StreetInsider.com News Articles

Wolfe Research Reiterates Outperform Rating on KLA Corporation (KLAC) following analyst day

Fri, 13 Mar 2026 09:12:17 -0400

Wolfe Research analyst Chris Caso reiterated an Outperform rating and $1,800.00 price target on KLA Corporation (NASDAQ: KLAC)

The analyst commented, "KLAC held their Analyst Day yesterday, at which they raised their CY26 outlook and established a 2030 target model, which indicates 2030 revenue / EPS of $26bn / $84. The long term model is based on a 2030 WFE estimate of $215bn, increasing inspection intensity, KLAC share gains within process control, and a 1% increase in annual service growth to 13-15%... We think most investors will view KLAC’s 2030 guidance to be conservative, however. We don’t think that conservatism is

KeyBanc on KLA Corporation (KLAC): '2030 Forecast Suggests Bullish Outlook'

Fri, 13 Mar 2026 08:51:04 -0400

KeyBanc analyst Steve Barger reiterated a Sector Weight rating on KLA Corporation (NASDAQ: KLAC).

The analyst commented: "2030 Forecast Suggests Bullish Outlook Across Our Cyclical Universe; KLAC put out CY30 targets that are >2x CY25. That forecast is driven by 2030 WFE of >$200B with increasing PC intensity. KLAC expects server/storage growth >20% with L-MSD % growth for other categories. We think current share price reflects much but not all this, but even so, we think investors should be opportunistic around volatility. More broadly, if KLAC’s view is correct, it also suggests higher revenue and EPS outlooks for peers, suppliers, and

Bernstein Reiterates Outperform Rating on KLA Corporation (KLAC)

Fri, 13 Mar 2026 08:41:41 -0400

Bernstein SocGen Group analyst Stacy Rasgon reiterated an Outperform rating and $1,835.00 price target on KLA Corporation (NASDAQ: KLAC).

The analyst commented: "KLAC held their analyst day yesterday in New York City, with presentations by CEO Rick Wallace, CFO Bren Higgins, Semi Products President Ahmad Khan, and Services EVP Brian Lorig. The tone was very positive, with the company laying out their vision for both near term upside as well as drivers of outperformance through 2030 including strong trends for semiconductor growth, rising process control intensity, and stronger services outlook.

The company continues to combine best-in-class execution with very strong positioning, and

KLA Corporation (KLAC) Reiterated at Overweight by Cantor Fitzgerald; A 'Top Pick'

Fri, 13 Mar 2026 07:32:47 -0400

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $1,850.00 price target on KLA Corporation (NASDAQ: KLAC).

The analyst commented, "mgmt. expects to secure 9.0% of WFE share vs. 7.4% in CY25 and 50bps above our previewed 8.5%. Within this, we highlight a critical driver of increased spending across Advanced Packaging where customers are aggressively asking for front-end tools to be made available for the back-end (wafer level chip yield, 3D stacking, 2.5D Assembly). Here, KLA highlighted $950M in revenues in CY25, with 40% share of the Advanced Packaging PC market (vs. 10% in CY20, 40% in CY24), and with

Form 8-K KLA CORP For: Mar 11

Thu, 12 Mar 2026 06:30:00 -0400

si-local-file:///var/storage/secattach/20260312/26148949.html

Form 8-K KLA CORP For: Mar 11

Thu, 12 Mar 2026 06:30:00 -0400

si-local-file:///var/storage/secattach/20260312/26148949.html

Chipmaking tool provider KLA unveils additional $7 billion share buyback and dividend increase

Thu, 12 Mar 2026 06:26:17 -0400

March 12 (Reuters) - Chipmaking tool ‌provider KLA Corp on Thursday announced a new $7 billion stock buyback program and a 21% increase in its ‌quarterly dividend, while reaffirming its forecast for the current ⁠quarter.

This buyback, with no specified timeframe, is in addition to the ‌company's existing share repurchase ‌authorization, which stood at $3.94 billion as of December 31, 2025.

Chipmaking tool provider KLA unveils additional $7 billion share buyback and dividend increase

Thu, 12 Mar 2026 06:26:17 -0400

This buyback, with no specified timeframe, is in addition to the ‌company's existing share repurchase ‌authorization, which stood at $3.94 billion as of December 31, 2025.

KLA announces $7 billion share buyback, raises dividend 21%

Thu, 12 Mar 2026 06:00:14 -0400

KLA Corporation (NASDAQ: KLAC) announced a $7 billion share repurchase authorization and increased its quarterly dividend to $2.30 per share from $1.90, marking a 21% increase, according to a company statement.

The semiconductor equipment manufacturer made the announcements during its investor day event in New York City. The new share repurchase authorization adds to an existing program that had $3.944 billion remaining as of December 31, 2025.

The dividend increase represents the 17th consecutive annual increase for KLA. The company stated that future dividend declarations remain subject to board discretion and will depend on financial and legal requirements.

KLA also reaffirmed its guidance

KLA announces $7 billion share buyback, raises dividend 21%

Thu, 12 Mar 2026 06:00:14 -0400

KLA also reaffirmed its guidance

KLA announces $7 billion share buyback, raises dividend 21%

Thu, 12 Mar 2026 06:00:14 -0400

KLA also reaffirmed its guidance

KLA announces $7 billion share buyback, raises dividend 21%

Thu, 12 Mar 2026 06:00:14 -0400

KLA also reaffirmed its guidance

KLA announces $7 billion share buyback, raises dividend 21%

Thu, 12 Mar 2026 06:00:14 -0400

KLA also reaffirmed its guidance

KLA announces $7 billion share buyback, raises dividend 21%

Thu, 12 Mar 2026 06:00:14 -0400

KLA also reaffirmed its guidance

KLA announces $7 billion share buyback, raises dividend 21%

Thu, 12 Mar 2026 06:00:14 -0400

KLA also reaffirmed its guidance

KLA announces $7 billion share buyback, raises dividend 21%

Thu, 12 Mar 2026 06:00:14 -0400

KLA also reaffirmed its guidance

KLA Hosts Investor Day; Announces $7 Billion Share Repurchase Program and 21% Increase to Quarterly Dividend; Reaffirms March 2026 Guidance