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KLA Corporation: Is Positioned For A Cyclical Upswing Driven By AI
Seeking Alpha· 2024-07-10 19:31
koto_feja/iStock via Getty ImagesKLA Corp. (NASDAQ:KLAC) is nearing a cyclical upswing as customers are nearing their major capital allocations to semiconductor manufacturing equipment as they finalize the construction of their domestic foundries. The Semiconductor Industry Association, in partnership with Boston Consulting Group, projects that the domestic capacity for semiconductor manufacturing will grow by 3x from 2022 figures with the assistance of the CHIPS Act. In addition to this, I believe the ...
Wall Street Analysts Think KLA (KLAC) Is a Good Investment: Is It?
ZACKS· 2024-07-09 01:56
文章核心观点 - 分析师给出的股票评级建议对投资者选股并不可靠 [5][6][10] - 分析师评级存在积极偏差,不能准确反映股票未来走势 [5][6][10] - 使用Zacks Rank评级体系可以更好地预测股票价格走势 [7][11][12] 公司概况 - KLA目前的平均券商评级(ABR)为1.88,介于强烈买入和买入之间 [2] - 24家券商中,13家给出强烈买入评级,占54.2% [3] 行业分析 - 分析师评级存在积极偏差,往往给出过于乐观的评级 [5][10] - 相比之下,Zacks Rank评级体系更能反映股票未来价格走势 [7][11][12] - KLA目前的Zacks Rank为3(中性),可能不宜完全依赖ABR的买入评级 [16]
KLA Announces Fourth Quarter Fiscal Year 2024 Earnings Date
Prnewswire· 2024-07-03 04:05
MILPITAS, Calif., July 2, 2024 /PRNewswire/ -- KLA Corporation (NASDAQ: KLAC) today announced that the company will review fourth quarter fiscal year 2024 earnings on Wednesday, July 24, 2024 at 2 p.m. PT. The company's results will be published on the same day after the stock market closes, as well as supplemental disclosures including a shareholder letter and earnings slide presentation.All earnings disclosures as well as the live earnings webcast will be available on the Investor Relations page of KLA's ...
KLA (KLAC) Exceeds Market Returns: Some Facts to Consider
ZACKS· 2024-06-28 07:20
KLA (KLAC) ended the recent trading session at $814.87, demonstrating a +0.19% swing from the preceding day's closing price. The stock outpaced the S&P 500's daily gain of 0.09%. At the same time, the Dow added 0.09%, and the tech-heavy Nasdaq gained 0.3%.Coming into today, shares of the maker of equipment for manufacturing semiconductors had gained 5.3% in the past month. In that same time, the Computer and Technology sector gained 6.18%, while the S&P 500 gained 3.38%.Investors will be eagerly watching fo ...
KLA (KLAC) Outperforms Broader Market: What You Need to Know
ZACKS· 2024-06-14 07:57
KLA (KLAC) closed at $830.03 in the latest trading session, marking a +0.27% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.23%. At the same time, the Dow lost 0.17%, and the tech-heavy Nasdaq gained 0.34%.Coming into today, shares of the maker of equipment for manufacturing semiconductors had gained 8.96% in the past month. In that same time, the Computer and Technology sector lost 2.01%, while the S&P 500 gained 3.96%.Analysts and investors alike will be keeping a ...
KLA Corporation (KLAC) NASDAQ Investor Conference Call (Transcript)
2024-06-11 21:54
会议主要讨论的核心内容 - 公司在先进封装领域的投资和发展历程,包括通过收购ICOS、Orbotech等公司进入该领域 [4] - 先进封装技术的发展趋势,如HBM、CoWoS等新型封装架构的应用 [11][12][13][14][25][30][31] - 先进封装对公司检测、测量和工艺设备的需求,以及公司在这些领域的技术优势 [32][33][34][35] - 公司在先进封装领域的数据分析和反馈控制能力,以及在该领域的发展前景 [38][39][40] 问答环节重要的提问和回答 问题1 **分析师提问** 分析师对公司在先进封装领域的发展前景和收入预期表示关注 [41][42] **Oreste Donzella回答** 公司预计2024年先进封装业务收入将达到4.5-5亿美元,增长迅速 [40] 问题2 **分析师提问** 询问公司在先进封装领域的技术优势和未来发展计划 [43] **Oreste Donzella回答** 公司在检测、测量和工艺设备等方面具有技术优势,并将继续投资和创新以满足先进封装的需求 [44]
KLA Corporation (KLAC) BofA Securities 2024 Global Technology Conference (Transcript)
Seeking Alpha· 2024-06-08 11:10
KLA Corporation (NASDAQ:KLAC) BofA Securities 2024 Global Technology Conference June 6, 2024 1:40 PM ET Company Participants Bren Higgins - EVP & CFO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Alright. Good morning, everyone. Welcome to this session. I'm Vivek Arya from BofA Semiconductor team. Really delighted to have Bren Higgins, Executive Vice President and CFO of KLA joined us, KLA is the most profitable company in semi-cap equipment and Bren will give us all the secrets as to ...
