Keysight pomohl AttoTude zkrátit vývojové cykly čipů o více než 50 % a dosáhnout prvního úspěšného průchodu na křemíku u pokročilých RF, sub-THz a THz návrhů. Díky tomu AttoTude zkrátil vývoj na méně než šest týdnů.
Keysight Technologies, Inc. (NYSE: KEYS) today announced that AttoTude Inc., a pioneer of next-generation ASICs over Dielectric interconnect technology for AI and hyperscale data center applications, has expanded its use of Keysight EDA software to manage its full IC design workflow. As a result, AttoTude has reduced its design cycles by more than 50% while achieving first-pass silicon success across advanced RF, sub-THz, and THz tape-outs that underpin its guided-wave interconnect platform.
Design velocity is emerging as a competitive advantage, with global semiconductor revenue forecast to exceed $1.3 trillion in 2026 and AI semiconductors expected to account for 30% of the market. For organizations developing AI interconnect technologies, accelerating silicon development while minimizing costly respins is vital to delivering the required bandwidth, efficiency, and scalability.
AttoTude designs integrated circuits that support per-lane data rates of 200G, 400G, and 800G, where on-chip interconnects behave as waveguides and accurate electromagnetic simulation is essential. With engineers working in parallel on sub-THz and THz subsystems, coordinating workloads without a shared, version-controlled environment makes first-pass silicon success difficult to achieve at scale. With the Keysight Advanced Design System (ADS) platform, AttoTude has cut design cycles to less than six weeks, with designs consistently performing to specification on first silicon.
Utilizing Keysight's design data management software, AttoTude maintains a single source of truth across its design environment, giving engineers full traceability and visibility at every stage. System-level scenario planning allows the team to explore design trade-offs before committing to silicon, with simulation-to-measurement correlation ensuring results reflect performance. As operating frequencies extend from RF into the sub-THz and THz domains, maintaining consistency between layouts, electromagnetic models, and simulation data becomes critical to delivering reliable silicon.
Richard Chan, ASIC Architect and Development Leader, AttoTude, said: “Developing an ASICs over Dielectric interconnect platform that spans signaling frequencies from 100 GHz to 3 THz requires an exceptional level of design accuracy and simulation fidelity. Keysight’s EDA software has enabled our engineering team to move faster with greater confidence, helping us accelerate development while consistently achieving first-pass silicon success.”
Nilesh Kamdar, General Manager, Keysight EDA, said: “At Keysight, we measure success by what our customers achieve. The next generation of AI infrastructure will be built by the teams that move from design to silicon fastest, and AttoTude is proving what that speed makes possible.”
Resources
Web Page: Keysight Advanced Design System
Web Page: Keysight Enterprise SOS
Web Page: AttoTude
About Keysight Technologies
Keysight (NYSE: KEYS) serves technology innovators as a mission-critical design enablement partner for the world’s most complex engineering challenges. By connecting market-leading design, emulation, and test solutions across the full life cycle, Keysight helps engineering teams accelerate innovation, reduce risk, and bring new technologies to market faster. Customers across AI infrastructure, communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics rely on Keysight to bridge virtual design and physical reality, enabling confident decisions earlier. Learn more at www.keysight.com.
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Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Allworth Financial LP ve 2. čtvrtletí nakoupila novou pozici v Keysight Technologies: 6 616 akcií za zhruba 2,316 milionu USD. Keysight zároveň oznámila EPS 3,07 USD a výnosy 1,85 miliardy USD, obojí nad odhady.
Allworth Financial LP purchased a new position in Keysight Technologies Inc. (NYSE:KEYS – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 6,616 shares of the scientific and technical instruments company’s stock, valued at approximately $2,316,000.
