KLA (NASDAQ:KLAC) Stock

KLA CORP

KLA is one of the largest semiconductor wafer fabrication equipment, or WFE, manufacturers in the world. It specializes in the market segment of semiconductor process control, wherein machines inspect semiconductor wafers during research and development and manufacturing for defects and verify precise measurements. In this section of the market, KLA holds a majority share. It also has a small exposure to the etch and deposition segments of the WFE market. It counts as top customers the largest chipmakers in the world, including TSMC and Samsung.

Analyst Ratings

Trading Ideas

KLAC

Live On CNBC, Rob Sechan Announces Sold Texas Pacific Land; Announces Trimmed KLA Corp Position

Investors with a lot of money to spend have taken a bullish stance on KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with KLAC, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 9 uncommon options trades for KLA.
This isn't normal.
The overall sentiment of these big-money traders is split between 33% bullish and 22%, bearish.
Out of all of the special options we uncovered, 3 are puts, for a total amount of $535,990, and 6 are calls, for a total amount of $628,980.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $790.0 to $1000.0 for KLA over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for KLA's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of KLA's whale activity within a strike price range from $790.0 to $1000.0 in the last 30 days. 
<h3>KLA Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753383662_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>KLAC</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/18/26</td>
<td>$64.5</td>
<td>$58.2</td>
<td>$61.5</td>
<td>$790.00</td>
<td>$430.5K</td>
<td align="right">23</td>
<td align="right">70</td>
</tr>
<tr>
<td>KLAC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$54.6</td>
<td>$52.0</td>
<td>$52.0</td>
<td>$880.00</td>
<td>$182.0K</td>
<td align="right">96</td>
<td align="right">35</td>
</tr>
<tr>
<td>KLAC</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/18/26</td>
<td>$131.2</td>
<td>$115.6</td>
<td>$123.3</td>
<td>$920.00</td>
<td>$160.2K</td>
<td align="right">17</td>
<td align="right">0</td>
</tr>
<tr>
<td>KLAC</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$36.7</td>
<td>$35.0</td>
<td>$36.0</td>
<td>$910.00</td>
<td>$126.0K</td>
<td align="right">30</td>
<td align="right">57</td>
</tr>
<tr>
<td>KLAC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$36.0</td>
<td>$33.3</td>
<td>$35.35</td>
<td>$910.00</td>
<td>$70.5K</td>
<td align="right">30</td>
<td align="right">22</td>
</tr>
</tbody>
</table>

<h3>About KLA</h3>
KLA is one of the largest semiconductor wafer fabrication equipment, or WFE, manufacturers in the world. It specializes in the market segment of semiconductor process control, wherein machines inspect semiconductor wafers during research and development and manufacturing for defects and verify precise measurements. In this section of the market, KLA holds a majority share. It also has a small exposure to the etch and deposition segments of the WFE market. It counts as top customers the largest chipmakers in the world, including TSMC and Samsung.
<h3>Present Market Standing of KLA</h3>
<ul>
<li>Currently trading with a volume of 259,282, the KLAC's price is up by 1.07%, now at $906.7. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 7 days.</li>
</ul>
<h3>Professional Analyst Ratings for KLA</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $962.2.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Neutral rating for KLA, targeting a price of $960. 
&#x2A; Consistent in their evaluation, an analyst from Morgan Stanley keeps a Overweight rating on KLA with a target price of $916. 
&#x2A; An analyst from Goldman Sachs downgraded its action to Neutral with a price target of $980. 
&#x2A; Maintaining their stance, an analyst from Citigroup continues to hold a Buy rating for KLA, targeting a price of $1035. 
&#x2A; An analyst from Wells Fargo has revised its rating downward to Equal-Weight, adjusting the price target to $920. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest KLA options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Markets

KLA's Options: A Look at What the Big Money is Thinking

WIIM

AMAT

ASML

AVGO

LRCX

MRVL

SMCI

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Shares of chip stocks are trading lower. The sector may be reacting to reports indicating SoftBank and OpenAI's $500 billion Stargate AI venture is scaling back near-term goals.

UBS analyst Timothy Arcuri maintains KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) with a Neutral and raises the price target from $775 to $960.

