ScorecardSemi Equipment (who's right about semi equipment) › KLAC

KLAC analyst scorecard · KLA Corporation

76 rating changes on KLAC in the last 12 months. 65% of bullish calls were right at 30 days. Street grade B on 58 scored calls. Consensus target $234, 37% above the last close.

Graded through 2026-09-14 · last close $170.81 (2026-09-14). Rebuilt every morning.

Street grade
B 63.8%
Rating changes, 12 mo
76
Bullish calls right at 30d
64.9% of 57
Bearish calls right at 30d
Consensus target
$234 +36.9%
Firms covering
26
Price targets hit (90d)

Holds on KLAC, read: 1 cut to or raised to Hold (graded as the change) · 4 Holds whose target leaned 10%+ one way (graded that way, 50.0% right) · 17 true Holds, not graded.

The chase: the 5 upgrades on KLAC landed after an average +14.7% run in the prior 30 days, and the stock averaged +19.9% in the 90 days after.

Firm by firm

FirmCallsScoredRightAccuracyGradeAvg 30dAvg 90dLatestDateTarget
Jefferies 555 100.0% A +12.7% +26.8% Buy2026-07-29 $210
Stifel 554 80.0% A +2.6% +29.0% Buy2026-07-29 $250
Cantor Fitzgerald 986 75.0% A +3.3% +22.4% Overweight2026-07-29 $325
Wells Fargo 653 60.0% B -1.4% +16.7% Overweight2026-07-29 $245
Needham 774 57.1% C +2.9% +30.7% Buy2026-07-29 $270
Barclays 442 50.0% C -0.9% +15.3% Overweight2026-06-11
Susquehanna 211 +7.0% -2.8% Neutral2026-07-29 $215
Deutsche Bank 211 +0.8% +17.5% Hold2026-07-29 $195
Bernstein 222 +6.5% +11.2% Outperform2026-04-30
TD Cowen 432 -2.3% +18.0% Buy2026-07-09 $260
JPMorgan 332 +3.1% +15.6% Overweight2026-07-29 $238
Oppenheimer 332 +8.7% +46.3% Outperform2026-07-16 $260
Citigroup 332 +4.2% +21.8% Buy2026-05-01
Bank of America 221 -5.0% +22.7% Buy2026-06-23 $317
UBS 820 -1.9% +17.8% Neutral2026-09-01 $200
RBC Capital 400 +4.2% +11.0% Sector Perform2026-07-29 $180
Morgan Stanley 430 -3.2% +25.7% Overweight2026-07-06 $274
Goldman Sachs 200 +5.5% +31.5% Neutral2025-10-30
Evercore ISI Group 110 -4.7% +34.0% Outperform2025-10-30

Dimmed rows have fewer than 4 scored calls on KLAC — too few to grade.

