KLA

KLA has fallen about 50% from its record high; forward P/E ratios are now around 24, well below the summer peaks. Applied Materials and Lam Research have seen similar drops, removing much of the earlier overvaluation. Structural demand for modern chip manufacturing for AI, HBM and advanced packaging remains strong, so equipment suppliers like KLA could be long-term beneficiaries, even though short-term fluctuations are possible. » More on deraktionaer.de

KLA disclosed its quarterly results for the period ending 30/09/2026: earnings per share were 52.05 ARS versus 33.09 ARS in the year-ago quarter. Revenue rose 45.49% to 6,203.32 billion ARS from 4,263.87 billion ARS a year earlier. The figures were presented on 28/10/2026. » More on finanzen.net

KLA reported revenue of USD 4.14 billion in the first quarter (+29% year-on-year) and adjusted EPS of USD 1.22; the non-GAAP operating margin rose to a record 46.1%. For the current quarter management forecasts about USD 4.7 billion in revenue and adjusted EPS of USD 1.44 (±0.11). KLA also raised its market expectations, seeing the wafer equipment market at the mid-point of USD 150 billion in 2026 and above USD 200 billion in 2027; the service business delivered about USD 850 million and free cash flow was USD 1.34 billion. » More on deraktionaer.de

KLA shares fell about 7.8% in pre-market trading after leading AI executives called for a deliberate slowdown in the expansion of cutting‑edge models, triggering a broad selloff in semiconductor and chip-equipment makers. As a key supplier of process-control systems to chipmakers, KLA is particularly exposed to weaker expectations for future AI spending; fair‑value models show downside potential of roughly 23.9%. Weak technical signals and generally risk-averse market sentiment intensified the selling pressure, while Nasdaq futures and AI-related stocks also declined sharply. » More on de.investing.com

KLA presented a confident outlook at the Goldman Sachs Communacopia + Technology Conference: revenue growth accelerated from 12% (2024) to 19% (2025) and is expected to be in the low-20% range in 2026. The backlog exceeds $12 billion and the addressable market size was raised to the low-$150 billion range. Advanced Packaging is driving growth and KLA has significantly gained market share, while higher procurement costs for optical components and rising DRAM prices are weighing on margins. The company is expanding capacity (including in Singapore) and sees robust demand for 2026 and 2027 with prospects for sustained multi-year momentum. » More on de.investing.com