KLA Corporation (KLAC) Presents at UBS Global Technology and AI Conference 2025 Transcript
KLA (KLAC) reported earnings 30 days ago. What's next for the stock?
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We believe KLA (KLAC) stock could be a promising investment opportunity. Why? Because it offers strong margins, a low-debt capital structure, and strong momentum – with potential for growth as, the stock is significantly below its 52-week-high.
Explore KLA's (KLAC) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
KLA stands at the core of the AI-driven semiconductor cycle, enabling precision manufacturing through advanced inspection and metrology systems. Consistent gross margins above 60% and operating margins near 40% highlight a durable competitive moat and strong pricing power. Free cash flow exceeds $4 billion annually, funding R&D, dividends, and buybacks, with over 70% of cash returned to shareholders.
KLA Corporation (KLAC) shares up 21,716% since 1994 after 115 Big Money outlier inflows.
KLAC's fiscal first-quarter earnings and revenue beat estimates as strong semiconductor demand drives double-digit year-over-year growth.
KLA Corporation ( KLAC ) Q1 2026 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Kevin Kessel - Vice President of Investor Relations Richard Wallace - President, CEO & Executive Director Bren Higgins - Executive VP & CFO Conference Call Participants Harlan Sur - JPMorgan Chase & Co, Research Division Vivek Arya - BofA Securities, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division Thomas O'Malley - Barclays Bank PLC, Research Division Timothy Arcuri - UBS Investment Bank, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Yu Shi - Needham & Company, LLC, Research Division Christopher Caso - Wolfe Research, LLC Shane Brett - Morgan Stanley, Research Division Edward Yang - Oppenheimer & Co. Inc., Research Division Blayne Curtis - Jefferies LLC, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Timm Schulze-Melander - Rothschild & Co Redburn, Research Division Brian Chin - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good afternoon. My name is Stephanie, and I'll be your conference operator today.
The Investment Committee debate some non-mega cap names reporting in the next 24 hours.
KLA (KLAC)'s stock soared by nearly 80%, driven by substantial revenue growth and increasing margins, as investors place significant bets on its momentum in AI and semiconductor capabilities. The reasons behind this surge show a unique combination of tech demand and market dominance—analyzing this demonstrates why the rally could just be starting.
KLAC is Lam Research's counterpart in the Semiconductor Materials & Equipment sector that offers: