KLAC KLA Corp.

$KLAC KLA Corp. reports Q1 adjusted EPS $1.22, consensus $1.18 Reports Q1 revenue $4.14B, consensus $4.04B. "KLA's September quarter beat the midpoint of guidance across all key metrics, demonstrating the accelerated growth we expected for the second half of calendar 2026," said Rick Wallace, president and CEO of KLA Corporation. "Process control, and KLA in particular, continues to be critical to the AI ecosystem buildout and benefits from numerous ongoing inflections, including increases in leading-edge designs across foundry and logic, device size and value, memory complexity and performance requirements, and the importance of advanced packaging. In addition, KLA's process, PCB, and component inspection businesses are benefiting from the technology transitions and the rigorous performance requirements of high-performance computing, which further augments the company's growth profile. KLA's market-leading product portfolio and its associated services offerings remain well positioned to address these compelling opportunities as we approach the end of calendar 2026 and look forward to calendar 2027." KLA Corp. sees Q2 adjusted EPS $1.44 +/- 11c, consensus $1.36 Sees Q2 revenue $4.7B +/- $200M, consensus $4.49B. Non-GAAP gross margin is expected to be in a range of 62.5% +/- 1.0%. ...

$KLAC whale that bought November $224 puts back in August just closed them for $72.30 and rolled out to Feb 2027. Taking off about $6.5M of risk as they remain bearish.

$KLAC service was sold as the cushion under new tools. seems like service follows how hard fabs run the lines, and a slowdown hits both the new order and the cushion at once

$KLAC In this country, posts on stocktwitty or houses and contracts are flexible. There's no way you post here non-stop on stocktwitty 24 hours a day. I just check your postings. You never sleep you post while I'm sleeping . That being said, we'll see how long you continue to spam.

$KLAC China revenue was 1.426 billion dollars in the quarter, 34.5% of sales, up 49% from the June quarter. The 10-Q ties that to mature node foundry and logic demand. Taiwan fell 10% sequentially to 1.023 billion dollars.

$KLAC KLAC good. Me like KLAC. Stock make strong grunt. Me see many smart money-men say buy. Consensus Moderate Buy / Buy. Average price target around $230ISH. That much higher than now price near $145–150. Big upside possible. Ooga. KLAC make tools that check chips for defects. Process control king. AI need more fancy chips. Fancy chips need more checking. KLAC get more business. Advanced packaging grow fast — more than 70% in some areas. Backlog big like mammoth. Revenue hit records. Guidance strong, growth accelerate. Do my post insult your intelligence? Caveman invented fire but Klac hold over 50% of their market. Now go rub two sticks together.

$KLAC Big Moat: KLAC own half of rock-smashing market. Over 50% of the market share in process control.Chip get tiny like grain of sand. Hard to build tall stone towers. Finding tiny bugs in rock very hard. KLAC good at finding bugs. Up-Trend Spark: KLAC take meat from every tribe. No matter if TSMC tribe, Samsung tribe, or Intel tribe win big stick fight. All tribes must give shiny rocks to KLAC. If no buy KLAC machine, rocks break. KLAC get more rich as rocks get harder to carve. For Strong Cave Win: KLAC have biggest club in valley. Other tribes cannot copy KLAC magic. KLAC safe like deep cave in big storm. UNGA BUNGA. Me feel sorry for bears.

$KLAC Days like today you need to think long term trajectory. $200 next year is still my hope. Regardless of any datacenter buildout slowdowns

$KLAC reports earnings tomorrow after the close. I’m bullish heading into the report: KLAC has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $1.19. What are you watching for?

$KLAC Tom Lee is on CNBC. He says this sell-off is overdone. We're close to the bottom. It's time to buy!! Start nibbling!! He also said a coil pring is building.

$KLAC strong support at the April gap up. Down almost 50%. This will bounce back to $200 before end of year.

Anvesti closed a long position $KLAC 🔴 -14.79% $155.60 → $132.59 Model: ml_model_v3 · Score: 81.4 Reason: Stop Loss · 2 days

$KLAC $AMAT this is hard to swallow when they are printing money and the backlog is 12 months out with a 2 year outlook-does not make sense. They are out to steal shares.

$KLAC Out of the big 3 metrology companies- IMO this has the most upside at this price. It's almost approaching a 1 year low-Jan. 20-it was at $148.

$KLAC Well I hope they don't repeat what Tim Archer said about supply constraints hampering their ability to deliver machines this quarter.

$KLAC I’m confident that picking up shares while this is retracing is a wise move for anyone long on this company. I know that the price will probably fall from here, but I like the company’s capabilities to stay relevant in its market space. With the choice to trade options, I make money either way. Use your own due diligence before investing your hard earned dollars.

$KLAC yield learning only matters while each new node is racing to volume. seems like when the race slows, labs keep the old process longer, and the newest inspection kit waits for a ramp that keeps moving right

$KLAC used inspection gear showing up cheap tells you a fab closed a line. seems like the resale shelf is the capex cycle without the guidance language, and it is filling first

S&P Global Ratings upgraded KLA Corporation's issuer credit and unsecured debt ratings to A from A-, assigning a stable outlook, citing accelerating growth driven by AI infrastructure spending and disciplined balance-sheet management. The agency expects adjusted leverage to remain well below 1.5x over the medium term. S&P projects revenue growth of nearly 39% in FY2027 and another 17% in FY2028, as hyperscale cloud providers aggressively expand computing capacity. Increasing chip complexity across advanced logic, memory and packaging is also driving stronger demand for wafer inspection and metrology equipment, reinforcing KLA's competitive leadership. Operating leverage from its high-margin equipment business is expected to push EBITDA margins above 50.7% in FY2027 and 51% in FY2028. KLA is also relatively insulated from traditional semiconductor cycles because chipmakers must maintain manufacturing yields even during downturns. $KLAC

Top 25 Nasdaq market cap stocks are mostly green in the premarket, and the chips (and memory) are doing all the heavy lifting: $KLAC $ARM $LRCX $AMD $SOXL