[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-kla-corporation-surged-12-ahead-of-its-stock-split-heres-what-the-roadmap-means-for-investors-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":271},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},110688,"KLA Corporation Surged 12% Ahead of Its Stock Split. Here’s What the Roadmap Means for Investors","2026-06-12T12:20:00","2026-06-12T03:39:13","\u003Cp>KLA Corporation surged 12.29% on June 11, the session before its 10-for-1 stock split took effect, pushing past its 52-week high. A wave of analyst upgrades followed the BofA Tech Conference, where CFO Bren Higgins signaled the 2026 wafer equipment market could exceed $140 billion and 2027 could be even stronger.\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-kla-corporation-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>KLA Corporation Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $2,398.04\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$3,430\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target:\u003C\u002Fstrong> ~$1,887\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~60%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~12% \u002F year\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Earnings Reaction:\u003C\u002Fstrong> -3.63% (4\u002F29\u002F26)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cstrong>KLA Corporation (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=282225&tid=2623439&?ref=tikrblog\">\u003Cstrong>KLAC\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong>, the dominant player in semiconductor process control and yield management, jumped 12.29% on June 11 as the session before its 10-for-1 stock split took effect on June 12, clearing its prior 52-week high of $2,304.41. The catalyst was a wave of analyst upgrades.\u003Ca href=\"https:\u002F\u002Fwww.investing.com\u002Fnews\u002Fstock-market-news\u002Fbarclays-raises-price-targets-on-chip-stocks-after-raising-wfe-estimates-4735596\"> Barclays raised its 2027 wafer fabrication equipment forecast to $209.5 billion\u003C\u002Fa> and lifted its KLAC price target to $2,250.\u003Ca href=\"https:\u002F\u002Fwww.tipranks.com\u002Fnews\u002Flam-amat-kla-why-chip-gear-stocks-are-up-despite-the-pressure-on-ai-trade-june-10-2026\"> Cantor Fitzgerald raised its target to $2,500\u003C\u002Fa>, describing the equipment industry as being in the “early innings of a multi-year supply-constrained upcycle.” UBS raised its target to $2,180.\u003C\u002Fp>\n\n\n\n\u003Cp>Worth noting: the Street’s mean target per TIKR sits at around $1,887, but several of those estimates predate the June 10-11 upgrades. Of 31 analyst recommendations on TIKR, 14 rate KLAC a Buy and 5 an Outperform, against 10 Holds and 1 Underperform.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>What Higgins Said at the BofA Conference\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>CFO Bren Higgins presented at the Bank of America Global Technology Conference on June 3. His framing was direct: the 2026 wafer fabrication equipment, or WFE, market could end up “a little bit stronger” than the $140 billion-plus estimate he gave on the April 29 earnings call, and visibility into 2027 is “remarkable” given how early in the year it is.\u003C\u002Fp>\n\n\n\n\u003Cp>That forward visibility now has numbers behind it. Barclays’ Thomas O’Malley raised his 2027 WFE estimate from $159 billion to $209.5 billion, projecting DRAM spending to grow 115% year-over-year in 2026 and 40% in 2027, with leading-edge logic and foundry up 50% next year. If those estimates prove accurate, revenue forecasts for KLA’s fiscal 2027 and 2028 will need to move meaningfully higher, and today’s valuation multiples will look less stretched.\u003C\u002Fp>\n\n\n\n\u003Cp>The most concrete new data point Higgins gave was on advanced packaging. KLA’s process control revenue from packaging is on track to reach $1 billion in 2026, up from $635 million in 2025 and roughly $300 million the year before. Less than three years ago, KLA held under 1% of the advanced packaging market. Today it holds over 6%, and Higgins guided toward the mid-7% range by year-end. As chipmakers adopt hybrid bonding and die-stacking, back-end packaging is demanding inspection complexity similar to front-end chip manufacturing, pulling KLA’s tools into a market that barely existed for it a few years ago.\u003C\u002Fp>\n\n\n\n\u003Cp>“We’re going to be $1 billion in packaging, up from $635 million last year and $300-ish million the year before,” Higgins said. “So it’s been quite a run.”\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_KLAC-KLA-Corporation-Revenue_11070930e6b\u002FTIKR.com_KLAC-KLA-Corporation-Revenue_11070930e6b.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781234664\u002Fimages\u002FTIKR.com_KLAC-KLA-Corporation-Revenue_11070930e6b\u002FTIKR.com_KLAC-KLA-Corporation-Revenue_11070930e6b.webp?