Recent Insider Transactions • Jul 03
Executive VP recently sold €3.6m worth of stock On the 1st of July, Mary Wilkinson sold around 14k shares on-market at roughly €250 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.9m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months. Aankondiging • Jul 03
KLA Corporation to Report Q4, 2026 Results on Jul 28, 2026 KLA Corporation announced that they will report Q4, 2026 results After-Market on Jul 28, 2026 Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to €258, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 492% over the past three years. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €212, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 40x in the Semiconductor industry in Europe. Total returns to shareholders of 404% over the past three years. Recent Insider Transactions • May 14
President recently sold €6.9m worth of stock On the 12th of May, Richard Wallace sold around 5k shares on-market at roughly €1,530 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months. Aankondiging • May 09
KLA Corporation announces Quarterly dividend, payable on June 02, 2026 KLA Corporation announced Quarterly dividend of USD 2.3000 per share payable on June 02, 2026, ex-date on May 18, 2026 and record date on May 18, 2026. Aankondiging • May 02
Kla Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending in June 30, 2026 KLA Corporation provided earnings guidance for the fourth quarter of fiscal year ending in June 30, 2026. For the period, the company total revenues are expected to be in a range of $3.575 billion +/- $200 million and GAAP diluted EPS is expected to be in a range of $9.66+/- $1.00. Reported Earnings • Apr 30
Third quarter 2026 earnings released: EPS: US$9.17 (vs US$8.21 in 3Q 2025) Third quarter 2026 results: EPS: US$9.17 (up from US$8.21 in 3Q 2025). Revenue: US$3.42b (up 12% from 3Q 2025). Net income: US$1.20b (up 10% from 3Q 2025). Profit margin: 35% (in line with 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €1,512, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 27x in the Semiconductor industry in Europe. Total returns to shareholders of 357% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €716 per share. Aankondiging • Mar 12
KLA Corporation Announces an Increase in the Quarterly Dividend KLA Corporation announced an increase in the quarterly dividend level to $2.30 per share from $1.90 per share, the 17th consecutive annual increase in the quarterly dividend for KLA. The declaration and payment of future dividends is subject to the Board's discretion and will depend on financial and legal requirements and other considerations. Aankondiging • Feb 06
KLA Corporation Declares Regular Quarterly Cash Dividend, Payable on March 3, 2026 The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.90 per share on its common stock, payable on March 3, 2026 to KLA shareholders of record as of the close of business on February 17, 2026. Reported Earnings • Jan 30
Second quarter 2026 earnings released: EPS: US$8.73 (vs US$6.18 in 2Q 2025) Second quarter 2026 results: EPS: US$8.73 (up from US$6.18 in 2Q 2025). Revenue: US$3.30b (up 7.2% from 2Q 2025). Net income: US$1.15b (up 39% from 2Q 2025). Profit margin: 35% (up from 27% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jan 30
KLA Corporation Provides Earnings Guidance for the Third Quarter Ending March 31, 2026 KLA Corporation provided earnings guidance for the third quarter ending March 31, 2026. For the quarter, the company total revenues are expected to be in a range of $3.35 billion +/- $150 million; GAAP net income per diluted share of $8.07 to $9.63. New Risk • Jan 16
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €1,348, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total returns to shareholders of 270% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €601 per share. Aankondiging • Jan 08
KLA Corporation to Report Q2, 2026 Results on Jan 29, 2026 KLA Corporation announced that they will report Q2, 2026 results After-Market on Jan 29, 2026 Board Change • Dec 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Nov 12
Dividend of US$1.90 announced Shareholders will receive a dividend of US$1.90. Ex-date: 14th November 2025 Payment date: 2nd December 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 26%. Aankondiging • Nov 08
