Movement Alert｜KLA Corporation Rises 3.21% in Regular Trading, Bernstein Raises Target Price to $1,975 Amid Strong AI Demand

Market Focus05-26

On May 26, KLA Corporation rose 3.21% in regular trading, trading at $1,970.74 per share, with trading volume of $297 million.

On the news front, Bernstein raised its target price on KLA from $1,875 to $1,975, while simultaneously lifting its global wafer fabrication equipment (WFE) spending forecast from $141 billion to $148 billion, representing a 21.4% year-over-year increase. The upward revision signals strong institutional conviction in the semiconductor equipment sector outlook.

Driven by sustained AI compute infrastructure buildout, capital continues to flow into upstream equipment providers positioned as essential enablers of advanced chip manufacturing. KLA, alongside Lam Research and Applied Materials, remains a key institutional overweight target within the equipment chain, providing ongoing support for its share price. Within the Semiconductor Equipment sector, Teradyne rose 7.36%, Lam Research rose 3.78%, Applied Materials rose 3.52%, while ASML fell 0.38% and AXT Inc fell 4.14%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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