Earnings reaction · KLAC

How analysts reacted to KLA’s results

KLA reported on July 28, 2026 (quarter ended Jun 2026). In the next sessions, 10 Wall Street firms published notes: 2 raised their price target, 7 cut it and 1 kept it unchanged. The median target of the 10 firms with a before-and-after figure went from $272 to $235 (−14%). The shares fell 11% on Jul 29, the first session after the report.

Jul 28, 2026 reported10 firms2 raised7 cut
Median target$272 → $235−14% · 10 firms
Target changes2 raised7 cut · 1 kept
Share move−11%Jul 29 · $190.80 → $170.19
EPS vs consensusBeat 5%1.05 vs 1 expected

Every firm’s call 10

The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 16% ($196.83 on Oct 7), against a median target of $235 from these firms. KLA consensus today

Before After Share price
BernsteinBuy$198$225+14%Jul 29
RBC CapitalHold$170$180+6%Jul 29
CantorBuy$325$325KeptJul 29
StifelBuy$270$250−7%Jul 29
Morgan StanleyBuy$274$253−8%Jul 29
UBSHold$240$215−10%Jul 29
Deutsche BankHold$220$195−11%Jul 29
Bank of AmericaBuy$317$260−18%Jul 29
Wells FargoBuy$305$245−20%Jul 29
SusquehannaHold$275$215−22%Jul 29

Earlier KLA reports

Latest earnings reactions

All earnings reactions

How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true

Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.