KLA (KLAC) to Release Quarterly Earnings on Thursday

KLA (NASDAQ:KLAC) is expected to be releasing 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. Individuals 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, beating analysts’ consensus estimates of $8.47 by $0.34. The firm had revenue of $3.21 billion for the quarter, compared to the consensus estimate of $3.17 billion. KLA had a net margin of 33.83% and a return on equity of 107.26%. The business’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter last year, the firm posted $7.33 EPS. 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

KLAC stock opened at $1,616.33 on Wednesday. KLA has a 1 year low of $551.33 and a 1 year high of $1,618.19. The company has a market cap of $212.37 billion, a P/E ratio of 50.75, a price-to-earnings-growth ratio of 3.70 and a beta of 1.45. The company has a debt-to-equity ratio of 1.18, a current ratio of 2.69 and a quick ratio of 1.88. The stock’s fifty day moving average price is $1,298.24 and its 200-day moving average price is $1,114.17.

KLA Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on KLAC shares. Evercore ISI upped their price objective on KLA from $1,350.00 to $1,700.00 and gave the stock an “outperform” rating in a research note on Monday. Morgan Stanley set a $1,694.00 target price on KLA in a research note on Thursday, January 15th. Wolfe Research raised their price target on KLA from $1,500.00 to $1,800.00 and gave the company an “outperform” rating in a research note on Monday. Deutsche Bank Aktiengesellschaft boosted their target price on shares of KLA from $1,250.00 to $1,560.00 and gave the stock a “hold” rating in a report on Wednesday, January 21st. Finally, Berenberg Bank boosted their price target on KLA from $1,010.00 to $1,460.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, KLA currently has an average rating of “Moderate Buy” and an average price target of $1,477.64.

Insiders Place Their Bets

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 completion of the sale, the chief financial officer directly owned 32,154 shares in the company, valued at $39,774,819.54. This represents a 6.55% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Richard P. Wallace sold 10,803 shares of the stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $1,203.10, for a total transaction of $12,997,089.30. Following the completion of the sale, the chief executive officer directly owned 81,211 shares of the company’s stock, valued at approximately $97,704,954.10. This trade represents a 11.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 91.48% of the company’s stock.

Institutional Investors Weigh In On KLA

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Williams Jones Wealth Management LLC. grew its holdings in shares of KLA by 2.1% during the third quarter. Williams Jones Wealth Management LLC. now owns 5,359 shares of the semiconductor company’s stock worth $5,781,000 after buying an additional 109 shares during the last quarter. CYBER HORNET ETFs LLC grew its stake in shares of KLA by 2.9% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 358 shares of the semiconductor company’s stock worth $386,000 after purchasing an additional 10 shares during the period. Triumph Capital Management acquired a new position in KLA during the third quarter worth about $40,000. Horizon Investments LLC grew its holdings in shares of KLA by 30.1% in the 3rd quarter. Horizon Investments LLC now owns 10,981 shares of the semiconductor company’s stock worth $11,844,000 after acquiring an additional 2,540 shares during the period. Finally, DF Dent & Co. Inc. acquired a new stake in KLA in the third quarter valued at $832,000. 86.65% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting KLA

Here are the key news stories impacting KLA this week:

• Positive Sentiment: Multiple firms bumped up price targets and reiterated outperform/overweight calls, lifting sentiment and providing near-term upside catalysts. Wolfe Research raises KLAC price target to $1,800 Evercore raises KLAC price target to $1,700
• Positive Sentiment: Analysts cite rising AI infrastructure demand and growth in advanced packaging/WFE end-markets as drivers for KLA’s top-line momentum and durable order trends. KLA Benefits From Growing AI Infrastructure Demand
• Positive Sentiment: Large institutional buying (e.g., FMR, UBS, Arrowstreet) and a stack of buy/outperform ratings support investor confidence and liquidity. KLA Q2 2026 Earnings Preview: Insider & Hedge Fund Activity
• Neutral Sentiment: Q2 earnings are scheduled after the close on Jan 29; consensus estimates are ~ $3.31B revenue and ~$8.98 EPS — the print and any guidance will likely swing sentiment. KLA Q2 2026 Earnings Preview
• Neutral Sentiment: Analysts and models are focusing beyond headline EPS — watch revenue mix, product cycle timing, backlog, and margin drivers in the company’s guidance discussion. Countdown to KLA Q2 Earnings: Metrics Beyond Revenue & EPS
• Negative Sentiment: Significant insider selling: 12 open-market sales and no purchases in the past six months (including sales by the CEO and other senior execs) could raise governance/conviction questions for some investors. Quiver Quant: Insider Trading Summary
• Negative Sentiment: Analysts flag potential margin pressure even as revenue grows — if KLA’s margins fall short of expectations, the rally could reverse. KLA’s Q2 Earnings Loom: Margin Pressure Focus
• Negative Sentiment: Valuation questions after a >100% one-year run — some commentary asks whether the stock is already priced for perfection, increasing downside risk if guidance is conservative. Is It Too Late To Consider KLA After Its 121% One Year Surge?

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.