Several other hedge funds have also bought and sold shares of KEYS. Quarry LP purchased a new stake in Keysight Technologies during the 4th quarter valued at about $25,000. IMG Wealth Management Inc. bought a new position in shares of Keysight Technologies in the second quarter worth approximately $29,000. Cornerstone Planning Group LLC increased its stake in shares of Keysight Technologies by 36.1% in the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock worth $32,000 after buying an additional 30 shares during the period. Virtus Advisers LLC bought a new stake in Keysight Technologies during the 2nd quarter valued at $35,000. Finally, Oslo Pensjonsforsikring AS purchased a new position in shares of Keysight Technologies in the first quarter valued at about $44,000. 84.58% of the stock is currently owned by institutional investors.
Analyst Ratings Changes Several research firms have recently issued reports on KEYS. Wall Street Zen cut Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. Truist Financial boosted their price objective on shares of Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a research report on Wednesday. Weiss Ratings upgraded Keysight Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday. Citigroup reaffirmed a “buy” rating on shares of Keysight Technologies in a research report on Wednesday. Finally, Morgan Stanley increased their target price on Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Keysight Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $392.83.
View Our Latest Report on Keysight Technologies More Keysight Technologies News Here are the key news stories impacting Keysight Technologies this week:
Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus Keysight Technologies Price Performance NYSE:KEYS opened at $315.95 on Friday. The business’s 50-day simple moving average is $332.86 and its two-hundred day simple moving average is $315.34. Keysight Technologies Inc. has a 52 week low of $158.79 and a 52 week high of $374.96. The stock has a market cap of $54.00 billion, a PE ratio of 43.40, a P/E/G ratio of 1.80 and a beta of 1.22. The company has a quick ratio of 1.51, a current ratio of 2.02 and a debt-to-equity ratio of 0.28.
Keysight Technologies (NYSE:KEYS – Get Free Report) last released its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, topping analysts’ consensus estimates of $2.48 by $0.59. The firm had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.75 billion. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%.The business’s quarterly revenue was up 36.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.72 earnings per share. Keysight Technologies has set its Q4 2026 guidance at 3.340-3.400 EPS and its FY 2026 guidance at 11.460-11.460 EPS. As a group, analysts forecast that Keysight Technologies Inc. will post 9.03 EPS for the current fiscal year.
Insider Activity In related news, SVP Ingrid A. Estrada sold 2,000 shares of the firm’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $340.87, for a total transaction of $681,740.00. Following the completion of the transaction, the senior vice president directly owned 105,861 shares of the company’s stock, valued at approximately $36,084,839.07. This trade represents a 1.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satish Dhanasekaran sold 507 shares of Keysight Technologies stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $361.32, for a total transaction of $183,189.24. Following the completion of the sale, the chief executive officer owned 121,391 shares in the company, valued at approximately $43,860,996.12. This represents a 0.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 5,507 shares of company stock worth $1,904,669 over the last quarter. Insiders own 0.40% of the company’s stock.
Keysight Technologies Company Profile (Free Report)
Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.
Keysight’s product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.
Featured Articles Five stocks we like better than Keysight Technologies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?
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Keysight Technologies oznámila EPS 3,07 USD a tržby 1,85 miliardy USD, obojí nad odhady. Firma zároveň zvýšila výhled na 4. čtvrtletí 2026 i fiskální rok 2026.
Advisors Capital Management LLC bought a new position in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 1,718 shares of the scientific and technical instruments company’s stock, valued at approximately $601,000.
Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Oppenheimer Asset Management Inc. bought a new stake in shares of Keysight Technologies in the 2nd quarter valued at about $11,917,000. Comerica Bank boosted its stake in Keysight Technologies by 57.2% during the 4th quarter. Comerica Bank now owns 52,506 shares of the scientific and technical instruments company’s stock worth $10,669,000 after acquiring an additional 19,104 shares during the last quarter. Jefferies Financial Group Inc. acquired a new position in Keysight Technologies during the fourth quarter valued at approximately $9,739,000. Sequoia Financial Advisors LLC grew its holdings in Keysight Technologies by 11.1% during the fourth quarter. Sequoia Financial Advisors LLC now owns 39,009 shares of the scientific and technical instruments company’s stock valued at $7,926,000 after purchasing an additional 3,882 shares during the period. Finally, Private Advisory Group LLC bought a new stake in Keysight Technologies in the second quarter valued at approximately $2,050,000. 84.58% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In KEYS has been the topic of several research analyst reports. Barclays raised their price objective on Keysight Technologies from $387.00 to $429.00 and gave the stock an “overweight” rating in a research note on Wednesday. Truist Financial boosted their target price on Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a research note on Wednesday. Morgan Stanley increased their price target on Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday. Wall Street Zen lowered Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 1st. Finally, Robert W. Baird lifted their price objective on Keysight Technologies from $385.00 to $410.00 and gave the company an “outperform” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $392.83.
