KLA

At the Citi Global TMT Conference, KLA presented an improved growth strategy and expects revenue growth in the low 20% range for 2026. The company raised the WFE market outlook for 2026 to about $150 billion and reported a backlog of nearly $13 billion (up 60% versus 2025) with delivery visibility through 2027 and in part 2028. Advanced Packaging grew 70% year‑on‑year; KLA is targeting a 7–8% market share in that segment. In the near term, optical supply shortages and higher memory costs are weighing on margins (around 100 basis points). Management emphasizes sustained market strength, capacity expansion through 2027, and extensive AI integration into products and processes. » More on de.investing.com

KLA rose 7.3% after reporting fiscal Q4 revenue of $3.66 billion and saying AI infrastructure is creating advanced‑packaging opportunities that increase demand for its process‑control and metrology products. The company benefits from rising inspection intensity tied to smaller geometries, chiplets and complex packages, but faces risks from semiconductor capital‑equipment cyclicality, export controls and potential pauses in customer spending. Investors are watching order growth across leading‑edge logic, memory and packaging to see if the rally reflects durable factory investment rather than a short rotation. » More on finance.yahoo.com

KLA stock, after pulling back from its high around $300, has fallen into the area of the 200-day line at about $171 and is trading just above it. If this long-term support zone holds, a technical counter-move could lead to a recovery; a clear break below would make the stock more vulnerable in the short term. Fundamentally, KLA remains well positioned as a key supplier to semiconductor manufacturing thanks to the AI boom, advanced packaging and rising quality demands. » More on deraktionaer.de