KLA (KLAC)
Supplies inspection and metrology systems that help chipmakers detect defects and improve yields.
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Sells inspection, metrology, process-control software and services that chipmakers use to detect defects and improve manufacturing yields, plus specialty deposition and etch tools and PCB inspection systems. Semiconductor process control dominates the business, while installed-base service adds a recurring layer and demand follows chipmakers' capital-spending cycles.
Supplies inspection, metrology, chemistry process-control systems, software and services that help chip, wafer and reticle manufacturers detect defects, measure process variation and improve yields. Semiconductor Process Control is the dominant segment, spanning wafer and reticle inspection, metrology and analysis software from research through volume production.
Specialty Semiconductor Process adds deposition, etch and plasma-dicing tools for MEMS, radio-frequency and power devices. PCB and Component Inspection provides imaging, inspection, test and measurement systems for circuit boards, IC substrates and packaged chips. Installed-base service supports uptime, productivity and tool life across all three segments.
Sells mainly outside the United States and maintains manufacturing, research and customer support across major semiconductor regions. Demand follows chipmakers' cyclical capital spending, while sales and service to certain customers in China depend on evolving US export controls.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | UBS | Reiterate | Rating: —Target: $240 | Target: $200 |
| Jul 29, 2026 | RBC Capital | Reiterate | Rating: —Target: $1,700 | Target: $180 |
| Jul 29, 2026 | Susquehanna | Reiterate | Rating: —Target: $275 | Target: $215 |
| Jul 29, 2026 | Stifel Nicolaus | Target | Target: $270 | Target: $250 |
| Jul 29, 2026 | Wells Fargo | Reiterate | Rating: —Target: $305 | Target: $245 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $4.90B · Total debt $6.15B · Total assets $17.95B · Shareholders' equity $6.35B
- Revenue
- $3.66B
- Operating income
- $1.55B
- Net income
- $1.36B
HistoryDividendAnnual yield
| Institutions | 92.33% | 1.21B shares | |
|---|---|---|---|
| 2,583 holders · as of Jun 30, 2026 | |||
| Insiders | 0.15% | 1.94M shares | |
| 18 holders · as of Sep 16, 2026 | |||
| Other | 7.52% | 98.21M shares | |
| remainder | |||
1.31B company shares as of Sep 8, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
A stock split fell inside the quarter, so quarter-on-quarter changes are not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.66% | 126.20M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 85.32M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.81% | 62.89M | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 3.47% | 45.32M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.43% | 44.85M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Richard P. Wallace | officer: President and CEO | −72,019 | $171.88 |
| Aug 13, 2026 | Brian Lorig | officer: EVP, KLA Global Services | −59,586 | $208.13 |
| Aug 12, 2026 | Bren D. Higgins | officer: EVP & Chief Financial Officer | −31,500 | $209.87 |
| Aug 11, 2026 | Richard P. Wallace | officer: President and CEO | −87,568 | $198.95 |
| Aug 11, 2026 | Ahmad A. Khan | officer: President, Semi. Prod. & Cust. | −33,180 | $198.95 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| KLA | $187.15 | +1.73% | $240.32B | 50.2 | 33.9 | 17.7 | +15.2% |
| Applied Materials | $471.12 | +1.48% | $368.59B | 40.0 | 26.8 | 12.0 | +24.8% |
| ASML (ADR) | $1,746.00 | +2.03% | $659.57B | 54.2 | 31.0 | 16.3 | +19.6% |
| Onto Innovation | $283.60 | +2.76% | $13.73B | 103.8 | 27.6 | 12.3 | +35.3% |
| Nova | $366.84 | +1.11% | $11.53B | 45.1 | 29.5 | 12.3 | +15.9% |
| Camtek | $151.65 | +1.35% | $6.98B | 245.3 | 33.4 | 13.7 | +8.1% |
| Median | 54.2 | 29.5 | 12.3 | +19.6% |