$KLAC (KLA Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 51.6%)

Graded daily on value C+, growth B-, profitability A, momentum C, revisions B-. Sector-relative, identical for every user.

Most active credible voices on $KLAC

@stocksavvyshay (Shay Boloor) — 27 mentions · 460.9K followers
@qualityequities (Quality Equities) — 26 mentions · 10.4K followers
@equitydd (Equity investor) — 25 mentions · 11.3K followers

Recent headlines featuring $KLAC

2026-10-29: Oracle Sets $225 Billion FY2030 Revenue Target, Caps Additional Fundraising at $20 Billion
2026-10-14: Applied Materials unveils 2030 margin target of 54%
2026-09-30: Anthropic targets more than $2 trillion IPO valuation
2026-08-14: Applied Materials posts $9.12 billion Q3 revenue and lifts Q4 guide to $10.25 billion

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$KLACKLA Corporation · Semiconductors · $213B

$162.37

+6.1%

Event thread

Key events, in time order

21 items

2026-11-078-K filing
8-K: Item 5.07, Item 8.01, Item 9.01
D1 +9.3% · since +8.1%
2026-10-21 → 11-04EarningsBull
KLA Q1 Call Highlights AI Demand, 2027 Growth Outlook
Equipment market to exceed $200B in 2027 on advanced packaging, memory
D1 +1.0% · +5d -2.9%
5 waves of this story
- 2026-10-21 Analysts expect EPS $1.18, revenue $4.04B; Zacks notes lack of key ingredients for beat
- 2026-10-29 Revenue $4.14B above midpoint; non-GAAP EPS $1.22 beats
- 2026-10-29 Record September-quarter revenue of $4.14B, AI demand drives wafer inspection growth, strong Q2 outlook issued
- 2026-11-02 Q1 beat with raised guide; DRAM equipment revenue +80% YoY confirms sector strength
- 2026-11-04 Equipment market to exceed $200B in 2027 on advanced packaging, memory

19 earlier events

2026-11-04CapitalBear
AIA Group Cuts KLA Stake by 23.9%
Institutional position reduction in Q3
D1 -4.1% · +5d +9.2%
2026-10-298-K filing
8-K: Item 2.02, Item 9.01
D1 +5.5% · +5d -22.5%
2026-10-28Earnings
Earnings report
D1 +3.3% · +5d -5.7%
2026-10-22CompanyBear
KLAC Falls 2.8% to $161.74
Stock declined 2.8% in latest session despite broader market gains
D1 -9.5% · +5d +13.3%
2026-09-29CompanyBull
Backlog Hits $12.57B, AI Demand Boosts Revenue Visibility
Surge in backlog and advanced packaging growth strengthen competitive position vs. AMAT and ASML
D1 +3.9% · +5d +0.5%
2026-09-18CompanyBull
Receives Equipment Orders Amid AI Buildout
PCB/substrate capacity expansion brings orders, strengthening AI capex chain
D1 +4.7% · +5d +6.2%
2026-09-18Capital
CEO Sells 72K Shares; AI Tool Demand in Focus
CEO sale coincides with sector rally as AI process-control demand draws attention
D1 +4.7% · +5d +6.2%
2026-09-15Insider selling
Insider selling $12.4M (1)
D1 -0.6% · +5d +12.1%
2026-08-21CapitalBull
Bank of New York Mellon Buys $2.52B New Stake in KLA
Large institutional position signals long-term investor interest
D1 -1.0% · +5d -4.6%
2026-08-21AnalystBull
Analysts Give KLA 'Moderate Buy' Consensus Rating
29 firms cover stock, average rating leans positive
D1 -1.0% · +5d -4.6%
2026-08-20Company
KLA Installs Next-Gen Wafer Inspection System
KLA announces installation of SurfScan SP7XP to support advanced node materials innovation
D1 -0.8% · +5d -1.1%
2026-08-13Insider selling
Insider selling $12.4M (1)
D1 +0.5% · +5d -11.2%
2026-08-11Insider selling
Insider selling $24.0M (2)
D1 +4.0% · +5d -2.8%
2026-08-068-K filing
8-K: Item 8.01, Item 9.01
D1 +0.2% · +5d +8.4%
2026-07-30CompanyBull
KLAC Raises 2026 Capex Guidance
Earnings call discloses capex hike; WFE >$230B possible for 2028
D1 +6.0% · +5d +7.1%
2026-07-25 → 07-29Earnings
KLAC to Report Earnings Next Week; AI Demand and Advanced Packaging in Focus
Q4 revenue $3.66B record, up 15% YoY; stock -40% MTD, PT cuts
D1 -3.4% · +5d -10.1%
5 waves of this story
- 2026-07-25 Multiple sources confirm KLAC's earnings schedule; analysts cite AI-driven demand and advanced packaging growth, while DRAM cost pressures weigh on margins.
- 2026-07-27 Multiple independent X accounts confirm KLAC reports Tuesday, citing macro volatility risks
- 2026-07-28 Multiple independent sources confirm KLAC reports after close Jul 28; no new facts beyond prior event.
- 2026-07-29 Record Q4 revenue of $3.66B and EPS $1.05 beat estimates; Q1 revenue guide midpoint $4.0B above consensus, yet stock dropped ~10% after hours
- 2026-07-29 Q4 revenue $3.66B record, up 15% YoY; stock -40% MTD, PT cuts
2026-07-28Earnings
Earnings report
D1 -6.2% · +5d +2.4%
2026-07-288-K filing
8-K: Item 2.02, Item 9.01
D1 -6.2% · +5d +2.4%
2026-07-16CompanyBull
Strong ASML Earnings Lift KLAC and Other Semi Equipment Stocks
ASML's earnings beat and planned price hikes boost KLAC and peers, improving sentiment.
D1 -2.3% · +5d -0.3%

