KLA-Tencor Corporation

Company Details:

Company Symbol: KLAC
Sector: Semiconductors
Company Rating:
URL: http://www.kla-tencor.com

Related Research

  • 09/25/17 Morning Note B. Riley AM Note: AMAT, DHX.B, INTC, KLAC, LRCX, SIMO
  • 09/21/17 Morning Note B. Riley AM Note: AMAT, AVGO, KLAC, LRCX, NVDA, SWKS, TXN; Marine Industry
  • 09/13/17 Morning Note B. Riley AM Note: AMRK (transition), CSGP, DLB, FARM, LITE, SANW; Semiconductors & Cap. Equipment (AMAT, AVGO, KLAC, LRCX, SMTC, SWKS)
  • 09/05/17 Update Semiconductor Capital Equipment Tech Tour Review: AMAT and KLAC
  • 09/05/17 Morning Note B. Riley AM Note: BV, CDZI, NLS, NLST (discontinuation), XCRA (discontinuation); Semiconductors (INTC, MCHP, MRVL, NVDA, SWKS), Semi. Cap. Equipment (AMAT, KLAC)
  • 08/30/17 Morning Note B. Riley AM Note: GSM, SIMO, VERI, VSAT; Semiconductors (AMAT, INTC, KLAC, MCHP, MRVL, NVDA, SWKS)
  • 08/02/17 Morning Note B. Riley AM Note: AMAT, AMC, ARC, AVGO, BLKB, CARB, CIEN, CTSO, FNSR, GUID, INFN, INTC, IPHI, KLAC, LRCX, MPX, NCMI, PRGX, REIS, ROG, RUBI, SHOO, SIMO, SQNS, SWKS, TACT, TREC, TST
  • 07/28/17 Morning Note B. Riley AM Note: BC, COHU, CSGP, CSOD, DHX, EGHT, GPX, IDCC, INTC, KLAC, KTOS, LRCX, MCS, NAME (discontinuation), NTCT, NTRI (transition), SHOO, TST, TYL; Internet (XOXO, RUBI)
  • 07/28/17 Update KLAC ($99.93, Buy; $120.00 PT): Strong Print And Guide And Record Backlog Helps Boost C2H17 View; PT To $120.00; Buy
  • 07/24/17 Update Semi Cap Equipment Week 2 Previews: Expectations For COHU, IVAC, KLAC And LRCX
  • 07/24/17 Morning Note B. Riley AM Note: DMRC, WYY; Semiconductors (INTC, SLAB, TXN), Semi. Cap. Equipment (COHU, IVAC, KLAC, LRCX)
  • 07/17/17 Morning Note B. Riley AM Note: ACIA, ASML, DLB (upgrade), IDSY, MXIM, SWKS; Semi. Cap. Equipment (ACLS, AMAT, ASML, BRKS, CAMT, COHU, FORM, IVAC, KLAC, KLIC, LRCX, RTEC)
  • 07/17/17 Update Semi Cap Equipment – SEMICON West Offers Further Evidence Structural Value Creation Moves Unlocking Dramatic Multi-Year EPS Gains; Retain Positive Sector & Company Views
  • 07/14/17 Morning Note B. Riley AM Note: AMAT, AVGO, COHU, CSGP, INTC, KLAC, LRCX, NVDA, SWKS; Optical Components (ACIA, FNSR, INFN, LITE, NPTN, OCLR)
  • 06/12/17 Morning Note B. Riley AM Note: BRKS, CHKE, DCO, DHX.B, KTOS, MPAA, ON; Semi. Cap. Equipment & Semiconductors (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 06/12/17 Update Industry Update - Semiconductors And Semiconductor Capital Equipment: Further Profit Taking Could Follow Steep SOX Pull-Back, But Some Attractive Entry Opportunities Already Exist (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 05/03/17 Morning Note B. Riley AM Note: AKAM, AMAT, ARC, AVGO, BLKB (downgrade), CARB, CSOD, DXCM, GDDY, GPX, GUID, HSKA, IIVI, INTC, IPHI, KLAC, LOV, LRCX, MBUU, MCFT, OCLR, SCVL, SQNS, SWKS, TNAV, TREC, TXN, VIAV
  • 04/28/17 Update KLAC ($98.50, Buy; $115.00 PT): Strong Print And Guide And Record Backlog Helps Boost C2H17 View; PT To $115.00; Buy