_i=AA\" alt=\"\" class=\"wp-post-110688 wp-image-110709\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234664\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">KLA Corporation Revenue \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for KLA Corporation stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-why-the-share-gain-story-matters\">\u003Cstrong>\u003Cstrong>Why the Share Gain Story Matters\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>KLA’s structural case rests on a widening share position inside a growing market. Higgins confirmed at BofA that KLA gained more than 150 basis points of process control market share over the past five years, adding 80 basis points in 2025 alone. The company already holds 7.5 times the market share of its nearest competitor in this segment, and the 2030 roadmap targets another 150 basis points of gain, pushing KLA’s share of total WFE from roughly 7.5% to 9%.\u003C\u002Fp>\n\n\n\n\u003Cp>The mechanism is structural. As AI chip die sizes grow larger, any single defect destroys proportionally more yield. When chips are worth more, chipmakers inspect more. KLA’s position is reinforced by its service business: 80% of service revenue is under long-term contract per Higgins at BofA, and the average tool lifetime in the field has grown from roughly 10 years when he became CFO in 2013 to over 20 years today. The company targets a 13% to 15% service \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\">compound annual growth rate\u003C\u002Fa>, raised at the March 2026 Investor Day alongside a $7 billion share repurchase authorization and a 21% quarterly dividend increase.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Fjp-morgan-says-kla-corporation-133218682.html\">JP Morgan, on June 1, said KLAC could earn $95 per share by 2030\u003C\u002Fa>, pointing to KLA’s dominant process control position as the segment expands faster than the broader equipment market.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_KLAC-KLA-Corporation-Gross-Margin-EBIT-Margins\u002FTIKR.com_KLAC-KLA-Corporation-Gross-Margin-EBIT-Margins.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781234672\u002Fimages\u002FTIKR.com_KLAC-KLA-Corporation-Gross-Margin-EBIT-Margins\u002FTIKR.com_KLAC-KLA-Corporation-Gross-Margin-EBIT-Margins.webp?_i=AA\" alt=\"\" class=\"wp-post-110688 wp-image-110710\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234672\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">KLA Corporation Gross Margin & EBIT Margins \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-the-valuation-tension\">\u003Cstrong>The Valuation Tension\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>KLA trades at 37.18x NTM \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\">EV\u002FEBITDA\u003C\u002Fa> per TIKR, above the peer median of approximately 27.71x on TIKR’s Competitors page. For context, Lam Research sits at 36.67x, ASML at 33.83x, and Applied Materials at 28.73x. KLA’s premium reflects its higher process control mix and contracted service revenue, both of which are structurally less cyclical than what peers earn from etch and deposition equipment.\u003C\u002Fp>\n\n\n\n\u003Cp>The honest counterweight is that KLA’s NTM market cap to \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\">free cash flow\u003C\u002Fa> sits at 48.04x, and the Street’s mean target of around $1,887 per TIKR is well below the current price. Higgins acknowledged at BofA that roughly 100 basis points of gross margin pressure from elevated DRAM input costs and tariffs cannot be immediately passed through to customers, given KLA’s pricing structure is tied to cost-of-ownership commitments. China also represented $4.04 billion of KLA’s $12.16 billion in FY2025 revenue per TIKR segment data, a concentration that makes export control policy a real downside variable.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how KLA Corporation performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $2,135.64 (model entry)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$3,430\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~60%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~12% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2104\" data-public-id=\"images\u002FKLAC_valuation_model_110711051e5\u002FKLAC_valuation_model_110711051e5.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2104,c_scale\u002Ff_webp,q_auto\u002Fv1781234706\u002Fimages\u002FKLAC_valuation_model_110711051e5\u002FKLAC_valuation_model_110711051e5.webp?_i=AA\" alt=\"\" class=\"wp-post-110688 wp-image-110711\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234706\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">KLA Corporation Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for KLA Corporation stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>The mid case runs on a 15% revenue\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\"> CAGR\u003C\u002Fa> off KLA’s $12.16 billion FY2025 revenue base. The two primary drivers are advanced packaging process control compounding from a $1 billion base, and rising inspection intensity at leading-edge DRAM nodes as EUV lithography adds more control steps per layer. The margin driver is operating leverage, with management targeting gross margins of 63% to 64% and the upper end of its 40% to 50% structural operating margin range. The mid-case net income margin assumption is 41.5%. The extended TIKR model running to June 2034 projects a mid-case return of around 218% from the same entry at an IRR of approximately 15%.