Every call, last 12 months

DateFirmChangeActionGraded asPrice at callRun before+30d+60d+90dTarget · 90d checkHit
2026-09-01 UBS Neutral → Neutral maintained Leans bullish · Neutral, target +17% $170.89 -6.5% $200 pending
2026-07-29 Stifel Buy → Buy maintained Bullish $170.19 -38.9% +3.1% $250
2026-07-29 RBC Capital Sector Perform → Sector Perform maintained True hold · target +5% $170.19 -38.9% +3.1% $180 not graded
2026-07-29 Susquehanna Neutral → Neutral maintained Leans bullish · Neutral, target +26% $170.19 -38.9% +3.1% $215
2026-07-29 Wells Fargo Overweight → Overweight maintained Bullish $170.19 -38.9% +3.1% $245
2026-07-29 Cantor Fitzgerald Overweight → Overweight reiterated Bullish $170.19 -38.9% +3.1% $325
2026-07-29 JPMorgan Overweight → Overweight maintained Bullish $170.19 -38.9% +3.1% $238
2026-07-29 Needham Buy → Buy reiterated Bullish $170.19 -38.9% +3.1% $270
2026-07-29 Deutsche Bank Hold → Hold maintained Leans bullish · Hold, target +14% $170.19 -38.9% +3.1% $195
2026-07-29 Jefferies Buy → Buy maintained Bullish $170.19 -38.9% +3.1% $210
2026-07-20 UBS Neutral → Neutral maintained Leans bullish · Neutral, target +15% $207.60 -20.0% -9.8% $240
2026-07-16 Oppenheimer Outperform → Outperform maintained Bullish $219.37 -7.6% -6.2% -22.1% $260
2026-07-15 UBS Neutral → Neutral maintained Leans bullish · Neutral, target +13% $224.50 -12.4% -9.3% -23.9% $255
2026-07-10 Stifel Buy → Buy maintained Bullish $231.52 +8.4% -16.8% -18.4% $270
2026-07-10 Needham Buy → Buy maintained Bullish $231.52 +8.4% -16.8% -18.4% $270
2026-07-09 TD Cowen Buy → Buy maintained Bullish $229.52 +7.3% -16.0% -17.7% $260
2026-07-06 Morgan Stanley Overweight → Overweight maintained Bullish $233.31 +20.9% -17.4% -20.4% $274
2026-06-29 Cantor Fitzgerald Overweight → Overweight maintained Bullish $278.39 +44.9% -38.9% -36.9% $325
2026-06-23 Bank of America Buy → Buy maintained Bullish $244.49 +29.5% -10.5% -25.7% $317
2026-06-22 Wells Fargo Overweight → Overweight maintained Bullish $269.16 +42.5% -20.2% -31.6% $305
2026-06-15 Cantor Fitzgerald Overweight → Overweight maintained Bullish $256.42 +42.1% -12.4% -20.6% -33.4% $250 hit
2026-06-11 Barclays Overweight → Overweight maintained Bullish $241.16 +33.1% -7.8% -20.1% -24.2%
2026-06-10 Cantor Fitzgerald Overweight → Overweight maintained Bullish $213.56 +15.7% +8.4% -9.8% -11.5%
2026-06-09 UBS Neutral → Neutral maintained True hold $213.94 +14.4% +7.3% -9.9% -11.7% not graded
2026-05-01 Citigroup Buy → Buy maintained Bullish $172.63 +13.6% +12.4% +74.8% +4.5%
2026-04-30 Jefferies Buy → Buy maintained Bullish $175.04 +18.9% +10.8% +59.0% -2.8%
2026-04-30 JPMorgan Overweight → Overweight maintained Bullish $175.04 +18.9% +10.8% +59.0% -2.8%
2026-04-30 TD Cowen Buy → Buy maintained Bullish $175.04 +18.9% +10.8% +59.0% -2.8%
2026-04-30 Bernstein Outperform → Outperform maintained Bullish $175.04 +18.9% +10.8% +59.0% -2.8%
2026-04-30 Susquehanna Neutral → Neutral maintained True hold $175.04 +18.9% +10.8% +59.0% -2.8% not graded
2026-04-30 RBC Capital Sector Perform → Sector Perform maintained True hold $175.04 +18.9% +10.8% +59.0% -2.8% not graded
2026-04-30 Wells Fargo Overweight → Overweight maintained Bullish $175.04 +18.9% +10.8% +59.0% -2.8%
2026-04-30 Needham Buy → Buy maintained Bullish $175.04 +18.9% +10.8% +59.0% -2.8%
2026-04-21 UBS Neutral → Neutral maintained True hold $178.54 +19.1% +3.2% +50.8% +16.3% not graded
2026-03-30 Cantor Fitzgerald Overweight → Overweight maintained Bullish $138.26 -9.3% +31.4% +39.0% +101.4%
2026-03-16 Needham Buy → Buy reiterated Bullish $143.82 -1.8% +21.6% +25.4% +78.3%
2026-03-13 Jefferies Buy → Buy maintained Bullish $141.86 -4.1% +24.7% +27.7% +70.0%
2026-03-13 Oppenheimer Outperform → Outperform maintained Bullish $141.86 -4.1% +24.7% +27.7% +70.0%
2026-02-25 Morgan Stanley Overweight → Overweight maintained Bullish $154.67 +0.2% -6.7% +22.8% +30.1%
