Added to YB: 2025-11-13
Pitch date: 2025-11-11
KLAC [neutral]
KLA Corporation
+27.86%
current return
Author Info
No bio for this author
Company Info
KLA Corporation, together with its subsidiaries, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.
Market Cap
$198.8B
Pitch Price
$1.2K
Price Target
N/A
Dividend
0.50%
EV/EBITDA
34.46
P/E
44.13
EV/Sales
15.67
Sector
Semiconductors and Semiconductor Equipment
Category
growth
JRo's Notes: KLA Corporation Q1:F2026 Earnings
KLAC (earnings): Q1 rev +13%, non-GAAP EPS +20%, FCF +14% to $1B (33% margin), 99% TTM ROE. Advanced packaging creates new $11B SAM growing 20%+ vs mid-single WFE growth. KLAC targeting $925M packaging rev (+70% Y/Y) with 6% market share expanding. 40-50% incremental op margins, services +16% at 12-14% growth target.