  • 04/28/17 Morning Note B. Riley AM Note: BC, BRKS, COHU, COLM, CSGP (transition), DSW, GOOGL, GPX, HSKA, HZO, IDCC, INTC, KLAC, MCS, MPX, PCMI, PRMW, ROG, SIMO, SWKS, TNAV, TNDM, TYL, UAA, VRS (initiation); Optical Components (IIVI, IPHI, OCLR)
  • 04/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, AXTI, BRKS, CNK, DLB, DMRC, DXCM, HIBB, INTC, KLAC, LRCX, MRVL, OSIS, PRGX, RGC, ROG, SLAB, SONS, SUP, TYL, WMAR; Software (BLKB, CALD, CSOD, GUID, NTCT)
  • 04/24/17 Morning Note B. Riley AM Note: GSM, IDCC (upgrade), OSIS, PRGX, ROG, SHOO, SIX; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Semiconductors (INTC, SLAB, SWKS, TXN), Semi. Cap. Equipment (BRKS, COHU, IVAC, KLAC, RTEC)
  • 04/24/17 Update Industry Update - Semi Cap Equipment Week 2 Previews: BRKS, COHU, KLAC, IVAC, And RTEC
  • 04/07/17 Update B. Riley & Co. Industry Update - Semi Cap Eqp: Multi-Year 3D NAND And China Fab Analysis Supports Steady Growth View (ACLS, AMAT, KLAC, KLIC, LRCX)
  • 04/07/17 Morning Note B. Riley AM Note: APPS, NSIT (initiation), RELY, WDFC; Semiconductor Capital Equipment (ALCS, AMAT, KLAC, KLIC, LRXC), Weiser Consumer (COTY, HAS, IPAR, JAKK, MAT, TUP)
  • 02/24/17 Morning Note B. Riley AM Note: AMAT, AMSWA, CNK, IDCC, IMAX, JAKK, KEM, KLAC, KTOS, LFGR, LRCX, MCS, NCMI, SENS, STMP, WMAR
  • 01/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, BC, BOOT, DECK, FORM, GOOGL, HCHC, INTC, KEM, KLAC, LGF.A, LRCX, MPX, MRVL, MXIM, NTCT, OCLR, OSIS, PRMW, SENS, UAA; Consumer Products (EL, FLWS, IPAR, NWP, PBH, SBH)
  • 01/27/17 Update KLAC ($86.00, Buy; $106.00 PT): Strong Print And Guide, As Record Backlog Extends Shipment Visibility; PT To $106.00
  • 01/26/17 Morning Note B. Riley AM Note: AVGO, DLB, EGHT, KLAC, LRCX, MAT, MRVL, SWKS
  • 01/24/17 Morning Note B. Riley AM Note: ACLS, AMAT, AMC, AVGO, FNJN, FNSR, KLAC, LRCX, NAME, PRGO, RNWK, SIMO, SLAB, SWKS, TRUE, UTEK, YHOO
  • 01/23/17 Morning Note B. Riley AM Note: DLB, EGHT, GSM, IL (discontinuation), KLAC, LRCX, OSIS, PG, RGC; EMS (suspensions: BHE, CLS, CTS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA), Semiconductors (INTC, MXIM, TXN)
  • 01/23/17 Update KLAC ($81.56, Buy; $91.00 PT): Expect Moderate F2Q Print And F3Q Guide Upside W/Strong Margins; Buy, PT Is $91.00
  • 01/17/17 Desk Report Industry Update: Semi Capital Equipment – Increasingly Seasonal Fundamentals With Value Creation Moves Solidifying Structural Multi-Year EPS Gains; Retain Positive Sector And Company Views
  • 11/25/16 Morning Note B. Riley AM Note: AMAT, KLAC, LRCX, ROG; The Weiser Consumer (EL, FLWS, IPAR, MAT, PG)
  • 10/31/16 Update Industry Update - SemiCap Week #3 Results Preview: Framing Prospects For ACLS, CAMT, IVAC And RTEC
  • 10/24/16 Update Industry Update: SemiCap Week #1 Results Preview: Framing Prospects For ASML, KLAC, LRCX, And UTEK
  • 10/21/16 Morning Note B. Riley AM Note: ADI, BHE, CLS, DLB, IMAX, INFN, JAKK, KLAC, KMB, LLTC, MXIM, PG, SKX, SONS, TUP, UTEK
  • 10/21/16 Update KLAC ($75.00, Buy; $91.00 PT): Impressive Return With Beat+Raise And Compelling Growth Visibility. PT To $91.00, Buy
  • 10/17/16 Morning Note B. Riley AM Note: HCHC, KTOS, OSIS, TUP, WDFC; Semiconductors (INTC, ISIL, LLTC, MXIM), Semi. Cap. Equipment (ASML, KLAC, LRCX, UTEK)
