KLA Corporation (NASDAQ:KLAC) Wells Fargo 8th Annual TMT Summit Conference December 3, 2024 12:30 PM ET Company Participants Bren Higgins - CFO Brian Lorig - Head of Global Support and Services Conference Call Participants Joe Quatrochi - Wells Fargo Joe Quatrochi Great. Let's go ahead and get started. So I'm Joe Quatrochi, the semi cap analyst at Wells Fargo. Today, we're pleased to feature KLA, CFO, Bren Higgins, as well as the Head of Global -- I'm sorry, Head of Global Support and Services, Brian Lorig ...

In the latest market close, KLA (KLAC) reached $665.72, with a -0.05% movement compared to the previous day. The stock fell short of the S&P 500, which registered a gain of 0.05% for the day. Elsewhere, the Dow lost 0.17%, while the tech-heavy Nasdaq added 0.4%.The the stock of maker of equipment for manufacturing semiconductors has risen by 0.4% in the past month, lagging the Computer and Technology sector's gain of 4.59% and the S&P 500's gain of 5.75%.The upcoming earnings release of KLA will be of great ...

KLA Corporation (KLAC) shares have appreciated 11% year to date (YTD), trailing the Zacks Computer and Technology sector’s return of 27.4% but outperforming the Zacks Electronics – Miscellaneous Products industry’s loss of 25.5%.However, KLAC has underperformed peers like Garmin (GRMN) , Brother Industries (BRTHY) and Flex (FLEX) , which have delivered YTD returns of 66.9%, 14.1% and 34.9%, respectively.KLAC’s growth has been driven by the strength of its wafer inspection segment, supported by rising demand ...

In an industry mostly categorized by growth rather than income, finding companies that offer a mixture of both can be valuable. Below are three semiconductor stocks that look to provide investors with dividend income and recently instituted notable increases in the amount they pay out. I’ll review each firm's dividend details and provide background on their businesses. Get Power Integrations alerts:KLA: Equipment Giant on Track for 15th Consecutive Annual Dividend Increase KLA NASDAQ: KLAC, while it doesn’t ...

For Immediate ReleasesChicago, IL – November 13, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include including Amazon.com Inc. (AMZN) , KLA Corp. (KLAC) , Newmont Corp. (NEM) , Uber Technologies Inc. (UBER) and S&P Global Inc. (SPGI) . Here are highlights from Wednesday’s Analyst Blog:5 U.S. Corporate Behemoths to Buy ...

I rate KLA Corporation (NASDAQ: KLAC ) stock as a Buy. Backed by the company’s cutting-edge technology, the billion-dollar company KLA has some of the most advanced technologies, such as 29xx broadband plasma , whichFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover ...

Investors might want to bet on KLA (KLAC) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing earni ...

For the quarter ended September 2024, KLA (KLAC) reported revenue of $2.84 billion, up 18.6% over the same period last year. EPS came in at $7.33, compared to $5.74 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $2.76 billion, representing a surprise of +3.11%. The company delivered an EPS surprise of +4.27%, with the consensus EPS estimate being $7.03. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

KLA (KLAC) came out with quarterly earnings of $7.33 per share, beating the Zacks Consensus Estimate of $7.03 per share. This compares to earnings of $5.74 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 4.27%. A quarter ago, it was expected that this maker of equipment for manufacturing semiconductors would post earnings of $6.08 per share when it actually produced earnings of $6.60, delivering a surprise of 8.55%. Over the l ...

Financial Performance - Q1 Fiscal Year 2025 - Revenue reached $2.84 billion[7] - Gross margin was 61.2%[7] - Operating margin was 41.5%[7] - Net income totaled $988 million[7] - Non-GAAP diluted EPS was $7.33[7] - GAAP diluted EPS was $7.01[7] Revenue Breakdown - Semiconductor Process Control (Systems + Services) accounted for 90% of revenue, totaling $2.575 billion, with a year-over-year growth of 21% and a quarter-over-quarter growth of 12%[9] - Specialty Semiconductor Process (Systems + Services) contributed $129 million, representing 5% of revenue, with a year-over-year growth of 1% and a quarter-over-quarter growth of 6%[9] - PCB and Component Inspection (Systems + Services) generated $138 million, accounting for 5% of revenue, with a year-over-year growth of 1% and a quarter-over-quarter decrease of 1%[9] - Wafer Inspection accounted for 48% of revenue, totaling $1.369 billion, with a year-over-year growth of 36% and a quarter-over-quarter growth of 17%[12] Balance Sheet - Total cash was $4.63 billion[14] - Bonds outstanding amounted to $6.70 billion[15] - Working capital was $5.43 billion[17] - Total assets were $15.682 billion[20] - Total shareholders' equity was $3.56 billion[24] Capital Returns and Free Cash Flow - September quarter free cash flow was $935 million, with a free cash flow margin of 33% and a free cash flow conversion of 95%[32] - Share buybacks for the September quarter were $567 million, with $1.848 billion in LTM share buybacks[33] - Dividends paid in the September quarter were $198 million, with $790 million in LTM dividends paid[33] Guidance for Q2 Fiscal Year 2025 - Revenue is expected to be $2.95 billion, with a variance of plus or minus $150 million[34] - Non-GAAP gross margin is projected to be 61.5%, with a variance of plus or minus 1%[34] - Non-GAAP diluted EPS is expected to be $7.75, with a variance of plus or minus $0.60[34]