Description: KLA (KLAC) has been capturing attention lately as investors dig into its recent performance and position within the semiconductor industry. The company’s year-to-date gains and steady revenue growth have sparked fresh conversations about its valuation. See our latest analysis for KLA. KLA’s share price momentum shows no signs of slowing, with an impressive year-to-date gain of 84.6% and three-year total shareholder return of 210.8%. Recent volatility aside, investors seem to be betting on...

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

Description: Applied Materials Stock Climbs as UBS Predicts Explosive DRAM Spending Boom

Description: UBS upgraded shares of Applied Materials to Buy from Neutral and lifted its price target to $285 from $250 in a research note, arguing the company will outpace the already-hot wafer fabrication equipment, or WFE, market over the next two years. “Given AMAT’s stock underperformance YTD, we believe investors hold little confidence around the company’s ability to outperform its served market,” UBS analyst Timothy Arcuri wrote. Applied Materials is a top supplier for memory and logic chips, as well as dynamic random-access memory, or DRAM, hardware.

Description: LRCX's 109% YTD surge, strong financials and AI-driven chip demand momentum position the stock firmly in buy territory.

Description: If you have ever wondered whether KLA is a hidden gem or getting a little pricey at current levels, you are in the right place. KLA’s share price has surged an impressive 78.6% year-to-date and 77.8% over the past year, though the last month has seen a mild pullback of 3.9%. Momentum is not just luck, with KLA gaining major attention recently after several big semiconductor announcements, industry expansion news, and ongoing excitement around AI infrastructure and chip demand. These factors...

Description: A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday. The Nasdaq index jumped 2.6% and the S&P 500 gained 1.6%, driven by a 5% rally in Alphabet following the announcement of its upgraded Gemini 3 AI model. This optimism spilled over into the broader tech sector, lifting shares of Broadcom, Micron, and Palantir significantly. The rally built on mo

Description: AMAT's AI-driven product momentum and margin gains fuel optimism, even as export curbs and chip-market pressures temper the outlook.

Description: A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.

Description: Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 2.7% in the afternoon session after analyst sentiment turned more positive, highlighted by a significant price target increase from Citigroup.

Description: KLA Corporation has beaten the broader market over the past year, while analysts remain optimistic but measured in their expectations for the stock.

Description: ASML Holding's investment in Mistral AI aims to fuse generative AI into its EUV systems, boosting innovation speed and strengthening its competitive edge.

Description: KLA (KLAC) has recently drawn renewed attention from investors following a stretch of strong performance over the past month, with shares up more than 13%. This rise has some watching for further momentum as market dynamics shift. See our latest analysis for KLA. With shares up 13.3% over the past month and an impressive year-to-date share price return of 82.5%, KLA's stock is enjoying strong momentum. While markets can quickly shift, KLA’s three- and five-year total shareholder returns of...

Description: (Reuters) -Applied Materials shares slipped more than 3% in early trading on Friday as the ​chip equipment maker forecast reduced spending in China next year due to stringent ‌U.S. export curbs. The U.S. government has cracked down on foreign companies, especially from ‌China, that use subsidiaries and affiliates to circumvent export curbs on chipmaking tools and related products, hurting sales of Applied Materials and its rivals. China is the world's largest buyer of chipmaking tools since 2020.

Description: A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom.

Description: Lam Research's Systems revenues jump 48.3% as strong demand for AI and next-gen nodes boosts its foundry business.

Description: Shares of memory chips maker Micron (NYSE:MU) fell 4.2% in the afternoon session after a broad-based sell-off in the semiconductor sector pressured chip stocks. The decline was not isolated to Micron, as many major technology companies faced downward pressure. Other chipmakers, including ARM Holdings, Lam Research, Applied Materials, and KLA Corp, also recorded losses. The negative sentiment in the sector appeared linked to news from CoreWeave Inc., which reported that a data center delay would

Description: In the past week, Barclays upgraded KLA Corporation citing its resilience to reduced Chinese semiconductor equipment spending, following KLA's strong first-quarter earnings that exceeded analyst expectations on both revenue and EPS. This positive analyst sentiment reflects confidence in KLA's ability to maintain growth and profitability despite sector-specific headwinds affecting peers, including recent shifts in Chinese market demand. We'll explore how analyst optimism about KLA’s...

Description: Applied Materials' innovation in advanced chip tech and solid service growth offset near-term China and macro headwinds ahead of Q4 results.

Description: We recently published 13 Best Semiconductor Equipment Stocks to Buy According to Hedge Funds. KLA Corporation (NASDAQ:KLAC) is one of the stocks Jim Cramer recently discussed. KLA Corporation (NASDAQ:KLAC) is one of the largest semiconductor equipment companies in the sector. Its products cover several areas of chip production, such as deposition, etching, inspection, and design […]

Description: The KLA Corporation (NASDAQ: KLAC) Board of Directors today declared a quarterly cash dividend of $1.90 per share on its common stock, payable on Dec. 2, 2025 to KLA shareholders of record as of the close of business on Nov. 17, 2025.

Description: Wondering if KLA is still a smart buy after such an incredible run? Let's dig into whether the current price really reflects the company's true worth. The stock has delivered a jaw-dropping 87.5% return so far this year, and it's up 79.8% over the last 12 months, although there was a recent dip of 1.0% in the past week. Investors have been buzzing about KLA after a series of high-profile industry partnerships and expansion announcements, both seen as catalysts for future growth. These moves...

