KLAKLAC
About: 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.
Employees: 15,230
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
17% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 161
1.33% more ownership
Funds ownership: 84.14% [Q3] → 85.47% (+1.33%) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 569 | Existing positions reduced: 565
0% less funds holding
Funds holding: 1,521 [Q3] → 1,515 (-6) [Q4]
17% less capital invested
Capital invested by funds: $87B [Q3] → $72.1B (-$14.9B) [Q4]
19% less call options, than puts
Call options by funds: $667M | Put options by funds: $825M
43% less funds holding in top 10
Funds holding in top 10: 44 [Q3] → 25 (-19) [Q4]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Stifel Brian Chin 21% 1-year accuracy 5 / 24 met price target | 18%upside $750 | Buy Maintained | 15 Apr 2025 |
Citigroup Atif Malik 19% 1-year accuracy 11 / 59 met price target | 26%upside $800 | Buy Maintained | 11 Apr 2025 |
Oppenheimer Edward Yang 42% 1-year accuracy 5 / 12 met price target | 10%upside $700 | Outperform Maintained | 11 Apr 2025 |
Morgan Stanley Shane Brett 0% 1-year accuracy 0 / 1 met price target | 37%upside $870 | Overweight Upgraded | 31 Mar 2025 |
Jefferies Blayne Curtis 18% 1-year accuracy 10 / 56 met price target | 14%upside $725 | Hold Downgraded | 28 Mar 2025 |
Financial journalist opinion
Based on 15 articles about KLAC published over the past 30 days
