KLAC
KLA CORP
$2,108.06
+9.27%
$275.4B
No data for this timeframe.
Vol
Market Cap$275.4B
Cap SizeMega Cap
Analyst ConsensusBuy (69%)
Inst. Holders10 funds
Inst. Value$28.5B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$9.7M
Reddit Sentiment50° Neutral
SEC Reports5
Congressional1 trades
Recent Activity
Jul 29, 2026
earnings_calendar
KLAC Q4 2026 Earnings After Market Close — 2026-07-29
EPS est: $9.97 | Rev est: $3.6B
May 31, 2026
SEC
Wells Fargo upgrades KLAC to Overweight — PT $1,600 (+28%)
ANALYST-UPGRADE — Impact 3/10
May 12, 2026
SEC
Three KLAC insiders, including the CEO, sold a total of $9.68M in open-market sales over a week. At 0.004% of the compan
CLUSTER — Impact 2/10
May 12, 2026
Insider
WALLACE RICHARD P sold 4,512 shares
President and CEO @ $1,794.00 ($8.1M)
May 11, 2026
Insider
Kirloskar Virendra A sold 297 shares
SVP & Chief Accounting Officer @ $1,879.02 ($558.1K)
May 11, 2026
Insider
Hanley Jeneanne Michelle sold 550 shares
Director @ $1,874.71 ($1.0M)
May 1, 2026
SEC
Wells Fargo upgrades KLAC to Overweight in broad 15-firm analyst cluster — PT set at $1,600 (+28% from prior), consensus now at $1,729 with 24 Buy/Strong Buy ratings
ANALYST-UPGRADE — Impact 4/10
Inst.
NORGES BANK — NEW
2,457,794 shares ($3.0B)
Price Targets
$1,869.28
-12.6% upside
Sell
Current $2,139.37
Low $1,500.00
Median $1,910.00
High $2,180.00
29 analysts
$1,500.00
$2,180.00
Analyst Ratings
10Strong Buy
15Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 9, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 1, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Apr 30, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $9.95 | $9.84 — $10.36 | 6% YoY | 22 |
| Next Q | $11.20 | $10.42 — $11.83 | 27% YoY | 22 |
| Current FY | $37.10 | $36.35 — $40.42 | 11% YoY | 30 |
| Next FY | $49.85 | $44.09 — $54.59 | 34% YoY | 29 |
Latest Reports
NEUTRAL
ANALYST-UPGRADE
3/10
Wells Fargo upgrades KLAC to Overweight — PT $1,600 (+28%)
May 31, 2026
BULLISH
ANALYST-UPGRADE
4/10
Wells Fargo upgrades KLAC to Overweight in broad 15-firm analyst cluster — PT set at $1,600 (+28% from prior), consensus now at $1,729 with 24 Buy/Strong Buy ratings
May 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $16.9B | — |
| FMR LLC | $3.1B | DOUBLED |
| NORGES BANK | $3.0B | NEW |
| MORGAN STANLEY | $2.1B | — |
| BANK OF AMERICA CORP | $1.8B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 12, 2026 | WALLACE RICHARD | SELL | $8.1M |
| May 11, 2026 | Kirloskar Virendra | SELL | $558.1K |
| May 11, 2026 | Hanley Jeneanne | SELL | $1.0M |
| Feb 5, 2026 | CALDERONI ROBERT | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Lizzie Fletcher | D | SELL | $1,001 - $15,000 |
10 institutional holders with $28.5B total value (23,454,016 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 13,872,663 | $16.9B | 59.1% | — |
| 2 | FMR LLC | 2,544,216 | $3.1B | 10.8% | DOUBLED +118.0% |
| 3 | NORGES BANK | 2,457,794 | $3.0B | 10.5% | NEW |
| 4 | MORGAN STANLEY | 1,733,866 | $2.1B | 7.4% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 1,495,481 | $1.8B | 6.4% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 957,840 | $1.2B | 4.1% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 358,140 | $435.2M | 1.5% | TRIM -35.4% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 15,669 | $19.0M | 0.1% | NEAR_EXIT -81.1% |
| 9 | Mawer Investment Management Ltd. | 9,587 | $11.6M | 0.0% | TRIM -39.3% |
| 10 | TWO SIGMA INVESTMENTS, LP | 8,760 | $10.6M | 0.0% | ADD +36.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,457,794 | — | $3.0B | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 82,809 | 15,669 | -81.1% | $19.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 6,422 | 8,760 | +36.4% | $10.6M | 2025-Q4 |
| FMR LLC | DOUBLED | 1,152,446 | 2,512,617 | +118.0% | $2.7B | 2025-Q3 |
| UBS Group AG | TRIM | 838,499 | 607,817 | -27.5% | $655.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 82,809 | — | $89.3M | 2025-Q3 |
