Shares of semiconductor equipment giants rallied big on Thursday, with Applied Materials (AMAT 4.54%), Lam Research (LRCX 4.03%), and KLA Corporation (KLAC 4.33%) jumping 4.5%, 4%, and 4.3%.These three stocks collectively account for much of the large oligopoly in semiconductor equipment, and each stock has had excellent long-term returns as a result. However, the near-term picture hasn't been as good, with each down between 20% and 32% from their summer highs.But could that pullback be ending as of today? ...

KLA Corporation KLAC shares are ripping higher on Thursday. They are trading in sympathy with Taiwan Semiconductor Manufacturing Company Limited TSM, which reported earnings ahead of estimates.But KLA Corporation may be about to reverse and head lower. This is why our team of technical analysts has made it our Stock of the Day.Momentum is a measurement of how far a stock has moved up or down in a given period of time. Most of the time, a stock will stay in its typical or usual trading range.If sellers are a ...

KLA Corporation’s (KLAC) shares have declined 23.1%  in the past six months, underperforming the broader Zacks Computer & Technology sector’s appreciation of 1.5%.KLA is facing challenges in its PCB and Component Inspection segment. In the first quarter of fiscal 2025, revenues from this segment saw a modest year-over-year increase of 1.4% but declined 1% sequentially.The company is navigating risks associated with export controls and geopolitical tensions, particularly related to its operations in China. C ...

KLA (NASDAQ: KLAC ) and the entire semiconductor equipment manufacturing market took a big hit on the weaker than expected guidance followed by ASML's 2025 forecast, together with KLA's massive exposure to China of 43% for itsBorn and raised in Belgium and graduated with a masters in Nanoscience, Nanotechnology and Nano-Engineering from the university of Leuven. I did my master thesis at the research center IMEC and started working as an opto-mechanical engineer for about 4.5 years doing design work for ASM ...

Good news from Taiwan's Hon Hai Precision Industry company (better known as Foxconn) spread to the benefit of semiconductor stocks in general today. Foxconn reported 15% sales growth in Q4 2024, to $63.9 billion, a number that CNBC characterized as "bumper sales performance." The implied strong demand for AI semiconductor chips launched shares of Taiwan Semiconductor Manufacturing Company (TSM 5.58%) to an all-time high at Monday's opening bell. As of 10:35 a.m. ET, TSMC stock remains up a solid 4.9%. Share ...

公司表现 - KLA股价在过去一个月上涨0.51%，表现不及计算机与技术板块的5.09%涨幅，但优于标普500指数的0.22%涨幅 [1] - KLA最新收盘价为650.53美元，单日上涨0.39%，表现不及标普500指数的1.1%涨幅，道琼斯指数上涨0.91%，纳斯达克指数上涨1.35% [5] - KLA预计在即将发布的财报中每股收益为7.73美元，同比增长25.49%，营收预计为29.3亿美元，同比增长17.98% [7] - 全年预计每股收益为30.37美元，同比增长27.93%，营收预计为116亿美元，同比增长18.19% [10] 估值指标 - KLA的远期市盈率为21.33，高于行业平均的19.59 [8] - KLA的PEG比率为1.41，低于电子-杂项产品行业的平均PEG比率1.97 [12] 行业表现 - 电子-杂项产品行业属于计算机与技术板块，其Zacks行业排名为154，处于所有250多个行业的底部39% [3] - Zacks行业排名显示，排名前50%的行业表现优于后50%的行业，表现差异为2:1 [9] 分析师预期 - 过去30天内，KLA的Zacks共识每股收益预期下调了1.72%，目前其Zacks评级为3（持有） [2] - 分析师预期的调整与股价表现有直接相关性，Zacks评级模型结合了这些预期变化 [11] - 投资者应关注分析师对KLA的预期调整，这些调整反映了短期业务趋势的变化 [6]

KLA (KLAC) ended the recent trading session at $655.98, demonstrating a +0.34% swing from the preceding day's closing price. This change lagged the S&P 500's 0.38% gain on the day. At the same time, the Dow lost 0.25%, and the tech-heavy Nasdaq gained 1.24%.Prior to today's trading, shares of the maker of equipment for manufacturing semiconductors had gained 6.4% over the past month. This has outpaced the Computer and Technology sector's gain of 3.43% and the S&P 500's gain of 1.17% in that time.Analysts an ...

KLA Corporation’s (KLAC) shares have lost 13.7% over the past three months, underperforming the broader Zacks Computer and Technology sector’s return of 9.4%.KLA's underperformance can be attributed to challenges in its PCB and Component Inspection segment. Export controls and geopolitical tensions are other headwinds.However, the rising demand for advanced packaging, which enhances process control intensity, has been a positive development for KLAC. Increased investments across multiple nodes and higher ca ...

行业或公司 * KLA Corporation (NASDAQ:KLAC) 核心观点和论据 1. **出口管制影响**：由于新的出口管制，预计2025年对KLA的预期将产生约5亿美元的影响，其中约70%为系统，约30%为服务。[2] 2. **中国市场**：预计2025年中国业务将下降约20%，占业务比例将从2024年的约40%下降到2025年的20%多。[4] 3. **2025年展望**：尽管中国业务下降，但预计2025年WFE市场将略有增长，KLA对2025年的预期是中高个位数增长。[8] 4. **WFE市场份额**：预计KLA在2025年能够保持或甚至增加WFE市场份额，预计增长约20个基点。[9] 5. **内存WFE强度**：KLA在内存中的WFE强度为10%至11%，而逻辑晶圆厂的WFE强度为中高个位数。[12] 6. **服务业务**：预计服务业务将继续增长，尽管出口管制带来了一些逆风，但预计长期服务目标为12%至14%。[26] 7. **毛利率**：KLA的毛利率在61%至62%之间，该公司认为这是相当好的利润率。[29] 8. **软件价值主张**：KLA的软件是其价值主张的关键，该公司在软件工程方面投入了大量资金，以帮助客户提高良率和缩短学习周期。[40] 9. **人工智能**：KLA正在利用人工智能来加速其产品上市时间和代码开发，并正在开发新的产品，这些产品可以在设计开始之前预测缺陷。[46] 10. **订单积压**：KLA的订单积压有所增加，这反映了客户对其产品的强劲需求。[47] 11. **区域化**：区域化趋势为KLA提供了支持客户和扩大市场份额的机会。[56] 其他重要内容 1. **中国成熟节点投资**：预计中国成熟节点投资将出现一些整合，这可能会进一步压低市场。[20] 2. **日本政府刺激措施**：日本政府的大规模刺激措施可能会对KLA的业务产生积极影响。[54] 3. **供应链**：KLA在过去几年中对其产能和供应链能力进行了大量投资，以应对不断增长的需求。[32] 4. **定价**：KLA的定价策略是基于为客户提供的价值，而不是成本加成。[36] 5. **并购**：KLA在并购中寻求了解客户回报和定价的机会，以优化其市场定位。[37]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about KLA (KLAC) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.KLA currently has an average brokerage recommen ...