Added to YB: 2026-01-08
Pitch date: 2026-01-07
KLAC [neutral]
KLA Corporation
+10.85%
current return
Author Info
No bio for this author
Company Info
KLA Corporation, together with its subsidiaries, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.
Market Cap
$196.1B
Pitch Price
$1.3K
Price Target
N/A
Dividend
0.51%
EV/EBITDA
33.98
P/E
43.53
EV/Sales
15.46
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)