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KLA highlights strong process-control demand and Q2 momentum
KLA shares last closed at $210.52 on July 24, 2026, after a 128.05% gain over the prior 52 weeks.
KLA Corporation’s strength in semiconductor process control is being highlighted by Jensen Investment Management in its second-quarter 2026 investor letter for the Jensen Quality Growth Equity Strategy, which focuses on long-term growth in high-quality companies.
According to the letter, KLA designs, manufactures, and markets process control and yield management solutions for semiconductor and related electronics industries. The fund links KLA’s performance to secular demand for its process control systems, citing chip complexity growth and reshoring of supply chains, and notes that KLA has revenue visibility through its backlog.
The investor letter also points to KLA’s underlying financial strength and high customer demand as contributors to continued results in the second quarter. It says KLA closed at $210.52 per share on July 24, 2026, and reports a one-month return of -24.38%.
The letter adds that KLA is valued at about $275 billion in market capitalization and has traded in a 52-week range of $83.22 to $307.37, while shares gained 128.05% over the past 52 weeks.