Added to YB: 2026-01-08
Pitch date: 2026-01-07
KLAC [neutral]
KLA Corporation
+29.63%
current return
Author Info
No bio for this author
Company Info
KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards.
Market Cap
$231.2B
Pitch Price
$134.59
Price Target
N/A
Dividend
0.52%
EV/EBITDA
38.01
P/E
48.36
EV/Sales
17.12
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Deep Dive: KLA Corporation (KLAC)
KLAC (deep dive): Process control leader benefiting from AI-driven complexity at 32x forward P/E. Services revenue grew 52 consecutive quarters, 61% gross margins, 38% ROIC. Advanced packaging revenue approaching $1B. Risk: 30-40% China exposure amid export controls, cyclical downturn potential, stretched valuation.
Read full article (18 min)