Description: KLA Corporation’s third quarter was driven by robust demand in semiconductor process control, with advanced packaging and AI-related infrastructure emerging as primary contributors. Management emphasized strong execution in expanding their service portfolio and capturing share in advanced packaging, particularly as chip designs become more complex. CEO Richard Wallace pointed to “momentum in advanced packaging” and “increased complexity, shorter product cycles, and higher-value wafers” as factor

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

Description: Explore KLA's (KLAC) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Description: KLA Corporation (KLAC) shares up 21,716% since 1994 after 115 Big Money outlier inflows.

Description: KLA's IR website also contains future events presentations, corporate governance information, and links to our SEC filings. Forward-looking statements, including those we make on the call today, are also subject to those risks, and KLA cannot guarantee those forward-looking statements will come true. Richard P. Wallace: Thank you, Kevin.

Description: KLA (KLAC) grabbed the spotlight after reporting upbeat quarterly results and issuing revenue and earnings guidance for the December quarter that came in above expectations. Investors are paying close attention to these signals. See our latest analysis for KLA. KLA’s upbeat earnings and guidance have not gone unnoticed by the market. The stock has surged recently, posting a 16.1% 30-day share price return and climbing over 94% year-to-date. In the longer term, total shareholder returns remain...

Description: KLAC's fiscal first-quarter earnings and revenue beat estimates as strong semiconductor demand drives double-digit year-over-year growth.

Description: Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 13% year on year to $3.21 billion. Guidance for next quarter’s revenue was better than expected at $3.23 billion at the midpoint, 1.4% above analysts’ estimates. Its non-GAAP profit of $8.81 per share was 2.2% above analysts’ consensus estimates.

Description: Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 13% year on year to $3.21 billion. Guidance for next quarter’s revenue was better than expected at $3.23 billion at the midpoint, 1.4% above analysts’ estimates. Its non-GAAP profit of $8.81 per share was 2.2% above analysts’ consensus estimates.

Description: KLA (KLAC) delivered earnings and revenue surprises of +3.04% and +1.72%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: MILPITAS, Calif. AP) — KLA Corporation (KLAC) on Wednesday reported fiscal first-quarter profit of $1.12 billion. On a per-share basis, the Milpitas, California-based company said it had profit of $8.47.

Description: KLA Corporation (NASDAQ: KLAC) today announced financial and operating results for its first quarter of fiscal year 2026, which ended on Sept. 30, 2025, and reported GAAP net income of $1.12 billion and GAAP net income per diluted share of $8.47 on revenues of $3.21 billion.

Description: LRCX posts its third straight quarter of $5B-plus revenues, fueled by surging foundry demand and advanced chipmaking tool sales.

Description: LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.

Description: Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) will be announcing earnings results this Wednesday after the bell. Here’s what to look for.

Description: KLA's fiscal Q1 results are expected to show double-digit growth as AI-driven demand and advanced packaging boost revenue momentum.

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

Description: Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Description: KLA (KLAC) closed at $1 in the latest trading session, marking a +2.06% move from the prior day.

Description: Apple stock recently cleared a cup-with-handle base ahead of its upcoming earnings report. Meta, Alphabet, Microsoft and Apple are also due.

Description: Earlier this week, Barclays upgraded KLA Corporation and designated it as their top pick among semiconductor equipment makers, highlighting the company's leadership in wafer fabrication equipment and low exposure to China-related risks. This upgrade contributed to heightened investor confidence across the semiconductor sector, further buoyed by analyst commentary citing KLA's market share leadership and robust positioning to benefit from long-term growth in AI and advanced memory...

Description: ASML's investment of 1.3B euros in Mistral AI deepens its integration of AI into lithography systems, setting the stage for faster, smarter chipmaking innovation.

Description: Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Description: KLA (KLAC) concluded the recent trading session at $1, signifying a -2.89% move from its prior day's close.

Description: Applied Materials gains from AI-driven demand and DRAM strength, but macro and China risks suggest a cautious hold.

Description: ASML's 43% surge in three months highlights its EUV dominance, AI-fueled growth and margin strength. Can the rally keep going?

Description: December S&P 500 E-Mini futures (ESZ25) are down -0.04%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -0.08% this morning, pointing to a muted open on Wall Street after yesterday’s rally, as investors await a fresh batch of corporate earnings reports, with a particular focus on results from blue chips such as Netflix, Coca-Cola, and 3M.

Description: Shares of semiconductor manufacturer Vishay Intertechnology (NYSE:VSH) jumped 6.8% in the afternoon session after the company's shares moved in sympathy with a broader rally in the semiconductor and AI infrastructure sector.

Description: Nvidia Gains Spotlight With BofA's Bold $1 Trillion Chip Market Forecast

Description: Does KLA (KLAC) have what it takes to be a top stock pick for momentum investors? Let's find out.

Description: Shares of network chips maker MACOM Technology Solutions (NASDAQ: MTSI) jumped 3.1% in the morning session after the stock rose amid a broader rally in semiconductor stocks following a key analyst upgrade for a peer company.

Description: Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 4.4% in the morning session after Barclays upgraded the stock from 'Equal-Weight' to 'Overweight' and significantly raised its price target. The bank increased its price target on the shares to $1,200 from $750. Barclays named KLA its top pick among semiconductor equipment makers, viewing it as a leader in the wafer fabrication equipment space. The upgrade also reflected KLA having the "lowest China risk p

Description: Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

Description: The chip sector generally is benefiting from strong demand, which should only improve.