US · Technology · Semiconductor Equipment & Materials
EPS came in at 1.05 against a street estimate of 1.00 — a beat of 5.0%.
Analysts rate KLA Corporation a buy (19 buy, 10 hold, 1 sell out of 30) with an average price target of $233.77.
CONFIDENT KLA beat Q2 expectations with $3.66B revenue (+15% YoY) driven by AI infrastructure demand, advanced packaging, and memory intensity. Raised FY26 WFE outlook to low $150B. Guides Q3 to $4B revenue; expects 20% H2 growth and continued strength into 2027. Q2 FY26 (June 2026) No regional breakdown provided on call. Analysts pressed on pricing power vs. memory headwinds; management emphasized value-sharing through new products rather than retroactive price hikes. Questioned competitive threats in China and process control; executives noted 6x share lead and success wherever competing fairly. Key theme: visibility and demand signals materially strengthened since March Investor Day; supply constraints, not demand, the near-term limiting factor. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.64% |
| Vanguard Capital Management, LLC | 6.52% |
| State Street Corp | 4.71% |
| Capital World Investors | 3.47% |
| Amvescap Plc. | 3.38% |
| FMR Inc | 3.37% |
| Vanguard Portfolio Management, LLC | 3.08% |
| Geode Capital Management, LLC | 2.81% |
| Document | Date |
|---|---|
| Annual report FY2026 KLA CORPORATION – FISCAL 2026 10-K SUMMARY HEADLINE NUMBERS • Market capitalization: $159.3 billion (as of December 31, 2025) • Outstanding shares: | 2026-08-06 |
| Company announcement · Q1 FY2027 KLA CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Dividend declared: $0.23 per share in cash • Payment date: September 1, 2026 • Record date: August | 2026-08-06 |
| Results announced · Q1 FY2027 KLA CORPORATION – FISCAL 2026 Q4 & FULL YEAR RESULTS SUMMARY HEADLINE NUMBERS • Q4 FY2026 Total Revenues: $3.66 billion (above guidance midpoint) • | 2026-07-28 |
| Charter / bylaws change · Q4 FY2026 KLA CORPORATION - 8-K FILING SUMMARY June 11, 2026 --- HEADLINE NUMBERS • Stock split ratio: 10-for-1 forward split of common stock • Effective dat | 2026-06-12 |
| Company announcement · Q4 FY2026 KLA CORPORATION – 8-K FILING SUMMARY May 7, 2026 --- HEADLINE NUMBERS • Stock Split Ratio: 10-for-1 forward split (each shareholder receives 9 addi | 2026-05-07 |
| Quarterly report · Q3 FY2026 KLA CORPORATION – Q3 FY2026 (9M ENDED MARCH 31, 2026) SUMMARY HEADLINE NUMBERS • Total revenues (9 months): $9,921,920 thousand ($9.92 billion), up | 2026-04-30 |
| Quarterly report · Q2 FY2026 KLA CORPORATION - Q2 FY2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total revenues (6 months): $6,506,842 thousand ($6.51 billion), up 9.9% vs. $5,918, | 2026-01-30 |
| Quarterly report · Q1 FY2026 KLA CORPORATION – Q1 FY2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total revenues Q1 FY2026: $3,209,696 thousand ($3.21 billion), up 13% year-over-yea | 2025-10-31 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.23 / share ex-date Aug 17, 2026 · pay Sep 1, 2026 | 2026-08-17 |
| Split | 10 : 1 effective Jun 12, 2026 | 2026-06-12 |
| Dividend | $0.23 / share ex-date May 18, 2026 · pay Jun 2, 2026 | 2026-05-18 |
| Dividend | $0.19 / share ex-date Feb 17, 2026 · pay Mar 3, 2026 | 2026-02-17 |
| Dividend | $0.19 / share ex-date Nov 17, 2025 · pay Dec 2, 2025 | 2025-11-17 |
| Dividend | $0.19 / share ex-date Aug 18, 2025 · pay Sep 3, 2025 | 2025-08-18 |
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Google PlayApp StoreData updated 2026-09-18.