KLA Corp

KLAC: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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KLA Earnings: The Accelerating AI Opportunity Is Now Available at a Fair Price

William Kerwin

Jul 29, 2026

KLA's strong June-quarter results came in at the high end of guidance. Sales rose 15% year over year to $3.66 billion, and September-quarter guidance implies an acceleration to 25% year-over-year growth at the midpoint. Shares fell 10% after hours as negative momentum in AI tech stocks continues.

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To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

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KLA Corp

KLA Earnings: The Accelerating AI Opportunity Is Now Available at a Fair Price

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