KLA Corporation

KLA is a supplier of process control and yield management solutions for the semiconductor and related nanoelectronics industries. The company provides process control and process-enabling solutions for manufacturing and testing wafers and reticles, integrated circuits, packaging, light emitting diodes, power devices, compound semiconductor devices, microelectromechanical systems, data storage, printed circuit boards (PCBs), and flat and flexible panel displays, as well as general materials research. The company has four reportable segments which include Semiconductor Process Control; Specialty Semiconductor Process; PCB, Display and Component Inspection; and Other.
  • TickerKLAC
  • ISINUS4824801009
  • ExchangeNASDAQ Stock Market
  • SectorTechnology Hardware & Equipment
  • CountryUnited States
Valens Research

KLAC - Embedded Expectations Analysis - 2021 06 19

KLA Corporation (KLAC:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 19.0x Uniform P/E, implying stable expectations for the firm. However, management is excited about developing new supply chain processes and confident about their growth performance and gross margin drivers Specifically, management generated an excitement marker when saying they will move things and adjust their processes as needed to deal with supply chain issues and deliver for customers. Moreover, management is confident growth performance was in line with the market and tha...

Valens Research

KLAC - Embedded Expectations Analysis - 2021 06 18

KLA Corporation (KLAC:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 19.0x Uniform P/E, implying stable expectations for the firm. However, management is excited about developing new supply chain processes and confident about their growth performance and gross margin drivers Specifically, management generated an excitement marker when saying they will move things and adjust their processes as needed to deal with supply chain issues and deliver for customers. Moreover, management is confident growth performance was in line with the market and tha...

KLA Corporation: Update to credit analysis

Strong market positions and track record of managing well through up and down cycles and market leading performance metrics.

Moody's upgrades KLA Corporation senior unsecured rating to A2; outlook stable

Rating Action: Moody's upgrades KLA Corporation senior unsecured rating to A2; outlook stable. Global Credit Research- 02 Jun 2021. New York, June 02, 2021-- Moody's Investors Service upgraded the senior unsecured rating of KLA Corporation to A2 from Baa1.

KLA Corporation - March 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market remains in purgatory Purgatory is a reference we have used to describe the state of the market numerous times throughout 2019, and we believe this remains the case. Technical signals continue to suggest that while there are little-to-no signs for us to expect impending doom (economic data notwithstanding), there is also little to suggest an imminent broad market rally. Until these signals begin leading us one way or the other, our neutral outlook remains appropriate. • Small-caps, Transports, Banks. Small-caps underperforming large-caps remains on our list of concerns as it has for ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Markets on the mend, still not at full health Recent market developments are encouraging and have improved the overall health of the market, which has also incrementally improved our outlook. At the same time, there is still more to be desired before we can have confidence in the prospect of a broad market rally. • Emerging Markets. An important signal of substantially improving risk appetites, emerging markets (EEM) are staging a bullish RS reversal relative to both the S&P 500 and MSCI ACWI (ACWI), and price is arguably bullishly inflecting as well. China (FXI) is helping lead the turnar...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Homebuilders and related stocks continue to indicate a bull market. (ex. BLD, MDC, MTH, MHO, IBP, PHM, CVCO, WLH, DHI, MAS, and GFF) • The Technology Sector continues to have a number of technically attractive names that are pulling back to support levels or remain in uptrends. (ex. SEDG, FORM, KLAC, TER, AMAT, AEIS, SYNA, OLED, QRVO, CRUS, FISV, EVTC, KN, JBL, CDW, and AAPL) • Insurance and Exchange related names remain leadership in the Financial Sector (ex. CME, ICE, CB, CINF, ALL, JRVR, and RNR)

Valens Research

KLAC - Embedded Expectations Analysis - 2021 06 19

KLA Corporation (KLAC:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 19.0x Uniform P/E, implying stable expectations for the firm. However, management is excited about developing new supply chain processes and confident about their growth performance and gross margin drivers Specifically, management generated an excitement marker when saying they will move things and adjust their processes as needed to deal with supply chain issues and deliver for customers. Moreover, management is confident growth performance was in line with the market and tha...

Valens Research

KLAC - Embedded Expectations Analysis - 2021 06 18

KLA Corporation (KLAC:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 19.0x Uniform P/E, implying stable expectations for the firm. However, management is excited about developing new supply chain processes and confident about their growth performance and gross margin drivers Specifically, management generated an excitement marker when saying they will move things and adjust their processes as needed to deal with supply chain issues and deliver for customers. Moreover, management is confident growth performance was in line with the market and tha...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

MarketLine Department

Tokyo Seimitsu Co., Ltd. - Strategy, SWOT and Corporate Finance Report

Summary Tokyo Seimitsu Co., Ltd. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Tokyo Seimitsu Co., Ltd. (Tokyo Seimitsu or "the company") manufactures and sells semiconductor production equipment and metrology instruments. The company operates under the brand name of Accretech. Tokyo Seimitsu manufactures and inspects equipment such as wafer probing machines, ...

MarketLine Department

Hexagon AB - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Hexagon AB Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Hexagon AB since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights ...

KLA Corporation: Update to credit analysis

Strong market positions and track record of managing well through up and down cycles and market leading performance metrics.

Moody's upgrades KLA Corporation senior unsecured rating to A2; outlook stable

Rating Action: Moody's upgrades KLA Corporation senior unsecured rating to A2; outlook stable. Global Credit Research- 02 Jun 2021. New York, June 02, 2021-- Moody's Investors Service upgraded the senior unsecured rating of KLA Corporation to A2 from Baa1.

KLA Corporation - March 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

KLA Corporation: KLA’s results and outlook highlight strong and improving business profile

KLA's results and outlook continue to improve

KLA Corporation - September 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

KLA reduces its risk exposure and slightly improves to Neutral

The independent financial analyst theScreener just allocated a lower risk rating to KLA (US), active in the Semiconductors industry. As regards its fundamental valuation, the title still shows 3 out of 4 possible stars. Its market behaviour, however, has slightly improved and can be qualified as moderately risky. theScreener considers that these elements merit an overall rating upgrade to Neutral. As of the analysis date January 15, 2021, the closing price was USD 304.13 and its expected value was estimated at USD 257.23.

Model Portfolio Update: Three Stocks Achieve Short Sale Targets

This is an update to our model portfolio report, "37 Stocks for March 2018". Long/Short Model Portfolio Selection Criteria The stocks selected for our theoretical model portfolio strategies all rank highly on four key metrics, with an emphasis on proxies for cash flow growth and ROIC: Relative value. Operating momentum. Consensus estimate revisions. Fundamental quality.

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