COMPANY
KLA
KLAC:US
Primary coverage by Pierre Ferragu
Research
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AMAT 4FQ25: 2026 outlook uncertain; we maintain a cautious view. Neutral, $220 TP.November 14, 2025 — Rolf Bulk and Pierre Ferragu
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Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more. Tech Weekly Wrap-upNovember 3, 2025 — Pierre Ferragu
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TEL 2FQ26: HBM drives beat. More positive tone on 2026. Neutral, ¥33,750.November 1, 2025 — Rolf Bulk and Pierre Ferragu
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TEL 2FQ26 QT: HBM drives beat. More positive tone on 2026.October 31, 2025 — Rolf Bulk and Pierre Ferragu
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KLA 1FQ26: AI deals not driving a material increase in 2026 WFE. Maintain Neutral, $1,230 Target Price.October 30, 2025 — Rolf Bulk and Pierre Ferragu
Events
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Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