View Our Latest Stock Report on Keysight Technologies Insider Buying and Selling at Keysight Technologies In other news, SVP Ingrid A. Estrada sold 2,000 shares of the company’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total transaction of $681,740.00. Following the transaction, the senior vice president owned 105,861 shares of the company’s stock, valued at $36,084,839.07. This represents a 1.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satish Dhanasekaran sold 507 shares of the stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $361.32, for a total transaction of $183,189.24. Following the completion of the transaction, the chief executive officer directly owned 121,391 shares in the company, valued at $43,860,996.12. The trade was a 0.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 5,507 shares of company stock worth $1,904,669 in the last quarter. 0.40% of the stock is currently owned by company insiders.
Keysight Technologies Trading Down 0.2% Shares of Keysight Technologies stock opened at $315.95 on Friday. The stock has a fifty day simple moving average of $332.86 and a 200 day simple moving average of $315.34. Keysight Technologies Inc. has a 12-month low of $158.79 and a 12-month high of $374.96. The company has a market capitalization of $54.00 billion, a P/E ratio of 43.40, a price-to-earnings-growth ratio of 1.80 and a beta of 1.22. The company has a current ratio of 2.02, a quick ratio of 1.51 and a debt-to-equity ratio of 0.28.
Keysight Technologies (NYSE:KEYS – Get Free Report) last issued its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, beating the consensus estimate of $2.48 by $0.59. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%.The business had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.75 billion. During the same period last year, the business earned $1.72 EPS. The business’s revenue was up 36.5% on a year-over-year basis. Keysight Technologies has set its Q4 2026 guidance at 3.340-3.400 EPS and its FY 2026 guidance at 11.460-11.460 EPS. On average, sell-side analysts anticipate that Keysight Technologies Inc. will post 9.03 earnings per share for the current fiscal year.
Keysight Technologies News Roundup Here are the key news stories impacting Keysight Technologies this week:
Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus Keysight Technologies Company Profile (Free Report)
Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.
Keysight’s product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.
Featured Articles Five stocks we like better than Keysight Technologies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding KEYS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Keysight Technologies Inc. (NYSE:KEYS – Free Report).
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Keysight ve fiskálním 3. čtvrtletí zvýšil tržby o 36 % na 1,85 mld. USD a non-GAAP EPS o 79 % na 3,07 USD díky poptávce po AI infrastruktuře. Společnost očekává ve 4. čtvrtletí tržby 1,93–1,95 mld. USD a non-GAAP EPS 3,34–3,40 USD.
Key Takeaways KEYS revenues rose 36% to $1.85B, while non-GAAP EPS surged 79% to $3.07 in fiscal Q3.Keysight's wireline orders more than doubled as AI infrastructure and high-speed transitions drove demand.KEYS projects fiscal Q4 revenues of $1.93B-$1.95B and non-GAAP EPS of $3.34-$3.40. Keysight Technologies, Inc. (KEYS - Free Report) is benefiting from accelerating investments across artificial intelligence (AI) infrastructure, next-generation communications, semiconductors and defense markets, as exemplified by solid third-quarter fiscal 2026 results. The company’s growth momentum is likely to continue, backed by an expanding portfolio and improving operating leverage.
Keysight’s revenues were $1.85 billion, up 36% year over year, while non-GAAP earnings surged 79% to $3.07 per share. Orders increased to $2.09 billion from $1.34 billion in the year-ago quarter, marking the second consecutive quarter with orders above $2 billion.
