Market Cap
$256.5B
KLAC
KLA CORP
$200.33 ▲ +2.77%
Prev close $194.93Market cap$256.5B
ConsensusBuy
12-mo target$233.77 (+16.7%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (6 insiders)39 New Institutional Positions11 Institutional Exits Semiconductors
Snapshot
The big-picture read on KLAC right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Buy (69%)
Inst. Holders
50 funds
Inst. Value
$277.0B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $64.5M sell
Insider Net $
-$64.5M
Social Sentiment
68° Warm
SEC Reports
14
Congressional
2 trades
Price chart 30d +16.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 Insider
WALLACE RICHARD P sold 72,019 shares
President and CEO @ $171.88 ($12.4M)
Sep 7, 2026 dark_pool
Aug 15, 2026 SEC Dark Pool: KLAC — 8.4M shares, 302,363 trades
Week starting 2026-09-07. Total ATS volume: 8,381,729 shares across 302,363 trades.
A significant insider selling cluster at KLA Corp (KLAC) saw six executives, including the CEO and CFO, sell a combined
CLUSTER — Impact 5/10
Five top insiders at KLA Corp (KLAC), including the CEO and CFO, sold a combined $31.08M in open-market sales over a 7-d
CLUSTER — Impact 2/10
Aug 13, 2026 Insider
Aug 12, 2026 SEC Lorig Brian sold 59,586 shares
EVP, KLA Global Services @ $208.13 ($12.4M)
A cluster of insider selling at KLA Corp, led by CEO Richard Wallace selling $17.4M worth of stock on August 11, 2026, a
CLUSTER — Impact 2/10
Aug 12, 2026 Insider
Higgins Bren D. sold 31,500 shares
EVP & Chief Financial Officer @ $209.87 ($6.6M)
Jul 1, 2026 Congress
Michael Rulli buy
$1,001 - $15,000 — House
Analyst ratings buy % +40.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
69% rate it Buy or better · 35 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 29, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 29, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 29, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 29, 2026 | Deutsche Bank | MAINTAIN | Hold | 58% |
| Jul 29, 2026 | Jefferies | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 14 | 11 | 0 | 0 | 69% | |
| Aug 1, 2026 | 10 | 13 | 12 | 0 | 0 | 66% | |
| Jul 1, 2026 | 10 | 13 | 12 | 0 | 0 | 66% | |
| Jun 1, 2026 | 10 | 15 | 11 | 0 | 0 | 69% | |
| May 1, 2026 | 10 | 14 | 12 | 0 | 0 | 67% | |
| Apr 1, 2026 | 10 | 14 | 12 | 0 | 0 | 67% | |
| Mar 1, 2026 | 10 | 14 | 12 | 1 | 0 | 65% | |
| Feb 1, 2026 | 10 | 13 | 13 | 1 | 0 | 62% |
Price targets
Where 26 covering analysts think KLAC trades over the next 12 months.
$233.77 +16.7% upside Buy
Current$200.33 Low$175.00 Median$234.00 High$325.00 26 analysts
$175.00$325.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
68°
Warm
BearishNeutralBullish
Recent posts
Buy Semiconductor CapEx Instead of Memory You Monkey (DD on $VECO)
▲ 1 · 💬 8· ⚡ 0.5
Thoughts on KLA ($KLAC)? Positioned perfectly for the $1.3T Korea chip bet.
▲ 1 · 💬 0· ⚡ 0.5
20 mins till close! YOLO'd KLAC my entire life savings 457B and all $250grand What could go wrong?
▲ 1 · 💬 0· ⚡ 0.5
YOLO KLAC
▲ 1 · 💬 0· ⚡ 0.5
KLAC gain
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 12 neutral · avg impact 2.6/10.
BEARISHCLUSTER5/10
A significant insider selling cluster at KLA Corp (KLAC) saw six executives, including the CEO and C
Aug 15, 2026
NEUTRALCLUSTER2/10
Five top insiders at KLA Corp (KLAC), including the CEO and CFO, sold a combined $31.08M in open-mar
Aug 14, 2026
NEUTRALCLUSTER2/10
A cluster of insider selling at KLA Corp, led by CEO Richard Wallace selling $17.4M worth of stock o
Aug 12, 2026
NEUTRALCLUSTER2/10
Two senior insiders at KLA Corp (SVP & Chief Accounting Officer and EVP/CLO) sold a combined $4.42M
Aug 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: KLAC — 8.4M shares, 302,363 trades
Week starting 2026-09-07. Total ATS volume: 8,381,729 shares across 302,363 trades.
Sep 3, 2026
ftd
FTD: KLAC — 3,989 shares ($0.7M) failed to deliver
Settlement: 20260903, Price: $172.26, FTD Value: $687,145.14, KLA CORPORATION COMMON STOCK
Sep 1, 2026
ftd
FTD: KLAC — 7,670 shares ($1.3M) failed to deliver
Settlement: 20260901, Price: $175.45, FTD Value: $1,345,701.5, KLA CORPORATION COMMON STOCK
Aug 31, 2026
dark_pool
Dark Pool: KLAC — 9.1M shares, 344,658 trades
Week starting 2026-08-31. Total ATS volume: 9,129,489 shares across 344,658 trades.
