KLA vs CrowdStrike

This page compares KLA and CrowdStrike, examining business models, financial performance, and market context. It presents factors shaping each company’s position, strategy, and outlook in their industries, with a neutral, accessible overview for readers seeking context. Educational content, not financial advice.

This page compares KLA and CrowdStrike, examining business models, financial performance, and market context. It presents factors shaping each company’s position, strategy, and outlook in their indust...

Comparison Snapshot

Key Financial Metrics

KLAC

Metric

CRWD

$202.74B

Market Cap

$118.07B

-18.19%

Potential Profit

14.34%

Buy

Analyst Rating

Buy

Why It's Moving

KLA Stock Surges on AI Infrastructure Tailwinds Keeping Semiconductor Equipment in the Spotlight.

Stock rocketed from $1,182 on October 24, 2025, to $1,512 by January 23, 2026, reflecting 87.7% gains since early 2025 on AI-driven momentum.
AI infrastructure demand positions KLA and peers at the top for 2026, as highlighted in recent sector research reports.
Upcoming earnings growth of 1.58% to $32.09 per share underscores confidence in the company's role in high-tech chip manufacturing.

Sentiment:

🐃Bullish

CrowdStrike Shares Climb After Earnings Beat Signals Robust Cloud Security Demand

Q4 EPS hit $0.96, topping the $0.94 consensus by $0.02, while revenue jumped 21.8% year-over-year to $1.23 billion.
Management issued upbeat FY2026 EPS guidance of $3.70–$3.72 and Q4 at $1.09–$1.11, underscoring sustained momentum in cybersecurity services.
Stock rose 1.8% to $453.77 on lighter volume, reflecting market approval even as it trades under 50- and 200-day averages.

Sentiment:

🐃Bullish

KLA Stock Surges on AI Infrastructure Tailwinds Keeping Semiconductor Equipment in the Spotlight.

Stock rocketed from $1,182 on October 24, 2025, to $1,512 by January 23, 2026, reflecting 87.7% gains since early 2025 on AI-driven momentum.
AI infrastructure demand positions KLA and peers at the top for 2026, as highlighted in recent sector research reports.
Upcoming earnings growth of 1.58% to $32.09 per share underscores confidence in the company's role in high-tech chip manufacturing.

Sentiment:

🐃Bullish

CrowdStrike Shares Climb After Earnings Beat Signals Robust Cloud Security Demand

Q4 EPS hit $0.96, topping the $0.94 consensus by $0.02, while revenue jumped 21.8% year-over-year to $1.23 billion.
Management issued upbeat FY2026 EPS guidance of $3.70–$3.72 and Q4 at $1.09–$1.11, underscoring sustained momentum in cybersecurity services.
Stock rose 1.8% to $453.77 on lighter volume, reflecting market approval even as it trades under 50- and 200-day averages.

Sentiment:

🐃Bullish

Investment Analysis

KLA

KLAC

Pros

KLA reported strong fiscal 2025 results with 23.89% revenue growth to $12.16 billion and a 47.06% increase in earnings to $4.06 billion.
The company generated robust cash flow, including over $1 billion in quarterly free cash flow and $3.75 billion for the fiscal year.
KLA has a solid history of capital returns, distributing $3.05 billion in fiscal 2025, supporting shareholder value.

Considerations

Analyst price targets indicate a potential decline of around 8% from current share price, reflecting cautious market sentiment.
The stock currently experiences high volatility with a Fear & Greed Index showing fear, suggesting some market uncertainty.
Despite strong fundamentals, KLA's medium-term price forecasts are mixed, showing only modest near-term upside potential.

CrowdStrike

CRWD

Pros

CrowdStrike is positioned in the fast-growing cybersecurity sector with a leading presence in software infrastructure.
The company maintains strong liquidity ratios, including a quick ratio of 1.65 and a current ratio of 1.85, indicating financial health.
CrowdStrike demonstrates significant growth potential with a market cap exceeding $133 billion and a large employee base to support expansion.

Considerations

CrowdStrike trades at a high valuation with a price-to-earnings ratio above 130, which could pressure future returns.
The company reported negative interest coverage, indicating challenges in covering interest expenses from operating earnings.
Profitability metrics such as return on assets and return on invested capital are lower compared to some peers, reflecting profitability pressure.

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