+17% Revenue Growth Revenue $12.74B Q2 Fiscal 2026 Earnings Quarter Ended December 31, 2025 • Reported January 29, 2026 KLA Non-Confidential | Unrestricted 1 KLA Non-Confidential | Unrestricted 2 Calendar 2025 – Financial Highlights From a Record Year Forward Looking Statements Statements in this presentation other than historical facts, such as statements pertaining to: (i) future industry demand for semiconductors, WFE, and advanced packaging; (ii) our market position for the future and future growth in d ...

MILPITAS, Calif., Jan. 29, 2026 /PRNewswire/ -- KLA Corporation (NASDAQ: KLAC) today announced financial and operating results for its second quarter of fiscal year 2026, which ended on Dec. 31, 2025, and reported GAAP net income of $1.15 billion and GAAP net income per diluted share of $8.68 on revenues of $3.30 billion. "KLA delivered a record quarter and calendar 2025 for revenue, non-GAAP operating income, and free cash flow generation. This performance was fueled by our differentiated product portfolio ...

Investors didn't seem to know what to think about ASML's (NASDAQ: ASML) fourth-quarter earnings report. After the world's largest maker of semiconductor equipment reported that bookings more than doubled sequentially in its fourth quarter and gave bullish commentary, the stock jumped 5% in premarket trading. However, those gains quickly evaporated in the regular market session. It wasn't clear why, though valuation concerns may have played a role, as the stock had doubled in the last six months coming int ...

The Dutch semiconductor equipment maker has a bright future.ASML's (ASML +1.72%) stock has roughly doubled over the past 12 months. The Dutch semiconductor equipment maker attracted significant attention as a long-term play on the growth of the AI market, since its lithography systems are essential for producing the top AI chips. However, I believe ASML's stock could soar even higher this year for three simple reasons.1. It's a "picks and shovels" play for the AI infrastructure marketASML is the world's lar ...

As one of the world's foremost wafer fab equipment makers right now supporting the AI boom, the stakes cannot be higher than this. Investors in ASML Holding N.V. ( ASML , ASMLF ) haveJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha we ...

ASML Holding N.V. (NASDAQ:ASML) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer mentioned the stock during the episode and commented: Whenever there’s a chip shortage like we have now, sooner or later, these companies start buying more manufacturing equipment in order to boost production. That’s why ASML, Applied Materials, KLA, and Cramer fave Lam Research have been roaring because people know that they’ll have big orders as the year goes on. The big four semiconducto ...

By Toby Sterling and Nathan Vifflin AMSTERDAM, Jan 29 (Reuters) - ASML's latest results reignited the rally that has made it Europe's most valuable company, until questions about its capacity to meet record orders sent the stock sliding - highlighting just how stretched ​expectations have become. Shares in the Dutch chip-machine maker initially hit new highs after it reported fourth-quarter earnings on Wednesday, before reversing ‌to end down 2%. The whipsaw trading underscores how the firm, whose too ...

ASML's latest results reignited the rally that has made it Europe's most valuable company, until questions about its capacity to meet record orders sent the stock sliding - highlighting just how stret... ...

For the quarter ended December 2025, Lam Research (LRCX) reported revenue of $5.34 billion, up 22.1% over the same period last year. EPS came in at $1.27, compared to $0.91 in the year-ago quarter.The reported revenue represents a surprise of +2.11% over the Zacks Consensus Estimate of $5.23 billion. With the consensus EPS estimate being $1.17, the EPS surprise was +8.99%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine th ...

IBM - IBM shares rose over 7% following better-than-expected quarterly results, with revenue increasing by 12% to $19.7 billion and adjusted EPS at $4.52, surpassing the expected $4.32 [1][2] - The company anticipates full-year revenue growth above 5%, exceeding consensus expectations, and expects free cash flow to rise by $1 billion, which is significant for dividends and buybacks [2] - IBM's generative AI business has reached $12.5 billion, indicating strong enterprise demand beyond pilot projects [3] - Software revenue increased by 14%, with Red Hat growing by 10%, driven by hybrid cloud and AI-enabled workload demand, while infrastructure revenue surged over 20% [4][5] - Analysts suggest IBM may be a better investment in quantum computing compared to younger players, with a long-term vision to scale by 2030 [6] Royal Caribbean - Royal Caribbean's adjusted EPS was $2.80, with revenue at $4.26 billion, meeting expectations, and management reported strong demand for future cruises [8] - The company forecasts adjusted EPS for 2026 between $17.70 and $18.10, significantly above street expectations, with anticipated double-digit revenue growth [9] - Approximately two-thirds of capacity for 2026 is already booked at record pricing, indicating strong demand and pricing power in the experience economy [11] Lamb Research - Lamb Research shares gained after reporting adjusted EPS of $1.27, beating the expected $1.17, with revenue at $5.35 billion [13] - The company anticipates 23% growth in the wafer fab equipment market in 2026, driven by strong demand from the AI boom [13] - The CEO emphasized ramping execution velocity to support customer growth, highlighting strength in DRAM, leading-edge logic, and advanced packaging [14]