KLAC · News · 20260821N

Guidance / Outlook

KLA CORP · 2026-08-21 · Importance 85 · Surprise 76

KLA expects revenue to grow at a 13%–17% compound annual rate through 2030. The outlook is attributed to semiconductor process-control market-share gains, increasing inspection and metrology intensity in advanced manufacturing, advanced-packaging demand, and expansion of services. AI-related semiconductor production is identified as a key driver of demand for KLA’s defect-control and yield-optimization equipment.

Key facts

• Bank of New York Mellon Corp purchased 8,360,447 shares of KLA Corporation during the second quarter valued at approximately $2.52 billion. source
• Insider selling of KLA Corporation totaled $56.0 million. source
• Bank of New York Mellon Corp's KLA Corporation stake represents 0.64% ownership. source
• KLA Corp. shares fell 1.01% and closed at $183.99 on Friday. source
• Institutional investors account for 86.65% of KLA Corporation ownership. source
• KLA Corp. stock experienced its fourth consecutive day of losses as of that Friday. source
• In Q2 2026 the TCW Transform Systems ETF cited KLA Corporation as a key contributor to the fund's +26.17% net return. source
• Analysts have given KLA Corporation a consensus "Moderate Buy" rating with 19 out of 29 analysts recommending a buy and one a strong buy. source