It has been about a month since the last earnings report for KLA (KLAC) . Shares have added about 4.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is KLA due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. KLA's Q4 Earnings & Revenues Beat Estimates, Rise Y/Y KLA re ...

KLA Corp. (KLAC, Financial) is the world's dominant supplier of process control and yield management solutions for semiconductors, printed circuit boards and flat panel displays. Its products are critical throughout the entire wafer fabrication process as they are used by its customers to improve yields, reduce risks and reduce costs customers use its products throughout the entire fabrication process to improve yields and reduce costs. The company has experienced phenomenal growth over the past five years, ...

MILPITAS, Calif., Aug. 14, 2024 /PRNewswire/ -- KLA Corporation (NASDAQ: KLAC), a leading equipment and services company for the semiconductor industry, today announced that its near-term targets to reduce greenhouse gas (GHG) emissions by 2030 have been approved by the Science Based Targets initiative (SBTi), capping a two-year effort by KLA's product teams who modeled and measured efficiency metrics to reach this point. In collaboration with customers and suppliers, in 2022 KLA first announced its commitm ...

Stock rises after the signal. The TradePulse Power inflow Signal was triggered at 10:03 am ET. and the stock hit its high at the Market close after rising over 20 points on the day. Today, KLA Corporation KLAC experienced a Power Inflow, a crucial event for investors who use order flow analytics in their investment strategies. This Power Inflow shifts from a net selling or distribution phase to a net buying or accumulation environment, illustrating a significant inflow that exceeds outflow. Such a change is ...

Did you analyze how KLA (KLAC) fared in its international operations for the quarter ending June 2024? Given the widespread global presence of this maker of equipment for manufacturing semiconductors, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities. The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. ...

MILPITAS, Calif., Aug. 1, 2024 /PRNewswire/ -- The KLA Corporation (NASDAQ: KLAC) Board of Directors today declared a quarterly cash dividend of $1.45 per share on its common stock, payable on Sept. 3, 2024 to KLA shareholders of record as of the close of business on Aug. 15, 2024. Logo: https://mma.prnewswire.com/media/806571/KLA_Corporation_Logo.jpg About KLA: KLA Corporation ("KLA") develops industry-leading equipment and services that enable innovation throughout the electronics industry. We provide adv ...

3 Trends Shaping the Future of the Industry Industry Description Solid Capital Spending Drives Prospects: Technology transitions are driving product complexities, which are raising the demand for solutions provided by industry participants. Increasing investment in expanding manufacturing capacity by semiconductor companies is a key catalyst in the long run (irrespective of the nearterm hiccups due to the challenging macroeconomic conditions). Since semiconductor companies are the major customers of miscell ...

I I F Investment thesis Recent developments Seeking Alpha Balance Sheet (MRQ) Seeking Alpha | --- | --- | --- | --- | --- | |-------------------------------------------------------|------------------------|------------------|----------------|-----------| | | Q4-FY24 ($M) \nRevenue | Growth % \nY / Y | Growth % \nQ/Q | Revenue % | | Semiconductor Process Control (Systems + Services) | $2,308 | +10% | +10% | | | Specialty Semiconductor Process (Systems + Services) | $121 | -6% | -7% | | | PCB and Component In ...

Core Insights - KLA Corporation reported strong fourth-quarter fiscal 2024 results with non-GAAP earnings of $6.60 per share, exceeding estimates by 8.55% and showing a year-over-year increase of 25.5% [1] - Revenues for the quarter reached $2.57 billion, a 9.1% increase year over year, also surpassing estimates by 2.57% [1] - The company expects first-quarter fiscal 2025 revenues to be around $2.75 billion, indicating a year-over-year growth of 1.99% [5] Revenue Breakdown - Semiconductor Process Control revenues accounted for 89.8% of total revenues, increasing 10% year over year to $2.31 billion [10] - Within Semiconductor Process Control, Foundry & Logic contributed approximately 82% while Memory made up about 18%, with DRAM representing 82% of memory revenues [2] - Wafer Inspection revenues rose 23% year over year to $1.17 billion, while Patterning revenues saw a decline of 7% year over year but increased 1% sequentially to $542 million [3] Expense and Margin Analysis - Selling, general and administrative (SG&A) expenses increased 1.7% year over year to $255.1 million, but as a percentage of sales, they decreased to 9.9% [4] - Non-GAAP gross margin for the quarter was reported at 62.5%, slightly above the guidance range [14] - Non-GAAP operating expenses totaled $552.5 million, with R&D expenses at $325.8 million, reflecting a year-over-year increase of 2.7% [15][22] Cash Flow and Shareholder Returns - Cash flow from operating activities was $892.6 million, down from $910 million in the prior quarter, while free cash flow was $831.9 million [27] - The company returned value to shareholders by paying out $197.5 million in dividends and repurchasing $470.3 million worth of shares during the quarter [25] Balance Sheet Highlights - Long-term debt decreased to $5.88 billion from $6.7 billion in the previous quarter [16] - As of June 30, 2024, cash, cash equivalents, and marketable securities totaled $4.5 billion, up from $4.3 billion as of March 31, 2024 [24] Market Performance - KLA shares have outperformed the Zacks Computer & Technology sector year to date, gaining 30% compared to the sector's 23.8% return [29]

For the quarter ended June 2024, KLA (KLAC) reported revenue of $2.57 billion, up 9.1% over the same period last year. EPS came in at $6.60, compared to $5.40 in the year-ago quarter. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how KLA performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street a ...