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Advanced Energy Soars 40% YTD: Is the Stock Worth Buying Now?

Advanced Energy AEIS shares have rallied 39.6% in the year-to-date period, underperforming the Zacks Semiconductor Equipment - Wafer Fabrication industry's surge of 70.2%. The company's shares have also underperformed its peers, which incl…

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If You Invested $1000 in KLA a Decade Ago, This is How Much It'd Be Worth Now

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. FOMO, or the fear of missi…

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The Bull Case For KLA (KLAC) Could Change Following Rising AI Focus Amid Export And Cyclical Risks

In recent days, KLA Corporation has attracted renewed attention as analysts highlighted its essential process-control role in easing the chip shortage and supporting AI-focused semiconductor manufacturing, while also pointing to ongoing ri…

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Applied Materials (AMAT) vs. LRCX and KLAC: Can AI-Driven Chip Complexity Unlock Further Upside?

Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on AMAT. Applied Materials, Inc.'s share was trading at $530.27…

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The Zacks Analyst Blog Highlights Space Exploration, Dell, KLA, AXIL Brands and Optex

For Immediate Release Chicago, IL – October 7 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the fin…

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Lam Research vs. KLA: Is Faster Growth Worth Paying More for Cash Flow?

Lam Research Corporation (NASDAQ:LRCX) is growing faster than KLA Corporation (NASDAQ:KLAC). Yet at October 5 prices, the two semiconductor-equipment stocks carried similar consensus forward earnings multiples, while Lam cost more relative…

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Jim Cramer Says the Chip Shortage “Can’t Be Solved” Without KLAC

While reviewing the Nasdaq 100's third-quarter laggards on the October 1 episode of Mad Money, Jim Cramer singled out KLA Corporation (NASDAQ:KLAC) as a stock he would buy. He said: Alright, what about the Nasdaq 100, which finished up 2.4…

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Top Research Reports for SpaceX, Dell & KLA Corp.

Tuesday, October 6, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Space Exploration Technologies Corp. (SPCX), Dell T…

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Jim Cramer Says This Company Faces a Test With Little Room for Error

During the October 2 episode of Mad Money, Jim Cramer discussed Levi Strauss & Co. (NYSE:LEVI) ahead of its upcoming earnings report: Wednesday night, we hear from Levi Strauss, a terrific denim company. The stock has fallen from $25 in Ju…

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Teradyne Gains 130% YTD: Should You Hold or Fold the Stock?

Teradyne TER shares have surged 129.6% in the year-to-date period, outperforming the Zacks Computer & Technology sector and the Zacks Electronics - Miscellaneous Products industry's 24.1% and 50.3% increases, respectively. TER shares have…

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All You Need to Know About KLA (KLAC) Rating Upgrade to Buy

KLA (KLAC) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. A compan…

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Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X?

Applied Materials AMAT stock trades at a premium with a price-to-sales (P/S) multiple of 9.59X, which is much above the industry's P/S of 5.25X. AMAT's value score of F also suggests its overvaluation. AMAT Forward 12-Month (P/S) Valuation…

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KLA (KLAC): Does Its Semiconductor Moat Justify the Premium?

KLA Corporation (NASDAQ:KLAC) is one of those companies that becomes more important the more complicated the semiconductor industry gets. KLA makes the inspection and measurement systems that help chipmakers figure out whether those manufa…

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Semiconductor Manufacturing Stocks Q2 In Review: Semtech (NASDAQ:SMTC) Vs Peers

Semiconductor Manufacturing Stocks Q2 In Review: Semtech (NASDAQ:SMTC) Vs Peers As the Q2 earnings season comes to a close, it's time to take stock of this quarter's best and worst performers in the semiconductor manufacturing industry, in…

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A Tale of Two Markets: Mega-Caps Keep Climbing, But Rate Fears Hit Many Other Stocks

Nvidia and other AI stocks are supporting the S&P 500, while strategists also see opportunities in energy, transportation and materials. Continue Reading

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Semiconductor Manufacturing Stocks Q2 Results: Benchmarking FormFactor (NASDAQ:FORM)

Semiconductor Manufacturing Stocks Q2 Results: Benchmarking FormFactor (NASDAQ:FORM) Wrapping up Q2 earnings, we look at the numbers and key takeaways for the semiconductor manufacturing stocks, including FormFactor (NASDAQ:FORM) and its p…

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KLA's Supply Constraints Expected to Ease, Leading Logic Mix to Become Tailwind, Morgan Stanley Says

KLA (KLAC) is expected to benefit as supply constraints ease and its leading-logic mix becomes a tai PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…

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3 Chip Stocks Set for an Earnings Boost, and 3 to Avoid

Applied Materials and two more semiconductor sector stocks are good bets for earnings season, according to Goldman Sachs. Continue Reading

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AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

Lam Research Corporation LRCX sees a major opportunity in NAND as AI workloads increase demand for high-capacity and fast-access storage. The company expects its served available market (SAM) per wafer in NAND to double from 128-layer tech…

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3 tactical chip stocks to buy ahead of earnings, according to Goldman

Investing.com -- Goldman Sachs said it sees a more constructive trading setup for semiconductor stocks heading into third-quarter earnings, after a sector pullback it attributed to significant de-risking, and named Applied Materials, Seaga…

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ONTO Stock Up 126% in a Year: Is More Upside on the Horizon?