2026-02-02 Citigroup Buy → Buy maintained Bullish $141.04 +10.7% +4.6% +9.2% +21.5%
2026-01-30 Jefferies Buy → Buy maintained Bullish $142.79 +17.5% +7.5% +3.1% +22.6%
2026-01-30 RBC Capital Sector Perform → Sector Perform maintained True hold $142.79 +17.5% +7.5% +3.1% +22.6% not graded
2026-01-30 Oppenheimer Outperform → Outperform maintained Bullish $142.79 +17.5% +7.5% +3.1% +22.6%
2026-01-30 Barclays Overweight → Overweight maintained Bullish $142.79 +17.5% +7.5% +3.1% +22.6%
2026-01-30 Wells Fargo Overweight → Overweight maintained Bullish $142.79 +17.5% +7.5% +3.1% +22.6%
2026-01-30 Cantor Fitzgerald Overweight → Overweight maintained Bullish $142.79 +17.5% +7.5% +3.1% +22.6%
2026-01-30 Stifel Buy → Buy maintained Bullish $142.79 +17.5% +7.5% +3.1% +22.6%
2026-01-30 Needham Buy → Buy reiterated Bullish $142.79 +17.5% +7.5% +3.1% +22.6%
2026-01-21 Deutsche Bank Hold → Hold maintained True hold $152.00 +20.1% -1.6% -0.6% +17.5% not graded
2026-01-20 UBS Neutral → Neutral maintained True hold $148.62 +19.3% -1.1% +1.7% +21.5% not graded
2026-01-20 Needham Buy → Buy maintained Bullish $148.62 +19.3% -1.1% +1.7% +21.5%
2026-01-15 Wells Fargo Equal-Weight → Overweight upgrade Bullish $154.50 +26.3% -4.8% -6.9% +13.2%
2026-01-15 RBC Capital Sector Perform initiated True hold $154.50 +26.3% -4.8% -6.9% +13.2% not graded
2026-01-14 Stifel Buy → Buy maintained Bullish $143.45 +17.1% +2.1% +0.3% +25.2%
2026-01-14 Bernstein Outperform initiated Bullish $143.45 +17.1% +2.1% +0.3% +25.2%
2026-01-13 TD Cowen Hold → Buy upgrade Bullish $144.18 +20.8% +0.6% -0.2% +22.7%
2026-01-13 Bank of America Buy → Buy maintained Bullish $144.18 +20.8% +0.6% -0.2% +22.7%
2026-01-08 Cantor Fitzgerald Overweight → Overweight maintained Bullish $132.46 +8.1% +8.7% +7.9% +26.2%
2025-12-16 Cantor Fitzgerald Neutral → Overweight upgrade Bullish $122.34 +7.8% +26.3% +20.2% +17.6%
2025-12-15 Jefferies Hold → Buy upgrade Bullish $122.51 +8.0% +17.1% +19.5% +17.4%
2025-12-02 Morgan Stanley Equal-Weight → Equal-Weight maintained True hold $118.99 -1.6% +7.1% +18.5% +29.0% not graded
2025-10-31 Citigroup Buy → Buy maintained Bullish $120.87 +7.1% -4.3% +2.9% +39.4%
2025-10-30 JPMorgan Overweight → Overweight maintained Bullish $121.44 +12.6% -4.7% +3.8% +34.0%
2025-10-30 TD Cowen Hold → Hold maintained True hold $121.44 +12.6% -4.7% +3.8% +34.0% not graded
2025-10-30 UBS Neutral → Neutral maintained True hold $121.44 +12.6% -4.7% +3.8% +34.0% not graded
2025-10-30 Evercore ISI Group Outperform → Outperform maintained Bullish $121.44 +12.6% -4.7% +3.8% +34.0%
2025-10-30 Barclays Overweight → Overweight maintained Bullish $121.44 +12.6% -4.7% +3.8% +34.0%
2025-10-30 Goldman Sachs Neutral → Neutral maintained True hold $121.44 +12.6% -4.7% +3.8% +34.0% not graded
2025-10-30 Wells Fargo Equal-Weight → Equal-Weight maintained True hold $121.44 +12.6% -4.7% +3.8% +34.0% not graded
2025-10-30 Cantor Fitzgerald Neutral → Neutral maintained True hold $121.44 +12.6% -4.7% +3.8% +34.0% not graded
2025-10-30 Needham Buy → Buy maintained Bullish $121.44 +12.6% -4.7% +3.8% +34.0%
2025-10-20 UBS Neutral → Neutral maintained True hold $115.29 +10.3% +1.3% +8.1% +28.9% not graded
2025-10-20 Barclays Equal-Weight → Overweight upgrade Bullish $115.29 +10.3% +1.3% +8.1% +28.9%
2025-10-13 Stifel Buy → Buy maintained Bullish $102.50 +17.0% +16.5% +39.3%
2025-10-09 Goldman Sachs Neutral → Neutral maintained True hold $105.35 +15.6% +16.2% +29.1% not graded
2025-09-22 Morgan Stanley Overweight → Equal-Weight downgrade Bearish · cut to Equal-Weight $107.12 +4.0% +2.4% +18.1%

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Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.

How the grading works

Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.

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