News

Price Target

UBS Maintains Neutral on KLA, Raises Price Target to $960

KLAC rises over 30 Points after Alert
<figure class="wp-block-image size-large"><img decoding="async" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/16202217/Screenshot-2025-07-16-at-4.13.27%E2%80%AFPM-928x1024.png" alt="" class="wp-image-15940" /></figure>
KLA Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions.&nbsp;
Today, at 10:08 AM on July 16th, a significant trading signal occurred for KLA Inc. (KLAC) as it demonstrated a Power Inflow at a price of $903.80. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in the market. They see the value of utilizing order flow analytics to guide their trading decisions. The Power Inflow points to a possible uptrend in KLA's stock, marking a potential entry point for traders looking to capitalize on the expected upward movement. Traders with this signal closely watch for sustained momentum in KLA's stock price, interpreting this event as a bullish sign.
Signal description
Order flow analytics, aka transaction or market flow analysis, separate and study both the retail and institutional volume rate of orders (flow). It involves analyzing the flow of buy and sell orders, along with size, timing, and other associated characteristics and patterns, to gain insights and make more informed trading decisions. This particular indicator is interpreted as a bullish signal by active traders.&nbsp;
The Power Inflow occurs within the first two hours of the market open and generally signals the trend that helps gauge the stock's overall direction, powered by institutional activity in the stock, for the remainder of the day.&nbsp;
By incorporating order flow analytics into their trading strategies, market participants can better interpret market conditions, identify trading opportunities, and potentially improve their trading performance. But let's not forget that while watching smart money flow can provide valuable insights, it is crucial to incorporate effective risk management strategies to protect capital and mitigate potential losses. Employing a consistent and effective risk management plan helps traders navigate the uncertainties of the market in a more controlled and calculated manner, increasing the likelihood of long-term success
If you want to stay updated on the latest options trades for KLAC,<a href="https://benzinga.grsm.io/register174"> Benzinga Pro</a> gives you real-time options trades alerts.&nbsp;
<a href="https://benzinga.com/apis?_gl=1&#x2A;1hlgn5i&#x2A;_ga&#x2A;MTY1NjE2NTYxMi4xNzE0NzQ4MTAy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDc0ODEwMi4xLjEuMTcxNDc0ODQyOC4wLjAuMA..">Market News and Data brought to you by Benzinga APIs</a> and include firms, like&nbsp; <a href="https://tradepulse.net/?utm_source=Benzinga&amp;utm_medium=Article&amp;utm_campaign=brand_awareness_July2025">https://tradepulse.net/?utm_source=Benzinga&amp;utm_medium=Article&amp;utm_campaign=brand_awareness_July2025</a>
which are responsible for parts of the data within this article.
After Market Close UPDATE:
The price at the time of the Power Inflow was $903.80. The returns on the High price ($936.29) and Close price ($933.85) after the Power Inflow are respectively 3.6% and 3.3%. The result underlines the importance of a trading plan that includes Profit Targets and Stop Losses that reflect your appetite for risk.
Past performance is not indicative of future results
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga&#8217;s reporting and has not been edited for content or accuracy.

Equities

Technicals

Opinion

Signals

KLA Stock Rises 3.6% After Key Trading Signal

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QCOM

Shares of several semiconductor stocks are trading lower in possible sympathy with ASML, which said it cannot confirm its growth outlook for 2026 and cited macro uncertainty.