Onto Innovation, Inc. ONTO has emerged as a key beneficiary of the AI semiconductor investment cycle. The stock has jumped 125.6% in a year at par with the Zacks Nanotechnology industry's growth of 125.7%. The company has outpaced the Zack…

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Billionaire Investor Dan Loeb’s Third Point Exited 5 Chip Stocks Last Quarter — Here’s How They’re Performing Today

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire investor Dan Loeb's Third Point LLC exited five semiconductor-related holdings in the second quarter. According to its 13F fil…

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Analog Devices, AMD, KLA Corporation, Lam Research, and Marvell Technology Stocks Trade Up, What You Need To Know

Analog Devices, AMD, KLA Corporation, Lam Research, and Marvell Technology Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Trea…

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3 US Growth Stocks Whose Share Prices Look Sensitive To Higher Treasury Yields

Fed officials are cooling expectations for an October rate hike while long term Treasury yields climb and inflation stays at 3.4% on the PCE measure. That mix is quietly reshuffling the appeal of U.S. large cap growth and quality stocks. M…

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Teradyne Expands Memory Test Portfolio: Can It Beat KLAC & COHU?

Teradyne TER is benefiting from rising demand for advanced memory testing, supported by strong high-bandwidth memory (HBM), DRAM, and NAND requirements tied to artificial intelligence (AI) infrastructure. The company's expanding memory tes…

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Bull of the Day: Onto Innovation (ONTO)

Onto Innovation (ONTO) is a leading provider of process control, metrology, and inspection solutions for the global semiconductor industry. Headquartered in Wilmington, Massachusetts, the company was formed in October 2019 through a merger…

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KLA (KLAC) Surpasses Market Returns: Some Facts Worth Knowing

In the latest close session, KLA (KLAC) was up +2.76% at $200.31. The stock's performance was ahead of the S&P 500's daily gain of 0.2%. Meanwhile, the Dow experienced a rise of 0.04%, and the technology-dominated Nasdaq saw an increase of…

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Consumer Electronics Manufacturing Equipment Market Outlook 2026-2035 - Featuring Profiles of 3 of the Leading Companies Within the Data Included: KLA Corporation, FANUC Corporation, and ABB Robotics

Company Logo AI, Automation and Advanced Packaging Drive Consumer Electronics Equipment Opportunities as Smart Factories and U.S. Onshoring Accelerate Dublin, Oct. 01, 2026 (GLOBE NEWSWIRE) -- "Consumer Electronics Manufacturing Equipment…

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KLAC's Backlog Surges on AI Demand: Can It Outpace AMAT & ASML?

KLA Corporation KLAC is benefiting from a strong backlog and improving semiconductor equipment demand, supported by accelerating Artificial Intelligence (AI) infrastructure investments and rising spending across leading-edge chip manufactu…

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Will Dragonfly G5 Momentum Sustain ONTO's Growth Engine?

AI, HBM, chiplet architectures and advanced packaging are shaping the semiconductor equipment industry. For Onto Innovation, Inc. ONTO, these trends are creating an opportunity to expand beyond traditional process-control applications. At…

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Reflecting On Semiconductor Manufacturing Stocks’ Q2 Earnings: Teradyne (NASDAQ:TER)

Reflecting On Semiconductor Manufacturing Stocks' Q2 Earnings: Teradyne (NASDAQ:TER) The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a look at how semiconductor manuf…

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Teradyne Strengthens AI Test Portfolio: Can It Beat KLAC & COHU?

Teradyne TER is benefiting from surging artificial intelligence (AI)-driven semiconductor and data-center investments, which are expanding demand across its semiconductor test, product test, and robotics businesses. The company's strengthe…

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Barron's 400 ETF (BFOR) Adds Energy and Materials, Reduces Utilities and Consumer Discretionary in Fall Rebalance

DENVER, September 24, 2026--(BUSINESS WIRE)--The Barron's 400 ETF (NYSE Arca: BFOR, the "Fund"), a smart beta exchange-traded fund, has completed its semi-annual rebalance following the reconstitution and equal weighting of its underlying…

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3 AI Infrastructure Stocks Retail Investors Are Watching Right Now

Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shi…

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The Zacks Analyst Blog Highlights Applied Materials, Lam Research and KLA

For Immediate Release Chicago, IL – September 24, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financia…

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KLA (KLAC) Is Deepening Its Role In Semiconductor Metrology

KLA (NasdaqGS: KLAC) is highlighted in new research for its central role in semiconductor metrology as chip designs grow more complex. Industry analysis points to substantial projected expansion in the global Semiconductor Metrology Market…