The Zhitong Finance App learned that J.P. Morgan maintains an “overweight” rating for KLAC.US (KLAC.US) and gave a target price of 1,485 US dollars. After meeting with Ke Lei's executive team, Xiaomo discovered that since the company released its financial report, the order book has continued to improve. It is expected that revenue will increase by low to medium number of units in the first half of 2026. Previously, expectations were flat to slight growth. This is mainly due to the company's recent accelerated growth in orders, particularly in the DRAM/HBM sector, and the extension of tool delivery times. However, the team still expects the growth rate in the second half of 2026 to be higher than in the first half of the year, and expects overall fab equipment (WFE) to grow throughout 2026. Komo believes the increase will be around 10%-12%.

The Zhitong Finance App learned that J.P. Morgan maintains an “overweight” rating for KLAC.US (KLAC.US) and gave a target price of 1,485 US dollars. After meeting with Ke Lei's executive team, Xiaomo discovered that since the company released its financial report, the order book has continued to improve. It is expected that revenue will increase by low to medium number of units in the first half of 2026. Previously, expectations were flat to slight growth. This is mainly due to the company's recent accelerated growth in orders, particularly in the DRAM/HBM sector, and the extension of tool delivery times. However, the team still expects the growth rate in the second half of 2026 to be higher than in the first half of the year, and expects overall fab equipment (WFE) to grow throughout 2026. Komo believes the increase will be around 10%-12%.