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KLA Pops on Hyperscaler Demand, Institutional Support

By
Lucas Downey
Bullish chart

KLA Corporation (KLAC) shares jump over 108% in last six months on AI demand.

KLAC supplies process control and yield management solutions for the semiconductor and related nano-electronics industries, which is vital for AI growth. The company’s third-quarter fiscal 2026 earnings report showed annual revenue of $3.415 billion (an 11% year-over-year jump), annual GAAP diluted per-share earnings of $9.12, along with quarterly revenue and GAAP EPS midpoint guidance of $3.575 billion and $9.66, respectively.

It’s no wonder KLAC shares are up 96% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

KLA Draws in Big Money

Institutional volumes reveal plenty. In the last year, KLAC has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in KLAC shares. They reflect our proprietary inflow signal, pushing the stock higher:

Line graph showing KLA Corporation (KLAC) stock price trends over one year from June 18, 2025, to June 18, 2026, with stock price rising from around $75 to over $250. Graph includes blue line for stock price, green vertical bars for inflows, and red vertical bars for outflows, highlighting steady growth with notable inflow spikes in early 2026.
Source: www.moneyflows.com

Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with KLA.

KLA Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, KLAC has had strong sales and earnings growth:

  • 3-year sales growth rate (+10.5%)
  • 3-year EPS growth rate (+14.6%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +37.7%.

Now it makes sense why the stock has been generating Big Money interest. KLAC has a track record of strong financial performance.

Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.

KLA has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s garnered eight outlier inflow signals in the last year and 119 since 1994. The blue bars below show when KLAC was a top pick on the Outlier 20 report in the last year…institutional support keeps driving gains:

Line graph showing KLA Corporation (KLAC) stock price trends from June 18, 2025, to June 18, 2026, with a steady increase from around $75 to over $250. The graph includes markers for outlier inflows in blue and outlier outflows in yellow, highlighting significant trading volume changes alongside price spikes.
Source: www.moneyflows.com

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

KLA Price Prediction

The KLAC action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in KLAC at the time of publication.

If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.

About the Author

Lucas Downeycontributor

Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

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