Added to YB: 2026-01-20
Pitch date: 2026-01-17
KLAC [neutral]
KLA Corporation
+14.83%
current return
Author Info
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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
$151.93
Price Target
1.0K (+473%)
Dividend
0.52%
EV/EBITDA
38.01
P/E
48.36
EV/Sales
17.12
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)