Added to YB: 2026-01-20
Pitch date: 2026-01-17
KLAC [neutral]
KLA Corporation
-3.51%
current return
Author Info
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Company Info
KLA Corporation, together with its subsidiaries, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.
Market Cap
$194.0B
Pitch Price
$1.5K
Price Target
1.0K (-32%)
Dividend
0.51%
EV/EBITDA
33.63
P/E
43.07
EV/Sales
15.30
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
KLA - Quality Verdict on KLA Corporation vs Applied Materials.
KLAC (hold): Stronger moat vs AMAT (7.5/10 vs 5.6/10) due to elite pricing power in chip inspection market. Better quality score 7.9/10 with revenue growth despite China exposure drop to 33%. However, overvalued at 51x P/E with market pricing 24.8% growth. $1000 price target assuming 12% FCF growth.
Read full article (4 min)