KLA Corp. Shares Up 59.7%, Packaging Sales Hit $950M, Growth Outlook
KLA’s shares have surged 59.7% over six months versus 30.5% industry growth, driven by strong demand for leading-edge logic, HBM and advanced packaging which topped $950 million in 2025, up 70% year-over-year. The company forecasts mid-to-high-teens growth in 2026 but flags U.S. export controls on China as a risk.
1. Stock Performance
KLA’s shares soared 59.7% over the past six months, outpacing the Electronics - Miscellaneous Products industry’s 30.5% gain as investors gravitate toward its semiconductor process control leadership.
2. Advanced Packaging and AI Demand
Advanced packaging revenue topped $950 million in 2025, reflecting 70% year-over-year growth, fueled by robust demand for leading-edge logic and high-bandwidth memory as AI infrastructure investments accelerate.
3. 2026 Outlook and Risks
The company targets mid-to-high-teens revenue growth in calendar 2026, supported by its diverse process control portfolio and services business. Extended U.S. export controls on China and tariff uncertainties pose potential international sales headwinds.