\u003C\u002Fp>\n\n\n\n\u003Cp>The primary downside risk is China policy escalation, given that segment’s $4.04 billion contribution to the revenue base, on which both the upside and base cases depend.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The thesis resolves on July 30, 2026, when KLA reports its fiscal fourth-quarter results. The specific question: does management confirm 2027 revenue visibility consistent with Barclays’ $209.5 billion WFE estimate, and does the fiscal Q1 2027 guide imply double-digit sequential growth? That confirmation validates the re-rating. A softer guide, against a stock trading well above the Street’s mean target of around $1,887, gives the bear case exactly the evidence it needs. The TIKR model supports a target of around $3,430 by June 2030. Whether the remaining ~60% upside holds depends on what Higgins says on July 30.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-kla-corporation\">Should You Invest in KLA Corporation?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>KLA Corporation\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>KLA Corporation\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze KLA Corporation on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1419,"en","\u002Fblog\u002Fkla-corporation-surged-12-ahead-of-its-stock-split-heres-what-the-roadmap-means-for-investors","kla-corporation-surged-12-ahead-of-its-stock-split-heres-what-the-roadmap-means-for-investors","images\u002F5-2_110694407ac\u002F5-2_110694407ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234125\u002Fimages\u002F5-2_110694407ac\u002F5-2_110694407ac.png?_i=AA",{"altText":165,"imageCredit":166},"KLA Corporation Surged 12% Ahead of Its Stock Split. Here’s What the Roadmap Means for Investors","@sasirin pamai's Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"KLA Corporation surged 12.29% on June 11, the session before its 10-for-1 stock split took effect, pushing past its 52-week high. A wave of analyst upgrades followed the BofA Tech Conference, where CFO Bren Higgins signaled the 2026 wafer equipment market could exceed $140 billion and 2027 could be even stronger.",{"title":153,"description":186,"twitterTitle":153,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":153,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","Est. reading time","8 minutes",1200,630,[194,209,224,240,256],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"Applied Materials Stock Surged 10% This Week After a $650 Analyst Target. Is the AI Upcycle Already Priced In?","2026-06-12 12:10:00","Applied Materials surged more than 10% on June 11 after Cantor Fitzgerald set a new $650 Street-high price target, citing bookings visibility stretching into 2028. The stock is now up more than 75% year to date and already trading above the TIKR mid-case target to 2030. ",1428,"\u002Fblog\u002Fapplied-materials-stock-surged-10-this-week-after-a-650-analyst-target-is-the-ai-upcycle-already-priced-in","applied-materials-stock-surged-10-this-week-after-a-650-analyst-target-is-the-ai-upcycle-already-priced-in","images\u002F4-3_11069344e9a\u002F4-3_11069344e9a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234119\u002Fimages\u002F4-3_11069344e9a\u002F4-3_11069344e9a.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"SanDisk Stock Has Surged 40% This Month. Here's What's Driving It Higher","2026-06-12 12:00:00"," SanDisk (SNDK) has climbed roughly 40% in the past month, powered by a Morgan Stanley upgrade and fresh AI inference demand spelled out at the Mizuho Technology Conference. ",1388,"\u002Fblog\u002Fsandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher","sandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher","images\u002F2-3_110691d2590\u002F2-3_110691d2590","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234109\u002Fimages\u002F2-3_110691d2590\u002F2-3_110691d2590.png?_i=AA",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":220},[],[222],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":225,"date":226,"excerpt":227,"wordCount":228,"uri":229,"slug":230,"cloudinaryAssetId":231,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":235,"categories":237,"relatedPosts":239},"S&P Global Just Answered the AI Question Investors Have Been Asking All Year","2026-06-11 15:30:00","The one question weighing on S&P Global (SPGI) all year finally got a direct answer this week. At the Mizuho Technology Conference on June 10, SVP of Investor Relations Mark Grant revealed specific figures that reframe the AI disruption debate, and made the case that the market's fear is concentrated on a much smaller slice of the business than most investors realize.