Anticipated KLA Corporation Earnings for Q4 2025: A Look Ahead
In the tech industry, anticipation is building as KLA Corporation (KLAC) prepares to announce its Q4 2025 earnings results on Wednesday, Jul. 23. The company, a leading original equipment manufacturer (OEM) specialising in process diagnostics, control, and yield management solutions for the semiconductor and electronics industries, is currently trading above the average analyst price target of $814.62.
Analysts' overall consensus view on KLA Corporation stock remains cautiously optimistic, with 10 recommending a "Strong Buy," 3 a "Moderate Buy," and 12 a "Hold." This sentiment is reflected in the current analyst consensus rating of a "Moderate Buy."
The consensus expectation is for moderate earnings growth, with analysts forecasting an adjusted EPS of $8.53 for Q4 2025, a 29.2% increase from $6.60 in the year-ago quarter. For fiscal 2025, they anticipate KLA Corporation to report an adjusted EPS of $32.46, representing a 36.7% increase from $23.74 in fiscal 2024.
KLA Corporation's portfolio includes wafer and reticle inspection, metrology, and process-enabling technologies, particularly focusing on advanced chipmaking tools used in AI and high-bandwidth memory. This focus has boosted investor confidence, with key customers such as TSMC showing strong demand.
The average analyst price target for KLAC is around $818 to $825, with some forecasts ranging as high as $900 to $950 and as low as $590. This suggests a modest upside from the last trading prices near $787 to $791 as of early July 2025.
However, KLA Corporation's stock performance has lagged behind the broader S&P 500 Index and the Technology Select Sector SPDR Fund over the past 52 weeks. Despite this, the company has exceeded Wall Street's earnings expectations in the past four quarters.
Recently, KLA Corporation reported revenue of $3.1 billion and adjusted EPS of $8.41 for Q3 2025, both exceeding analyst expectations. However, shares of KLA Corporation fell 3.8% the next day after the Q3 2025 results were announced, indicating a potential market reaction to the earnings report.
As investors await the Q4 2025 earnings announcement, the outlook remains tempered by cautious sentiment. This is underpinned by the continued strength in semiconductor-related markets, which support KLA’s valuation at around a 33x P/E ratio, above the market average but below the tech sector average.
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- Investors are eagerly anticipating KLA Corporation's Q4 2025 earnings announcement, as the company's focus on technology, particularly advanced chipmaking tools for AI and high-bandwidth memory, has boosted investor confidence.
- Despite the cautious sentiment surrounding KLA Corporation's stock, many analysts continue to recommend investing in the company, with some forecasting prices as high as $900 to $950, indicating a potential upward movement in the tech sector.
