- KLIC crushed expectations by almost doubling revenue and tripling EPS and the latest quarterly guidance expects growth to accelerate even more.
- KLIC raised full-year guidance and provided justification as to why, suggesting the company is in the early innings of a multi-year expansion.
- KLIC has come a long way since early October, but multiples are still relatively low for a company expected to grow by leaps and bounds.
- The combination of appealing valuations and turbocharged growth makes for a compelling argument in favor of long KLIC.
For further details see:
The Semiconductor Cycle Is Heading Up According To Kulicke And Soffa Industries