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California State Teachers Retirement System lifted its stake in KLA Corporation (NASDAQ: KLAC) by 298,176.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 599,111,883 shares of the semiconductor company's stock after buying an additional 598,911,025 shares during the quarter. California State Teachers
DMC Group LLC increased its position in shares of KLA Corporation (NASDAQ: KLAC) by 887.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,560 shares of the semiconductor company's stock after acquiring an additional 7,693 shares during the quarter.
On CNBC's “Mad Money Lightning Round,” Jim Cramer said KLA Corporation (NASDAQ:KLAC) is a “great” company, which has gained 40% for the year, while its price-to-earnings multiple is still too high. “It does great intellectual property.
Semiconductor stocks are falling at Tuesday's open as a global bond selloff drives long-term yields higher and forces a rethink of the market's highest-multiple corners.
Sandisk has the edge as AI-driven demand, pricing strength, supply constraints and multiyear deals fuel stronger near-term growth.
KLA (KLAC) reported earnings 30 days ago. What's next for the stock?
The mean of analysts' price targets for KLA (KLAC) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
KLA is uniquely positioned to benefit from rising chip complexity, driving demand for advanced inspection and process control solutions. KLAC's embedded workflows, dominant market share, and expanding packaging/service revenues reinforce its technological moat and recurring revenue base. I model fiscal 2027 revenue at $16.3B, gross margin at 62.2%, and EPS at $4.75, with growth driven by AI, packaging, and service expansion.