Related — this ticker is not the subject

2026-10-29RelatedCompany
Oracle Sets $225 Billion FY2030 Revenue Target, Caps Additional Fundraising at $20 Billion
With AI data-center spending elevated and FY2026 free cash flow at negative $23.7 billion, the company laid out a path to positive cash flow and self-funding
D1 +5.5% · +5d -22.5%

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

21 items

2026-11-078-K filing
8-K: Item 5.07, Item 8.01, Item 9.01
D1 +9.3% · since +8.1%
2026-10-21 → 11-04EarningsBull
KLA Q1 Call Highlights AI Demand, 2027 Growth Outlook
Equipment market to exceed $200B in 2027 on advanced packaging, memory
D1 +1.0% · +5d -2.9%
5 waves of this story
- 2026-10-21 Analysts expect EPS $1.18, revenue $4.04B; Zacks notes lack of key ingredients for beat
- 2026-10-29 Revenue $4.14B above midpoint; non-GAAP EPS $1.22 beats
- 2026-10-29 Record September-quarter revenue of $4.14B, AI demand drives wafer inspection growth, strong Q2 outlook issued
- 2026-11-02 Q1 beat with raised guide; DRAM equipment revenue +80% YoY confirms sector strength
- 2026-11-04 Equipment market to exceed $200B in 2027 on advanced packaging, memory
2026-11-04CapitalBear
AIA Group Cuts KLA Stake by 23.9%
Institutional position reduction in Q3
D1 -4.1% · +5d +9.2%
2026-10-298-K filing
8-K: Item 2.02, Item 9.01
D1 +5.5% · +5d -22.5%
2026-10-28Earnings
Earnings report
D1 +3.3% · +5d -5.7%

16 earlier events

2026-10-22CompanyBear
KLAC Falls 2.8% to $161.74
Stock declined 2.8% in latest session despite broader market gains
D1 -9.5% · +5d +13.3%
2026-09-29CompanyBull
Backlog Hits $12.57B, AI Demand Boosts Revenue Visibility
Surge in backlog and advanced packaging growth strengthen competitive position vs. AMAT and ASML
D1 +3.9% · +5d +0.5%
2026-09-18CompanyBull
Receives Equipment Orders Amid AI Buildout
PCB/substrate capacity expansion brings orders, strengthening AI capex chain
D1 +4.7% · +5d +6.2%
2026-09-18Capital
CEO Sells 72K Shares; AI Tool Demand in Focus
CEO sale coincides with sector rally as AI process-control demand draws attention
D1 +4.7% · +5d +6.2%
2026-09-15Insider selling
Insider selling $12.4M (1)
D1 -0.6% · +5d +12.1%
2026-08-21CapitalBull
Bank of New York Mellon Buys $2.52B New Stake in KLA
Large institutional position signals long-term investor interest
D1 -1.0% · +5d -4.6%
2026-08-21AnalystBull
Analysts Give KLA 'Moderate Buy' Consensus Rating
29 firms cover stock, average rating leans positive
D1 -1.0% · +5d -4.6%
2026-08-20Company
KLA Installs Next-Gen Wafer Inspection System
KLA announces installation of SurfScan SP7XP to support advanced node materials innovation
D1 -0.8% · +5d -1.1%
2026-08-13Insider selling
Insider selling $12.4M (1)
D1 +0.5% · +5d -11.2%
2026-08-11Insider selling
Insider selling $24.0M (2)
D1 +4.0% · +5d -2.8%
2026-08-068-K filing
8-K: Item 8.01, Item 9.01
D1 +0.2% · +5d +8.4%
2026-07-30CompanyBull
KLAC Raises 2026 Capex Guidance
Earnings call discloses capex hike; WFE >$230B possible for 2028
D1 +6.0% · +5d +7.1%
2026-07-25 → 07-29Earnings
KLAC to Report Earnings Next Week; AI Demand and Advanced Packaging in Focus
Q4 revenue $3.66B record, up 15% YoY; stock -40% MTD, PT cuts
D1 -3.4% · +5d -10.1%
5 waves of this story
- 2026-07-25 Multiple sources confirm KLAC's earnings schedule; analysts cite AI-driven demand and advanced packaging growth, while DRAM cost pressures weigh on margins.
- 2026-07-27 Multiple independent X accounts confirm KLAC reports Tuesday, citing macro volatility risks
- 2026-07-28 Multiple independent sources confirm KLAC reports after close Jul 28; no new facts beyond prior event.
- 2026-07-29 Record Q4 revenue of $3.66B and EPS $1.05 beat estimates; Q1 revenue guide midpoint $4.0B above consensus, yet stock dropped ~10% after hours
- 2026-07-29 Q4 revenue $3.66B record, up 15% YoY; stock -40% MTD, PT cuts
2026-07-28Earnings
Earnings report
D1 -6.2% · +5d +2.4%
2026-07-288-K filing
8-K: Item 2.02, Item 9.01
D1 -6.2% · +5d +2.4%
2026-07-16CompanyBull
Strong ASML Earnings Lift KLAC and Other Semi Equipment Stocks
ASML's earnings beat and planned price hikes boost KLAC and peers, improving sentiment.
D1 -2.3% · +5d -0.3%