The One Big, Beautiful Bill (OBBB) is now the law of the land, with President Trump taking a victory lap after <a href="https://www.benzinga.com/news/politics/25/07/46263434/trump-signs-sweeping-tax-and-spending-bill-that-cbo-says-will-add-3-3-trillion-to-us-deficit-cut-health-coverage-for-11-8-million-americans">signing the legislation into law</a> on July 4, 2025.
The new tax and regulatory policy in the bill is already sending huge ripples across the markets. Some <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46368613/3-stocks-to-sell-now-that-trumps-big-beautiful-bill-is-law">sectors are falling</a>, as they&#8217;ve now lost the federal government&#8217;s favor.
New, significant tax benefits to long-term holders of stock in small businesses and startups are already changing investor behavior.
And, of course, a big new budget bill means plenty of big new winning stocks.
<h2 class="wp-block-heading">Meet Your One-Stop Command Center For Smarter Investing</h2>
Newsletters talk. Analysts argue. Talking heads on TV hype. Benzinga Edge does something different—it delivers. With real-time portfolio alerts, actionable stock ideas, and pro-grade tools…you get the complete investor's arsenal — ready to help you profit in any market. Get Your Edge <a href="https://www.benzinga.com/premium/ideas/benzinga-edge/?utm_campaign=commandcenter&amp;utm_adType=sponsorad&amp;utm_ad=RDweb071125">HERE</a> At A 43% New-Member Discount)
<h2 class="wp-block-heading">3 OBBB Stocks That May Already Be Striking Lightning </h2>
Drilling down into individual stocks that are expected to benefit from the new OBBB legislation involves examining industries favored by the legislation, such as semiconductors, manufacturing, and materials. Here are a few key sector stocks that are expected to benefit from the bill.
<h3 class="wp-block-heading">Intel Corp.</h3>
This rationale could apply to any chip manufacturer that&#8217;s playing nice with Uncle Sam, but semiconductors are an obvious favorite coming out of the new budget bill.
"The main benefit for semiconductor manufacturing in the OBBBA is a substantial increase in the tax credit for companies who break ground on new chip fabs before the end of 2026 &#8211; an increase from 25% to 35%," said Michael Bergines, wealth advisor at Prospero Wealth, in San Francisco, Cal. "This tax credit is uncapped and will be grandfathered in for all spending on projects begun in 2025."
The tax credit will primarily benefit companies that have already committed to US-based manufacturing, and this includes not only Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) but also Micron (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) and Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). 
Intel stands out as its shares have already risen 18% year-to-date and up 15.6% in the past month. That's significantly ahead of the computer and technology sector&#8217;s gain of 6.2% and the S&amp;P 500&#8217;s gain of 4.4%.
<h3 class="wp-block-heading">Lam Research</h3>
The OBBB also includes major funding for the artificial intelligence sector as the federal government continues to seek AI partners that expand American technology influence across the globe.
The legislation should boost U.S. semiconductor companies, such as Fremont, California-based Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), which designs and manufactures semiconductor processing equipment used in the fabrication of integrated circuits. Bergines said the bill should "continue to help" semiconductor equipment companies like Lam, Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), and KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>).
LCRX shares are up 39.9% so far in 2025, but should go higher with the budgetary winds at its back. Toshiya Hari, a Goldman Sachs tech analyst, launched coverage on Lam Research with a Buy on the stock and a target price of $115. It's trading at $101 as of July 10.
<h3 class="wp-block-heading">MP Material</h3>
At first glance, you may not think the OBBA applies to a company that engages in the production of rare earth specialty materials to the US military, and to billions of dollars of associated budget funding, but that's where MP Materials (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) finds itself right now.
The Las Vegas-based materials company saw its share price bounce by 50% on July 10 after rolling out a multibillion-dollar public-private partnership with the U.S. Department of Defense to &#8220;dramatically accelerate the build-out of an end-to-end U.S. rare earth magnet supply chain and reduce foreign dependency.&#8221;
"We saw MP Material jump to a new high on news from the Pentagon," said Stephen Herbert Akin, founder at Akin Investments in Charleston, S.C. "The stock appears on our proprietary stock screener on June 9, 2025, at $25.51 per share. In less than a week, the stock traded up to $40, and yesterday it hit $48.01."
George Gianarikas, a Canaccord analyst, doubled his MP price target from $27 to $55 while maintaining a buy rating on the stock on Friday, July 11.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

