KLA-Tencor Corporation

Company Details:

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

Related Research

  • 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
  • 09/02/14 Morning Note B. Riley & Co. Morning Notes: DTSI; Focus List Update (BC, CALD, CNVR, DECK, EMKR, GME, ISIL, KTOS, NTRI, PRMW, TIVO), Tech Tour Review (ADI, AKAM, AMAT, BRCM, IMMR, INTC, ISIL, JDSU, KLAC, LRCX, MRVL, MCHP, NVDA, P, SIMO, SNDK, SWKS, YELP)
  • 09/02/14 Update Silicon Valley Tech Tour Review - Semiconductors & Semi. Cap. Equipment (ADI, AMAT, BRCM, INTC, ISIL, KLAC, LRCX, MRVL, MCHP, NVDA, SNDK, SWKS)
  • 08/20/14 Update Industry Update: Semiconductor And Cap Equipment - B. Riley Silicon Valley Tech Tour Preview
  • 08/20/14 Morning Note B. Riley & Co. Morning Notes: DWA, IMMR, JDSU, RDEN, SIMO; Tech Tour Previews, Semiconductors & Semi. Cap. Equipment (AMAT, BRCM, ISIL, INTC, KLAC, LRCX, MRVL, NVDA, SNDK)
  • 08/11/14 Update B. Riley & Co. Industry Update - Semiconductors And Capital Equipment
  • 07/28/14 Update Industry Update - Semi+Semi Cap Wk #3 Preview: ISIL, LRCX, BRKS, MCHP, ONNN Follow Big SOX Drop
  • 07/25/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BCOV, CSGP, DECK, DLB, GIG, HZO, IMAX, IPAR, ISSI, KLAC, MCS, MTSN, MXIM, OSTK, P, RGC, TUP, TYL, WMAR; Optical Components
  • 07/25/14 Update KLAC ($70.00, Buy; $82.00 PT) Near-Term Pause Is Opportunity Into C4Q Acceleration; Tgt Is $82.0
  • 07/21/14 Update Industry Update - Semi+Semi Cap Week #2 Preview: TXN, BRCM, LLTC, ISIL, ISSI, KLAC, MXIM, SLAB
  • 07/14/14 Update Industry Update - Semi+Semi Cap 2Q14 Week #1 Preview – Kicking Things Off With An Upside Bias
  • 07/14/14 Morning Note B. Riley & Co. Morning Notes: DWA, MPAA, VOXX, YHOO; Semiconductors (ASML, INTC, KLAC, SNDK, SWKS), Semi. Cap. Equipment (ACLS, CAMT, COHU, CSCD, FORM, IVAC, RTEC, XCRA, UTEK)
  • 07/11/14 Update Industry Update - Semiconductor Capital Equipment: Company-Specifics Score Big At SEMICON West
  • 07/11/14 Morning Note B. Riley & Co. Morning Notes: ATNY, EOPN, JOEZ, NTCT, P, RLD, ZUMZ; SEMICON West (AMAT, ASML, BRKS, KLAC, LRCX, MTSN)
  • 07/01/14 Update Industry Update - Semiconductor And Cap Eqp: Spending Indications Firm Into SEMICON West
  • 07/01/14 Morning Note B. Riley & Co. Morning Notes: API, DLB, DTSI; Consumer Products (AVP, EL, PG, RDEN), Focus List (CALD, CNVR, DECK, EMKR, GME, JAKK, KTOS, PRMW, REMY, SLAB, TIBX, TIVO), SEMICON West (ACLS, AMAT, ASML, BRKS, CAMT, CSCD, COHU, FORM, IVAC, KLAC, LRCX, MTSN)
  • 06/30/14 Morning Note B. Riley & Co. Morning Notes: AMAT, API, CAMP, CSGP, FINL, IMAX, KLAC, PG, RGC, RLD; Retail Apparel & Footwear (BEBE, TLYS, WTSL)