US · Technology · Semiconductor Equipment & Materials
EPS came in at 1.22 against a street estimate of 1.18 — a beat of 3.4%.
Analysts rate KLA Corporation a buy (21 buy, 8 hold, 0 sell out of 29) with an average price target of $219.62.
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 | 9.69% |
| Vanguard Capital Management, LLC | 6.55% |
| State Street Corp | 4.83% |
| Capital World Investors | 3.48% |
| Amvescap Plc. | 3.44% |
| FMR Inc | 3.30% |
| Vanguard Portfolio Management, LLC | 3.02% |
| Geode Capital Management, LLC | 2.80% |
| Document | Date |
|---|---|
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • Fiscal Q1 2027 revenue was $4,136,015, up from $3,209,696 in the same quarter of 2025. • Product revenue was $3,285,469, compared | 2026-10-29 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Fiscal 2027 first-quarter revenue was $4.14 billion, up from $3.66 billion in Q4 FY2026 and $3.21 billion in Q1 FY2026. • GAAP ne | 2026-10-28 |
| Proxy statement · Q2 FY2027 KLA CORPORATION PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine directors for one-year terms: Robert Calderoni, Tra | 2026-09-22 |
| 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 |
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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for KLA Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.