Evaluate KLA's (KLAC) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
KLA (KLAC) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, KLAC broke out above the 50-day moving average, suggesting a short-term bullish trend.
KLA (KLAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
KLAC posts solid fiscal third-quarter results, with soaring EPS, strong cash flow and robust momentum in its advanced packaging portfolio.
KLA's unique position in inspection and metrology is crucial as chip complexity grows, driving demand for their tools despite weaker spending environments. AI, DRAM complexity, and leading-edge foundry demand are key structural drivers boosting KLA's growth, with advanced packaging revenue expected to exceed $850M in 2025. Tariffs and U.S. export controls pose significant risks, potentially impacting margins and China revenue, with a $500M revenue hit projected for 2025.
KLA Corporation (NASDAQ:KLAC ) Q3 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Kevin Kessel - VP, IR and Market Analytics Richard Wallace - CEO Bren Higgins - CFO Conference Call Participants Harlan Sur - JPMorgan Atif Malik - Citi Vivek Arya - Bank of America Securities Joe Quatrochi - Wells Fargo Timm Schulze-Melander - Redburn Atlantic C. J. Muse - Cantor Fitzgerald Krish Sankar - TD Cowen Tom O'Malley - Barclays Srini Pajjuri - Raymond James Timothy Arcuri - UBS Melissa Weathers - Deutsche Bank Operator Good afternoon.
The headline numbers for KLA (KLAC) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
KLA (KLAC) came out with quarterly earnings of $8.41 per share, beating the Zacks Consensus Estimate of $8.06 per share. This compares to earnings of $5.26 per share a year ago.
KLA Q3 performance is expected to have gained from services and advanced packaging growth. Higher tax rates and export license delays are likely to have ailed.
In the most recent trading session, KLA (KLAC) closed at $694.61, indicating a +0.75% shift from the previous trading day.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for KLA (KLAC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
KLA (KLAC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.