-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：我們將目標股價調高240美元至2094美元，本益比為41.5倍（基於2027財年6月預期每股盈餘），與同業相近，但高於KLAC三年平均本益比（約25倍），主要得益於人工智慧的強勁發展動能與業績可見度的提升。我們將2026財年每股收益預期調高0.85美元至36.96美元，2027財年調高4.10美元至50.45美元，2028財年調高3.20美元至60.95美元。令人驚訝的是，客戶支援和業績可見度的提升使得KLAC能夠對2027財年的成長做出展望，其預期令人印象深刻，遠高於市場對2026財年和2027財年的普遍預期（我們預測增長22%，而市場預期為增長15%）。重要的是，該公司對採購內存供應以支持2027財年之前的產能感到“非常樂觀”，我們認為屆時新的供應將有助於緩解供應緊張局面。高昂的記憶體價格也反映了與人工智慧相關的需求，這促使記憶體製造商採購更多的製程控制設備。我們預計，記憶體客戶將在2027財年貢獻半導體製程控制業務部門的大部分銷售額（2026財年約為30%），從而在尖端技術領域帶來有利的收入多元化。
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