NASDAQ:KLAC

682.46
2.66 (0.39%) 1d
0
Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

Experts have mixed feelings about KLA-Tencor (KLAC-Q), with varying opinions on its prospects in the semiconductor equipment space. One expert suggests that KLAC-Q will benefit from non-leading edge technology in China, indicating some potential demand for semiconductor equipment in the foreseeable future. However, he prefers ASML over KLAC-Q. Another expert discusses broader opportunities within the semiconductor sector, pointing to KLAC-Q as one of the potential equipment suppliers among a list of key players, although he sees particular promise in companies like LRCX and ASML. Finally, one reviewer advises taking profits on KLAC-Q and reallocating the funds into ASML, indicating a more cautious approach towards KLAC-Q amid weaker guidance. Overall, KLAC-Q's standing appears strong but comes with caveats from competing firms that experts favor.

Consensus
Mixed
Valuation
Fair Value
Similar
LRCX, LAM
BUY ON WEAKNESS

Will benefit from non-leading edge technology for China; demand for semi equipment will continue. He prefers ASMl

BUY
Semiconductor opportunities.

Great opportunity to pick up 4 pillars. MU on the manufacturing, TSM for the foundry, LRCX or KLAC or ASML as the equipment suppliers, NVDA is a gift down here as a designer. And (he can't believe he's going to say this) even INTC; come 2025, it will be competitive with NVDA.

PARTIAL SELL

He prefers LRCX and ASML. He'd take profit on half and use proceeds to buy into ASML, as it's really rolled over because of weaker guidance.

BUY ON WEAKNESS

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.

COMMENT

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.

BUY

An overlooked semis name and trades at a reasonable PE. 

BUY

A great way to play the AI chip gold rush. 30% free cash flow, 44% return on invested capital, double the industry average.

BUY
He sold Intel but it sticking with KLAC for its healthy cash flow and lower capex.
BUY
Semis have been behaving well lately. This is cheap and offers tremendous margins.
BUY
Geopolitical risk. Fantastic semi manufacturer. Leaders in a number of segments. Well positioned. Cyclical sector, so a huge amount of capex will come in, the industry will over expand, and then it will come to a dead stop. Backdrop over the next year is quite good.
DON'T BUY
Very little competition. Optical inspection of the semiconductor wafer. He owns others instead. Rapidly growing area.
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 04/20, Down 12%) We are going to be disciplined and recommend this position be covered. With breach of keep technical support at $200 last week and further follow through this week, it is prudent to cover. There are now growing concerns of China-US trade tensions expanding into semiconductor manufacturers.
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly KLAC is a semi-conductor technology company, as in their wafer technology assists manufacturers in the most efficient production of chips. Semiconductors have enjoyed a surge in demand with the advent of cloud services, AI and upcoming 5G. KLCA also pays a decent yield that safe with a 50% payout ratio and the Board just approved the 11th consecutive dividend increase. The company has just raised its earnings guidance for the full year. Recently reported revenues were up 15%. We would use $185 as a stop loss with an objective towards $235 -- potential 15% upside. Yield 1.64%

BUY ON WEAKNESS

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.

COMMENT

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.

Showing 1 to 15 of 19 entries

KLA-Tencor(KLAC-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 3

Stockchase rating for KLA-Tencor is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

KLA-Tencor(KLAC-Q) Frequently Asked Questions

What is KLA-Tencor stock symbol?

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

Is KLA-Tencor a buy or a sell?

In the last year, 3 stock analysts published opinions about KLAC-Q. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for KLA-Tencor.

Is KLA-Tencor a good investment or a top pick?

KLA-Tencor was recommended as a Top Pick by on . Read the latest stock experts ratings for KLA-Tencor.

Why is KLA-Tencor stock dropping?

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.

Is KLA-Tencor worth watching?

3 stock analysts on Stockchase covered KLA-Tencor In the last year. It is a trending stock that is worth watching.

What is KLA-Tencor stock price?

On 2025-04-01, KLA-Tencor (KLAC-Q) stock closed at a price of $682.46.