Aug 27, 2026
ftd
FTD: KLAC — 37,109 shares ($6.8M) failed to deliver
Settlement: 20260827, Price: $183.83, FTD Value: $6,821,747.47, KLA CORPORATION COMMON STOCK
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.18 | $1.16–$1.25 | 33.8% | +0.0% | 20↑ 1↓ | $4.0B | 22 |
| Next Q | $1.36 | $1.31–$1.41 | 53.7% | +0.0% | 19↑ 1↓ | $4.5B | 22 |
| Current FY | $5.45 | $5.05–$5.86 | 45.1% | +0.1% | 1↑ 0↓ | $18.1B | 24 |
| Next FY | $6.71 | $5.81–$7.95 | 22.9% | +1.5% | 3↑ 0↓ | $21.4B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.179 | — |
| 7d ago | $1.179 | — |
| 30d ago | $1.179 | — |
| 60d ago | $1.134 | +0.045 |
| 90d ago | $1.131 | +0.048 |
Institutional ownership
Which big funds own KLAC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $277.0B total value (881,373,223 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 126,198,653 | $38.1B | 13.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 85,323,770 | $25.7B | 9.3% | — |
| STATE STREET CORP | 62,892,994 | $19.0B | 6.9% | — |
| Capital World Investors | 45,318,111 | $13.7B | 4.9% | — |
| Invesco Ltd. | 44,848,852 | $13.5B | 4.9% | — |
| FMR LLC | 43,007,912 | $13.0B | 4.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 39,388,674 | $11.9B | 4.3% | — |
| ALLIANCEBERNSTEIN L.P. | 7,470,622 | $11.0B | 4.0% | ADD +78.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 36,488,344 | $11.0B | 4.0% | — |
| Capital International Investors | 35,558,216 | $10.7B | 3.9% | ADD +30.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | ADD | 419,437 | 7,470,622 | +78.1% | $11.0B |
| Capital International Investors | ADD | 2,728,138 | 35,558,216 | +30.3% | $10.7B |
| NORGES BANK | NEW | — | 19,565,355 | — | $5.9B |
| Swedbank AB | DOUBLED | 637,806 | 5,509,989 | +763.9% | $1.7B |
| JENNISON ASSOCIATES LLC | ADD | 384,456 | 4,886,998 | +27.1% | $1.5B |
| Pictet Asset Management Holding SA | TRIM | 721,944 | 4,857,154 | -32.7% | $1.5B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 791,279 | 4,712,396 | -40.4% | $1.4B |
| Rafferty Asset Management, LLC | ADD | 259,157 | 4,339,579 | +67.4% | $1.3B |
| ALKEON CAPITAL MANAGEMENT LLC | TRIM | 580,915 | 3,759,150 | -35.3% | $1.1B |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 161,692 | 3,266,340 | +102.0% | $985.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$64.5M — $0.00 bought, $64.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | WALLACE RICHARD P | President and CEO | SELL | 72,019 | $171.88 | $12.4M |
| Aug 13, 2026 | Lorig Brian | EVP, KLA Global Services | SELL | 59,586 | $208.13 | $12.4M |
| Aug 12, 2026 | Higgins Bren D. | EVP & Chief Financial Officer | SELL | 31,500 | $209.87 | $6.6M |
| Aug 11, 2026 | Khan Ahmad A. | President, Semi. Prod. & Cust. | SELL | 33,180 | $198.95 | $6.6M |
| Aug 11, 2026 | WALLACE RICHARD P | President and CEO | SELL | 87,568 | $198.95 | $17.4M |
| Aug 10, 2026 | Kirloskar Virendra A | SVP & Chief Accounting Officer | SELL | 529 | $204.56 | $108.2K |
| Aug 10, 2026 | Wilkinson Mary Beth | EVP, CLO and Secretary | SELL | 1,661 | $204.56 | $339.8K |
| Aug 7, 2026 | WALLACE RICHARD P | President and CEO | TAX W/H | 12,761.893 | $193.22 | $2.5M |
| Aug 7, 2026 | Lorig Brian | EVP, KLA Global Services | TAX W/H | 2,875.64 | $193.22 | $555.6K |
| Aug 7, 2026 | Wilkinson Mary Beth | EVP, CLO and Secretary | TAX W/H | 1,208.271 | $193.22 | $233.5K |
Congressional trades
KLAC trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | Michael Rulli | R | HOUSE | BUY | $1,001 - $15,000 | KLA Corp | Aug 10, 2026(41d) |
| Apr 8, 2026 | Lizzie Fletcher | D | HOUSE | SELL | $1,001 - $15,000 | KLA Corp | May 1, 2026(24d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KLAC.
Shares short
23,554,039
Settlement Sep 15, 2026
Change vs prior
-19.9%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈1.8%
Estimate — not % of float
All KLAC filing & press-release reports (14)
- CLUSTER reportAug 15, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 12, 2026
- CLUSTER reportAug 12, 2026
- CLUSTER reportAug 10, 2026
- CLUSTER reportAug 8, 2026
- CLUSTER reportAug 8, 2026
- CLUSTER reportAug 6, 2026
- CLUSTER reportAug 5, 2026
- INST-CLUSTER reportJul 14, 2026
- CLUSTER reportJul 7, 2026
- CLUSTER reportMay 12, 2026
- CLUSTER reportMay 12, 2026
- 8-K reportMar 12, 2026