This summary was created by AI, based on 4 opinions in the last 12 months.
The reviews from different experts suggest that the semiconductor space is performing well, but there are concerns about overcapacity if China enters the market. KLA-Tencor is an overlooked semis name that is trading at a reasonable PE. It is also seen as a great way to play the AI chip gold rush due to its strong free cash flow and return on invested capital.
Equipment suppliers for semiconductor industry. Older school, cheaper than cutting-edge lithography companies. 12-month price target for LRCX of $1070, up 35% in last 100 days, great company, seems very competitive. Closest comparison would be to KLA.
An overlooked semis name and trades at a reasonable PE.
A great way to play the AI chip gold rush. 30% free cash flow, 44% return on invested capital, double the industry average.
A fine company he once owned. Semiconductors have had an enormous run until recently and are taking a break over the summer. Nothing wrong with that, not unusual. Enter this space in September or October. What will end this cycle
is a recession.
An optical inspection company, which makes tools which optically inspects wafers. They are used after the chip is manufactured to verify it is within specs. They dominate the area with an 80%-90% market share, and potentially even higher on leading edge wafers. Sold his holdings this year after a very strong run, but keeps it on his watch list.
KLA-Tencor is a American stock, trading under the symbol KLAC-Q on the NASDAQ (KLAC). It is usually referred to as NASDAQ:KLAC or KLAC-Q
In the last year, 3 stock analysts published opinions about KLAC-Q. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for KLA-Tencor.
KLA-Tencor was recommended as a Top Pick by on . Read the latest stock experts ratings for KLA-Tencor.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
3 stock analysts on Stockchase covered KLA-Tencor In the last year. It is a trending stock that is worth watching.
On 2024-03-27, KLA-Tencor (KLAC-Q) stock closed at a price of $697.01.
The semis space has done very well. However, if China builds capacity in this space, then capacity will be lost elsewhere. The market is not considering this. Also, shares of semis are at all-time highs. Don't buy. It's a recipe for disaster. Semis are a great space, but wait for a better entry point.