Related — this ticker is not the subject

2026-10-29RelatedCompany
Oracle Sets $225 Billion FY2030 Revenue Target, Caps Additional Fundraising at $20 Billion
With AI data-center spending elevated and FY2026 free cash flow at negative $23.7 billion, the company laid out a path to positive cash flow and self-funding
D1 +5.5% · +5d -22.5%

$KLAC — what investors on X are saying · SpikePanel

$KLAC (KLA Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 51.6%)

Most active credible voices on $KLAC

Recent headlines featuring $KLAC

$KLAC (KLA Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 51.6%)

Most active credible voices on $KLAC

Recent headlines featuring $KLAC

8-K: Item 5.07, Item 8.01, Item 9.01

KLA Q1 Call Highlights AI Demand, 2027 Growth Outlook

AIA Group Cuts KLA Stake by 23.9%

8-K: Item 2.02, Item 9.01

Earnings report

KLAC Falls 2.8% to $161.74

Backlog Hits $12.57B, AI Demand Boosts Revenue Visibility

Receives Equipment Orders Amid AI Buildout

CEO Sells 72K Shares; AI Tool Demand in Focus

Insider selling $12.4M (1)

Bank of New York Mellon Buys $2.52B New Stake in KLA

Analysts Give KLA 'Moderate Buy' Consensus Rating

KLA Installs Next-Gen Wafer Inspection System

Insider selling $12.4M (1)

Insider selling $24.0M (2)

8-K: Item 8.01, Item 9.01

KLAC Raises 2026 Capex Guidance

KLAC to Report Earnings Next Week; AI Demand and Advanced Packaging in Focus

Earnings report

8-K: Item 2.02, Item 9.01

Strong ASML Earnings Lift KLAC and Other Semi Equipment Stocks

Oracle Sets $225 Billion FY2030 Revenue Target, Caps Additional Fundraising at $20 Billion

Bull vs bear

Discussion

8-K: Item 5.07, Item 8.01, Item 9.01

KLA Q1 Call Highlights AI Demand, 2027 Growth Outlook

AIA Group Cuts KLA Stake by 23.9%

8-K: Item 2.02, Item 9.01

Earnings report

KLAC Falls 2.8% to $161.74

Backlog Hits $12.57B, AI Demand Boosts Revenue Visibility

Receives Equipment Orders Amid AI Buildout

CEO Sells 72K Shares; AI Tool Demand in Focus

Insider selling $12.4M (1)

Bank of New York Mellon Buys $2.52B New Stake in KLA

Analysts Give KLA 'Moderate Buy' Consensus Rating

KLA Installs Next-Gen Wafer Inspection System

Insider selling $12.4M (1)

Insider selling $24.0M (2)

8-K: Item 8.01, Item 9.01

KLAC Raises 2026 Capex Guidance

KLAC to Report Earnings Next Week; AI Demand and Advanced Packaging in Focus

Earnings report

8-K: Item 2.02, Item 9.01

Strong ASML Earnings Lift KLAC and Other Semi Equipment Stocks

Oracle Sets $225 Billion FY2030 Revenue Target, Caps Additional Fundraising at $20 Billion