Jim Cramer Says “You Have to Expect Companies Like KLA to Keep Racking Up Big Orders” At This Point

KLA Corporation (NASDAQ:KLAC) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the company’s enormous rally in the previous year, as he said:

“Next, there’s KLA Corp. There’s a, it’s another semiconductor equipment company just like Lam Research, up 93% last year. This one’s all about the data center’s voracious demand for memory chips. Well, at this point, frankly, in the cycle, you have to expect companies like KLA to keep racking up big orders because there’s simply not enough production capacity to make all the chips we need.”

A person with stock market data on a laptop. Photo by Anna Nekrashevich on Pexels

KLA Corporation (NASDAQ:KLAC) develops tools and software that help chipmakers inspect, measure, and control semiconductor manufacturing to improve quality and yields. Cramer discussed the stock during CNBC’s Squawk on the Street, which aired on October 6 2025. He stated:

“Yeah I don’t want to lose sight that’s buy-now, pay-later, IPO, Klarna. Very good company. Most of the analysts who like it, I think that’s a sense that we can’t lose, we can’t lose sight that there’s these deals that happen. Then they sell off. And then suddenly the analysts really do like it. This is different fro say Circle, where they, the public just took it up. I like the company very much, but it’s a crowded field. Now they have a huge footprint, worldwide footprint, I think it’s a very good, I met with the company years ago and they told me, look this is what’s going to happen. Everything they said happened. Which brings me to a theory. That we have to be careful. We have really smart people who are in business. These are fellows are from overseas, and they make claims. And you can sit there and say, that is pie in the sky. Cause I was one of the early people that they met for the Street.com. Or you can say, you know what, we gotta listen. This guy, is making promises. He may deliver on them. Far exceeded the promises. People do that.”

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Disclosure: None. This article is originally published at Insider Monkey.