KLA Corp.

KLA Corp.

KLAC

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Market Cap$251.03B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
KLA Corp.KLA Corp.53.90.42%80%21.31.2

Earnings Call Q3 2026

April 29, 2026 - AI Summary

Strong Financial Performance: KLA reported revenue of $3.415 billion for the March quarter, an increase of 4% sequentially and 11% year-over-year. Non-GAAP diluted EPS was $9.40, exceeding guidance and reflecting strong demand, particularly in leading-edge foundry logic and high bandwidth memory sectors.
Robust Market Opportunities: KLA expects significant growth in the semiconductor process control market, with forecasts indicating that advanced packaging revenue will grow from approximately $635 million in 2025 to around $1 billion in 2026, driven by increasing complexity and customer adoption of KLA’s technology.
Aligning with Industry Trends: The company has observed a notable shift towards securing capacity and addressing yield challenges, with a growing focus on enhancing manufacturing efficiency. This broad-based urgency across all segments, including logic and memory, has led to increased visibility and confidence for growth in 2027, with expected high teens revenue growth.

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$1862.08

Target Price by Analysts

12.4% downsideKLA Target Price DetailsTarget Price
$646.71

Current Fair Value

69.6% downside

Overvalued by 69.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$251.03 Billion
Enterprise Value$255.96 Billion
Dividend Yield$9.20 (0.42%)
Earnings per Share$30.53
Beta1.5
Outstanding Shares130,909,000

Return

Return on Equity80.11%ROE
Return on Assets27.68%
Return on Invested Capital40.54%

Valuation & Multiples

P/E Ratio53.86P/E Ratio
PEG520.77PEG
Price to Sales21.25Price to Sales
Price to Book Ratio48.3Price to Book Ratio
Enterprise Value to Revenue19.54
Enterprise Value to EBIT48.11
Enterprise Value to Net Income54
Total Debt to Enterprise0.03
Debt to Equity1.15Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$9.17
Average shareholder expectation
Revenue Estimate
$3.37 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 23, 2026
EPS Estimate
$9.83
Average shareholder expectation
Revenue Estimate
$3.54 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.7689 23.93%
Total Calls868,756 0.68%
Total Puts1,536,778 12.51%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %86.99% 1.81%
Total Invested$168.22B 18.64%
Investors Holding2,133 157.00%

ESG Score

No data

About KLA Corp.

10,000 employees
CEO: Richard Wallace

KLA develops industry-leading equipment and services that enable innovation throughout the electronics industry. We provide advanced process control and process-enabling solutions for manufacturing wafers and reticles, integrated circuit...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, directly shaping the tax policies that affect KLA's financial structure and investment incentives.

Finance

This committee's control over taxation (corporate rates, R&D credits) and trade policy (tariffs, export controls) directly impacts KLA's profitability, investment decisions, and global market access.

Appropriations

This committee directly allocates federal spending, including funding for scientific research, R&D initiatives (like the CHIPS Act), and defense programs that are key drivers for the semiconductor and electronics industries KLA serves.

Judiciary

Intellectual property protection, overseen by this committee, is critical for a high-tech company like KLA. Antitrust enforcement also impacts their major customers in the electronics sector.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, technology R&D, and regulatory bodies impacting 'Big Tech' and telecommunications, all of which are crucial for the electronics industry and KLA's customers.

Foreign Relations

KLA operates globally, and this committee's decisions on foreign policy, sanctions, and trade relations directly impact global sales, supply chains, and export controls crucial for the semiconductor equipment industry.