KLA Corporation Q1 Preview: Beat Likely, Multiple Still Heavy, Hold

Since my July 24 , 2025 note, I’ve stayed at Hold on KLA Corportation (NASDAQ: KLAC ). Execution remains excellent and process control keeps gaining structural weight, but price has outrun fundamentals. The stock is up aboutI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission ( ...