Why did KLA Corporation (KLAC) stock move recently?

On 9/4/2026, KLA Corporation moved +8.2% — KLA rose after sell-side estimates for semiconductor equipment spending were revised higher, lifting the semicap group. The move came on expectations for stronger wafer fab equipment budgets. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is KLA Corporation (KLAC) overvalued or fairly valued?

MarketChacha shows KLA Corporation's valuation in context — a trailing P/E of about 4.7, a forward P/E of about 24.0, a price-to-book of about 33.3 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does KLA Corporation's reported profit turn into cash?

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.01×) from reported figures — education, not a rating.

What is KLA Corporation's revenue?

KLA Corporation reported revenue of $13.6B for FY2026, with net profit of $4.8B, per official filings.

What is the share price of KLA Corporation (KLAC)?

KLA Corporation last traded at $161.54 (-2.9% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

KLA Corporation

KLAC · NASDAQ · Semiconductor Equipment · United States

Snapshot

TickerKLAC

ExchangeNASDAQ

SectorSemiconductor Equipment

IndustrySemiconductor Equipment & Materials

CountryUnited States

Employees17,000

HeadquartersMilpitas, United States

Websitewww.kla.com

Filings tracked17

About KLA Corporation

KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection. The company offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers; chemical process control equipment; wired and wireless sensor wafers and reticles; wafer defect inspection, review, and metrology systems; reticle inspection and metrology systems; wafer inspection and metrology systems; semiconductor software solutions; KLA Pro systems; and specialty semiconductor manufacturing, benchtop metrology, surface characterization, material strength characterization, and electrical property measurement products. It also provides etch, plasma dicing, deposition and other wafer processing technologies and solutions; direct imaging, inspection, optical shaping, inkjet, and additive printing, as well as computer-aided manufacturing and engineering solutions; and components. In addition, the company offers service programs. It serves semiconductor, and semiconductor-related and electronic device manufacturers. The company operates in China, Taiwan, Korea, North America, Japan, Europe, Israel, and rest of Asia. The company was formerly known as KLA-Tencor Corporation and changed its name to KLA Corporation in July 2019. KLA Corporation was incorporated in 1975 and is headquartered in Milpitas, California.

Who owns it

Insiders0.1%
Institutions94.3%
Public & other5.6%

3,257 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.9.67%
Vanguard Capital Management LLC6.54%
State Street Corporation4.82%
Capital World Investors3.47%
Invesco Ltd.3.44%
FMR, LLC3.30%
Vanguard Portfolio Management LLC3.02%
Geode Capital Management, LLC2.80%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.01×

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend32.3% → 35.6%

Margin has expanded by about 3.3 points — the business is getting more profitable.

Return on equity76.1%

Latest ROE of 76.1% — capital is generating a healthy return.

Growth qualityrev 9% · PAT 13%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $4.5B · EPS 1.36

Est. earnings growth +53.6%

Next fiscal year

Rev $21.6B · EPS 6.74

Est. earnings growth +24.0%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2026)

$13.6B

Net margin

35.6%

ROE

76.1%

Revenue CAGR (3y)

+9.0%

Profit CAGR (3y)

+12.6%

EPS (FY2026)

3.66

Net profit (FY2026)

$4.8B

Ask MarketChacha about KLAC

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 4, 2026
KLA rose after sell-side estimates for semiconductor equipment spending were revised higher, lifting the semicap group. The move came on expectations for stronger wafer fab equipment budgets.
source 1 ↗· confidence: medium
Jul 21, 2026
KLA shares rose with broader chip equipment stocks amid ongoing positive sentiment around semiconductor demand and orders supporting the company's outlook, ahead of its upcoming earnings report.
source 1 ↗· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2026	$13.6B	$4.8B	3.66	35.6%	76.1%
FY2025	$12.2B	$4.1B	3.04	33.4%	86.6%
FY2024	$9.8B	$2.8B	2.03	28.1%	82.0%
FY2023	$10.5B	$3.4B	24.15	32.3%	116.0%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q1	$3.4B	$1.2B	9.12	35.2%
2025Q4	$3.3B	$1.1B	8.68	34.7%
2025Q3	$3.2B	$1.1B	8.47	34.9%
2025Q1	$3.1B	$1.1B	8.16	35.5%
2024Q4	$3.1B	$824.5M	6.16	26.8%
2024Q3	$2.8B	$945.9M	7.01	33.3%
2024Q1	$2.4B	$601.5M	4.43	25.5%
2023Q4	$2.5B	$582.5M	4.28	23.4%
2023Q3	$2.4B	$741.4M	5.41	30.9%
2023Q1	$2.4B	$697.8M	5.03	28.7%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Other events, Exhibits
SEC8/6/2026material
10-K filing
SEC8/6/2026
8-K — Results of operations, Exhibits
SEC7/28/2026material
8-K — Bylaw/charter change, Exhibits
SEC6/12/2026material
8-K — Other events, Exhibits
SEC5/7/2026material
10-Q filing
SEC4/30/2026
8-K — Results of operations, Exhibits
SEC4/29/2026material
8-K — Reg FD disclosure, Other events
SEC3/12/2026material
8-K — Other events, Exhibits
SEC2/5/2026material
10-Q filing
SEC1/30/2026
8-K — Results of operations, Exhibits
SEC1/29/2026material

2025

8-K — Bylaw/charter change, Shareholder vote results, Other events, Exhibits
SEC11/7/2025material
10-Q filing
SEC10/31/2025
8-K — Results of operations, Exhibits
SEC10/29/2025material
10-K filing
SEC8/8/2025
8-K — Executive/director change, Other events, Exhibits
SEC8/7/2025material
8-K — Results of operations, Exhibits
SEC7/31/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.