KLA Corporation

• KLAC Stock Price 24h change: +3.09%. From 1,627.20 USD to 1,677.42 USD.
• KLA Corporation's stock surged as investors anticipated a strong FY2026 Q2 earnings report, driven by robust demand for AI-related semiconductor inspection equipment and positive sentiment following strong results from industry peers like ASML and Lam Research.
• From a technical perspective, the stock is in a powerful "bullish breakout" phase, recently hitting a new all-time high of $1,677.47. It maintains a strong momentum profile with the price trading well above major moving averages; however, an RSI approaching overbought territory suggests potential short-term consolidation after the rapid 28% gain over the last 30 days.
• KLA is scheduled to release its FY2026 Q2 earnings today, January 29, after market close, with analysts expecting a revenue beat driven by advanced packaging demand for AI chiplets.
• Major investment firms, including Evercore ISI and Morgan Stanley, recently raised their price targets for KLAC to as high as $1,700, citing KLA's leadership in the critical metrology and inspection sector.
• Insider trading data shows President and CEO Richard Wallace sold approximately 21,604 shares recently, though analyst sentiment remains a "Moderate Buy" overall.
• ASML reported blockbuster bookings for the start of 2026, signaling that the semiconductor equipment super-cycle remains intact despite ongoing global trade uncertainties.
• US and Taiwan recently moved toward a tax agreement to accelerate the build-out of advanced chip manufacturing facilities in Arizona, potentially easing supply chain pressures for tool and material flows.

• KLAC Stock Price 24h change: +4.75%. From 1,543.03 USD to 1,616.33 USD. The stock hit an all-time high following multiple analyst upgrades and positive sentiment ahead of its upcoming Q2 2026 earnings report.
• From a technical perspective, the market presents a "bullish trend with overbought signals": KLAC holds a perfect 10/10 technical rating with positive short and long-term trends. However, its 14-day RSI of 75.04 and Stochastic RSI of 97.45 indicate overbought conditions, suggesting a potential for short-term consolidation or a pullback despite the strong "Strong Buy" signals from moving averages.
• Evercore ISI raised KLAC's price target to $1,700 from $1,350 on January 27, maintaining an "Outperform" rating due to KLA's leadership in the "multiyear AI megatrend" and semiconductor inspection equipment.
• KLA Corporation is scheduled to release its Q2 fiscal 2026 earnings on January 29, with consensus estimates predicting revenue of $3.26 billion and EPS of $8.82, reflecting strong demand in process control and advanced packaging.
• Morgan Stanley upgraded KLAC to "Overweight" with a new target of $1,697, citing robust projected EPS growth for 2026 and 2027 driven by AI infrastructure spending.
• ASML reported record 2025 net sales of €32.7 billion and issued a bullish 2026 outlook on January 28, projecting growth driven by a "marked step-up" in AI-related demand and EUV system sales.
• Samsung Electronics shares reached an all-time high on January 23 as the Philadelphia Semiconductor Index hit record levels, fueled by optimistic AI demand commentary from industry leaders at the Davos forum.