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KLA Corporation Common Stock (KLAC): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| KLA Corporation $KLAC Shares Purchased by PineStone Asset Management Inc. - MarketBeat | KLA Corporation $KLAC Shares Purchased by PineStone Asset Management Inc. MarketBeat | View source ↗ | MarketBeat | Oct 18, 2026 | neutral | 0 | 0.6 |
| KLA Corporation $KLAC Stock: TD Waterhouse Canada Inc. Trims Holdings - MarketBeat | KLA Corporation $KLAC Stock: TD Waterhouse Canada Inc. Trims Holdings MarketBeat | View source ↗ | MarketBeat | Oct 17, 2026 | neutral | 0 | 0.6 |
| A 10-Day Losing Streak Has KLA Stock Down 20% - Trefis | A 10-Day Losing Streak Has KLA Stock Down 20% Trefis | View source ↗ | Trefis | Oct 17, 2026 | neutral | 0 | 0.6 |
| Fund Update: 248,700 KLA (KLAC) shares added to PineStone Asset Management Inc. portfolio - Quiver Quantitative | Fund Update: 248,700 KLA (KLAC) shares added to PineStone Asset Management Inc. portfolio Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 16, 2026 | neutral | 0 | 0.6 |
| KLA Stock: 9 Straight Red Days, Down 16% - Trefis | KLA Stock: 9 Straight Red Days, Down 16% Trefis | View source ↗ | Trefis | Oct 16, 2026 | neutral | 0 | 0.6 |
| KLA Corporation $KLAC Stock Sold by Formuepleje A S - MarketBeat | KLA Corporation $KLAC Stock Sold by Formuepleje A S MarketBeat | View source ↗ | MarketBeat | Oct 15, 2026 | neutral | 0 | 0.6 |
| KLAC Surges 64.5% in a Year: Should You Buy, Sell, or Hold the Stock? | KLA Corporation (KLAC) shares have gained 64.5% over the past year, outperforming peers and the broader tech sector, driven by strong AI infrastructure investments and semiconductor manufacturing demand. The company reported record Q4 fiscal 2026 revenues of $3.66 billion and expects $4 billion in Q1 fiscal 2027 revenues. With a $12.6 billion backlog (up 60% year-over-year) and visibility extending through 2027-2028, KLA is well-positioned for continued growth in advanced packaging and process control solutions. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 1 | 1 |
| KLAC Surges 64.5% in a Year: Should You Buy, Sell, or Hold the Stock? | KLA Corporation (KLAC) shares have gained 64.5% over the past year, outperforming peers and the broader tech sector, driven by strong AI infrastructure investments and semiconductor manufacturing demand. The company reported record Q4 fiscal 2026 revenues of $3.66 billion and expects $4 billion in Q1 fiscal 2027 revenues. With a $12.6 billion backlog (up 60% year-over-year) and visibility extending through 2027-2028, KLA is well-positioned for continued growth in advanced packaging and process control solutions. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 1 | 1 |
| KLAC Surges 64.5% in a Year: Should You Buy, Sell, or Hold the Stock? - Yahoo Finance | KLAC Surges 64.5% in a Year: Should You Buy, Sell, or Hold the Stock? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 15, 2026 | neutral | 0 | 0.6 |
| Should First Trust Rising Dividend Achievers ETF (RDVY) Be on Your Investing Radar? | First Trust Rising Dividend Achievers ETF (RDVY) is a large-cap value ETF with $25.23 billion in assets, offering 0.47% expense ratio and 0.86% dividend yield. The fund has gained 14.31% year-to-date and 19.57% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds 73 companies with heavy exposure to Financials (37.9%), Information Technology, and Industrials sectors. Comparable alternatives include SCHD and VTV, which have lower expense ratios. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.167 | 1 |
| Should First Trust Rising Dividend Achievers ETF (RDVY) Be on Your Investing Radar? | First Trust Rising Dividend Achievers ETF (RDVY) is a large-cap value ETF with $25.23 billion in assets, offering 0.47% expense ratio and 0.86% dividend yield. The fund has gained 14.31% year-to-date and 19.57% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds 73 companies with heavy exposure to Financials (37.9%), Information Technology, and Industrials sectors. Comparable alternatives include SCHD and VTV, which have lower expense ratios. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.167 | 1 |
| KLA Stock Extends An 8-Day Losing Streak To A 14% Loss - Trefis | KLA Stock Extends An 8-Day Losing Streak To A 14% Loss Trefis | View source ↗ | Trefis | Oct 15, 2026 | neutral | 0 | 0.6 |
