250.510.53+4.0%
2024-01-250.590.62+4.7%
2023-10-250.540.57+6.9%
2023-07-270.490.54+11.2%
2023-04-260.530.55+3.8%
2023-01-260.710.74+4.0%
2022-10-260.620.71+13.4%
2022-07-280.550.58+5.8%
2022-04-280.480.51+6.3%
2022-01-270.550.56+2.5%
2021-10-270.450.46+2.7%
2021-07-290.40.44+10.7%
2021-04-290.360.39+6.4%
2021-02-030.320.32+0.7%

About KLA

Website ↗

KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection. The company offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers; chemical process control equipment; wired and wireless sensor wafers and reticles; wafer defect inspection, review, and metrology systems; reticle inspection and metrology systems; wafer inspection and metrology systems; semiconductor software solutions; KLA Pro systems; and specialty semiconductor manufacturing, benchtop metrology, surface characterization, m…

17,000 employees · Milpitas, United States

Gate-all-around transistors, backside power and HBM stacking add process steps. More steps per wafer means more tool spend per unit of capacity.

Deposition→Etch→Inspection→Yield

What would prove us wrong. Weakens if WFE growth stalls while leading-node and HBM capacity keep expanding — tools would not be the gate.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
AMAT
Applied Materials
Deposition and materials engineering across logic, DRAM and packaging $390.1−7.49%−26.3%+52.3%
LRCX
Lam Research
Etch and deposition critical for GAA and HBM $239.1−6.01%−29.7%+40.1%
8035.T
Tokyo Electron
Coater/developer, etch and deposition tools ¥9,514.0−5.19%−19.5%+44.8%
ASM.AS
ASM International
ALD/epitaxy for gate-all-around transistors €729.8−7.57%−18.6%+41.5%
ONTO
Onto Innovation
Advanced-packaging metrology and lithography $201.6−9.16%−36.0%+27.7%
CAMT
Camtek
Inspection for HBM and advanced packaging $116.7−7.89%−24.1%+9.7%
NVMI
Nova
Dimensional and materials metrology $312.2−6.68%−19.2%−4.9%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.