KLA (NASDAQ:KLAC) Price Target Raised to $1,650.00

KLA (NASDAQ:KLAC) had its price target increased by Bank of America from $1,450.00 to $1,650.00 in a report released on Tuesday,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

A number of other equities analysts have also weighed in on the company. Wells Fargo & Company upped their target price on KLA from $1,115.00 to $1,250.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 30th. TD Cowen boosted their price objective on KLA from $900.00 to $1,300.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. New Street Research upped their price objective on shares of KLA from $980.00 to $1,230.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. Wolfe Research set a $1,500.00 target price on shares of KLA in a research report on Tuesday, January 6th. Finally, Stifel Nicolaus set a $1,260.00 price target on shares of KLA in a research note on Thursday, October 30th. Eighteen research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, KLA has an average rating of “Moderate Buy” and a consensus target price of $1,410.86.

KLA Stock Performance

NASDAQ KLAC opened at $1,544.96 on Tuesday. The company’s 50 day simple moving average is $1,239.04 and its two-hundred day simple moving average is $1,076.74. The company has a debt-to-equity ratio of 1.18, a current ratio of 2.69 and a quick ratio of 1.88. KLA has a 1 year low of $551.33 and a 1 year high of $1,571.49. The stock has a market capitalization of $202.99 billion, a PE ratio of 48.51, a P/E/G ratio of 3.81 and a beta of 1.45.

KLA (NASDAQ:KLAC) last released its quarterly earnings results on Wednesday, October 29th. The semiconductor company reported $8.81 EPS for the quarter, beating analysts’ consensus estimates of $8.47 by $0.34. KLA had a net margin of 33.83% and a return on equity of 107.26%. The firm had revenue of $3.21 billion during the quarter, compared to analyst estimates of $3.17 billion. During the same period in the previous year, the business earned $7.33 EPS. The business’s revenue for the quarter was up 13.0% on a year-over-year basis. KLA has set its Q2 2026 guidance at 7.920-9.480 EPS. Analysts predict that KLA will post 31.59 earnings per share for the current fiscal year.

KLA Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 2nd. Shareholders of record on Monday, November 17th were paid a dividend of $1.90 per share. The ex-dividend date of this dividend was Monday, November 17th. This represents a $7.60 annualized dividend and a dividend yield of 0.5%. KLA’s dividend payout ratio (DPR) is 23.86%.

Insider Buying and Selling

In other news, CEO Richard P. Wallace sold 10,803 shares of the company’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $1,203.10, for a total value of $12,997,089.30. Following the completion of the sale, the chief executive officer owned 81,211 shares of the company’s stock, valued at approximately $97,704,954.10. This represents a 11.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Bren D. Higgins sold 2,254 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $1,237.01, for a total transaction of $2,788,220.54. Following the transaction, the chief financial officer directly owned 32,154 shares in the company, valued at approximately $39,774,819.54. This represents a 6.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 91.48% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of KLAC. Rothschild Investment LLC lifted its stake in shares of KLA by 0.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,087 shares of the semiconductor company’s stock valued at $2,251,000 after acquiring an additional 9 shares during the last quarter. Kingswood Wealth Advisors LLC lifted its position in KLA by 3.4% in the third quarter. Kingswood Wealth Advisors LLC now owns 271 shares of the semiconductor company’s stock valued at $292,000 after purchasing an additional 9 shares during the last quarter. Canandaigua National Bank & Trust Co. boosted its stake in shares of KLA by 1.2% during the third quarter. Canandaigua National Bank & Trust Co. now owns 836 shares of the semiconductor company’s stock valued at $902,000 after purchasing an additional 10 shares during the period. Migdal Insurance & Financial Holdings Ltd. grew its holdings in shares of KLA by 3.9% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 267 shares of the semiconductor company’s stock worth $288,000 after purchasing an additional 10 shares during the last quarter. Finally, Cornerstone Planning Group LLC grew its holdings in shares of KLA by 28.6% in the third quarter. Cornerstone Planning Group LLC now owns 45 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 10 shares during the last quarter. Hedge funds and other institutional investors own 86.65% of the company’s stock.

More KLA News

Here are the key news stories impacting KLA this week:

• Positive Sentiment: Wells Fargo upgraded KLA to Overweight / Buy, citing WFE acceleration and demand for 2nm chip production; the note is a primary driver of buying interest. Why KLA Corp Stock Popped Today
• Positive Sentiment: TD Cowen upgraded KLA to Buy, adding to the cluster of bullish analyst actions that are lifting sentiment and price targets. TD Cowen Upgrades KLA (NASDAQ:KLAC) to Buy
• Positive Sentiment: Bernstein initiated coverage with an Outperform and assigned a $1,700 price target, signaling conviction from a major research shop. Bernstein initiates coverage of KLA (KLAC) with outperform recommendation
• Positive Sentiment: Bank of America bumped its price target to $1,650, and Cantor Fitzgerald has also raised targets recently — analysts are lifting valuations across the board. Bank of America Boosts KLA (NASDAQ:KLAC) Price Target to $1,650.00
• Positive Sentiment: Multiple firms (Cantor Fitzgerald, Bernstein, BofA and others) have pushed price targets into the $1,600–$1,800 range, reinforcing upside expectations and driving momentum. What Do Analysts Think About KLA Corporation (KLAC)?
• Neutral Sentiment: RBC Capital initiated coverage with a Sector Perform rating (PT ~$1,550) — a coverage add but not a buy signal, so it has a muted impact versus the buy-side notes. RBC Capital initiates coverage of KLA (KLAC) with sector perform recommendation
• Neutral Sentiment: Coverage summaries and data aggregators (QuiverQuant) show heavy institutional activity and a high median analyst target, which supports momentum but also concentrates expectations. $KLAC stock is up 7% today. Here’s what we see in our data.
• Neutral Sentiment: Investor’s Business Daily noted KLA triggered a hold rule in its coverage—an operational datapoint for some traders but not a direct fundamental change. Stock Market Today: Dow Rises On Jobless Claims; Advanced Micro Up 5%, KLA Triggers Hold Rule (Live Coverage)
• Negative Sentiment: Valuation questions: commentary (The Motley Fool) notes KLA is trading at ~45x trailing earnings despite ~13% EPS growth — a reminder that upside is tied to continued execution and revenue acceleration. Why KLA Corp Stock Popped Today
• Negative Sentiment: Insider selling has been reported repeatedly over the last six months (multiple officers selling), which some investors view as a cautionary signal even if it can be routine. $KLAC stock is up 7% today. Here’s what we see in our data.

KLA Company Profile

KLA is a provider of process control and yield management solutions for the semiconductor and related microelectronics industries. The company designs and manufactures equipment, software and services used by chipmakers to analyze and control manufacturing processes, detect defects, measure critical dimensions and improve yield across wafer fabrication, photomask and packaging operations. KLA’s offerings are aimed at enabling production of advanced logic, memory, and specialty devices at progressively smaller technology nodes and more complex package structures.

Its product portfolio includes optical and e-beam inspection systems, metrology tools for critical dimension and film measurement, mask and reticle inspection platforms, as well as enterprise software and data analytics that aggregate process data and drive automated process control.