http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 26 May 2026 16:59:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++KLA+CORP+++++++++++++++++++++++++++++/26551040.html si-local-file:///var/storage/secattach/20260526/26551040.html http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++KLA+CORP+++++++++++++++++++++++++++++/26551040.html Tue, 26 May 2026 16:59:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++KLA+CORP+++++++++++++++++++++++++++++/26551040.html si-local-file:///var/storage/secattach/20260526/26551040.html http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++KLA+CORP+++++++++++++++++++++++++++++/26551040.html Tue, 26 May 2026 16:59:00 -0400 KLAC O.00007674 http://www.streetinsider.com/General+News/Bernstein+lifts+price+targets+on+LRCX+and+KLAC+after+lifting+WFE+forecasts/26527089.html <p>Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.</p><p>In a note, analyst David Dai lifted its 2026 WFE forecast to $148 billion, up 21.4% year-on-year, from a prior estimate of $141 billion. </p><p dir="ltr">The firm's 2027 forecast was raised to $175 billion from $158 billion, and its 2028 estimate climbed to $198 billion from $164 billion, putting $200 billion of WFE spending within sight.</p><p dir="ltr">The bulk of the increases were driven by memory, http://www.streetinsider.com/General+News/Bernstein+lifts+price+targets+on+LRCX+and+KLAC+after+lifting+WFE+forecasts/26527089.html Wed, 20 May 2026 12:36:28 -0400 KLAC LRCX http://www.streetinsider.com/General+News/Bernstein+lifts+price+targets+on+LRCX+and+KLAC+after+lifting+WFE+forecasts/26527089.html <p>Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.</p><p>In a note, analyst David Dai lifted its 2026 WFE forecast to $148 billion, up 21.4% year-on-year, from a prior estimate of $141 billion. </p><p dir="ltr">The firm's 2027 forecast was raised to $175 billion from $158 billion, and its 2028 estimate climbed to $198 billion from $164 billion, putting $200 billion of WFE spending within sight.</p><p dir="ltr">The bulk of the increases were driven by memory, http://www.streetinsider.com/General+News/Bernstein+lifts+price+targets+on+LRCX+and+KLAC+after+lifting+WFE+forecasts/26527089.html Wed, 20 May 2026 12:36:28 -0400 KLAC LRCX http://www.streetinsider.com/Investing/Bernstein+lifts+price+targets+on+LRCX+and+KLAC+after+lifting+WFE+forecasts/26527089.html <p>Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.</p><p>In a note, analyst David Dai lifted its 2026 WFE forecast to $148 billion, up 21.4% year-on-year, from a prior estimate of $141 billion. </p><p dir="ltr">The firm's 2027 forecast was raised to $175 billion from $158 billion, and its 2028 estimate climbed to $198 billion from $164 billion, putting $200 billion of WFE spending within sight.</p><p dir="ltr">The bulk of the increases were driven by memory, http://www.streetinsider.com/Investing/Bernstein+lifts+price+targets+on+LRCX+and+KLAC+after+lifting+WFE+forecasts/26527089.html Wed, 20 May 2026 12:36:28 -0400 KLAC LRCX http://www.streetinsider.com/Investing/Bernstein+lifts+price+targets+on+LRCX+and+KLAC+after+lifting+WFE+forecasts/26527089.html <p>Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.</p><p>In a note, analyst David Dai lifted its 2026 WFE forecast to $148 billion, up 21.4% year-on-year, from a prior estimate of $141 billion. </p><p dir="ltr">The firm's 2027 forecast was raised to $175 billion from $158 billion, and its 2028 estimate climbed to $198 billion from $164 billion, putting $200 billion of WFE spending within sight.</p><p dir="ltr">The bulk of the increases were driven by memory, http://www.streetinsider.com/Investing/Bernstein+lifts+price+targets+on+LRCX+and+KLAC+after+lifting+WFE+forecasts/26527089.html Wed, 20 May 2026 12:36:28 -0400 KLAC LRCX http://www.streetinsider.com/Analyst+PT+Change/KLA+Corporation+%28KLAC%29+PT+Raised+to+%241%2C975+at+Bernstein+SocGen+Group/26524113.html <p>Bernstein SocGen Group analyst Stacy Rasgon raised the price target on KLA Corporation (NASDAQ: KLAC) to $1,975.00 (from $1,875.00) while maintaining a Outperform rating.</p> http://www.streetinsider.com/Analyst+PT+Change/KLA+Corporation+%28KLAC%29+PT+Raised+to+%241%2C975+at+Bernstein+SocGen+Group/26524113.html Wed, 20 May 2026 06:00:38 -0400 KLAC http://www.streetinsider.com/Hot+List/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html <p>Wall Street analysts are encouraging investors to buy shares of a semiconductor equipment (SCE) maker, citing strong memory chip demand and an attractive valuation relative to peers ahead of its quarterly results on Thursday.</p><p>Brokers Evercore ISI and Stifel reiterated their Buy-equivalent ratings on Applied Materials (NASDAQ: AMAT), which supplies manufacturing equipment to chipmakers.