KLA Corporation Common Stock KLAC

KLA Corporation es un proveedor de soluciones y servicios de control de procesos y gestión de rendimiento para las industrias de semiconductores y electrónica relacionada. La empresa ofrece una cartera de productos de inspección y metrología, así como servicios relacionados, software y otras ofertas, que apoyan la investigación y desarrollo (I+D) y la fabricación de circuitos integrados (CI), obleas y retículas. Sus segmentos incluyen Control de Procesos de Semiconductores, Procesos de Semiconductores Especiales e Inspección de PCB y Componentes. El segmento de Control de Procesos de Semiconductores ofrece una cartera completa de productos de inspección, metrología y software, así como servicios relacionados, ayudando a los fabricantes de CI, obleas, retículas/máscaras y productos químicos/materiales a alcanzar los rendimientos deseados en todo el proceso de fabricación, desde la I+D hasta la producción en volumen final. El segmento de Procesos de Semiconductores Especiales desarrolla y vende herramientas avanzadas de deposición al vacío y grabado, que son utilizadas por una variedad de clientes especializados en semiconductores.

Con 5 acciones de KLAC (USD 1.036,50) habrías recibido USD 31,65 en dividendos en los últimos 12 meses.

KLAC hizo una división de acciones (split) de 10:1 el 12 de junio de 2026: cada acción se convirtió en 10. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 5 oct

  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.

  

• Zacks Investment Research 5 oct

  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.

  

• Zacks Investment Research 2 oct

  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.

  

• Zacks Investment Research 2 oct

  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.

  

• Zacks Investment Research 1 oct

  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.