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KLA Corporation (KLAC) Stock Analysis

Range Bound setup · Temp Headwind edge

HoldModerate Confidence

Technology · Semiconductor Equipment & Materials

Hold if already holding. Not a fresh buy at $1726.51, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.1): -0.5.

KLA Corporation supplies process control and process-enabling equipment, software, and services for semiconductor manufacturing across three segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB and Component Inspection. Services accounted for... Read more

$1726.51+10.3% A.UpsideScore 5.5/10#7 of 25 Semiconductor Equipment & Materials
Stop $1601.98Target $1900.57(resistance)A.R:R -0.8:1
Analyst target$1728.59+0.1%29 analysts
$1900.57our TP
$1726.51price
$1728.59mean
$1350
$2100

Hold if already holding. Not a fresh buy at $1726.51, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.1): -0.5. Chart setup: RSI 46 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.5/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news boost analyst 0.40, news boost analyst cluster(4), earnings proximity 90d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (4/4)
Positive news sentiment (+0.60)
High-quality business
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 1.1): -0.5
Expensive valuation

Key Metrics

P/E (TTM)49.5
P/E (Fwd)36.3
Mkt Cap$230.0B
EV/EBITDA41.6
Profit Mgn35.8%
ROE100.7%
Rev Growth7.2%
Beta1.44
Dividend0.42%
Rating analysts36

Quality Signals

Piotroski F8/9

Options Flow

P/C0.78neutral
IV55%elevated
Max Pain$510-70.5% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicChina33%
    10-K Item 1A: 'Our revenue from sales of products and provision of services to customers in China was 33%, 43% and 27% for fiscal years 2025, 2024 and 2023, respectively'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ps
0.0
Ev Ebitda
0.0
Pe
2.5
Forward Pe
2.9
Analyst Target
4.0
Peg Ratio
4.5
Forward P/E: 36.3xPEG: 2.01Expensive valuation
GatesMomentum 2.5<4.5A.R:R -0.8=NEGATIVEInsider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.40NEWS BOOST ANALYST CLUSTER(4)EARNINGS PROXIMITY 90d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
46 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $1507.28Resistance $1939.36

Price Targets

$1602
$1901
A.Upside+10.1%
A.R:R-0.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-9.7% upside)
! NEWS_MOD=+2: SELL_IF_HOLDING → HOLD_IF_HOLDING
! Momentum score 2.5/10 — below 4.5 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-30 (90d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is KLAC stock a buy right now?

Hold if already holding. Not a fresh buy at $1726.51, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.1): -0.5. Chart setup: RSI 46 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $1900.57 (+10.1%), stop $1601.98 (−7.8%), A.R:R -0.8:1. Score 5.5/10, moderate confidence.

What is the KLAC stock price target?

Take-profit target: $1900.57 (+10.3% upside). Target $1900.57 (+10.1%), stop $1601.98 (−7.8%), A.R:R -0.8:1. Stop-loss: $1601.98.

What are the risks of investing in KLAC?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.1): -0.5; Expensive valuation.

Is KLAC overvalued or undervalued?

KLA Corporation trades at a P/E of 49.5 (forward 36.3). TrendMatrix value score: 2.6/10. Verdict: Hold.

What do analysts say about KLAC?

36 analysts cover KLAC with a consensus score of 3.9/5. Average price target: $1729.

What does KLA Corporation do?KLA Corporation supplies process control and process-enabling equipment, software, and services for semiconductor...

KLA Corporation supplies process control and process-enabling equipment, software, and services for semiconductor manufacturing across three segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB and Component Inspection. Services accounted for approximately 22% of fiscal 2025 revenue; China represented 33% of total revenue (down from 43% in fiscal 2024 due to export controls). KLA's inspection and metrology systems help chipmakers improve yields and reduce waste across the fabrication cycle.

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