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KLA Corporation

KLAC Semiconductors Unknown Updated July 13, 2026
$222.26
52W $83.22 – $307.37
60/100
$299.82B
64.3
1.42
Price History (6M)
AI Committee Verdict
Buy
Conviction: Contested · 57% agreement · 7 analysts
-42.8%
100%
Is KLAC Bullish or Bearish?
Bullish. Innellis AI committee rates KLA Corporation (KLAC) Buy with a composite score of 60/100 , based on 7 analysts with 57% agreement. Last updated July 13, 2026.
Executive Summary
7 analysts weighed in with 57% agreement on a bullish lean. Growth Analyst: EPS growing 28.4% YoY. Risk Analyst: Bollinger bandwidth of 33.0% signals elevated volatility. Overall recommendation: BUY.
Bull & Bear Case
Bull Case
  • Daily trend: uptrend.
  • Weekly trend: uptrend.
  • Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
  • Higher Highs / Higher Lows structure confirms bullish price action.
  • Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
  • MACD histogram is negative (-6.131) — bearish momentum.
AI Investment Committee
Committee Consensus As of July 13, 2026
Overall Committee Score
60/100
Agreement
57%
Analysts
7
Conviction
Contested
Value Analyst neutral
42 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 89.1% shows genuine earnings power backing the valuation
− P/E of 64.8 is expensive by classic value standards
Growth Analyst bullish
78 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 28.4% YoY
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 33.0% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 112 articles, 14d)
Portfolio Manager bullish
75 / 100 · Low confidence
The existing book is healthy enough that position-sizing here is a matter of stock selection, not portfolio constraints
+ Portfolio position concentration is currently healthy
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Investment Thesis Evolution

Committee score moved marginally from 59.5 to 60.1.

Analyst-level changes:
  • News Analyst: stance neutral->bullish; score 60->64 (+4); +1 bullish signal(s).

Comparing 2026-07-12 to 2026-07-13 (1 day apart).

Technical Analysis
RSI (14)
45.5
Neutral
MACD Histogram
-6.131
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.30
Inside Bands
Price vs Moving Averages
EMA 9
$237.10 Below
EMA 21
$236.96 Below
EMA 50
$218.33 Above
EMA 200
$164.44 Above
Fundamental Analysis
Valuation
0
Growth
77
Profitability
100
Financial Health
81
Valuation
P/E Ratio 64.3×
P/B Ratio 25.24×
PEG Ratio
Dividend Yield 0.42%
52W High $307.37
52W Low $83.22
Quality & Growth
ROE 8907.0%
ROA 2832.0%
Gross Margin 6145.0%
Operating Margin 4168.0%
Revenue Growth YoY +1339.0%
Debt / Equity 1.25
AI Fundamental Assessment
P/E ratio of 64.3 (rich relative to a 15-40x range); Price-to-book of 25.2x; Revenue growth (YoY) of 13.4%; EPS growth (YoY) of 28.4%; Return on equity of 89.1%; Return on assets of 28.3%; Net margin of 35.7%; Gross margin of 61.5%; Current ratio of 2.62 (healthy short-term liquidity); Debt-to-equity of 1.25; Most recent quarter beat estimates by 0.8%; EPS growth accelerating (+0.5% -> +6.2% QoQ); Analyst estimates rising over recent quarters
Key Risks
  • MACD histogram is negative (-6.131) — bearish momentum.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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