2026-09-29 Company Bull
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%
2026-09-18 Capital
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%
13 earlier events › 2026-09-18 Company Bull
Receives Equipment Orders Amid AI Buildout PCB/substrate capacity expansion brings orders, strengthening AI capex chain
D1 +4.7% · +5d +6.2%
2026-09-15 Insider selling
Insider selling $12.4M (1) D1 -0.6% · +5d +12.1%
2026-08-21 Analyst Bull
Analysts Give KLA 'Moderate Buy' Consensus Rating 29 firms cover stock, average rating leans positive
D1 -1.0% · +5d -4.6%
2026-08-21 Capital Bull
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%
2026-08-20 Company
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%
2026-08-13 Insider selling
Insider selling $12.4M (1) D1 +0.5% · +5d -11.2%
2026-08-11 Insider selling
Insider selling $24.0M (2) D1 +4.0% · +5d -2.8%
2026-08-06 8-K filing
8-K: Item 8.01, Item 9.01 D1 +0.2% · +5d +8.4%
2026-07-30 Company Bull
KLAC Raises 2026 Capex Guidance Earnings call discloses capex hike; WFE >$230B possible for 2028
D1 +6.0% · +5d +7.1%
2026-07-25 → 07-29 Earnings
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 story2026-07-25 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 risks2026-07-28 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 hours2026-07-29 Q4 revenue $3.66B record, up 15% YoY; stock -40% MTD, PT cuts2026-07-28 8-K filing
8-K: Item 2.02, Item 9.01 D1 -6.2% · +5d +2.4%
2026-07-28 Earnings
Earnings report D1 -6.2% · +5d +2.4%
2026-07-16 Company Bull
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
2026-10-14 Related Company
Applied Materials unveils 2030 margin target of 54% The company also outlined service revenue, capital returns and capacity expansion plans tied to AI-driven demand.
D1 -2.8% · since -5.2%
by direction · sourced
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
be the first
🙂 Be civil · your views are your ownPost
Facts and opinions separated · All items sourced · Not investment advice