KLA Corporation Appoints Michael McMullen Chair of the Compensation and Talent Committee KLA Corporation announced that on November 5, 2025, Michael McMullen was appointed Chair of the Compensation and Talent Committee, replacing Gary Moore. Aankondiging • Nov 07
KLA Corporation Declares Regular Cash Dividend, Payable on December 2, 2025 The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.90 per share on its common stock, payable on Dec. 2, 2025 to KLA shareholders of record as of the close of business on Nov. 17, 2025. Reported Earnings • Oct 30
First quarter 2026 earnings released: EPS: US$8.51 (vs US$7.05 in 1Q 2025) First quarter 2026 results: EPS: US$8.51 (up from US$7.05 in 1Q 2025). Revenue: US$3.21b (up 13% from 1Q 2025). Net income: US$1.12b (up 19% from 1Q 2025). Profit margin: 35% (up from 33% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Oct 30
KLA Corporation Provides Earnings Guidance for Second Quarter Ending December 31, 2025 KLA Corporation provided earnings guidance for second quarter ending December 31, 2025. For the period Total revenues are expected to be in a range of $3.225 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.46 +/- $0.78. Aankondiging • Oct 04
KLA Corporation to Report Q1, 2026 Results on Oct 29, 2025 KLA Corporation announced that they will report Q1, 2026 results After-Market on Oct 29, 2025 Aankondiging • Sep 24
KLA Corporation, Annual General Meeting, Nov 05, 2025 KLA Corporation, Annual General Meeting, Nov 05, 2025. Location: one technology drive, milpitas, california 95035, United States New Risk • Sep 18
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 01
Full year 2025 earnings released: EPS: US$30.53 (vs US$20.41 in FY 2024) Full year 2025 results: EPS: US$30.53 (up from US$20.41 in FY 2024). Revenue: US$12.2b (up 24% from FY 2024). Net income: US$4.06b (up 47% from FY 2024). Profit margin: 33% (up from 28% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 01
KLA Corporation Provides Earnings Guidance for the First Quarter of Fiscal Year 2026 KLA Corporation provided earnings guidance for the first quarter of fiscal year 2026. Total revenues are expected to be in a range of $3.15 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.28 +/- $0.77. GAAP net income per diluted share to be in the range of $7.51 to $9.05. Aankondiging • Jul 10
KLA Corporation to Report Q4, 2025 Results on Jul 31, 2025 KLA Corporation announced that they will report Q4, 2025 results After-Market on Jul 31, 2025 Declared Dividend • May 15
Dividend of US$1.90 announced Shareholders will receive a dividend of US$1.90. Ex-date: 16th May 2025 Payment date: 3rd June 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €706, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €483 per share. Aankondiging • May 02
KLA Corporation Appoints Jamie E. Samath to its Board and Audit Committee, Effective April 30, 2025 KLA Corporation announced on April 30, 2025, the Board of Directors of the company appointed Jamie E. Samath to the Board, effective immediately. Mr. Samath has served as Executive Vice President, Chief Financial Officer and Head of Business Technology, since January 1, 2025, at Intuitive Surgical Inc. In his over 12 years with Intuitive, Mr. Samath’s scope and responsibilities have expanded across Intuitive’s financial and business functions. Mr. Samath assumed the role of Intuitive’s Chief Financial Officer in 2022 and became Head of Business Technology in 2024, which includes oversight of information technology, real estate and workplace services, and purchasing. The Board also appointed Mr. Samath to the Audit Committee of the Board, effective immediately. Reported Earnings • May 02
Third quarter 2025 earnings released: EPS: US$8.21 (vs US$4.46 in 3Q 2024) Third quarter 2025 results: EPS: US$8.21 (up from US$4.46 in 3Q 2024). Revenue: US$3.06b (up 30% from 3Q 2024). Net income: US$1.09b (up 81% from 3Q 2024). Profit margin: 36% (up from 26% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Apr 24
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Mike McMullen was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Apr 11
KLA Corporation to Report Q3, 2025 Results on Apr 30, 2025 KLA Corporation announced that they will report Q3, 2025 results After-Market on Apr 30, 2025 Board Change • Mar 31
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Mike McMullen was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 
