KLA(US:KLAC) Zhi Tong Cai Jing·2026-01-30 15:22Core Viewpoint - KLA Corporation (KLAC.US) experienced a significant drop of 10% in stock price, closing at $1513.01, despite reporting better-than-expected earnings for Q2 of fiscal year 2026, with revenue of $3.3 billion and adjusted EPS of $8.85 [1] Financial Performance - For Q2 of fiscal year 2026, KLA reported revenue of $3.3 billion and adjusted EPS of $8.85, both exceeding market expectations [1] - The guidance for Q3 indicates expected revenue of approximately $3.35 billion, with a fluctuation of $150 million, and non-GAAP diluted EPS expected to be around $9.08, with a fluctuation of $0.78 [1] Market Reaction - The market reaction to KLA's earnings report was negative, attributed to concerns over the company's valuation being at historical highs and a warning regarding the slowdown in revenue growth, which has been declining for three consecutive quarters [1] - Investors had anticipated stronger growth driven by artificial intelligence, which was not reflected in the company's guidance [1]