\n",1745,"\u002Fblog\u002Fsp-global-just-answered-the-ai-question-investors-have-been-asking-all-year","sp-global-just-answered-the-ai-question-investors-have-been-asking-all-year","images\u002F10-1_110630819ab\u002F10-1_110630819ab","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186590\u002Fimages\u002F10-1_110630819ab\u002F10-1_110630819ab.png?_i=AA",{"altText":234},"S&P Global Just Answered the AI Question Investors Have Been Asking All Year",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":236},[],[238],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":241,"date":242,"excerpt":243,"wordCount":244,"uri":245,"slug":246,"cloudinaryAssetId":247,"featuredImageOriginalUrl":248,"featuredImageMetadata":249,"author":251,"categories":253,"relatedPosts":255},"Procter & Gamble CIO Just Explained How AI and Data Will Drive the Company's Next Growth Cycle","2026-06-11 15:20:00","At the Evercore Consumer & Retail Conference on June 10, P&G's CIO laid out how AI is reshaping R&D, media buying, and supply chain. The market is focused on a $1 billion oil headwind.",1934,"\u002Fblog\u002Fprocter-gamble-cio-just-explained-how-ai-and-data-will-drive-the-companys-next-growth-cycle","procter-gamble-cio-just-explained-how-ai-and-data-will-drive-the-companys-next-growth-cycle","images\u002F9-1_110629eac72\u002F9-1_110629eac72","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186582\u002Fimages\u002F9-1_110629eac72\u002F9-1_110629eac72.png?_i=AA",{"altText":250},"Procter & Gamble CIO Just Explained How AI and Data Will Drive the Company's Next Growth Cycle",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":252},[],[254],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":257,"date":258,"excerpt":259,"wordCount":260,"uri":261,"slug":262,"cloudinaryAssetId":263,"featuredImageOriginalUrl":264,"featuredImageMetadata":265,"author":266,"categories":268,"relatedPosts":270},"ARM Holdings Stock Just Fell 27% From Its All-Time High. Is the FTC the Story, or Just the Noise?","2026-06-11 15:10:00"," Arm Holdings hit an all-time intraday high near $421 on June 1 after Nvidia's Computex reveal, then pulled back sharply as the FTC's antitrust investigation moved to the center of the investment debate. ",1673,"\u002Fblog\u002Farm-holdings-stock-just-fell-27-from-its-all-time-high-is-the-ftc-the-story-or-just-the-noise","arm-holdings-stock-just-fell-27-from-its-all-time-high-is-the-ftc-the-story-or-just-the-noise","images\u002F7-1_1106275e3a1\u002F7-1_1106275e3a1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186573\u002Fimages\u002F7-1_1106275e3a1\u002F7-1_1106275e3a1.png?_i=AA",{"altText":257},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":267},[],[269],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[272,291,306,321,336,351,370,385,402,416,431,449,464],{"id":183,"title":273,"date":211,"excerpt":274,"wordCount":275,"uri":276,"slug":277,"cloudinaryAssetId":278,"featuredImageOriginalUrl":279,"featuredImageMetadata":280,"author":281,"categories":285,"relatedPosts":290},"MercadoLibre Stock Posts Fastest Revenue Growth in Four Years: Should You Buy Now?","MercadoLibre's credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.",1473,"\u002Fblog\u002Fmercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","mercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","images\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781235406\u002Fimages\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837.png?_i=AA",{"altText":273},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":284},"Gian Estrada","giantikr",[],[286],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":292,"date":293,"excerpt":294,"wordCount":295,"uri":296,"slug":297,"cloudinaryAssetId":298,"featuredImageOriginalUrl":299,"featuredImageMetadata":300,"author":301,"categories":303,"relatedPosts":305},"CoStar Group Stock's Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12 11:20:00","CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. ",1520,"\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":292},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":302},[],[304],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":307,"date":308,"excerpt":309,"wordCount":310,"uri":311,"slug":312,"cloudinaryAssetId":313,"featuredImageOriginalUrl":314,"featuredImageMetadata":315,"author":316,"categories":318,"relatedPosts":320},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":307},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":317},[],[319],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":322,"date":323,"excerpt":324,"wordCount":325,"uri":326,"slug":327,"cloudinaryAssetId":328,"featuredImageOriginalUrl":329,"featuredImageMetadata":330,"author":331,"categories":333,"relatedPosts":335},"Why Cloudflare Stock Looks Undervalued After Its Q1 2026 Developer Platform Results","2026-06-12 10:00:00","Cloudflare stock's fastest revenue growth in six quarters masks a gross margin compression that makes the $701 TIKR target conditional.",1603,"\u002Fblog\u002Fwhy-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","why-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","images\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781231486\u002Fimages\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834.png?