
KLA-Tencor (KLAC) Stock Forecast & Price Target
KLA-Tencor (KLAC) Analyst Ratings
Bulls say
KLA is projected to achieve approximately $8.4 billion in tool revenue for CY25, reflecting a market share increase to about 8.0% in the semiconductor wafer fabrication equipment segment. The company anticipates a significant growth rate of 60% in its advanced packaging business, contributing over $800 million in revenue, while overall revenues are expected to rise by 11% in 2025, showcasing robust strength against market expectations. Additionally, KLA's guided gross margins of 62.0% indicate a favorable financial position, further supported by a projected CY25 earnings per share (EPS) of $32.00, which surpasses consensus estimates.
Bears say
KLA's guidance for the upcoming quarter indicates flat revenue and a slight decrease in earnings per share, coupled with concerns about a more substantial quarter-over-quarter decline than previously anticipated. The company experienced a significant decline in remaining performance obligations by $900 million, primarily due to approximately $450 million in domestic China-related debookings, highlighting vulnerabilities in that market which are expected to exacerbate in 2025 following new export controls. Additionally, projections suggest that KLA's market share will decrease, falling to 6-7% in 2026 as a result of unfavorable shifts in the wafer fabrication equipment market, further contributing to a negative financial outlook.
This aggregate rating is based on analysts' research of KLA-Tencor and is not a guaranteed prediction by Public.com or investment advice.
KLA-Tencor (KLAC) Analyst Forecast & Price Prediction
Start investing in KLA-Tencor (KLAC)
Order type
Buy in
Order amount
Est. shares
0 shares