  • 10/17/16 Update Industry Update: Semi. Cap. Equipment - SemiCap Week #1 Results Preview: Framing Prospects For ASML, KLAC, LRCX, And UTEK
  • 10/14/16 Morning Note B. Riley AM Note: AMAT, AVGO, BV, KLAC, LGF, LRCX, SIMO, SWKS, UTEK, WWW; Boardsports (DECK, NKE, VFC), Footwear (BOOT, COLM, DECK, GCO, RCKY, VFC, WEYS, WWW)
  • 10/11/16 Morning Note B. Riley AM Note: AMC, CKEC, PRMW; Semiconductors & Semi. Cap. Equipment (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/11/16 Update Industry Update: Semiconductors & Semi. Cap. Equipment - After A Positive Turn In 3Q16 Fundamentals, Classic Cyclical Indicators Could Help In 4Q16 (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/10/16 Morning Note B. Riley AM Note: SIMO; Consumer Products (AVP, CLX, COTY, EL, FLWS, FTD, NTRI, TUP, WDFC), Semi. Cap. Equipment (AMAT, KLAC, LRCX, UTEK)
  • 10/06/16 Morning Note B. Riley AM Note: GCO, KLAC (upgrade), OCLR, SMTC, TUBE (initiation), ZUMZ (upgrade); Exhibitors (AMC, CKEC, CNK, IMAX, LGF, MCS, NCMI, RDI, RGC)
  • 10/06/16 Update KLAC ($68.50, Buy; $86.00 PT): Discontinues LRCX Merger But Stand Alone Upside Compelling Upgrade To Buy, $86.0 PT
  • 08/11/16 Morning Note B. Riley AM Note: AMAT, AOSL (upgrade), ASML, IEC, KLAC, LOV, LRCX, RELY, RTEC, STMP; Retail Apparel (AEO, GES, JCP, KIRK, TLYS, TUES); Focus List (ABTL, BV, DKS, ISIL, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI)
  • 07/29/16 Morning Note B. Riley AM Note: AVP, BC, BCOV, BRKS, CARB, CL, CLX, COHU, CSGP, DECK, DRAD, GOOGL, GPX, ISIL, KEM, KLAC, MCS, MRVL, NLS, NTCT, OUTR, PG, PRMW, RCKY, ROVI, RTEC, SQNS, STMP, TST, TYL, VVI, VSAT, WMAR; Internet and Optical Components Industry
  • 07/28/16 Update KLAC ($77.16, Neutral; $78.00 PT): Strong Foundry-Led F4Q Results With Confident F17 View; PT To $78.0, Retain Neutral
  • 07/25/16 Update Industry Update: Semi Cap Week #2 Results Preview - BRKS, COHU, IVAC, KLAC, LRCX, And RTEC
  • 07/25/16 Morning Note B. Riley AM Note: AMC, BOOT, CKEC, CTG, DHX, DMRC, MCS, PCMI, PRGX, RGC, SIMO, STMP, VFC; Semiconductors (ISIL, LLTC, MRVL, SLAB, SQNS, TXN), Semi. Cap. Equipment (BRKS, COHU, IVAC, KLAC, LRCX, RTEC)
  • 06/27/16 Update Industry Update - Semi’s And Cap Equipment: Beyond Brexit, Framing Trough And Recovery Parameters (AVGO, MRVL, MXIM, NVDA, SWKS, TXN)
  • 04/27/16 Update KLAC ($71.84, Neutral; $72.00 PT): GM’s Beat Again But Revenue Outlook the Real Surprise As G5 Optical Product Cycle Hits
  • 04/25/16 Update Industry Update: Semi Cap Equipment Week #2 Results Preview: BRKS, CSCD, COHU, FORM, and KLAC
  • 03/21/16 Morning Note B. Riley & Co. AM Note: IDCC, LGF, NKE, NTRI; Exhibitors (AMC, CKEC, CNK, MCS, RGC), Semi. Cap. Equipment (AMAT, ASML, ACLS, BRKS, CAMT, CSCD, COHU, FORM, IVAC, KLAC, KLIC, LRCX, MTSN, RTEC, UTEK, XCRA)
  • 03/21/16 Update Industry Update - Semi And Cap Equipment Co-Controllable Transformations In High Gear, With Coming Cyclical EPS Expansion Still Un-Discounted; Hike Exposure To These Eight Unique Situations Offering 37% Avg Upside
