KLA Corporation (KLAC)

KLA's stock price has shown strong performance in the past six months, with a 17.48% increase over the past 30 days and a 42.82% year-to-date return as of June 30, 2025. The stock reached an all-time high of $896.52 USD on June 17, 2025. Key events include strong Q2 and Q1 Fiscal Year 2025 results, a new $5 billion share repurchase authorization, continued growth in AI and advanced packaging, the opening of an R&D and manufacturing facility in Wales, and participation in investor conferences.

KLA Corporation does not consider its business to be seasonal. However, its business has historically been cyclical, influenced by the capital equipment procurement practices of semiconductor, semiconductor-related, and electronic device manufacturers. Downturns in the semiconductor industry or broader economic slowdowns can materially affect KLA's sales and profitability. The burgeoning demand for semiconductors across diverse industries and advancements in emerging technologies like artificial intelligence and 5G present significant growth opportunities for KLA.

KLA Corporation is a global technology company that designs, manufactures, and markets process control and yield management solutions for the semiconductor and related electronics industries worldwide. The company operates through three main segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB and Component Inspection. The Semiconductor Process Control segment offers inspection and review tools, metrology systems, chemical process control equipment, semiconductor software solutions, and reticle inspection and metrology systems. The Specialty Semiconductor Process segment includes etch, plasma dicing, deposition, and other wafer processing technologies and solutions. The PCB and Component Inspection segment provides solutions for the printed circuit board (PCB) market, as well as inspection and electrical testing systems for the display market and inspection and metrology systems for quality control and yield improvement in advanced and traditional semiconductor packaging markets.

KLA Corporation has a significant global presence with business operations across the Americas, Asia-Pacific, the Middle East, and Europe. The company's global facility footprint includes manufacturing and research sites in the United States, Asia Pacific, and Europe. KLA has more than 15,000 employees and offices in 18 global locations, including Mainland China, India, Israel, Japan, Korea, Singapore, and Taiwan.

KLA Corporation maintains a strong brand reputation within the semiconductor equipment industry, known for its precision and innovation. The company was recognized on TIME's 2024 World's Best Companies List and as one of the Best Employers in Asia-Pacific. Strong financial performance, focus on AI and advanced packaging, product innovation, global expansion, and ESG initiatives positively impact its reputation. Evolving U.S. export control regulations could pose a risk.

KLA Corporation's ownership is predominantly institutional, with institutions holding approximately 89% of the company's shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. The largest individual shareholder of KLA Corp. is Kenneth Levy, who owns 4.01% of the company. Retail investors hold approximately 9.85% of KLA stock.