COMPANY
KLA
KLAC:US
Primary coverage by Pierre Ferragu
Research
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Bible 3Q24 – Semicap: 2025 expectations are too highDecember 2, 2024 — Pierre Ferragu
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Semicap in 2025: All the headwinds the Street ignoresNovember 11, 2024 — Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – Week ending November 1stNovember 4, 2024 — Pierre Ferragu
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KLA 1FQ25: positive 2025 outlook, but expectations and valuation are full. Neutral, $715.October 31, 2024 — Pierre Ferragu
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Semicap sector update: 2025 rebound excessively anticipated. We stay on the sideline.September 30, 2024 — 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