_i=AA",{"altText":322},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":332},[],[334],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":337,"date":338,"excerpt":339,"wordCount":340,"uri":341,"slug":342,"cloudinaryAssetId":343,"featuredImageOriginalUrl":344,"featuredImageMetadata":345,"author":346,"categories":348,"relatedPosts":350},"Norwegian Cruise Line Stock's Cost Recovery Story: What the Margins Say About a $30 Target","2026-06-11 17:00:00","Norwegian Cruise Line Holding's operating margins just rose to 11% while yield guidance fell. Is 2026 the trough the TIKR model is pricing?",1488,"\u002Fblog\u002Fnorwegian-cruise-line-stocks-cost-recovery-story-what-the-margins-say-about-a-30-target","norwegian-cruise-line-stocks-cost-recovery-story-what-the-margins-say-about-a-30-target","images\u002FFEATURED-IMAGE-MAKER-832\u002FFEATURED-IMAGE-MAKER-832","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781165538\u002Fimages\u002FFEATURED-IMAGE-MAKER-832\u002FFEATURED-IMAGE-MAKER-832.png?_i=AA",{"altText":337},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":347},[],[349],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":352,"date":353,"excerpt":354,"wordCount":355,"uri":356,"slug":357,"cloudinaryAssetId":358,"featuredImageOriginalUrl":359,"featuredImageMetadata":360,"author":362,"categories":364,"relatedPosts":369},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":361},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":363},[],[365],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":371,"date":372,"excerpt":373,"wordCount":374,"uri":375,"slug":376,"cloudinaryAssetId":377,"featuredImageOriginalUrl":378,"featuredImageMetadata":379,"author":380,"categories":382,"relatedPosts":384},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":371},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":381},[],[383],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},[],{"id":183,"title":386,"date":387,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":399,"relatedPosts":401},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":386},{"name":396,"slug":397,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":398},"Aditya Raghunath","adityatikr",[],[400],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},[],{"id":183,"title":403,"date":404,"excerpt":405,"wordCount":406,"uri":407,"slug":408,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":409,"featuredImageMetadata":410,"author":411,"categories":413,"relatedPosts":415},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":403},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":412},[],[414],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},[],{"id":183,"title":417,"date":418,"excerpt":419,"wordCount":420,"uri":421,"slug":422,"cloudinaryAssetId":423,"featuredImageOriginalUrl":424,"featuredImageMetadata":425,"author":426,"categories":428,"relatedPosts":430},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":417},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":427},[],[429],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},[],{"id":183,"title":432,"date":433,"excerpt":434,"wordCount":435,"uri":436,"slug":437,"cloudinaryAssetId":438,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":448},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":432},{"name":396,"slug":397,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":442},[],[444],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":450,"date":451,"excerpt":452,"wordCount":453,"uri":454,"slug":455,"cloudinaryAssetId":456,"featuredImageOriginalUrl":457,"featuredImageMetadata":458,"author":459,"categories":461,"relatedPosts":463},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":450},{"name":396,"slug":397,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":460},[],[462],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},[],{"id":183,"title":465,"date":466,"excerpt":467,"wordCount":468,"uri":469,"slug":470,"cloudinaryAssetId":471,"featuredImageOriginalUrl":472,"featuredImageMetadata":473,"author":474,"categories":476,"relatedPosts":478},"Up 140% in the Last 12 Months, Can Fastly Stock Keep Climbing in 2026?","2026-06-09 05:50:00","Fastly stock is up 118% in a year. With security up 47% and AI tailwinds building, can FSLY hit $26 by 2028? See our valuation model.",986,"\u002Fblog\u002Fup-118-in-the-last-12-months-can-fastly-nasdaq-fsly-stock-keep-climbing-in-2026","up-118-in-the-last-12-months-can-fastly-nasdaq-fsly-stock-keep-climbing-in-2026","images\u002FFSLY-stock_1101114c0b5\u002FFSLY-stock_1101114c0b5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1780928762\u002Fimages\u002FFSLY-stock_1101114c0b5\u002FFSLY-stock_1101114c0b5.png?_i=AA",{"altText":465},{"name":396,"slug":397,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":475},[],[477],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},[]]