</p><p>Evercore analyst Mark Lipacis said he sees "good potential for a beat/raise" report, pointing to rising investment in DRAM and NAND memory as a primary catalyst. </p><p>Lipacis expects DRAM wafer fabrication equipment (WFE) spending to grow 63% in 2026 and 46% in 2027 as memory manufacturers prioritize high-bandwidth http://www.streetinsider.com/Hot+List/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html Thu, 14 May 2026 11:00:00 -0400 AMAT ASML KLAC LRCX http://www.streetinsider.com/Hot+List/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html <p>Wall Street analysts are encouraging investors to buy shares of a semiconductor equipment (SCE) maker, citing strong memory chip demand and an attractive valuation relative to peers ahead of its quarterly results on Thursday.</p><p>Brokers Evercore ISI and Stifel reiterated their Buy-equivalent ratings on Applied Materials (NASDAQ: AMAT), which supplies manufacturing equipment to chipmakers.</p><p>Evercore analyst Mark Lipacis said he sees "good potential for a beat/raise" report, pointing to rising investment in DRAM and NAND memory as a primary catalyst. </p><p>Lipacis expects DRAM wafer fabrication equipment (WFE) spending to grow 63% in 2026 and 46% in 2027 as memory manufacturers prioritize high-bandwidth http://www.streetinsider.com/Hot+List/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html Thu, 14 May 2026 11:00:00 -0400 AMAT ASML KLAC LRCX http://www.streetinsider.com/Hot+List/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html <p>Wall Street analysts are encouraging investors to buy shares of a semiconductor equipment (SCE) maker, citing strong memory chip demand and an attractive valuation relative to peers ahead of its quarterly results on Thursday.</p><p>Brokers Evercore ISI and Stifel reiterated their Buy-equivalent ratings on Applied Materials (NASDAQ: AMAT), which supplies manufacturing equipment to chipmakers.</p><p>Evercore analyst Mark Lipacis said he sees "good potential for a beat/raise" report, pointing to rising investment in DRAM and NAND memory as a primary catalyst. </p><p>Lipacis expects DRAM wafer fabrication equipment (WFE) spending to grow 63% in 2026 and 46% in 2027 as memory manufacturers prioritize high-bandwidth http://www.streetinsider.com/Hot+List/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html Thu, 14 May 2026 11:00:00 -0400 AMAT ASML KLAC LRCX http://www.streetinsider.com/Hot+List/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html <p>Wall Street analysts are encouraging investors to buy shares of a semiconductor equipment (SCE) maker, citing strong memory chip demand and an attractive valuation relative to peers ahead of its quarterly results on Thursday.</p><p>Brokers Evercore ISI and Stifel reiterated their Buy-equivalent ratings on Applied Materials (NASDAQ: AMAT), which supplies manufacturing equipment to chipmakers.</p><p>Evercore analyst Mark Lipacis said he sees "good potential for a beat/raise" report, pointing to rising investment in DRAM and NAND memory as a primary catalyst. </p><p>Lipacis expects DRAM wafer fabrication equipment (WFE) spending to grow 63% in 2026 and 46% in 2027 as memory manufacturers prioritize high-bandwidth http://www.streetinsider.com/Hot+List/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html Thu, 14 May 2026 11:00:00 -0400 AMAT ASML KLAC LRCX http://www.streetinsider.com/Hot+List+Pro/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html <p>Wall Street analysts are encouraging investors to buy shares of a semiconductor equipment (SCE) maker, citing strong memory chip demand and an attractive valuation relative to peers ahead of its quarterly results on Thursday.</p><p>Brokers Evercore ISI and Stifel reiterated their Buy-equivalent ratings on Applied Materials (NASDAQ: AMAT), which supplies manufacturing equipment to chipmakers.</p><p>Evercore analyst Mark Lipacis said he sees "good potential for a beat/raise" report, pointing to rising investment in DRAM and NAND memory as a primary catalyst. </p><p>Lipacis expects DRAM wafer fabrication equipment (WFE) spending to grow 63% in 2026 and 46% in 2027 as memory manufacturers prioritize high-bandwidth http://www.streetinsider.com/Hot+List+Pro/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html Thu, 14 May 2026 11:00:00 -0400 AMAT ASML KLAC LRCX http://www.streetinsider.com/Hot+List+Pro/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html <p>Wall Street analysts are encouraging investors to buy shares of a semiconductor equipment (SCE) maker, citing strong memory chip demand and an attractive valuation relative to peers ahead of its quarterly results on Thursday.</p><p>Brokers Evercore ISI and Stifel reiterated their Buy-equivalent ratings on Applied Materials (NASDAQ: AMAT), which supplies manufacturing equipment to chipmakers.