KLA Corporation

• KLAC Stock Price 24h change: +1.48%. From 1,544.96 USD to 1,567.82 USD. The stock hit an all-time closing high, driven by bullish analyst upgrades and strong demand for AI-related semiconductor equipment.
• From a technical perspective, KLAC is in a "strong bullish" cycle, trading well above its 50-day ($1,426.84) and 200-day ($1,296.20) moving averages. However, with a 14-day RSI of 76.15, the stock is currently in overbought territory, suggesting potential short-term consolidation despite the powerful upward momentum.
• TD Cowen upgraded KLAC to "Buy" with a price target of $1,800, citing accelerating foundry-led demand for wafer fabrication equipment (WFE) through 2026-2027.
• Wells Fargo raised KLAC's price target to $1,600, highlighting momentum in 2nm logic and high-performance computing (HPC) inspection as critical growth drivers.
• KLA announced it will report its next quarterly earnings on January 22, 2026, with analysts expecting strong guidance fueled by advanced packaging and AI infrastructure spending.
• TSMC reported record profits and significantly increased its 2026 capital expenditure guidance to $56 billion, sparking a broad rally across semiconductor equipment providers.
• The U.S. government announced "phase one" 25% national security tariffs on high-end semiconductors not manufactured domestically, aiming to boost local manufacturing while adding supply chain complexity.

• KLAC Stock Price 24h change: +7.70%. From 1,434.50 USD to 1,544.96 USD.
• KLA Corporation (KLAC) surged significantly following a high-conviction upgrade from Wells Fargo to "Overweight" with a price target boost to $1,600. The rally was further fueled by strong Q4 earnings from major customer TSMC, which signaled accelerating demand for advanced chip inspection equipment and the transition to 2-nanometer technology.
• From a technical perspective, the stock is in a "strong bullish breakout" phase, having recently hit a new 52-week high. Key indicators such as the 14-day RSI (at 71.5) suggest the stock is approaching overbought territory, but the trend remains firmly supported by its 50-day ($1,239) and 200-day ($1,076) moving averages, indicating robust institutional accumulation.
• TD Cowen upgraded KLAC to "Buy" with a price target of $1,800, citing an accelerating wafer fabrication equipment (WFE) cycle and increased foundry spending (January 13, 2026).
• Bernstein initiated coverage on KLAC with an "Outperform" rating and a $1,700 target, highlighting KLA's 57% dominant market share in the critical process control sector (January 14, 2026).
• KLA officially opened a new R&D and Innovation Hub in Chennai to strengthen its regional AI and software development capabilities for next-generation semiconductor tools (January 15, 2026).
• TSMC reported record Q4 profits and projected a 30% revenue jump for 2026, announcing a massive $56 billion capital expenditure plan to expand 3nm and 2nm production capacity (January 15, 2026).
• ASML's market capitalization surpassed $500 billion for the first time as the European chip equipment giant rallied alongside US peers on news of a major US-Taiwan trade deal and increased semiconductor fab investments (January 15, 2026).