AI Infrastructure: Key Growth CatalystThe rapid expansion of AI infrastructure is one of the key growth drivers for Keysight. Rising investments in AI data centers are increasing the complexity of computing and networking architectures, creating demand for Keysight’s design, emulation and testing solutions.
Wireline orders more than doubled year over year in the fiscal third quarter, benefiting from AI infrastructure scaling, higher-speed technology transitions, silicon photonics and system-level emulation. Keysight is participating across the AI development lifecycle, spanning pre-silicon design, chip and component validation, data-center rack and cluster emulation and manufacturing testing.
Increasing adoption of 800-gig and 1.6-terabit optical transceivers is another positive. Moreover, Keysight’s deeper engagement with hyperscalers and semiconductor companies should expand its addressable opportunity as AI architectures become increasingly complex. Management believes AI adoption remains in its early stages, indicating a potentially long runway for the company.
6G Investments Lend SupportKeysight is well-positioned to benefit from the transition toward 6G. With the initial 6G standard targeted for March 2029, customers are gradually moving from exploratory research toward funded development programs.
Emerging technologies such as AI-powered radio access networks, integrated sensing and communication and non-terrestrial networks are expanding Keysight’s growth opportunities. Its broad portfolio of radio-channel, network, device and satellite emulation solutions should help customers test new 6G architectures and applications. Management expects the 6G opportunity to be larger than the 5G cycle.
Semiconductor and Industrial Demand Adds MomentumKeysight’s Electronic Industrial Solutions Group is another important growth engine. Segment revenues jumped 21% year over year to a record $501 million in the fiscal third quarter, driven by growth across semiconductor, general electronics, automotive and energy markets.
Semiconductor demand is benefiting from capacity expansion related to advanced process nodes, high-bandwidth memory and silicon photonics. AI-related computing growth is also increasing test requirements for increasingly complex electronic components.
Software-defined vehicles, automotive cybersecurity, EV charging, energy storage and infrastructure validation are creating additional opportunities for Keysight’s test and measurement solutions.
Price PerformanceKeysight has gained 89.6% over the past year compared with the sector’s growth of 29.2%. It has, however, lagged peers like Aehr Test Systems, Inc. (AEHR - Free Report) and Advantest Corporation (ATEYY - Free Report) . While Advantest has gained 190.6%, AEHR is up a stellar 485.4% over this period.
One-Year KEYS Stock Price Performance
Image Source: Zacks Investment Research
Robust Outlook Bodes Well for KEYSThe strong demand environment prompted Keysight to provide an upbeat fiscal fourth-quarter outlook. Revenues are projected between $1.93 billion and $1.95 billion, implying approximately 37% year-over-year growth at the midpoint. Non-GAAP earnings are expected between $3.34 and $3.40 per share. For fiscal 2026, management expects revenues and earnings to increase approximately 32% and 60%, respectively.
Keysight has a long-term earnings growth expectation of 19.4%. It delivered a trailing four-quarter average earnings surprise of 15.1%. Keysight currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
With a favorable Zacks Rank and healthy fundamentals, KEYS appears primed for further price appreciation. Consequently, investors are likely to profit if they bet on this high-flying stock now.
Keysight vykázal v segmentu EISG tržby 501 milionů USD, meziročně o 21 % více. Růst táhne poptávka po AI infrastruktuře, pokročilých polovodičích a silikonové fotonice.
Key Takeaways Keysight's EISG revenues rose 21% to $501 million, driven by broad-based demand across key markets.AI infrastructure, advanced semiconductors and silicon photonics are fueling EISG's growth outlook.Keysight is seeing stronger demand for automotive testing, energy transition and digital health solutions. Keysight Technologies, Inc. (KEYS - Free Report) is benefiting from solid momentum in the Electronic Industrial Solutions Group (EISG). The segment’s revenues increased to $501 million, up 21% year over year. There are multiple factors driving this growth.
AI-related innovation and infrastructure investment are major growth drivers for EISG's General Electronics business. The expansion of next-generation computing is increasing testing requirements for components such as multilayer PCBs and capacitors. This is driving demand for Keysight's precision measurement solutions. The semiconductor business is benefiting from continued capacity expansion in advanced process nodes, high-bandwidth memory and silicon photonics.