  • 01/29/16 Update KLAC ($65.45, Neutral; $67.00 PT): Strong Results, New Product Cycle Ships Ahead Of LRCX Deal Close; Retain Neutral
  • 01/29/16 Morning Note B. Riley AM Note: APPS, BC, COHR, FLEX, FLWS, HZO, KLAC, LGF, MAT, NSSC, NTCT, SIMO, SWKS, TNAV, UA, VIAV
  • 01/27/16 Morning Note B. Riley AM Note: ACLS, ADI, CL, IIVI, IPAR, KLAC, KTCC, LRCX, NWL, OUTR, PG, PII, SIMO, SNDK, SWKS, TXN
  • 01/25/16 Update KLAC ($65.09, Neutral; $67.00 PT): Expect In-Line Print But See Outlook Risk; Lam Deal Close Is The Next Real Milestone
  • 01/25/16 Morning Note B. Riley AM Note: CKEC, IPAR, KLAC, LRCX, PG, PII, TUP; Focus List Update (CHKE, DMRC, EMKR, FLWS, GUID, IMAX, ISIL, KTOS, MMW, RUBI), Consumer Products (FLWS, FTD, NTRI), Semiconductors (BRCM, INTC, ISIL, LLTC, MCHP, MXIM, SNDK, SWKS, TXN)
  • 12/28/15 Morning Note B. Riley AM Note: GSM; Box Office (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RLD, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, AMAT, AOSL, ASML, BRCM, BRKS, CAMT, COHU, CSCD, EXAR, FORM, INTC, ISIL, IVAC, KLAC, KLIC, LLTC, LRCX, MCHP, MRVL, MTSN)
  • 12/28/15 Update Industry Update: Semi And Cap Eqp - FCF Analysis Suggests Another Intense Year Of M&A In C16
  • 11/16/15 Update Industry Update - Semiconductors & Semi Cap Equipment: Summarizing Changes In Stock Conviction
  • 10/26/15 Update Industry Update: Semi Cap Equipment Week #3 Preview - Small Caps FORM, CAMT, COHU, CSCD, MTSN
  • 10/22/15 Update KLAC ($63.98, Neutral; $67.00 PT): LRCX Offer Compelling, Qtr Is Solid; Price Tgt To $67.00, Rating Neutral
  • 10/22/15 Morning Note B. Riley AM Note: CTG, DLB, IIVI, IPAR, KLAC, LRCX, PII, RCKY, SKX, SNDK, TUP, TXN, TYL; Optical Components (FN, GIG, LITE, OCLR)
  • 10/19/15 Morning Note B. Riley AM Note: DLB, EGHT, RDNT, SIX, WDFC; Semiconductors & Semi. Cap. (LRCX, SNDK, TXN, MXIM, KLAC, UTEK)
  • 10/19/15 Update Industry Update: Semi+Semi Cap Week #2 Results Preview (LRCX, SNDK, TXN, MXIM, KLAC, UTEK)
  • 10/07/15 Update Industry Update – Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 10/07/15 Morning Note B. Riley & Co. AM Note: CKEC, SIMO, SWKS, SYRX; Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 09/24/15 Morning Note B. Riley AM Note: ABTL, AMRK, DRAD, JCP; Semi. Cap. Equipment (ASML, COHU, CSCD, KLAC, KLIC, LRCX, RTEC)
  • 09/24/15 Update Semiconductor Capital Eqp: After A Solid Start Some Cautious Signals Late Quarter
  • 09/22/15 Morning Note B. Riley AM Note: AMAT, AMRK, FARM, KLAC, LRCX, PBH, PRMW, SWKS
  • 09/08/15 Update B. Riley Silicon Valley Tech Tour Review - Semiconductor and Capital Equipment
  • 08/31/15 Morning Note B. Riley AM Note: LGF; Semiconductors and Capital Equipment Industry Update
  • 08/31/15 Update Semiconductor & Capital Equipment Industry Update: Bellwether Bright Spots Ease Global Growth Fears – Focus On Milestones Ahead
  • 08/24/15 Update Industry Update: Semiconductor And Capital Equipment: B. Riley Silicon Valley Tech Tour Preview
  • 07/01/15 Morning Note B. Riley & Co. Morning Notes: CAMP, CHKE; Semi Cap Industry (AMAT, KLAC, LRCX); July Focus List (CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RLD, RUBI)