INTC

3 Stocks Set To Make Hay Under Trump's New Budget Bill

<a href="https://www.benzinga.com/topic/semiconductor">Semiconductor</a> manufacturing equipment giant Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has seen its stock surge a remarkable 40% year-to-date, significantly outperforming the Nasdaq 100 index&#8217;s nearly 9% gain. 
This ascent is largely propelled by the rapidly expanding artificial intelligence (AI) and data center boom, which is driving unprecedented demand for advanced chips and, consequently, the sophisticated equipment required to produce them. 
Lam Research&#8217;s pivotal role in manufacturing advanced chips for AI workloads and high-bandwidth memory (HBM) places it at the forefront of this technological revolution.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44841545/applied-materials-lam-research-kla-drop-amid-fresh-trade-war-fears-revenue-risk" rel="noreferrer noopener">Applied Materials, Lam Research, KLA Drop Amid Fresh Trade War Fears, Revenue Risk</a>
The company&#8217;s strong performance is further strengthened by strategic investments and an expanding global footprint. However, this growth narrative is partially tempered by ongoing concerns surrounding the Trump administration&#8217;s tariff policies, broader geopolitical tensions, and macroeconomic uncertainties.
Despite these headwinds, Lam Research is currently trading above its 50-day moving average of $86.81, having gained 50% in the last three months, easily surpassing the Nasdaq 100&#8217;s over 24% rise during the same period.
The company&#8217;s financial results underscore this momentum. On April 23, Lam Research stock climbed nearly 5% after reporting <a href="https://www.benzinga.com/news/earnings/25/04/44965339/lam-research-stock-climbs-after-strong-q3-results-q4-guidance-above-estimates">third-quarter revenue</a> of $4.72 billion, a 24.41% year-over-year increase that beat analyst consensus estimates of $4.59 billion. 
The adjusted gross margin for the quarter stood at 49%. Looking ahead, Lam Research anticipates fourth-quarter revenue to range between $4.7 billion and $5.3 billion, well above the $4.45 billion estimate, signaling continued confidence in its near-term outlook.
<h2 class="wp-block-heading">Macroeconomic Tailwinds</h2>
Lam Research is strategically positioned to capitalize on recent policy shifts aimed at strengthening the U.S. chip industry. President Donald Trump&#8217;s &#8220;<a href="https://www.benzinga.com/markets/tech/25/07/46324642/arm-rides-ai-boom-and-outperforming-market">Big Beautiful Bill</a>,&#8221; for instance, proposes an increase in the semiconductor investment tax credit from 25% to 30% through 2026. 
This incentive is expected to encourage chipmakers to expand domestic production, directly driving greater demand for Lam&#8217;s essential manufacturing equipment. Additionally, the bill ends the $7,500 EV tax credit after September 30, which may impact demand/pricing in the short run.
<h2 class="wp-block-heading">Analysts Weigh In</h2>
Industry experts are increasingly bullish on Lam Research. In May, CNBC&#8217;s <a href="https://www.benzinga.com/markets/25/05/45466164/jim-cramer-prefers-autozone-over-rival-buy-the-one-thats-not-going-to-stock-split">Jim Cramer</a> publicly recommended Lam Research over key competitors ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) and Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>).
This sentiment was echoed on June 9 by Bank of America Securities analyst Vivek Arya, who highlighted Lam Research&#8217;s <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45845825/ai-momentum-powers-nvidia-arm-and-chip-supply-chain-in-bofa-recap">improving outlook</a> at a recent tech conference. 
Arya noted that Lam, alongside Applied Materials and KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>), is experiencing strong momentum in leading-edge foundry/logic (F/L) and advanced DRAM wafer fab equipment (WFE). 
This robust demand is helping to offset softness in the Chinese market and trailing-edge spending, with Arya projecting mid-single-digit year-over-year growth for 2025.
Arya emphasized Lam&#8217;s early-stage NAND upgrades across several customers, identifying this as a significant $40 billion multi-year opportunity. 
He also underscored the company&#8217;s strong positioning in the crucial DDR5/HBM markets. Based on this optimistic outlook, Arya raised his price target on Lam Research to $100 from $90.
In comparison, Arya also increased his price target for KLA Corp to $900 from $825, citing strong 2nm/GAA investment trends, expansion into advanced packaging markets, and KLA&#8217;s top-tier profitability. 
Interestingly, all three vendors view China as &#8220;de-risked&#8221; for 2025 despite ongoing geopolitical tensions, expecting the region to contribute 25%–30% of their overall sales.
While Lam Research&#8217;s year-to-date performance is strong, its peers have also seen significant gains: ASML is up 16%, Applied Materials 22%, and KLA Corp over 47%.
Price Action: LRCX stock is trading lower by 0.02% to $101.04 at last check Friday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" target="_blank" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a></li>
</ul>
Image via Shutterstock

Movers

Tech

Why Lam Research Outpaced Market With 40% Gain In 2025

Goldman Sachs analyst James Schneider initiates coverage on KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) with a Neutral rating and announces Price Target of $980.

