KLA vs Texas Instruments
This page compares KLA and Texas Instruments, examining business models, financial performance, and market context in a clear, neutral manner for readers seeking information. It highlights organisational structures, strategies, and industry factors that shape each company, without giving investment advice. Educational content, not financial advice.
This page compares KLA and Texas Instruments, examining business models, financial performance, and market context in a clear, neutral manner for readers seeking information. It highlights organisatio...
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.
Texas Instruments gears up for 2026 harvest with fresh auto chips and steady dividend as earnings loom.
- Launched TDA5 automotive SoCs in early January to boost vehicle safety and semi-autonomous driving, tapping into rising EV and assisted-driving demand.
- Declared Q1 2026 dividend at $1.42 per share, underscoring commitment to shareholder returns amid capex cycle wind-down.
- New 300mm wafer capacity online, potentially lifting margins as analog demand stabilizes and rivals face supply hiccups.
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.
Texas Instruments gears up for 2026 harvest with fresh auto chips and steady dividend as earnings loom.
- Launched TDA5 automotive SoCs in early January to boost vehicle safety and semi-autonomous driving, tapping into rising EV and assisted-driving demand.
- Declared Q1 2026 dividend at $1.42 per share, underscoring commitment to shareholder returns amid capex cycle wind-down.
- New 300mm wafer capacity online, potentially lifting margins as analog demand stabilizes and rivals face supply hiccups.
Investment Analysis
KLA
KLAC
Pros
- KLA is a global leader in semiconductor process control and yield management solutions with a strong technological edge and innovation pipeline.
- The company demonstrated robust financial performance in 2025, with revenue increasing by 23.89% to $12.16 billion and earnings up 47.06%.
- KLA has a significant market presence among top chip manufacturers, benefiting from the growing complexity and demand in semiconductor fabrication.
Considerations
- KLA’s stock has recently experienced high volatility and a sharp pullback, declining over 10% within a week despite strong long-term returns.
- The current valuation is relatively high with a price/earnings ratio around 38, which may limit near-term upside given recent price targets are mixed.
- Exposure to the cyclical semiconductor capital equipment market introduces execution and demand risks tied to broader industry fluctuations.
Pros
- Texas Instruments has a strong competitive position with a diversified product portfolio serving analog and embedded processing markets.
- The company benefits from stable cash flow generation and a solid balance sheet supporting consistent dividends and share repurchases.
- Texas Instruments’ market capitalisation of approximately $148 billion reflects its scale and established leadership in the semiconductor industry.
Considerations
- TI’s revenue and stock price growth has been modest recently, with limited year-to-date gains compared to high-growth peers.
- The company faces exposure to macroeconomic uncertainties and cyclicality in semiconductor demand that can impact its operational results.
- Rising competition in analog semiconductors and evolving technology trends could pressure TI’s market share and margin durability.
Related Market Insights
America's Chip Renaissance: Why the Semiconductor Surge is Just Beginning
Invest in the US semiconductor surge. Discover opportunities in domestic chip manufacturing, supply chain, and equipment suppliers. Start investing with Nemo.
Aimee Silverwood | Financial Analyst
August 23, 2025
Related Market Insights
America's Chip Renaissance: Why the Semiconductor Surge is Just Beginning
Invest in the US semiconductor surge. Discover opportunities in domestic chip manufacturing, supply chain, and equipment suppliers. Start investing with Nemo.
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August 23, 2025
KLA (KLAC) Next Earnings Date
KLA Corporation's next earnings date is Thursday, January 29, 2026, at 2:00 p.m. PT, following market close. This report will cover the second quarter of fiscal year 2026, ending approximately December 2025. Results and supplemental materials, including a shareholder letter, will be released that day on the company's Investor Relations site.
Texas Instruments (TXN) Next Earnings Date
Texas Instruments (TXN) is scheduled to report its next earnings on January 27, 2026, after market close. This release will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor for analyst expectations around EPS of approximately $1.29-$1.31 and revenue near $4.4 billion.
KLA (KLAC) Next Earnings Date
KLA Corporation's next earnings date is Thursday, January 29, 2026, at 2:00 p.m. PT, following market close. This report will cover the second quarter of fiscal year 2026, ending approximately December 2025. Results and supplemental materials, including a shareholder letter, will be released that day on the company's Investor Relations site.
Texas Instruments (TXN) Next Earnings Date
Texas Instruments (TXN) is scheduled to report its next earnings on January 27, 2026, after market close. This release will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor for analyst expectations around EPS of approximately $1.29-$1.31 and revenue near $4.4 billion.
Which Baskets Do They Appear In?
The U.S. Semiconductor Surge
Texas Instruments is opening a new U.S. factory to produce iPhone chips for Apple, a move that strengthens the domestic supply chain. This creates a ripple effect, boosting demand for American companies that supply manufacturing equipment and advanced materials to the semiconductor industry.
Published: August 23, 2025
Explore BasketWhich Baskets Do They Appear In?
The U.S. Semiconductor Surge
Texas Instruments is opening a new U.S. factory to produce iPhone chips for Apple, a move that strengthens the domestic supply chain. This creates a ripple effect, boosting demand for American companies that supply manufacturing equipment and advanced materials to the semiconductor industry.
Published: August 23, 2025
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