Morgan Stanley Keeps An Equal Weight Rating On KLA Corporation (KLAC)

According to TheFly, Morgan Stanley accrued their terms nonsubjective connected KLA Corporation (NASDAQ:KLAC) from $1,154 to $1,214 connected December 2, 2025. The steadfast kept an Equal Weight rating.

Morgan Stanley stated that its 2026 wafer fab instrumentality (WFE) forecast remains fundamentally changeless astatine $129 billion, representing an 11% year-over-year rise. The steadfast besides raised its 2027 WFE estimation to $145 billion, a 13% summation from the erstwhile year. It cites projections for 2 coagulated years backed by request for TSMC and DRAM.

The semiconductor instrumentality industry’s process diagnostic and power marketplace is dominated by KLA Corporation (NASDAQ:KLAC). According to Morningstar analysts, KLA Corporation (NASDAQ:KLAC) has a wide economical moat and is successful a beardown presumption for aboriginal growth.

KLA Corporation (NASDAQ:KLAC) reported a grounds currency travel of $1.066 cardinal successful the past quarter. It besides disclosed a full superior instrumentality of $799 million, which included $254 cardinal successful dividends and $545 cardinal successful stock repurchases during the erstwhile 12 months.

KLA Corporation (NASDAQ:KLAC) is 1 of the biggest producers of semiconductor wafer fabrication instrumentality globally.

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