KLA (KLAC) to Release Quarterly Earnings on Thursday

KLA (NASDAQ:KLAC) will likely be posting its Q2 2026 results after the market closes on Thursday, January 29th. Analysts expect KLA to post earnings of $8.75 per share and revenue of $3.2478 billion for the quarter. KLA has set its Q2 2026 guidance at 7.920-9.480 EPS. Interested persons are encouraged to explore the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, January 29, 2026 at 5:00 PM ET.

KLA (NASDAQ:KLAC) last announced its quarterly earnings results on Wednesday, October 29th. The semiconductor company reported $8.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.47 by $0.34. KLA had a return on equity of 107.26% and a net margin of 33.83%.The business had revenue of $3.21 billion for the quarter, compared to the consensus estimate of $3.17 billion. During the same quarter last year, the business posted $7.33 EPS. The business’s revenue was up 13.0% on a year-over-year basis. On average, analysts expect KLA to post $32 EPS for the current fiscal year and $32 EPS for the next fiscal year.

KLA Stock Performance

Shares of KLAC opened at $1,520.00 on Thursday. The firm has a fifty day moving average of $1,265.86 and a 200-day moving average of $1,095.44. The company has a market cap of $199.71 billion, a price-to-earnings ratio of 47.72, a price-to-earnings-growth ratio of 3.94 and a beta of 1.45. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.88 and a current ratio of 2.69. KLA has a 1 year low of $551.33 and a 1 year high of $1,581.34.

KLA Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Monday, November 17th were given a $1.90 dividend. The ex-dividend date was Monday, November 17th. This represents a $7.60 annualized dividend and a yield of 0.5%. KLA’s dividend payout ratio (DPR) is currently 23.86%.

Insider Activity at KLA

In other KLA news, CFO Bren D. Higgins sold 2,254 shares of the company’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $1,237.01, for a total value of $2,788,220.54. Following the transaction, the chief financial officer owned 32,154 shares of the company’s stock, valued at approximately $39,774,819.54. This represents a 6.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Richard P. Wallace sold 10,803 shares of the firm’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $1,203.10, for a total value of $12,997,089.30. Following the sale, the chief executive officer directly owned 81,211 shares of the company’s stock, valued at approximately $97,704,954.10. This represents a 11.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 91.48% of the company’s stock.

Hedge Funds Weigh In On KLA

Institutional investors have recently bought and sold shares of the stock. Monetary Management Group Inc. lifted its stake in KLA by 0.4% during the second quarter. Monetary Management Group Inc. now owns 3,773 shares of the semiconductor company’s stock valued at $3,380,000 after buying an additional 15 shares in the last quarter. Tandem Wealth Advisors LLC increased its position in shares of KLA by 1.6% in the second quarter. Tandem Wealth Advisors LLC now owns 1,043 shares of the semiconductor company’s stock worth $934,000 after acquiring an additional 16 shares in the last quarter. WFA of San Diego LLC acquired a new stake in shares of KLA during the second quarter valued at approximately $90,000. Captrust Financial Advisors lifted its position in shares of KLA by 13.8% in the 2nd quarter. Captrust Financial Advisors now owns 5,118 shares of the semiconductor company’s stock valued at $4,584,000 after acquiring an additional 619 shares in the last quarter. Finally, Seven Mile Advisory acquired a new position in KLA in the 3rd quarter worth approximately $444,000. Hedge funds and other institutional investors own 86.65% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on KLAC. Royal Bank Of Canada initiated coverage on shares of KLA in a research report on Wednesday, January 14th. They issued a “sector perform” rating and a $1,550.00 target price for the company. Wolfe Research set a $1,500.00 price objective on KLA in a report on Tuesday, January 6th. Jefferies Financial Group upgraded KLA from a “hold” rating to a “buy” rating and raised their target price for the company from $1,100.00 to $1,500.00 in a research report on Monday, December 15th. JPMorgan Chase & Co. boosted their price target on KLA from $1,070.00 to $1,485.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Finally, Cantor Fitzgerald increased their price target on KLA from $1,500.00 to $1,750.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,451.39.

KLA Company Profile

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.