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Lastly, the analysts noted improvements in KLA’s gross margins across its business segments, including Process Control, PCB & Component, and Specialty Semiconductors. These improvements are supporting the company’s strong gross margin guidance of 62.5% for the second half of the calendar year 2025, despite an anticipated 100 basis point impact from tariffs. The company currently maintains a robust gross profit margin of 59.68%, according to InvestingPro data, which also reveals that KLA has maintained dividend payments for 21 consecutive years with a 17.24% dividend growth in the last twelve months. For deeper insights into KLA’s financial health, valuation metrics, and growth potential, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 top US stocks. The company currently maintains a robust gross profit margin of 59.68%, according to InvestingPro data, which also reveals that KLA has maintained dividend payments for 21 consecutive years with a 17.24% dividend growth in the last twelve months. For deeper insights into KLA’s financial health, valuation metrics, and growth potential, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 top US stocks.
Lastly, the analysts noted improvements in KLA’s gross margins across its business segments, including Process Control, PCB & Component, and Specialty Semiconductors. These improvements are supporting the company’s strong gross margin guidance of 62.5% for the second half of the calendar year 2025, despite an anticipated 100 basis point impact from tariffs. The company currently maintains a robust gross profit margin of 59.68%, according to InvestingPro data, which also reveals that KLA has maintained dividend payments for 21 consecutive years with a 17.24% dividend growth in the last twelve months. For deeper insights into KLA’s financial health, valuation metrics, and growth potential, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 top US stocks.
The analysis also pointed out that Taiwan Semiconductor Manufacturing Company (TSMC) remains KLA’s sole customer that accounts for more than 10% of its revenue. TSMC contributed 23% of KLA’s March quarter revenue, totaling $705 million, and has been the only 10% customer for the last nine months, contributing $1.8 billion in total to KLA’s revenue.
Lastly, the analysts noted improvements in KLA’s gross margins across its business segments, including Process Control, PCB & Component, and Specialty Semiconductors. These improvements are supporting the company’s strong gross margin guidance of 62.5% for the second half of the calendar year 2025, despite an anticipated 100 basis point impact from tariffs.
In other recent news, KLA Corporation reported its first-quarter 2025 earnings, exceeding analyst expectations with an earnings per share (EPS) of $8.41 compared to the forecasted $8.07. The company also outperformed revenue projections, posting $3.06 billion against the anticipated $3.01 billion. Despite these strong financial results, KLA’s stock experienced a decline, which may be attributed to investor concerns over future guidance and market conditions. Additionally, KLA announced a new $5 billion share repurchase authorization, indicating confidence in its long-term business prospects. The company anticipates continued growth driven by AI-related semiconductor investments, with advanced packaging revenue expected to exceed $850 million in 2025. In a related development, Stifel analysts raised their price target for KLA shares to $770, up from $750, while maintaining a Sell rating. They based this target on KLA’s consistent performance and strategic market positioning. KLA’s strong engagement in AI-driven growth areas, such as advanced logic and high bandwidth memory, continues to bolster its market position.
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