KLA Corporation posts Q4 FY26 revenue of $3.575B, guides toward $4B as AI chip demand accelerates

KLA results beat Wall Street estimates, but shares fall on high investor expectations

KLA beat Q4 revenue and raised Q1 guidance, but shares fell 9% as investors expected stronger AI-driven growth. The sell-off signals doubts about AI capex sustainability; KLA's process control tools are critical for chipmakers scaling generative AI production.