| NORGES BANK | EXIT | 1,784,622 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,784,622 | — | $1.6B | 2025-Q2 |
| FMR LLC | TRIM | 2,333,921 | 1,152,446 | -50.6% | $1.0B | 2025-Q2 |
| Mawer Investment Management Ltd. | TRIM | 16,900 | 10,251 | -39.3% | $9.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 36,870 | 6,438 | -82.5% | $5.8M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 91,109 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 483,860 | 319,765 | -33.9% | $217.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 232,309 | 91,109 | -60.8% | $61.9M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 122,638 | 36,870 | -69.9% | $25.1M | 2025-Q1 |
| NORGES BANK | EXIT | 1,865,924 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 347,923 | 483,860 | +39.1% | $304.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 399,828 | 258,456 | -35.4% | $162.9M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 55,909 | 232,309 | +315.5% | $146.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 826,954 | — | $640.4M | 2024-Q3 |
4 unique insiders with 3 transactions. Net insider value: -$9.7M ($0.00 bought, $9.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 12, 2026 | WALLACE RICHARD P | President and CEO | SELL | 4,512 | $1,794.00 | $8.1M |
| May 11, 2026 | Kirloskar Virendra A | SVP & Chief Accounting Officer | SELL | 297 | $1,879.02 | $558.1K |
| May 11, 2026 | Hanley Jeneanne Michelle | Director | SELL | 550 | $1,874.71 | $1.0M |
| Feb 5, 2026 | CALDERONI ROBERT | Director | A | 11.269 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.0/10.
BULLISH
ANALYST-UPGRADE
4/10
Wells Fargo upgrades KLAC to Overweight in broad 15-firm analyst cluster — PT set at $1,600 (+28% from prior), consensus now at $1,729 with 24 Buy/Strong Buy ratings
May 1, 2026
NEUTRAL
ANALYST-UPGRADE
3/10
Wells Fargo upgrades KLAC to Overweight — PT $1,600 (+28%)
May 31, 2026
NEUTRAL
CLUSTER
2/10
Three KLAC insiders, including the CEO, sold a total of $9.68M in open-market sales over a week. At
May 12, 2026
NEUTRAL
CLUSTER
2/10
Two KLA insiders sold a combined $1.59M in open-market sales over a 7-day window. The total represen
May 12, 2026
NEUTRAL
8-K
4/10
Analysis based on filing metadata only — document content was unavailable. The 8-K reports items 7.0
Mar 12, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (69% buy). Based on 36 analysts: 10 strong buy, 15 buy, 11 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$1,869.28 mean target
-12.6% upside
Sell (1.93)
$1,500.00 Low
$2,180.00 High
| Metric | Value |
|---|---|
| Current Price | $2,139.37 |
| Target Low | $1,500.00 |
| Target Mean | $1,869.28 |
| Target Median | $1,910.00 |
| Target High | $2,180.00 |
| # Analysts | 29 |
| Recommendation | Sell (1.93) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$9.95 | $9.84 | $10.36 | 6.1% | +0.0% | 18↑ 5↓ | $3.6B | 13.3% | 22 |
| Next Q 2026-09-30 |
$11.20 | $10.42 | $11.83 | 27.2% | +0.0% | 17↑ 4↓ | $3.9B | 21.6% | 22 |
| Current FY 2026-06-30 |
$37.10 | $36.35 | $40.42 | 11.5% | +0.1% | 26↑ 1↓ | $13.5B | 11.1% | 30 |
| Next FY 2027-06-30 |
$49.85 | $44.09 | $54.59 | 34.4% | +0.3% | 24↑ 2↓ | $17.0B | 25.5% | 29 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $9.951 | |
| 7d ago | $9.951 | |
| 30d ago | $9.951 | |
| 60d ago | $9.822 | +0.130 |
| 90d ago | $9.705 | +0.247 |
17 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 9, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 1, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Bernstein | MAINTAIN | Outperform | Outperform |
| Apr 30, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 30, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 21, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 16, 2026 | Needham | REITERATE | Buy | Buy |