Initiation

Goldman Sachs Initiates Coverage On KLA with Neutral Rating, Announces Price Target of $980

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Evercore ISI Group slashed Danaher Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>) price target from $230 to $226. Evercore ISI Group analyst Vijay Kumar maintained an Outperform rating. Danaher shares closed at $196.34 on Monday.<a href="https://www.benzinga.com/quote/DHR/analyst-ratings"> See how other analysts view this stock.</a></li>
<li>Evercore ISI Group boosted the price target for Abbott Laboratories (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABT#NYSE">ABT</a>) from $140 to $145. Jefferies analyst Surinder Thind downgraded the stock from Hold to Underperform. Abbott shares closed at $133.70 on Monday. <a href="https://www.benzinga.com/quote/ABT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>HC Wainwright &amp; Co. raised KalVista Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KALV#NASDAQ">KALV</a>) price target from $20 to $27. HC Wainwright &amp; Co. analyst Andrew Fein maintained a Buy rating. KalVista Pharmaceuticals shares closed at $15.06 on Monday. <a href="https://www.benzinga.com/quote/KALV/analyst-ratings">See how other analysts view this stock.</a></li>
<li>UBS raised the price target for KeyCorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEY#NYSE">KEY</a>) from $16 to $22. UBS analyst Erika Najarian upgraded the stock from Neutral to Buy. KeyCorp shares closed at $18.31 on Monday. <a href="https://www.benzinga.com/quote/KEY/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Wells Fargo increased the price target for KLA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) from $870 to $920. Wells Fargo analyst Joseph Quatrochi downgraded the stock from Overweight to Equal-Weight. KLA shares closed at $912.62 on Monday. <a href="https://www.benzinga.com/quote/KLAC/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays raised National Vision Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EYE#NASDAQ">EYE</a>) price target from $17 to $30. Barclays analyst Adrienne Yih upgraded the stock from Equal-Weight to Overweight. National Vision shares settled at $23.33 on Monday. <a href="https://www.benzinga.com/quote/EYE/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies increased Southwest Gas Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWX#NYSE">SWX</a>) price target from $74 to $82. Jefferies analyst Julien Dumoulin-Smith upgraded the stock from Hold to Buy. Southwest Gas shares closed at $72.88 on Monday. <a href="https://www.benzinga.com/quote/SWX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Wells Fargo increased Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) price target from $664 to $783. Wells Fargo analyst Ken Gawrelski maintained an Overweight rating. Meta shares closed at $718.35 on Monday.  <a href="https://www.benzinga.com/quote/META/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird raised the price target for Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) from $120 to $151. Baird analyst Colin Sebastian maintained a Neutral rating. Reddit shares settled at $153.37 on Monday. <a href="https://www.benzinga.com/quote/RDDT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo raised The Goldman Sachs Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) price target from $650 to $785. Wells Fargo analyst Mike Mayo maintained an Overweight rating. Goldman Sachs shares closed at $710.93 on Monday. <a href="https://www.benzinga.com/quote/GS/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying META stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/META/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="595" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08100236/image-80-1024x595.png" alt="" class="wp-image-976604" style="width:630px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08100236/image-80-1024x595.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08100236/image-80-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08100236/image-80-768x446.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08100236/image-80.png 1115w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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</ul>
Photo via Shutterstock

