StreetInsider.com News Articles

KLA Corporation (KLAC) PT Raised to $260 at Oppenheimer

Thu, 16 Jul 2026 07:45:57 -0400

(Updated - July 16, 2026 7:45 AM EDT)

Oppenheimer analyst Ed Yang raised the price target on KLA Corporation (NASDAQ: KLAC) to $260.00 (from $200.00) while maintaining a Outperform rating.

The analyst commented: "We raise KLA's FY27E revenue/EPS by 2%/3%, our PT to $260 (~50x P/E), and expect 7/28 earnings to accentuate AI's continuing tale of two cities: semiconductor infrastructure remains supply-constrained with accelerating capacity plans (ASML, AEHR), while legacy software/services face budget reallocation pressure (IBM). Yet, semicap guidance is backwards-looking to hyperscaler capex intentions, which has quadrupled since 2024 to >$1T 2027E and increasingly debt financed, leaving the group sensitive to

KLA Corporation (KLAC) PT Raised to $260 at Oppenheimer

Thu, 16 Jul 2026 07:45:57 -0400

(Updated - July 16, 2026 7:45 AM EDT)

Oppenheimer analyst Ed Yang raised the price target on KLA Corporation (NASDAQ: KLAC) to $260.00 (from $200.00) while maintaining a Outperform rating.

KLA Corporation (KLAC) PT Raised to $255 at UBS

Wed, 15 Jul 2026 08:53:59 -0400

UBS analyst Timothy Arcuri raised the price target on KLA Corporation (NASDAQ: KLAC) to $255.00 (from $218.00) while maintaining a Neutral rating.

KLA Corporation (KLAC) PT Raised to $270 at Stifel on Expectation of Modest Beat

Fri, 10 Jul 2026 07:46:37 -0400

Stifel analyst Brian Chin raised the price target on KLA Corporation (NASDAQ: KLAC) to $270.00 (from $191.00) while maintaining a Buy rating.

The analyst commented, "We expect KLA to modestly exceed our estimates; we model semi process control system revenue $2.5B (+6.4% QQ), slightly above overall revenue which includes service and other equipment. KLA previously guided for process control sales to skew more heavily foundry/logic at 82% versus 18% for memory, we see this normalizing (~65-70% foundry/logic) by late yr/early next, albeit with both areas remaining strong."

KLA Corporation (KLAC) PT Raised to $270 at Stifel on Expectation of Modest Beat

Fri, 10 Jul 2026 07:46:37 -0400

Stifel analyst Brian Chin raised the price target on KLA Corporation (NASDAQ: KLAC) to $270.00 (from $191.00) while maintaining a Buy rating.

KLA Corporation (KLAC) PT Raised to $260 at TD Cowen

Thu, 09 Jul 2026 08:42:26 -0400

(Updated - July 9, 2026 8:42 AM EDT)

TD Cowen analyst Krish Sankar raised the price target on KLA Corporation (NASDAQ: KLAC) to $260.00 (from $200.00) while maintaining a rating.

The analyst commented, "While we expect strong quarterly results & guide, most investors are looking into 2028 WFE for semicaps. We model $250B WFE in 2028 and potentially $400B WFE by 2030 based on industry EBITDA, particularly memory where fab ROI is at >3x better Vs prior cycles and demand is committed via "take or pay" agreements.

Under a $250B WFE scenario we believe AMAT's earnings could approach $25, up 1.9x from our

KLA Corporation (KLAC) PT Raised to $260 at TD Cowen

Thu, 09 Jul 2026 08:42:26 -0400

(Updated - July 9, 2026 8:42 AM EDT)

TD Cowen analyst Krish Sankar raised the price target on KLA Corporation (NASDAQ: KLAC) to $260.00 (from $200.00) while maintaining a rating.

Under a $250B WFE scenario we believe AMAT's earnings could approach $25, up 1.9x from our

Applied Materials surges as CEO signals multi-year chip boom

Thu, 09 Jul 2026 08:39:50 -0400

Investing.com -- Applied Materials shares are bid 6% higher in premarket trading ahead of Thursday's open, after CEO Gary Dickerson told Nikkei Asia that chipmakers are now sharing equipment demand outlooks stretching two years or more into the future, with some providing visibility as far as 2030.

As the world's largest supplier of semiconductor manufacturing equipment, Applied Materials stands as the most direct public-market beneficiary of any sustained expansion in chipmaker capital spending. The company carries a market capitalization of approximately $453 billion, and its prior session close of $570.50 already reflected a one-year gain

Applied Materials surges as CEO signals multi-year chip boom

Thu, 09 Jul 2026 08:39:50 -0400

Applied Materials surges as CEO signals multi-year chip boom

Thu, 09 Jul 2026 08:39:50 -0400

Applied Materials surges as CEO signals multi-year chip boom

Thu, 09 Jul 2026 08:39:50 -0400

Applied Materials surges as CEO signals multi-year chip boom

Thu, 09 Jul 2026 08:39:50 -0400

Applied Materials surges as CEO signals multi-year chip boom

Thu, 09 Jul 2026 08:39:50 -0400

Applied Materials surges as CEO signals multi-year chip boom

Thu, 09 Jul 2026 08:39:50 -0400

Applied Materials surges as CEO signals multi-year chip boom

Thu, 09 Jul 2026 08:39:50 -0400

Buy these 2 semi capex stocks as '27 earnings power is "underappreciated": MS