KLAC
KLA CORP
$254.54
+5.55%
$33.2B
No data for this timeframe.
Vol
Market Cap$33.2B
Cap SizeLarge Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$107.5B
Inst. Activity34 buys / 16 sells
Insider Activity0B / 4S
Insider Net $-$19.7M
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
Jun 11, 2026
Insider
WALLACE RICHARD P sold 4,512 shares
President and CEO @ $2,213.37 ($10.0M)
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 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.
FMR LLC — ADD
4,401,487 shares ($6.5B)
Price Targets
$192.62
-24.3% upside
Strong Sell
Current $254.54
Low $150.00
Median $197.50
High $250.00
29 analysts
$150.00
$250.00
Analyst Ratings
10Strong Buy
15Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 11, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Jun 10, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight → Overweight |
| Jun 9, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 1, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Apr 30, 2026 | Jefferies | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.00 | $0.98 — $1.04 | 6% YoY | 22 |
| Next Q | $1.13 ▲ +0.8% | $1.04 — $1.33 | 28% YoY | 22 |
| Current FY | $3.71 | $3.64 — $4.04 | 12% YoY | 30 |
| Next FY | $5.05 ▲ +1.3% | $4.41 — $6.47 | 36% 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 |
|---|---|---|
| BlackRock, Inc. | $18.5B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.5B | — |
| STATE STREET CORP | $9.1B | — |
| FMR LLC | $6.5B | ADD |
| Capital World Investors | $6.0B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | WALLACE RICHARD | SELL | $10.0M |
| 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 |
50 institutional holders with $107.5B total value (73,058,984 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12,596,207 | $18.5B | 17.3% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 8,519,374 | $12.5B | 11.7% | — |
| 3 | STATE STREET CORP | 6,153,503 | $9.1B | 8.4% | — |
| 4 | FMR LLC | 4,401,487 | $6.5B | 6.0% | ADD +73.0% |
| 5 | Capital World Investors | 4,084,069 | $6.0B | 5.6% | — |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,029,061 | $5.9B | 5.5% | — |
| 7 | Capital International Investors | 2,728,138 | $4.0B | 3.7% | TRIM -50.0% |
| 8 | GOLDMAN SACHS GROUP INC | 1,818,032 | $2.7B | 2.5% | — |
| 9 | MORGAN STANLEY | 1,773,150 | $2.6B | 2.4% | — |
| 10 | Invesco Ltd. | 1,661,786 | $2.4B | 2.3% | — |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,641,635 | $2.4B | 2.3% | — |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 1,440,469 | $2.1B | 2.0% | DOUBLED +228.9% |
| 13 | BANK OF AMERICA CORP /DE/ | 1,307,190 | $1.9B | 1.8% | — |
| 14 | JANUS HENDERSON GROUP PLC | 1,240,678 | $1.8B | 1.7% | — |
| 15 | Amundi | 1,096,728 | $1.6B | 1.5% | ADD +37.0% |
| 16 | Legal & General Group Plc | 1,034,404 | $1.5B | 1.4% | — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 987,584 | $1.5B | 1.4% | — |
| 18 | Capital Research Global Investors | 976,438 | $1.4B | 1.3% | DOUBLED +408.7% |
| 19 | AMERIPRISE FINANCIAL INC | 886,742 | $1.3B | 1.2% | — |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 791,279 | $1.2B | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 2,544,216 | 4,401,487 | +73.0% | $6.5B | 2026-Q1 |
| Capital International Investors | TRIM | 5,450,833 | 2,728,138 | -50.0% | $4.0B | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 438,028 | 1,440,469 | +228.9% | $2.1B | 2026-Q1 |
| Amundi | ADD | 800,454 | 1,096,728 | +37.0% | $1.6B | 2026-Q1 |
| Capital Research Global Investors | DOUBLED | 191,943 | 976,438 | +408.7% | $1.4B | 2026-Q1 |
| JENNISON ASSOCIATES LLC | NEW | — | 384,456 | — | $566.1M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 558,600 | 380,557 | -31.9% | $560.3M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 51,136 | 211,610 | +313.8% | $311.6M | 2026-Q1 |
| Alecta Tjanstepension Omsesidigt | TRIM | 378,000 | 199,000 | -47.4% | $292.8M | 2026-Q1 |