KALV

RDDT

Meta Platforms To Rally Around 9%? Here Are 10 Top Analyst Forecasts For Tuesday

Throughout the last three months, 18 analysts have evaluated KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>), offering a diverse set of opinions from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">6</td>
<td align="right">6</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">5</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $825.78, a high estimate of $1035.00, and a low estimate of $590.00. Surpassing the previous average price target of $817.67, the current average has increased by 0.99%.
<img src="https://www.benzinga.com/files/images/story/2025/1751979657_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The standing of KLA among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Joseph Quatrochi</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$920.00</td>
<td>$870.00</td>
</tr>
<tr>
<td>Atif Malik</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$1035.00</td>
<td>$835.00</td>
</tr>
<tr>
<td>Shane Brett</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$916.00</td>
<td>$868.00</td>
</tr>
<tr>
<td>Matthew Prisco</td>
<td>Cantor Fitzgerald</td>
<td>Raises</td>
<td>Neutral</td>
<td>$950.00</td>
<td>$800.00</td>
</tr>
<tr>
<td>Edward Yang</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$950.00</td>
<td>$740.00</td>
</tr>
<tr>
<td>Harlan Sur</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$900.00</td>
<td>$950.00</td>
</tr>
<tr>
<td>Shane Brett</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$868.00</td>
<td>$870.00</td>
</tr>
<tr>
<td>Matthew Prisco</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$800.00</td>
<td>$800.00</td>
</tr>
<tr>
<td>Brian Chin</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$770.00</td>
<td>$750.00</td>
</tr>
<tr>
<td>Krish Sankar</td>
<td>TD Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$800.00</td>
<td>$770.00</td>
</tr>
<tr>
<td>Edward Yang</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$740.00</td>
<td>$700.00</td>
</tr>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$740.00</td>
<td>$690.00</td>
</tr>
<tr>
<td>Charles Shi</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$830.00</td>
<td>$830.00</td>
</tr>
<tr>
<td>Tom O'Malley</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$590.00</td>
<td>$760.00</td>
</tr>
<tr>
<td>Vivek Arya</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$805.00</td>
<td>$900.00</td>
</tr>
<tr>
<td>Brian Chin</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$750.00</td>
<td>$825.00</td>
</tr>
<tr>
<td>Atif Malik</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$800.00</td>
<td>$910.00</td>
</tr>
<tr>
<td>Edward Yang</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$700.00</td>
<td>$850.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to KLA. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of KLA compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of KLA's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of KLA's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/KLAC/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on KLA analyst ratings.</a>
<h2>Unveiling the Story Behind KLA</h2>
KLA is one of the largest semiconductor wafer fabrication equipment, or WFE, manufacturers in the world. It specializes in the market segment of semiconductor process control, wherein machines inspect semiconductor wafers during research and development and manufacturing for defects and verify precise measurements. In this section of the market, KLA holds a majority share. It also has a small exposure to the etch and deposition segments of the WFE market. It counts as top customers the largest chipmakers in the world, including TSMC and Samsung.
<h3>KLA's Economic Impact: An Analysis</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: KLA displayed positive results in 3M. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 29.8%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.
Net Margin: KLA's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 35.53%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): KLA's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 28.68%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): KLA's ROA excels beyond industry benchmarks, reaching 7.21%. This signifies efficient management of assets and strong financial health.
Debt Management: KLA's debt-to-equity ratio is notably higher than the industry average. With a ratio of 1.52, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>The Basics of Analyst Ratings</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 18 Analyst Ratings Have To Say About KLA

Wells Fargo analyst Joseph Quatrochi downgrades KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) from Overweight to Equal-Weight and raises the price target from $870 to $920.

Downgrades

Wells Fargo Downgrades KLA to Equal-Weight, Raises Price Target to $920

Citigroup analyst Atif Malik maintains KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) with a Buy and raises the price target from $835 to $1035.

Citigroup Maintains Buy on KLA, Raises Price Target to $1035

KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) has outperformed the market over the past 20 years by 7.53% on an annualized basis producing an average annual return of 16.0%. Currently, KLA has a market capitalization of $122.21 billion. 
Buying $1000 In KLAC: If an investor had bought $1000 of KLAC stock 20 years ago, it would be worth $19,894.17 today based on a price of $919.68 for KLAC at the time of writing.
<h3>KLA's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751496315_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today

Morgan Stanley analyst Shane Brett maintains KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) with a Overweight and raises the price target from $868 to $916.