Automakers are also facing increasing requirements around in-vehicle networking and cybersecurity. Growing investment in software-defined vehicle architectures is supporting demand for Keysight's testing solutions in the automotive vertical. EISG is also seeing growth from the broader energy transition. Keysight is witnessing higher customer engagement across multiple use cases such as high-power charging, energy storage, compliance and infrastructure validation.
Digital health is providing another diversification opportunity for the General Electronics vertical in the EISG segment. The company reported double-digit growth in digital health, backed by growing adoption of wearable devices and monitoring systems. EISG prospects remain positive for upcoming quarters, backed by continued investment in AI infrastructure, advanced semiconductors, silicon photonics and next-generation automotive technologies.
How are Competitors Faring?The company faces competition from Fortive Corporation (FTV - Free Report) and Teradyne, Inc. (TER - Free Report) in this segment. In the second quarter, Fortive’s Intelligent Operating Solutions segment, which includes instrumentation businesses, grew 8.8% reported and 7.4% on a core basis, supported by professional instrumentation demand. The company is actively venturing into higher-growth verticals such as data centers, defense and distributed energy to boost its growth prospects.
Teradyne designs, develops, manufactures and sells automated test equipment and robotics products. Its automatic test systems are used to test semiconductors, wireless products, data storage and complex electronics systems in consumer electronics, wireless, automotive, industrial, computing, communications, and aerospace and defense industries. Teradyne’s AI-driven revenues exceeded 60% of second-quarter sales as total revenues reached a second consecutive record of $1.33 billion.
KEYS’ Price Performance, Valuation and EstimatesKeysight has gained 98.9% in the past year compared with the Electronics - Measuring Instruments industry’s growth of 115.1%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company’s shares currently trade at 27.1 forward earnings, lower than 33.24 for the industry and its mean of 30.36.
Image Source: Zacks Investment Research
The company’s earnings estimates for 2026 and 2027 have improved over the past 60 days.
Image Source: Zacks Investment Research
KEYS carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Společnost Keysight oznámila lepší než očekávané výsledky za 3. čtvrtletí a silný výhled na 4. čtvrtletí. Upravený EPS činil 3,07 USD a tržby 1,85 miliardy USD.
Keysight Technologies Inc. (NYSE:KEYS) on Tuesday reported better-than-expected third-quarter financial results and issued strong fourth-quarter guidance.
The company reported adjusted earnings of $3.07 per share, which beat the $2.48 analyst consensus estimate, according to Benzinga Pro data. Quarterly revenue came in at $1.85 billion, which beat the Street estimate of $1.74 billion.
"Keysight’s record Q3 results and outlook reflect the growing relevance of our strategy and portfolio, which is enabling customers to solve complex engineering challenges across our end markets," said Satish Dhanasekaran, Keysight’s president and CEO.
Keysight expects fourth-quarter adjusted EPS of $3.34 to $3.40, versus the $2.70 analyst estimate, and revenue in a range of $1.93 billion to $1.95 billion, versus the $1.81 billion estimate.
Keysight shares dipped 6.1% to trade at $320.13 on Wednesday.
These analysts made changes to their price targets on Keysight following earnings announcement.
Baird analyst Richard Eastman maintained the stock with an Outperform rating and raised the price target from $385 to $410. Susquehanna analyst Mehdi Hosseini maintained the stock with a Positive and raised the price target from $425 to $440. Wells Fargo analyst Aaron Rakers maintained the stock with an Overweight rating and raised the price target from $390 to $405. Barclays analyst Tim Long maintained the stock with an Overweight rating and boosted the price target from $387 to $429. Truist Securities analyst Matthew Niknam maintained the stock with a Hold and raised the price target from $376 to $400. Latest Private Market Opportunities
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Keysight Technologies zveřejnila konferenční hovor k výsledkům za 3. fiskální čtvrtletí 2026. V textu nejsou uvedena žádná konkrétní čísla ani výsledky.
