KLA Corp

KLAC: XNAS (USA)

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KLA Earnings: The AI Growth Cycle Is Here, and We Don't Worry About Disconnect With Lam's Guidance

William Kerwin

Jan 30, 2026

KLA reported good December-quarter results and guided to strong, double-digit growth in calendar 2026. Shares sold off 8% after hours due to KLA's 2026 guidance missing the more than 20% growth that peer Lam Research guided to Jan. 28.

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KLA Corp

KLA Earnings: The AI Growth Cycle Is Here, and We Don't Worry About Disconnect With Lam's Guidance

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