Key Takeaways From KLA Corporation Investor Day
<p>Deutsche Bank analysts provided their key takeaways from <a href='https://financialmodelingprep.com/financial-summary/KLAC'>KLA Corporation (NASDAQ:KLAC)</a> Investor Day. The company laid out its 4-year financial model and provided revenues/EPS targets of $14 billion/$38 by 2026 on sustained process control intensity gains (from 6% to 7.25% of WFE) as well as market share gains in both SPC and EPC segments. </p>
<p>Most importantly, the company’s financial outlook suggests a meaningfully bigger and more stable wafer fab equipment (WFE) market given today's much broader adoption of semiconductors in the industry. </p>
<p>The analysts said they feel strongly about the catalysts to process control growth that the company expects to play out over the next three years: (1) resumed scaling through broad-based EUV adoption and the transition to gate-all-around, (2) growing design starts at advanced nodes, and (3) increased focus on yields at the back-end of line triggered by reliability requirements of automotive semis and advanced packaging.</p>

NASDAQ:KLAC