| Mar 13, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 25, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Feb 2, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Jan 30, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Jan 30, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | Needham | REITERATE | Buy | Buy |
| Jan 21, 2026 | Deutsche Bank | MAINTAIN | Hold | Hold |
| Jan 20, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 20, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 15, 2026 | Wells Fargo | UPGRADE | Equal-Weight | Overweight |
| Jan 15, 2026 | RBC Capital | INITIATE | — | Sector Perform |
| Jan 14, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 14, 2026 | Bernstein | INITIATE | — | Outperform |
| Jan 13, 2026 | TD Cowen | UPGRADE | Hold | Buy |
| Jan 13, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Jan 8, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Dec 16, 2025 | Cantor Fitzgerald | UPGRADE | Neutral | Overweight |
| Dec 15, 2025 | Jefferies | UPGRADE | Hold | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 10 | 15 | 11 | 0 | 0 | 69% | |
| May 1, 2026 | 10 | 14 | 12 | 0 | 0 | 67% | |
| Apr 1, 2026 | 10 | 14 | 12 | 0 | 0 | 67% | |
| Mar 1, 2026 | 10 | 14 | 12 | 1 | 0 | 65% | |
| Feb 1, 2026 | 10 | 13 | 13 | 1 | 0 | 62% | |
| Jan 1, 2026 | 9 | 8 | 17 | 1 | 0 | 49% | |
| Dec 1, 2025 | 8 | 8 | 18 | 1 | 0 | 46% | |
| Nov 1, 2025 | 8 | 9 | 17 | 1 | 0 | 49% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 8, 2026 | Lizzie Fletcher | D | HOUSE | SELL | $1,001 - $15,000 | KLA Corp | May 1, 2026 (24d) |
50°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 25, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 25, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Feb 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
KLAC 10-1 Stock Split
▲ 1
💬 0
⚡ 0.5
73% of AI capex plays underperform
▲ 1
💬 0
⚡ 0.5
Jul 29, 2026
earnings_calendar
KLAC Q4 2026 Earnings After Market Close — 2026-07-29
EPS est: $9.97 | Rev est: $3.6B
Jun 9, 2026
short_volume
Short Volume: KLAC — 64.6% short (0.4M / 0.6M)
Short: 381,217 | Exempt: 25 | TRF Vol: 589,777 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: KLAC — 0.7M shares, 64,841 trades
Week starting 2026-05-18. Total ATS volume: 731,645 shares across 64,841 trades.
May 11, 2026
dark_pool
Dark Pool: KLAC — 1.0M shares, 79,574 trades
Week starting 2026-05-11. Total ATS volume: 1,039,715 shares across 79,574 trades.
May 4, 2026
dark_pool
Dark Pool: KLAC — 1.2M shares, 88,943 trades
Week starting 2026-05-04. Total ATS volume: 1,232,886 shares across 88,943 trades.
Apr 30, 2026
short_volume
Short Volume: KLAC — 65.8% short (0.4M / 0.6M)
Short: 407,366 | Exempt: 721 | TRF Vol: 618,720 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
KLAC Q3 2026 Earnings After Market Close — 2026-04-29
Apr 27, 2026
dark_pool
Dark Pool: KLAC — 1.5M shares, 74,629 trades
Week starting 2026-04-27. Total ATS volume: 1,520,320 shares across 74,629 trades.
Apr 27, 2026
short_interest
FTD: KLAC — 7,915 shares ($15.3M) failed to deliver
Settlement: 20260427, Price: $1935.00, FTD Value: $15,315,525, KLA CORPORATION COMMON STOCK
Apr 23, 2026
earnings_calendar
KLAC Q3 2026 Earnings After Market Close — 2026-04-23
EPS est: $9.34 | Rev est: $3.4B
Apr 23, 2026
earnings_calendar
KLAC Q3 2026 Earnings After Market Close — 2026-04-23
Apr 20, 2026
dark_pool
Dark Pool: KLAC — 1.0M shares, 49,130 trades
Week starting 2026-04-20. Total ATS volume: 1,032,724 shares across 49,130 trades.
Apr 13, 2026
dark_pool
Dark Pool: KLAC — 0.9M shares, 52,805 trades
Week starting 2026-04-13. Total ATS volume: 921,639 shares across 52,805 trades.
Apr 6, 2026
dark_pool
Dark Pool: KLAC — 0.8M shares, 47,186 trades
Week starting 2026-04-06. Total ATS volume: 808,580 shares across 47,186 trades.
Apr 6, 2026
short_interest
FTD: KLAC — 2,010 shares ($3.0M) failed to deliver
Settlement: 20260406, Price: $1516.84, FTD Value: $3,048,848.4, KLA CORPORATION COMMON STOCK