KLA-Tencor Is Winning Market Share

  • With growth stalling for a couple of quarters and little room for margin expansion, there seem to be few levers left for the company to boost its share price substantially.
  • However, growth is supposed to return in the second half and the company still expects to grow faster than the overall market.
  • The tax benefits and still fairly reasonable valuation still provide some fuel for the share price.

Source: KLA-Tencor Is Winning Market Share – KLA-Tencor Corporation (NASDAQ:KLAC) | Seeking Alpha