Morgan Stanley Maintains Overweight on KLA, Raises Price Target to $916

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform <a href="https://www.benzinga.com/topic/chipmakers">the AI front-runner.</a>
Despite rising nearly 14% through the end of June, Nvidia now lags behind a group of chipmakers delivering significantly stronger gains.
Crucially, Nvidia&#8217;s long-held outperformance over the broader chip sector—tracked by the Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>)—has nearly evaporated in the first half of the year.
Is this just a pause in Nvidia's dominance, or the beginning of a more permanent shift in the AI hardware race?
<h3 class="wp-block-heading">Nvidia Is No Longer The Top Chip Gainer</h3>
After dominating the AI-fueled bull runs of 2023 and 2024, Nvidia has posted a modest year-to-date gain of 13.6% as of June 25, fully recovering from a Deepseek-driven selloff in January. 
But while Nvidia is in the green, several rival chipmakers have surged ahead.
Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) leads the pack, up 44.5% through June. KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) follows with a 40.4% gain, and Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has jumped 32.9%. 
Other notable performers include Arm Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) with a 24% rise, Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) up 19.1% and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) gaining 14.7%.
By contrast, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) has added 13%, nearly matching Nvidia, while the broader sector tracked by the Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>) rose 10%.
This marks a reversal from 2024, when Nvidia soared 179.3%, more than doubling the returns of TSM, which gained 93.8%.
In 2023, Nvidia delivered a staggering 236.5% return, leaving AMD (+116.5%) and Broadcom (+100.1%) in the dust. That level of dominance is now being challenged. 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Stock Name</th>
<th>YTD Gain (as of June 25,2025)</th>
<th>2024 Performance</th>
<th>2023 Performance</th>
</tr>
</thead>
<tbody>
<tr>
<td>Micron Technology Inc. </td>
<td>+44.5%</td>
<td>+2.3%</td>
<td>+63.5%</td>
</tr>
<tr>
<td>KLA Corp. </td>
<td>+40.4%</td>
<td>+9.5%</td>
<td>+48.8%</td>
</tr>
<tr>
<td>Lam Research Corp. </td>
<td>+32.9%</td>
<td>-7.5%</td>
<td>+80.9%</td>
</tr>
<tr>
<td>Arm Holdings PLC </td>
<td>+24.0%</td>
<td>+70.6%</td>
<td>—</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc. </td>
<td>+19.1%</td>
<td>-18.2%</td>
<td>+116.5%</td>
</tr>
<tr>
<td>Broadcom Inc. </td>
<td>+14.7%</td>
<td>+107.8%</td>
<td>+100.1%</td>
</tr>
<tr>
<td>Nvidia Corp. </td>
<td>+13.6%</td>
<td>+179.3%</td>
<td>+236.5%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Mfg. </td>
<td>+13.0%</td>
<td>+93.8%</td>
<td>—</td>
</tr>
<tr>
<td>Invesco PHLX Semiconductor ETF </td>
<td>+10.0%</td>
<td>+20.2%</td>
<td>+60.9%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Why Is The AI Leadership Rotating?</h3>
The sector rotation may reflect a broadening investor focus across the AI hardware stack.
While Nvidia continues to dominate AI accelerators, analysts see expanding opportunities in memory, manufacturing, and equipment, where companies like Micron, Lam and KLA are well-positioned.
In a note shared Wednesday, Bank of America analyst Vivek Arya estimated that the global AI data center market could grow from about $250 billion today to about $1 trillion by 2030, reflecting a 26% compound annual growth rate.
That growth rate is more than three times faster than overall IT spending, which Arya expects to rise at an 8% pace.
More than $800 billion of the projected $1 trillion market could be allocated to generative AI computing, networking and storage infrastructure.
AI servers are expected to dominate spending, accounting for roughly 80–85% of the total addressable market, or about $700 billion—including approximately $650 billion in accelerators. Networking is projected to capture 10–15%, or $74 billion, while storage will represent around 5%, or $39 billion. 
By 2030, total spending on AI data center systems is forecast to exceed 10% of global IT expenditures and make up more than 80% of all data center infrastructure outlays.
&#8220;We expect every major country/region to invest in creating its independent&nbsp;sovereign&nbsp;AI factory, trained in local language, culture, generating high-tech employment, and serving critical healthcare, defense, industrial, financial and cyber needs,&#8221; Arya said.
According to Bank of America Nvidia is expected to retain more than 80% of the AI accelerator market over time, while AMD is projected to hold around 5%. 
&#8220;Nvidia remains key beneficiary, but the rising tide is also positive Broadcom, AMD, Marvell, optical, foundry, memory, and semicap peers,&#8221; he added. 
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46081553/nvidia-stock-forecast-trump-china-golden-cross-ai">Nvidia&#8217;s Big Moment Is Back—Stock Exploded 500% The Last Time This Happened</a></li>
</ul>
Photo: Who is Danny/Shutterstock

Analyst Color

Large Cap

Mid Cap

Sector ETFs

ETFs

SOXQ

The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia

LSCC

Shares of chip stocks are trading higher amid overall market strength on Israel-Iran ceasefire hopes.