  • 04/24/15 Update KLAC ($59.85, Neutral; $66.00 PT): Solid Beat, Lower Outlook But New Self Help Program; Tgt To $66.0
  • 04/24/15 Morning Note B. Riley & Co. Morning Notes: AKAM, AMZN, ATNY, CHKE, CIDM, GIG, GOOGL, HZO, IPAR, KLAC, MAT, MTSN, MXIM, NTCT, P, TIVO, TYL, UTEK
  • 04/20/15 Update Industry Update: Semi+Semi Cap Week #2 Preview - LRCX, BRCM, TXN, UTEK, MXIM, KLAC And MTSN
  • 03/30/15 Update Industry Update: Semi And Capital Eqp - Reviewing Estimate Dynamics Into Earnings Preview Season
  • 03/05/15 Update Industry Update - Semi And Cap Equipment Sector Update: Revisiting C15 SOX Outlook And Re-Affirming +15% YY Forecast With Key Underlying Drivers Surprisingly Favorable
  • 01/23/15 Update KLAC ($68.00, Neutral; $75.00 PT): Solid Beat, But Lower Outlook Sustains Qtrly Volatility; Tgt Falls To $75.0
  • 01/23/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AVP, DWA, EGHT, IIVI, KLAC, KLIC, KTOS, MXIM, NTCT, SWKS; Optical Components (AFOP, EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR)
  • 01/20/15 Update Industry Update - Semi+Semi Cap Week #2 Preview: ASML, SNDK, KLAC, MXIM, And SWKS
  • 01/12/15 Morning Note B. Riley & Co. Morning Notes: IMAX, NTRI, SHOO, VNCE, VOXX; CES Notes (EGHT, ELNK, GTRQ, IMMR, SIMO, SWIR, VSAT), Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC)
  • 01/12/15 Update Industry Update: Semi And Cap Eqp C15 Outlook - Expect A 15% SOX Gain, With Bumps Along The Way
  • 12/08/14 Update Industry Update: Semi+Semi Caps - Fundamental And Excess Cash Action More Nice Than Naughty
  • 10/28/14 Update Industry Update: Semi+Semi Cap Week #3 Previews - Here Comes ISSI, ISIL, MCHP, And ONNN
  • 10/24/14 Morning Note B. Riley & Co. Morning Notes: AMZN, BC, CLRO, DECK, DLB, EMKR, GFN, IMAX, JAKK, KLAC, MTSN, MXIM, NPTN, OSTK, P, PCCC, PII, RUBI, SLAB, TYL, UTEK
  • 10/24/14 Update KLAC ($82.00, Neutral; $82.00 PT): Post-Leveraged Recap Stock Surge Moves Us To Sidelines; Tgt Is $82.0
  • 10/20/14 Morning Note B. Riley & Co. Morning Notes: CAMP, CTG, KMB, MEI, SGGH, SIX, YHOO; Consumer Products Weekly (EL, MAT, NTRI, NWL, WDFC), Semiconductors & Semi. Cap. Equipment (BRCM, KLAC, LRCX, MTSN, MXIM, SLAB, TXN)
  • 10/20/14 Update Industry Update - Semi+Semi Cap Week #2 Preview: TXN, BRCM, LRCX, SLAB, MXIM, KLAC, MTSN
  • 10/13/14 Update Industry Update: Semi And Capital Eqp: Answering Key Questions To Put The Downturn In Context
  • 10/09/14 Update Industry Update: Semi And Capital Eqp - The Same As It Ever Was…Or Is It Different This Time?
  • 09/29/14 Update Industry Update: Semi And Capital Eqp: Focus On Est Revision Direction Into Earnings Preview Season
  • 09/23/14 Morning Note B. Riley & Co. Morning Notes: AAPL, ATNY, CLX, DCO, IEC, XCRA; Semi. Cap. Equipment (BRKS, KLAC, LRCX, MTSN)
  • 09/16/14 Morning Note B. Riley & Co. Morning Notes: CONN, SRI, TIVO; Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC, MCHP, MRVL, MTSN, MXIM, NVDA, ONNN, SNDK, SMTC, SLAB, SWKS, TXN)
  • 09/16/14 Update Industry Update - Semi And Cap Eqp: FCF Analysis Suggests Intense M&A Could Persist Into C15