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With a market cap of $122.3 billion, KLA Corporation (KLAC) is a leading original equipment manufacturer (OEM) that specializes in process diagnostics, control, and yield management solutions for the semiconductor and electronics industries. With a broad portfolio spanning wafer and reticle inspection, metrology, and process-enabling technologies, KLA plays a critical role in advancing chip production and performance.
The Milpitas, California-based company is slated to announce its fiscal Q4 2025 earnings results on Wednesday, Jul. 23. Ahead of this event, analysts expect KLAC to report an adjusted EPS of $8.53, a 29.2% increase from $6.60 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in the past four quarters.
For fiscal 2025, analysts expect KLA Corporation to report adjusted EPS of $32.46, representing a 36.7% increase from $23.74 in fiscal 2024.
Shares of KLA Corporation have gained 8.4% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 13.4% return and the Technology Select Sector SPDR Fund's (XLK) 10.7% rise over the same period.
KLA released Q3 2025 results on Apr. 30. The company reported revenue of $3.1 billion and adjusted EPS of $8.41, both exceeding analyst expectations. Additionally, the company forecasted Q4 revenue of $3.1 billion (±$150 million) and adjusted EPS of $8.53 (±$0.78), both of which are above Wall Street estimates. Strong demand from key customers, such as TSMC, particularly for advanced chipmaking tools used in AI and high-bandwidth memory, further boosted investor confidence. However, shares of KLA fell 3.8% the next day.
Analysts' consensus view on KLA Corporation stock remains cautiously optimistic, with an overall “Moderate Buy” rating. Out of 25 analysts covering the stock, 10 recommend a "Strong Buy," three "Moderate Buys," and 12 "Holds." As of writing, KLAC is trading above the average analyst price target of $814.62.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
