Why KLA (KLAC) Stock Is Up Today | Quiver Quantitative

KLA Corporation (KLAC) is up 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear company-specific catalyst does not appear to have emerged today, so the move looks most likely tied to continued strength in semiconductor equipment stocks and investor confidence in KLA’s recent operating momentum. This could be because the market is leaning into KLA’s exposure to AI-driven wafer-fab spending, advanced packaging, and process-control demand after the company posted strong recent results and maintained a shareholder-friendly capital return posture.

Details:

KLA’s most recent quarterly report showed fiscal fourth-quarter revenue of $3.66 billion, with first-quarter fiscal 2027 guidance calling for revenue to remain elevated and margins to stay strong.

In its latest annual filing, KLA said fiscal 2026 revenue rose 12% to $13.58 billion, with growth supported by AI infrastructure investment, foundry and logic demand, memory spending, and advanced packaging.

Management has also emphasized capital returns, including a $7 billion increase to its share repurchase authorization and a 21% increase to the quarterly dividend announced at Investor Day in March 2026.

Wall Street sentiment remains constructive overall, with a buy-leaning analyst consensus and an average price target that still sits above recent trading levels.

Sources:

KLA Investor Relations, SEC, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$KLAC Insider Trading Activity

$KLAC insiders have traded $KLAC stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.

Here’s a breakdown of recent trading of $KLAC stock by insiders over the last 6 months:

RICHARD P WALLACE (President and CEO) has made 0 purchases and 3 sales selling 164,099 shares for an estimated $39,787,004.
BREN D. HIGGINS (EVP & Chief Financial Officer) has made 0 purchases and 2 sales selling 59,201 shares for an estimated $13,970,783.
BRIAN LORIG (EVP, KLA Global Services) sold 59,586 shares for an estimated $12,401,634
MARY BETH WILKINSON (EVP, CLO and Secretary) has made 0 purchases and 4 sales selling 41,589 shares for an estimated $8,174,094.
AHMAD A. KHAN (President, Semi. Prod. & Cust.) sold 33,180 shares for an estimated $6,601,161
VIRENDRA A KIRLOSKAR (SVP & Chief Accounting Officer) has made 0 purchases and 5 sales selling 9,199 shares for an estimated $1,815,813.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$KLAC Hedge Fund Activity

We have seen 1,273 institutional investors add shares of $KLAC stock to their portfolio, and 1,134 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. added 28,230,992 shares (+169.9%) to their portfolio in Q2 2026, for an estimated $8,517,572,596
NORGES BANK added 19,565,355 shares (+inf%) to their portfolio in Q2 2026, for an estimated $5,903,063,257
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 10,416,170 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,142,662,650
CAPITAL INTERNATIONAL INVESTORS added 8,276,836 shares (+30.3%) to their portfolio in Q2 2026, for an estimated $2,497,204,189
JPMORGAN CHASE & CO added 6,185,265 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,866,156,303
CAPITAL WORLD INVESTORS added 4,477,421 shares (+11.0%) to their portfolio in Q2 2026, for an estimated $1,350,882,689
PRIMECAP MANAGEMENT CO/CA/ removed 3,839,740 shares (-15.8%) from their portfolio in Q2 2026, for an estimated $1,158,487,955

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$KLAC Government Contracts

We have seen $117,640 of award payments to $KLAC over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

VIBRATING SAMPLE MAGNETOMETER (VSM) PREVENTIVE MAINTENANCE AND CALIBRATION (PMC): $6,860

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$KLAC Congressional Stock Trading

Members of Congress have traded $KLAC stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $KLAC stock by members of Congress over the last 6 months:

REPRESENTATIVE MICHAEL A. RULLI purchased up to $15,000 on 07/01.
REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$KLAC Analyst Ratings

Wall Street analysts have issued reports on $KLAC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Overweight" rating on 04/30/2026

To track analyst ratings and price targets for $KLAC, check out Quiver Quantitative's $KLAC forecast page.

$KLAC Price Targets

Multiple analysts have issued price targets for $KLAC recently. We have seen 14 analysts offer price targets for $KLAC in the last 6 months, with a median target of $1787.5.

Here are some recent targets:

Krish Sankar from TD Cowen set a target price of $260.0 on 07/09/2026
Shane Brett from Morgan Stanley set a target price of $274.0 on 07/06/2026
C.J. Muse from Cantor Fitzgerald set a target price of $325.0 on 06/29/2026
Vivek Arya from B of A Securities set a target price of $317.0 on 06/23/2026
Joseph Quatrochi from Wells Fargo set a target price of $305.0 on 06/22/2026
Tom O'Malley from Barclays set a target price of $2250.0 on 06/11/2026
Timothy Arcuri from UBS set a target price of $2180.0 on 06/09/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.