| What Is The True Hidden Price Of KLA Stock? - Yahoo Finance | What Is The True Hidden Price Of KLA Stock? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 14, 2026 | neutral | 0 | 0.6 |
| Will Onto Innovation's Cash Balance Fuel Its Next Growth Phase? | Onto Innovation (ONTO) reported strong financial performance with $1.9 billion in cash reserves and 35.3% year-over-year revenue growth. The company completed a $720 million investment in Rigaku Holdings to advance X-ray process control solutions for semiconductor manufacturing. However, rising costs, supply-chain pressures, and significant debt obligations from $1.5 billion convertible notes present challenges amid intense competition from rivals like KLA Corporation and Nova Ltd. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Will Onto Innovation's Cash Balance Fuel Its Next Growth Phase? | Onto Innovation (ONTO) reported strong financial performance with $1.9 billion in cash reserves and 35.3% year-over-year revenue growth. The company completed a $720 million investment in Rigaku Holdings to advance X-ray process control solutions for semiconductor manufacturing. However, rising costs, supply-chain pressures, and significant debt obligations from $1.5 billion convertible notes present challenges amid intense competition from rivals like KLA Corporation and Nova Ltd. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| KLA (KLAC) Stock Looks Fully Valued After Its 5 Year Run - Yahoo Finance | KLA (KLAC) Stock Looks Fully Valued After Its 5 Year Run Yahoo Finance | View source ↗ | Yahoo Finance | Oct 14, 2026 | neutral | 0 | 0.6 |
| Wall Street Analysts See a 27.86% Upside in KLA (KLAC): Can the Stock Really Move This High? | KLA (KLAC) has gained 9.5% over the past four weeks and Wall Street analysts project a mean upside of 27.9% with a consensus price target of $235.26. While price targets can be misleading, the stock's Zacks Rank #2 (Buy) rating and positive earnings estimate revisions suggest legitimate near-term upside potential. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Wall Street Analysts See a 27.86% Upside in KLA (KLAC): Can the Stock Really Move This High? | KLA (KLAC) has gained 9.5% over the past four weeks and Wall Street analysts project a mean upside of 27.9% with a consensus price target of $235.26. While price targets can be misleading, the stock's Zacks Rank #2 (Buy) rating and positive earnings estimate revisions suggest legitimate near-term upside potential. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now | Applied Materials (AMAT) delivered exceptional returns over the past decade, with a $1,000 investment made in October 2016 worth $16,663.32 by October 2026—a 1,566.33% gain that significantly outpaced the S&P 500's 266.01% return. The semiconductor equipment manufacturer benefits from AI-driven wafer fabrication spending and advanced packaging demand, with analysts maintaining an Outperform rating despite risks from capital spending cyclicality and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.333 | 1 |
| If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now | Applied Materials (AMAT) delivered exceptional returns over the past decade, with a $1,000 investment made in October 2016 worth $16,663.32 by October 2026—a 1,566.33% gain that significantly outpaced the S&P 500's 266.01% return. The semiconductor equipment manufacturer benefits from AI-driven wafer fabrication spending and advanced packaging demand, with analysts maintaining an Outperform rating despite risks from capital spending cyclicality and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.333 | 1 |
| KLA (KLAC) Stock May Look Pricey Despite Easing Supply Constraints - Simply Wall Street | KLA (KLAC) Stock May Look Pricey Despite Easing Supply Constraints Simply Wall Street | View source ↗ | Simply Wall Street | Oct 14, 2026 | neutral | 0 | 0.6 |
| Why KLA stock fell 4.6% today - Quiver Quantitative | Why KLA stock fell 4.6% today Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 13, 2026 | neutral | 0 | 0.6 |
