COMPANY
KLA
KLAC:US
Primary coverage by Pierre Ferragu
Research
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LAM 1FQ26: China and HBM drive beat. Maintain cautious view on 2026. $140 Target Price.October 23, 2025 — Rolf Bulk and Pierre Ferragu
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ASML 3Q25: 2026 outlook uncertain. Maintain cautious view. Neutral, €850 Target Price.October 16, 2025 — Rolf Bulk and Pierre Ferragu
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Semicon West: 2026 outlook? Does AI drive growth?DRAM architectures? Chinese competition? And more.October 14, 2025 — Pierre Ferragu
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Semicap and the $3tn AI bull-case: material upside, but well below the downstreamOctober 8, 2025 — Pierre Ferragu
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Does the semicap rally have legs? Downgrading ASML to NeutralOctober 6, 2025 — 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