Cantor Fitzgerald analyst Matthew Prisco maintains KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) with a Neutral and raises the price target from $800 to $950.

Cantor Fitzgerald Maintains Neutral on KLA, Raises Price Target to $950

KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) has outperformed the market over the past 20 years by 7.69% on an annualized basis producing an average annual return of 16.11%. Currently, KLA has a market capitalization of $118.04 billion. 
Buying $100 In KLAC: If an investor had bought $100 of KLAC stock 20 years ago, it would be worth $1,967.90 today based on a price of $888.31 for KLAC at the time of writing.
<h3>KLA's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750259713_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In KLA 20 Years Ago Would Be Worth Today

In the latest quarter, 16 analysts provided ratings for KLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>), showcasing a mix of bullish and bearish perspectives.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">6</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $789.88, a high estimate of $950.00, and a low estimate of $590.00. This current average has decreased by 2.02% from the previous average price target of $806.20. 
<img src="https://www.benzinga.com/files/images/story/2025/1750190440_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
A clear picture of KLA's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Edward Yang</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$950.00</td>
<td>$740.00</td>
</tr>
<tr>
<td>Harlan Sur</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$900.00</td>
<td>$950.00</td>
</tr>
<tr>
<td>Shane Brett</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$868.00</td>
<td>$870.00</td>
</tr>
<tr>
<td>Matthew Prisco</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$800.00</td>
<td>$800.00</td>
</tr>
<tr>
<td>Brian Chin</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$770.00</td>
<td>$750.00</td>
</tr>
<tr>
<td>Krish Sankar</td>
<td>TD Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$800.00</td>
<td>$770.00</td>
</tr>
<tr>
<td>Edward Yang</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$740.00</td>
<td>$700.00</td>
</tr>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$740.00</td>
<td>$690.00</td>
</tr>
<tr>
<td>Charles Shi</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$830.00</td>
<td>$830.00</td>
</tr>
<tr>
<td>Tom O'Malley</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$590.00</td>
<td>$760.00</td>
</tr>
<tr>
<td>Vivek Arya</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$805.00</td>
<td>$900.00</td>
</tr>
<tr>
<td>Brian Chin</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$750.00</td>
<td>$825.00</td>
</tr>
<tr>
<td>Atif Malik</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$800.00</td>
<td>$910.00</td>
</tr>
<tr>
<td>Edward Yang</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$700.00</td>
<td>$850.00</td>
</tr>
<tr>
<td>Shane Brett</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$870.00</td>
<td>$748.00</td>
</tr>
<tr>
<td>Blayne Curtis</td>
<td>Jefferies</td>
<td>Announces</td>
<td>Hold</td>
<td>$725.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to KLA. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of KLA compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for KLA's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
To gain a panoramic view of KLA's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/KLAC/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on KLA analyst ratings.</a>
<h2>Unveiling the Story Behind KLA</h2>
KLA is one of the largest semiconductor wafer fabrication equipment, or WFE, manufacturers in the world. It specializes in the market segment of semiconductor process control, wherein machines inspect semiconductor wafers during research and development and manufacturing for defects and verify precise measurements. In this section of the market, KLA holds a majority share. It also has a small exposure to the etch and deposition segments of the WFE market. It counts as top customers the largest chipmakers in the world, including TSMC and Samsung.
<h3>Key Indicators: KLA's Financial Health</h3>
Market Capitalization: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.
Revenue Growth: Over the 3M period, KLA showcased positive performance, achieving a revenue growth rate of 29.8% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.
Net Margin: KLA's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 35.53%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 28.68%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): KLA's ROA excels beyond industry benchmarks, reaching 7.21%. This signifies efficient management of assets and strong financial health.
Debt Management: With a high debt-to-equity ratio of 1.52, KLA faces challenges in effectively managing its debt levels, indicating potential financial strain.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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