FMP
Jul 29, 2022 6:09 PM - Davit Kirakosyan
KLA Corporation (NASDAQ:KLAC) shares rose more than 3% Friday afternoon following the company’s reported Q4 results, with EPS coming in at $5.81, better than the Street estimate of $5.50. Revenue came in at $2.49 billion, compared to the Street estimate of $2.43 billion.
According to the analysts at Deutsche Bank, the highlight of the quarter was the EPC business (up 9% quarter-over-quarter) reaching record quarterly revenues. The analysts continue to view EPC as a diversified set of verticals for the company, especially in the event of WFE downturns. While the company did acknowledge the current uncertainty in the industry, the analysts were impressed to hear management's increased confidence in its WFE outperformance in 2022 and with good visibility in H1/23.
The company provided its Q1/23 guidance, expecting EPS in the range of $5.70-$6.80, compared to the Street estimate of $5.81, and revenue in the range of $2.475-2.725 billion, compared to the Street estimate of $2.52 billion.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...