| MG vs. KLAC: Which Stock Is the Better Value Option? | A comparison of two Electronics - Miscellaneous Products stocks reveals that Mistras (MG) presents a better value opportunity than KLA (KLAC). While both stocks hold a Zacks Rank #2 (Buy) rating, MG has a significantly lower forward P/E ratio of 19.86 compared to KLAC's 34.96, a lower PEG ratio of 1.24 versus 1.68, and a much lower P/B ratio of 2.74 versus 39.11. These valuation metrics resulted in MG receiving a Value grade of A, while KLAC received a D. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 0.5 | 1 |
| MG vs. KLAC: Which Stock Is the Better Value Option? | A comparison of two Electronics - Miscellaneous Products stocks reveals that Mistras (MG) presents a better value opportunity than KLA (KLAC). While both stocks hold a Zacks Rank #2 (Buy) rating, MG has a significantly lower forward P/E ratio of 19.86 compared to KLAC's 34.96, a lower PEG ratio of 1.24 versus 1.68, and a much lower P/B ratio of 2.74 versus 39.11. These valuation metrics resulted in MG receiving a Value grade of A, while KLAC received a D. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 0.5 | 1 |
| KLA (KLAC) Declines More Than Market: Some Information for Investors | KLA (KLAC), a semiconductor equipment manufacturer, closed down 2.79% to $190.12, underperforming the broader market. Despite the daily decline, the stock has gained 8.27% over the prior period and maintains a Zacks Rank #2 (Buy) rating. Analysts forecast strong earnings growth of 34.09% EPS and 26.09% revenue growth for the upcoming quarter, with full-year projections showing 44.68% earnings growth and 31.67% revenue growth. | View source ↗ | Zacks Investment Research | Oct 12, 2026 | bullish | 1 | 1 |
| Teradyne Boosts Test Portfolio With Titan HP: Can It Beat KLAC & COHU? | Teradyne has enhanced its Titan HP platform for AI chip testing, driving strong Q2 2026 results with Semi Test revenues up 128% and compute revenues up nearly 600%. The company faces competition from KLA and Cohu in the AI-driven semiconductor testing market. TER stock has surged 108% year-to-date but trades at a premium valuation with a forward P/S ratio of 10.77X versus the industry average of 7.25X. | View source ↗ | Zacks Investment Research | Oct 12, 2026 | bullish | 0.333 | 1 |
| AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump - Stocktwits | AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump Stocktwits | View source ↗ | Stocktwits | Oct 11, 2026 | neutral | 0 | 0.6 |
| Nomura VIP Global Growth Series's KLA Corp(KLAC) Holding History - GuruFocus | Nomura VIP Global Growth Series's KLA Corp(KLAC) Holding History GuruFocus | View source ↗ | GuruFocus | Oct 11, 2026 | neutral | 0 | 0.6 |
| KLA Corporation (KLAC) latest stock news and headlines - Yahoo Finance Singapore | KLA Corporation (KLAC) latest stock news and headlines Yahoo Finance Singapore | View source ↗ | Yahoo Finance Singapore | Oct 11, 2026 | neutral | 0 | 0.6 |
| KLA Corporation $KLAC Stock: Stokes Capital Advisors LLC Grows Position - MarketBeat | KLA Corporation $KLAC Stock: Stokes Capital Advisors LLC Grows Position MarketBeat | View source ↗ | MarketBeat | Oct 10, 2026 | neutral | 0 | 0.6 |
| KLA Corporation (NASDAQ:KLAC) Stock Now Rated "Moderate Buy" by Wall Street Brokerages - MarketBeat | KLA Corporation (NASDAQ:KLAC) Stock Now Rated "Moderate Buy" by Wall Street Brokerages MarketBeat | View source ↗ | MarketBeat | Oct 10, 2026 | neutral | 0 | 0.6 |
| KLA Corporation (KLAC) Stock Forecasts - Yahoo Finance | KLA Corporation (KLAC) Stock Forecasts Yahoo Finance | View source ↗ | Yahoo Finance | Oct 10, 2026 | neutral | 0 | 0.6 |
| ONTO's $1.1 Billion Backlog: Can Growth Accelerate Into 2027? | Onto Innovation (ONTO) is experiencing significant growth driven by AI infrastructure spending, with backlog more than doubling to $1.1B in Q2 2026. The company raised full-year revenue guidance and expects 80% growth in advanced packaging. However, it faces intensifying competition from larger rivals KLA and Applied Materials, who are also benefiting from the semiconductor equipment boom. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| ONTO's $1.1 Billion Backlog: Can Growth Accelerate Into 2027? | Onto Innovation (ONTO) is experiencing significant growth driven by AI infrastructure spending, with backlog more than doubling to $1.1B in Q2 2026. The company raised full-year revenue guidance and expects 80% growth in advanced packaging. However, it faces intensifying competition from larger rivals KLA and Applied Materials, who are also benefiting from the semiconductor equipment boom. