KLA (NASDAQ:KLAC) Stock Price Expected to Rise, Rothschild & Co Redburn Analyst Says

Posted by Scott Moore on May 14th, 2026

KLA (NASDAQ:KLAC – Get Free Report) had its price objective hoisted by investment analysts at Rothschild & Co Redburn from $1,400.00 to $1,865.00 in a research report issued to clients and investors on Tuesday,MarketScreener reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. Rothschild & Co Redburn’s price objective indicates a potential upside of 0.83% from the stock’s current price.

KLAC has been the topic of a number of other research reports. Zacks Research downgraded KLA from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Jefferies Financial Group upped their price target on KLA from $1,700.00 to $2,000.00 and gave the company a “buy” rating in a report on Thursday, April 30th. KeyCorp reiterated a “sector weight” rating on shares of KLA in a research note on Friday, March 13th. Citic Securities raised their price objective on shares of KLA from $1,350.00 to $1,970.00 in a report on Wednesday, May 6th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of KLA from $1,950.00 to $2,000.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Twenty investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, KLA currently has an average rating of “Moderate Buy” and a consensus target price of $1,838.48.

Read Our Latest Analysis on KLA

KLA Stock Performance

Shares of KLA stock opened at $1,849.71 on Tuesday. KLA has a one year low of $740.44 and a one year high of $1,939.36. The company has a market cap of $241.63 billion, a PE ratio of 52.36, a P/E/G ratio of 2.68 and a beta of 1.50. The company has a debt-to-equity ratio of 1.01, a quick ratio of 2.11 and a current ratio of 3.03. The business has a 50-day simple moving average of $1,627.70 and a 200-day simple moving average of $1,430.41.

KLA’s stock is set to split before the market opens on Friday, June 12th. The 10-1 split was announced on Thursday, May 7th. The newly issued shares will be issued to shareholders after the market closes on Thursday, June 11th.

KLA (NASDAQ:KLAC – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The semiconductor company reported $9.40 earnings per share for the quarter, beating analysts’ consensus estimates of $9.17 by $0.23. The business had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.37 billion. KLA had a net margin of 35.66% and a return on equity of 91.89%. The company’s revenue was up 11.5% on a year-over-year basis. During the same period last year, the business earned $8.41 EPS. KLA has set its Q4 2026 guidance at 8.870-10.870 EPS. On average, equities research analysts forecast that KLA will post 37.06 EPS for the current fiscal year.

KLA announced that its Board of Directors has approved a share repurchase plan on Thursday, March 12th that allows the company to repurchase $7.00 billion in shares. This repurchase authorization allows the semiconductor company to repurchase up to 3.7% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling at KLA

In related news, CEO Richard P. Wallace sold 4,512 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $1,794.00, for a total transaction of $8,094,528.00. Following the transaction, the chief executive officer owned 75,895 shares of the company’s stock, valued at $136,155,630. This trade represents a 5.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 91.48% of the company’s stock.

Institutional Trading of KLA

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Basepoint Wealth LLC purchased a new position in KLA in the 4th quarter valued at $32,000. Hilton Head Capital Partners LLC acquired a new position in KLA in the 4th quarter valued at $41,000. Arlington Trust Co LLC raised its position in KLA by 125.0% during the 3rd quarter. Arlington Trust Co LLC now owns 36 shares of the semiconductor company’s stock worth $39,000 after buying an additional 20 shares during the last quarter. Triumph Capital Management purchased a new position in KLA during the 3rd quarter worth $40,000. Finally, Cornerstone Planning Group LLC lifted its stake in shares of KLA by 28.6% in the 3rd quarter. Cornerstone Planning Group LLC now owns 45 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 10 shares during the period. 86.65% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting KLA

Here are the key news stories impacting KLA this week:

Positive Sentiment: Rothschild & Co Redburn lifted its price target on KLA to $1,865 from $1,400, suggesting improved confidence in the company’s valuation and outlook. KLA (NASDAQ:KLAC) Given New $1,865.00 Price Target at Rothschild & Co Redburn
Positive Sentiment: Brokerages continue to view KLA favorably, with consensus ratings remaining at Moderate Buy, which supports the stock’s recent strength. KLA Corporation (NASDAQ:KLAC) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
Positive Sentiment: KLA’s 17th consecutive dividend increase and higher payout underscore strong cash generation and shareholder-return priorities. Forget the Split: KLA’s 17th Straight Dividend Raise Is the Real Story for Income Investors
Neutral Sentiment: Coverage of KLA’s upcoming 10-for-1 stock split is keeping the shares in the spotlight, but the move is mostly cosmetic and does not change fundamentals. KLA Is Splitting, and This Foundational AI Company — Up 4,162% in 12 Months — May Be Wall Street’s Next Stock-Split Stock
Negative Sentiment: Recent insider selling, including CEO Richard P. Wallace’s sale of 4,512 shares, may create some short-term caution even though the transactions are small relative to his remaining stake. CEO Richard P. Wallace stock sale

KLA Company Profile

(Get Free Report)

KLA is a provider of process control and yield management solutions for the semiconductor and related microelectronics industries. The company designs and manufactures equipment, software and services used by chipmakers to analyze and control manufacturing processes, detect defects, measure critical dimensions and improve yield across wafer fabrication, photomask and packaging operations. KLA’s offerings are aimed at enabling production of advanced logic, memory, and specialty devices at progressively smaller technology nodes and more complex package structures.

Its product portfolio includes optical and e-beam inspection systems, metrology tools for critical dimension and film measurement, mask and reticle inspection platforms, as well as enterprise software and data analytics that aggregate process data and drive automated process control.