KLA-Tencor Aktie News

KLA Corporation ( KLAC ) Q1 2026 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Kevin Kessel - Vice President of Investor Relations Richard Wallace - President, CEO & Executive Director Bren Higgins - Executive VP & CFO Conference Call Participants Harlan Sur - JPMorgan Chase & Co, Research Division Vivek Arya - BofA Securities, Research Division Christopher Muse - Cantor Fitzg...

KLA Corp forecast second-quarter revenue above Wall Street estimates on Wednesday, banking on strong AI-linked demand for its chipmaking tools, while flagging significant risks to its China business amid Sino-U.S. trade tensions.

Total revenues were $3.21 billion, above the midpoint of the guidance range of $3.15 billion +/- $150 million; GAAP diluted EPS was $8.47 and non-GAAP diluted EPS was $8.81, both above the midpoints of the respective guidance ranges; Cash flow from operating activities for the quarter and last twelve months were $1.16 billion and $4.25 billion, respectively, and free cash flow was $1.07 billion...

KLA (KLAC)'s stock soared by nearly 80%, driven by substantial revenue growth and increasing margins, as investors place significant bets on its momentum in AI and semiconductor capabilities. The reasons behind this surge show a unique combination of tech demand and market dominance—analyzing this demonstrates why the rally could just be starting.

KLA Corporation (KLAC) remains a Hold as strong execution and process control are offset by a stretched valuation above 30x forward EPS. Q4 FY25 delivered a clean beat, with robust cash generation, advanced packaging growth, and high expectations for the upcoming October 29 earnings print. KLAC benefits from TSMC's capex, memory upcycle, EUV adoption, and advanced packaging trends, but risk-rew...

KLAC is Lam Research's counterpart in the Semiconductor Materials & Equipment sector that offers:

Barclays has named KLA Corporation (NASDAQ: KLAC) as its top pick among semiconductor equipment makers, arguing that the company is emerging as a clear leader in the wafer fabrication equipment (WFE) space.

KLA (KLAC 0.71%), a company that makes crucial equipment for the manufacturing of microchips, was producing some tasty gains for its shareholders this week. These are frothy times for U.S. chip companies, and by extension, KLA should do well too.