| 1832 Asset Management L.P. | ADD | 105,408 | 198,458 | +88.3% | $292.2M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 143,745 | 195,629 | +36.1% | $287.9M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 85,418 | 161,692 | +89.3% | $238.1M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 124,915 | 158,328 | +26.7% | $233.1M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 275,360 | 155,023 | -43.7% | $228.3M | 2026-Q1 |
| USS Investment Management Ltd | DOUBLED | 23,715 | 136,708 | +476.5% | $201.2M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 91,413 | 128,600 | +40.7% | $184.9M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 29,233 | 123,174 | +321.4% | $183.4M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | ADD | 71,275 | 113,323 | +59.0% | $172.2M | 2026-Q1 |
| PineStone Asset Management Inc. | NEW | — | 107,040 | — | $157.6M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 839 | 91,561 | +10813.1% | $134.8M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 68,809 | 90,501 | +31.5% | $133.3M | 2026-Q1 |
| NEOS Investment Management LLC | ADD | 67,886 | 90,102 | +32.7% | $132.7M | 2026-Q1 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | TRIM | 173,800 | 73,758 | -57.6% | $108.6M | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 11,987 | 59,873 | +399.5% | $90.7M | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 48,097 | 60,539 | +25.9% | $89.2M | 2026-Q1 |
4 unique insiders with 5 transactions. Net insider value: -$19.7M ($0.00 bought, $19.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | WALLACE RICHARD P | President and CEO | SELL | 4,512 | $2,213.37 | $10.0M |
| 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 | AWARD | 11.269 | — | — |
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
$192.62 mean target
-24.3% upside
Strong Sell (2.03)
$150.00 Low
$250.00 High
| Metric | Value |
|---|---|
| Current Price | $254.54 |
| Target Low | $150.00 |
| Target Mean | $192.62 |
| Target Median | $197.50 |
| Target High | $250.00 |
| # Analysts | 29 |
| Recommendation | Strong Sell (2.03) |
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 |
$1.00 | $0.98 | $1.04 | 6.1% | +0.0% | 18↑ 5↓ | $3.6B | 13.3% | 22 |
| Next Q 2026-09-30 |
$1.13 | $1.04 | $1.33 | 28.2% | +0.8% | 17↑ 4↓ | $3.9B | 21.6% | 22 |
| Current FY 2026-06-30 |
$3.71 | $3.64 | $4.04 | 11.6% | +0.1% | 26↑ 1↓ | $13.5B | 11.1% | 30 |
| Next FY 2027-06-30 |
$5.05 | $4.41 | $6.47 | 35.9% | +1.3% | 24↑ 2↓ | $17.0B | 25.8% | 29 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.995 | |
| 7d ago | $0.995 | +0.000 |
| 30d ago | $0.995 | +0.000 |
| 60d ago | $0.982 | +0.013 |
| 90d ago | $0.976 | +0.019 |
17 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 11, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jun 10, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| 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 |
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
5 mentions
0 bullish
0 bearish
5 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| 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 after split?
▲ 1
💬 0
⚡ 0.5
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 12, 2026
short_volume
Short Volume: KLAC — 66.8% short (2.2M / 3.4M)
Short: 2,239,200 | Exempt: 2,711 | TRF Vol: 3,354,172 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: KLAC — 60.5% short (0.3M / 0.5M)
Short: 330,966 | Exempt: 868 | TRF Vol: 546,954 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: KLAC — 64.2% short (0.3M / 0.5M)
Short: 343,215 | Exempt: 389 | TRF Vol: 534,422 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
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 25, 2026
dark_pool
Dark Pool: KLAC — 0.8M shares, 65,765 trades
Week starting 2026-05-25. Total ATS volume: 756,079 shares across 65,765 trades.
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