KLA Corporation (KLAC) BofA Securities 2024 Global Technology Conference (Transcript)
2024-06-08 11:10
会议主要讨论的核心内容 - 公司在2022年的分析师日上提出了9%-11%的营收增长目标,到2026年实现140亿美元营收和38美元每股收益 [3][5][15] - 公司服务业务预计未来12%-14%的周期性增长,主要得益于系统销售增长、工具使用寿命延长以及合同收入的可预测性 [10][11][19][20][23][24][26][27][28] - 公司预计2023年下半年和2024年整体设备市场将呈现中高单位数增长,其中逻辑/代工投资将成为主要驱动力 [30][31][32][33][34][35][36] - 高性能计算和人工智能应用带动了先进封装市场的快速增长,公司在该领域的多个工艺环节都有参与 [46][47][48][49][50][51][52][53][54] - 公司正在加大供应链投资,以满足未来几年的强劲需求,预计2025年的设备需求将保持良好态势 [59][60][61][63][64] 问答环节重要的提问和回答 问题1 **Vivek Arya 提问** 公司服务业务的增长与整体设备市场的周期性有何不同 [18] **Bren Higgins 回答** 公司服务业务与半导体收入更相关,不会受设备市场周期性的太大影响。服务业务具有高复杂性、高毛利、可预测的合同收入等特点,即使在下行周期也能保持中高单位数增长 [19][20][21][22][23][24][25][26][27][28] 问题2 **Vivek Arya 提问** 逻辑/代工在设备市场的占比预计会上升到60%以上,这对公司的过程控制业务有何影响 [40] **Bren Higgins 回答** 逻辑/代工的过程控制强度更高,有利于公司过程控制业务的增长。随着先进制程节点的发展和设计活动的增加,过程控制需求将持续提升,公司有望获得更多市场份额 [6][7][8][9][41][42][43][44][45] 问题3 **Vivek Arya 提问** 公司在先进封装领域还有哪些增长空间 [55] **Bren Higgins 回答** 公司目前主要参与先进封装的部分工艺环节,如栅极蚀刻、金属沉积等,未来随着技术要求的提升,在一些如HBM封装等领域也有机会增加参与 [56][57][58]
KLA (KLAC) Crossed Above the 20-Day Moving Average: What That Means for Investors
ZACKS· 2024-06-06 22:35
From a technical perspective, KLA (KLAC) is looking like an interesting pick, as it just reached a key level of support. KLAC recently overtook the 20-day moving average, and this suggests a short-term bullish trend.The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.Similar to oth ...
KLA Corporation (KLAC) J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference (Transcript)
2024-05-22 01:16
业绩展望 - 2024年下半年预计KLA的业务增长率将达到两位数[5] - KLA的服务业务预计将在今年增长约2.5亿至3亿美元,主要受到系统保修到期的影响[10] - KLA的EPC业务在2024年将继续增长,尤其是在先进封装领域[11] 市场趋势 - 过去10年,KLA的过程控制系统收入以13%的复合年增长率增长,超过了WFE的增长率[13] - KLA预计过程控制系统将继续快于半导体行业收入的增长,主要受到先进工厂和逻辑领域的需求推动[18] - KLA在过程控制领域保持强劲的市场份额,2023年比第二名竞争对手大6倍[33] - KLA在过程控制领域的市场份额在2023年略微下降,但仍高于过去15年的平均水平[34] - KLA在光刻领域的市场份额在2023年有所下降,但预计2024年将快于整体市场增长[40] - 公司计划在未来几年内每年增长0.5个百分点的市场份额,以提供更好的解决方案和加速客户的结果[41] - KLA在过去20年中,尽管一些竞争对手在市场份额上有所增长,但最终市场份额会回到KLA这边[42] - 在沉积和刻蚀领域,中国国内竞争对手在市场份额上取得了一些进展,但在过程控制方面,中国国内竞争对手的市场份额仍然很小[43] - KLA在处理控制方面具有强大的地位,尽管中国国内竞争对手有所增长,但市场份额仍然很小[45] - 在记忆领域,随着更多先进逻辑制造动态进入记忆领域,记忆处理控制强度可能会逐渐提高[49] - 光学检测在过去五年中增长了23%,远远超过电子束检测的增长率,光学检测市场规模平均是电子束检测的五倍[57] - KLA在先进封装领域具有强大地位,预计未来几年先进封装领域的多年收入机会将增长[66] 其他信息 - 公司的WFE份额原计划为7.5%,目前趋势在7%左右,可能略高一些[82] - 公司认为市场份额超出计划,服务可能超出计划,EPC可能略低于计划[83] - 公司已做出投资,预计将推动利润率和每股收益增长[83]