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| What Was KLA Telling You Before Its Stock Ran? - Trefis | What Was KLA Telling You Before Its Stock Ran? Trefis | View source ↗ | Trefis | Oct 8, 2026 | neutral | 0 | 0.6 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| KLA (KLAC) Draws Fresh Analyst Attention, Is The Stock Fully Valued? - Simply Wall Street | KLA (KLAC) Draws Fresh Analyst Attention, Is The Stock Fully Valued? Simply Wall Street | View source ↗ | Simply Wall Street | Oct 8, 2026 | neutral | 0 | 0.6 |
| If You Invested $1000 in KLA a Decade Ago, This is How Much It'd Be Worth Now | A $1,000 investment in KLA (KLAC) made in October 2016 would be worth $27,085.45 as of October 8, 2026, representing a 2,608.55% gain. This significantly outperforms the S&P 500's 262.24% gain over the same period. KLA, a semiconductor process control equipment manufacturer, is positioned to benefit from AI infrastructure spending and rising chip complexity, with analysts forecasting continued upside. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.333 | 1 |
| If You Invested $1000 in KLA a Decade Ago, This is How Much It'd Be Worth Now | A $1,000 investment in KLA (KLAC) made in October 2016 would be worth $27,085.45 as of October 8, 2026, representing a 2,608.55% gain. This significantly outperforms the S&P 500's 262.24% gain over the same period. KLA, a semiconductor process control equipment manufacturer, is positioned to benefit from AI infrastructure spending and rising chip complexity, with analysts forecasting continued upside. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.333 | 1 |
| $100 Invested In KLA 15 Years Ago Would Be Worth This Much Today - Benzinga | $100 Invested In KLA 15 Years Ago Would Be Worth This Much Today Benzinga | View source ↗ | Benzinga | Oct 7, 2026 | neutral | 0 | 0.6 |
| Should You Invest in the Invesco Semiconductors ETF (PSI)? | The Invesco Semiconductors ETF (PSI) offers broad exposure to the semiconductor sector with $3.04 billion in assets and a 0.56% expense ratio. The fund has delivered strong performance with 101.48% gains over the past year, but carries high risk with a beta of 1.80 and 42.98% standard deviation. Top holdings include Intel, Micron Technology, and KLA Corp, with the fund receiving a Zacks ETF Rank of 2 (Buy). | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.167 | 1 |
| Should You Invest in the Invesco Semiconductors ETF (PSI)? | The Invesco Semiconductors ETF (PSI) offers broad exposure to the semiconductor sector with $3.04 billion in assets and a 0.56% expense ratio. The fund has delivered strong performance with 101.48% gains over the past year, but carries high risk with a beta of 1.80 and 42.98% standard deviation. Top holdings include Intel, Micron Technology, and KLA Corp, with the fund receiving a Zacks ETF Rank of 2 (Buy). | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.167 | 1 |
| The Zacks Analyst Blog Highlights Space Exploration, Dell, KLA, AXIL Brands and Optex | Zacks equity research analysts featured five stocks in their October 7, 2026 analyst blog. SpaceX has outperformed its industry since going public, benefiting from reusable launch technology and Starlink expansion. Dell significantly outperformed the computer industry driven by AI infrastructure demand. KLA outperformed its sector due to AI-driven semiconductor demand and process-control intensity. AXIL Brands underperformed its industry facing tariff pressures and elevated marketing costs. Optex Systems underperformed the aerospace-defense sector due to margin pressure and weak cash flow, though it benefits from a strong backlog. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.2 | 1 |
| The Zacks Analyst Blog Highlights Space Exploration, Dell, KLA, AXIL Brands and Optex | Zacks equity research analysts featured five stocks in their October 7, 2026 analyst blog. SpaceX has outperformed its industry since going public, benefiting from reusable launch technology and Starlink expansion. Dell significantly outperformed the computer industry driven by AI infrastructure demand. KLA outperformed its sector due to AI-driven semiconductor demand and process-control intensity. AXIL Brands underperformed its industry facing tariff pressures and elevated marketing costs. Optex Systems underperformed the aerospace-defense sector due to margin pressure and weak cash flow, though it benefits from a strong backlog. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.2 | 1 |
| Top Research Reports for SpaceX, Dell & KLA Corp. | Zacks Research Daily features analysis of 16 major stocks on October 6, 2026. SpaceX benefits from reusable launch technology and Starlink expansion but faces capital requirements. Dell outperforms due to AI infrastructure demand and broad portfolio strength. KLA gains from AI-driven semiconductor demand and process-control intensity. Additional coverage includes analysis of Lockheed Martin's expanded backlog, Deere's pricing actions offsetting commodity headwinds, and concerns about Sarepta's concentrated DMD focus. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.222 | 1 |
| KLA Slips as Valuation Reset and Chip-Sector Pause Weigh on Shares - Quiver Quantitative | KLA Slips as Valuation Reset and Chip-Sector Pause Weigh on Shares Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 6, 2026 | neutral | 0 | 0.6 |
| Teradyne Gains 130% YTD: Should You Hold or Fold the Stock? | Teradyne (TER) shares have surged 129.6% year-to-date, driven by strong AI infrastructure demand and record memory revenues of $212M in Q2. The company expects Q3 revenues of $1.20-$1.30B with 140% YoY earnings growth. However, stretched valuation at 11.93X forward P/S, rising competition from Cohu and KLA, and margin pressure present risks. Zacks rates TER as a Hold, recommending investors wait for a better entry point. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.75 | 1 |
| Teradyne Gains 130% YTD: Should You Hold or Fold the Stock? | Teradyne (TER) shares have surged 129.6% year-to-date, driven by strong AI infrastructure demand and record memory revenues of $212M in Q2. The company expects Q3 revenues of $1.20-$1.30B with 140% YoY earnings growth. However, stretched valuation at 11.93X forward P/S, rising competition from Cohu and KLA, and margin pressure present risks. Zacks rates TER as a Hold, recommending investors wait for a better entry point. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.75 | 1 |
| All You Need to Know About KLA (KLAC) Rating Upgrade to Buy | KLA Corporation, a semiconductor equipment manufacturer, has been upgraded to Zacks Rank #2 (Buy) following upward revisions in earnings estimates over the past three months. The company is positioned in the top 20% of Zacks-covered stocks based on earnings estimate revision trends, suggesting potential for near-term stock price appreciation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| All You Need to Know About KLA (KLAC) Rating Upgrade to Buy | KLA Corporation, a semiconductor equipment manufacturer, has been upgraded to Zacks Rank #2 (Buy) following upward revisions in earnings estimates over the past three months. The company is positioned in the top 20% of Zacks-covered stocks based on earnings estimate revision trends, suggesting potential for near-term stock price appreciation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X? | Applied Materials (AMAT) has surged 111% year-to-date, trading at a premium P/S multiple of 9.59X versus the industry's 5.25X. Despite overvaluation concerns, the company is well-positioned to capitalize on AI-driven semiconductor demand, with strong growth in advanced packaging, DRAM/HBM technologies, and its AGS services business. Record AGS revenues of $1.78B (up 22% YoY) and plans to double manufacturing output by 2028 support a Zacks Rank #2 Buy recommendation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X? | Applied Materials (AMAT) has surged 111% year-to-date, trading at a premium P/S multiple of 9.59X versus the industry's 5.25X. Despite overvaluation concerns, the company is well-positioned to capitalize on AI-driven semiconductor demand, with strong growth in advanced packaging, DRAM/HBM technologies, and its AGS services business. Record AGS revenues of $1.78B (up 22% YoY) and plans to double manufacturing output by 2028 support a Zacks Rank #2 Buy recommendation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| KLA (KLAC) Stock Looks Rich As Revenue Guidance Rises - Simply Wall Street | KLA (KLAC) Stock Looks Rich As Revenue Guidance Rises Simply Wall Street | View source ↗ | Simply Wall Street | Oct 6, 2026 | neutral | 0 | 0.6 |
| AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth? | Lam Research expects significant growth opportunities as AI workloads drive demand for high-capacity NAND storage. The company projects its served available market per wafer in NAND will double as layer counts increase from 128-layer to 500-plus-layer devices. NAND revenues doubled sequentially in Q4, contributing to record overall results. Competitors Applied Materials and KLA are also benefiting from AI-driven memory spending. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 1 | 1 |
| ONTO Stock Up 126% in a Year: Is More Upside on the Horizon? | Onto Innovation (ONTO) has emerged as a key beneficiary of the AI semiconductor investment cycle, posting record revenue of $343.1M and a $1B+ backlog. The Dragonfly G5 product and advanced-packaging demand are driving an 80% growth outlook for 2026. However, after a 125.6% stock rally, valuation concerns persist with a forward P/E of 30.23X versus the industry average of 5.83X. The company faces risks from customer concentration, semiconductor cycles, and cost pressures. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 0.25 | 1 |
| Teradyne Expands Memory Test Portfolio: Can It Beat KLAC & COHU? | Teradyne's memory revenues hit a record $212M in Q2 2026, marking its third consecutive quarter above $200M, driven by strong demand for HBM, DRAM, and NAND testing. The company launched Magnum E2, a next-generation memory test system supporting advanced interfaces like LPDDR6, DDR6, GDDR7, and NAND. Management expects the 2026 memory test TAM to grow over 40% compared to 2025. However, TER stock trades at a premium valuation and faces competition from KLA and Cohu. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 1 | 1 |
| Teradyne Expands Memory Test Portfolio: Can It Beat KLAC & COHU? | Teradyne's memory revenues hit a record $212M in Q2 2026, marking its third consecutive quarter above $200M, driven by strong demand for HBM, DRAM, and NAND testing. The company launched Magnum E2, a next-generation memory test system supporting advanced interfaces like LPDDR6, DDR6, GDDR7, and NAND. Management expects the 2026 memory test TAM to grow over 40% compared to 2025. However, TER stock trades at a premium valuation and faces competition from KLA and Cohu. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 1 | 1 |
| Bull of the Day: Onto Innovation (ONTO) | Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 0.625 | 1 |
| Bull of the Day: Onto Innovation (ONTO) | Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 0.625 | 1 |
| KLA (KLAC) Surpasses Market Returns: Some Facts Worth Knowing | KLA (KLAC) rose 2.76% to $200.31, outperforming the S&P 500's 0.2% gain. The semiconductor equipment manufacturer has gained 13.16% over the past month. Analysts forecast Q earnings of $1.18 per share (up 34.09% YoY) and revenue of $4.04 billion (up 26.02% YoY). However, KLA holds a Zacks Rank of #4 (Sell) with a Forward P/E of 35.99, significantly above its industry average of 20.73, suggesting premium valuation concerns. | View source ↗ | Zacks Investment Research | Oct 1, 2026 | bearish | -1 | 1 |
| KLA (KLAC) Surpasses Market Returns: Some Facts Worth Knowing | KLA (KLAC) rose 2.76% to $200.31, outperforming the S&P 500's 0.2% gain. The semiconductor equipment manufacturer has gained 13.16% over the past month. Analysts forecast Q earnings of $1.18 per share (up 34.09% YoY) and revenue of $4.04 billion (up 26.02% YoY). However, KLA holds a Zacks Rank of #4 (Sell) with a Forward P/E of 35.99, significantly above its industry average of 20.73, suggesting premium valuation concerns. | View source ↗ | Zacks Investment Research | Oct 1, 2026 | bearish | -1 | 1 |
| Want KLAC Stock 50% Cheaper? Get Paid 8.5% A Year While You Wait - Trefis | Want KLAC Stock 50% Cheaper? Get Paid 8.5% A Year While You Wait Trefis | View source ↗ | Trefis | Sep 22, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.