</p><p>Evercore analyst Mark Lipacis said he sees "good potential for a beat/raise" report, pointing to rising investment in DRAM and NAND memory as a primary catalyst. </p><p>Lipacis expects DRAM wafer fabrication equipment (WFE) spending to grow 63% in 2026 and 46% in 2027 as memory manufacturers prioritize high-bandwidth http://www.streetinsider.com/Hot+List+Pro/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html Thu, 14 May 2026 11:00:00 -0400 AMAT ASML KLAC LRCX http://www.streetinsider.com/Hot+List+Pro/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html <p>Wall Street analysts are encouraging investors to buy shares of a semiconductor equipment (SCE) maker, citing strong memory chip demand and an attractive valuation relative to peers ahead of its quarterly results on Thursday.</p><p>Brokers Evercore ISI and Stifel reiterated their Buy-equivalent ratings on Applied Materials (NASDAQ: AMAT), which supplies manufacturing equipment to chipmakers.</p><p>Evercore analyst Mark Lipacis said he sees "good potential for a beat/raise" report, pointing to rising investment in DRAM and NAND memory as a primary catalyst. </p><p>Lipacis expects DRAM wafer fabrication equipment (WFE) spending to grow 63% in 2026 and 46% in 2027 as memory manufacturers prioritize high-bandwidth http://www.streetinsider.com/Hot+List+Pro/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html Thu, 14 May 2026 11:00:00 -0400 AMAT ASML KLAC LRCX http://www.streetinsider.com/Hot+List+Pro/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html <p>Wall Street analysts are encouraging investors to buy shares of a semiconductor equipment (SCE) maker, citing strong memory chip demand and an attractive valuation relative to peers ahead of its quarterly results on Thursday.</p><p>Brokers Evercore ISI and Stifel reiterated their Buy-equivalent ratings on Applied Materials (NASDAQ: AMAT), which supplies manufacturing equipment to chipmakers.</p><p>Evercore analyst Mark Lipacis said he sees "good potential for a beat/raise" report, pointing to rising investment in DRAM and NAND memory as a primary catalyst. </p><p>Lipacis expects DRAM wafer fabrication equipment (WFE) spending to grow 63% in 2026 and 46% in 2027 as memory manufacturers prioritize high-bandwidth http://www.streetinsider.com/Hot+List+Pro/Buy+this+chip+stock+ahead+of+today%27s+earnings%2C+analysts+say/26492140.html Thu, 14 May 2026 11:00:00 -0400 AMAT ASML KLAC LRCX http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+12++Filed+by%3A+WALLACE+RICHARD+P/26479479.html si-local-file:///var/storage/secattach/20260512/26479479.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+12++Filed+by%3A+WALLACE+RICHARD+P/26479479.html Tue, 12 May 2026 17:26:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+12++Filed+by%3A+WALLACE+RICHARD+P/26479479.html si-local-file:///var/storage/secattach/20260512/26479479.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+12++Filed+by%3A+WALLACE+RICHARD+P/26479479.html Tue, 12 May 2026 17:26:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+11++Filed+by%3A+Hanley+Jeneanne+Michelle/26477670.html si-local-file:///var/storage/secattach/20260512/26477670.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+11++Filed+by%3A+Hanley+Jeneanne+Michelle/26477670.html Tue, 12 May 2026 16:05:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+11++Filed+by%3A+Hanley+Jeneanne+Michelle/26477670.html si-local-file:///var/storage/secattach/20260512/26477670.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+11++Filed+by%3A+Hanley+Jeneanne+Michelle/26477670.html Tue, 12 May 2026 16:05:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+11++Filed+by%3A+Kirloskar+Virendra+A/26477678.html si-local-file:///var/storage/secattach/20260512/26477678.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+11++Filed+by%3A+Kirloskar+Virendra+A/26477678.html Tue, 12 May 2026 16:05:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+11++Filed+by%3A+Kirloskar+Virendra+A/26477678.html si-local-file:///var/storage/secattach/20260512/26477678.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+May+11++Filed+by%3A+Kirloskar+Virendra+A/26477678.html Tue, 12 May 2026 16:05:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+WALLACE+RICHARD+P/26475102.html si-local-file:///var/storage/secattach/20260512/26475102.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+WALLACE+RICHARD+P/26475102.html Tue, 12 May 2026 10:08:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+WALLACE+RICHARD+P/26475102.html si-local-file:///var/storage/secattach/20260512/26475102.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+WALLACE+RICHARD+P/26475102.html Tue, 12 May 2026 10:08:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+Hanley+Jeneanne+Michelle/26468105.html si-local-file:///var/storage/secattach/20260511/26468105.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+Hanley+Jeneanne+Michelle/26468105.html Mon, 11 May 2026 14:16:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+Hanley+Jeneanne+Michelle/26468105.html si-local-file:///var/storage/secattach/20260511/26468105.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+Hanley+Jeneanne+Michelle/26468105.html Mon, 11 May 2026 14:16:00 -0400 KLAC O.00007674