Keysight Technologies, Inc. (KEYS) Q3 2026 Earnings Call August 18, 2026 4:30 PM EDT
Company Participants
Liz Morali - Head of Investor Relations
Satish Dhanasekaran - President, CEO & Director
Neil Dougherty - Executive VP & CFO
Kailash Narayanan - Senior VP & President of Communications Solutions Group
Sung Yoon - Senior Vice President of Global Sales
Jason Kary - Senior VP & President of the Electronic Industrial Solutions Group
Conference Call Participants
Aaron Rakers - Wells Fargo Securities, LLC, Research Division
Meta Marshall - Morgan Stanley, Research Division
Mark Delaney - Goldman Sachs Group, Inc., Research Division
Timothy Long - Barclays Bank PLC, Research Division
Adrienne Colby - Citigroup Inc., Research Division
Andrew Spinola - UBS Investment Bank, Research Division
Marc Vitenzon - JPMorgan Chase & Co, Research Division
Matthew Niknam - Truist Securities, Inc., Research Division
Quinn Fredrickson - Robert W. Baird & Co. Incorporated, Research Division
Bastien Faucon-Morin - Susquehanna Financial Group, LLLP, Research Division
Presentation
Operator
Good day, ladies and gentlemen, and welcome to Keysight Technologies Fiscal Third Quarter 2026 Earnings Conference Call. My name is Hilary, and I will be your lead operator today. [Operator Instructions] This call is being recorded today, Tuesday, August 18, 2026, at 1:30 p.m. Pacific Time.
I would now like to hand the call over to Liz Morali, Vice President of Investor Relations. Please go ahead, Ms. Morali.
Liz Morali
Head of Investor Relations
Good afternoon, and thank you for joining us for Keysight's Third Quarter Earnings Conference Call for Fiscal Year 2026. Joining me on today's call are Satish Dhanasekaran, President and CEO; Neil Dougherty, Executive Vice President and CFO; Kailash Narayanan, President of the Communications Solutions Group; Jason Kary, President of the Electronic Industrial Solutions Group; and Steve Yoon, Senior Vice President of Global Sales.
Following the prepared remarks from Satish and Neil, we will conduct a question-and-answer session. The press release
Electronic equipment maker Keysight Technologies (KEYS.N) forecast fourth-quarter profit and revenue above expectations on Tuesday, as a rapid buildout of AI data centers boosts demand for its software and tools, sending its shares up nearly 5%.
The Santa Rosa, California-based company, known for its electronic design, testing and simulation software used by chipmakers, telecommunications firms and automakers, expects fourth-quarter adjusted profit in the range of $3.34 to $3.40 per share and revenue of $1.93 billion to $1.95 billion.
Analysts expect profit of $2.70 per share, and revenue of $1.81 billion for the quarter ending October 31, according to data compiled by LSEG.
Here are more details:
An AI-fueled boom in data center expansion has benefited Keysight over the last year and lifted third-quarter revenue for the communications solutions segment by 43%, reflecting 56% growth in commercial communications and 14% growth in aerospace, defense, and government.
The company's communications solutions segment, accounting for two-thirds of overall revenue, manufactures components such as transceivers that are used in data centers.
Keysight's overall revenue for the third quarter ended July 31 grew 36.5% to $1.85 billion, while adjusted profit rose to $3.07 per share.
That beat analysts' expectations for quarterly profit of $2.48 per share and revenue of $1.74 billion.
Keysight Technologies má po uzavření trhu oznámit výsledky za 3. čtvrtletí; analytici čekají EPS 2,48 USD a výnosy 1,75 miliardy USD, po loňských 1,72 USD a 1,35 miliardy USD.
Keysight Technologies, Inc. (NYSE:KEYS) will release its third earnings report after the closing bell on Tuesday, Aug. 18.
Analysts expect the Santa Rosa, California-based company to report quarterly earnings of $2.48 per share, up from $1.72 per share in the year-ago period. The consensus estimate for Keysight’s quarterly revenue is $1.75 billion. It reported $1.35 billion last year, according to Benzinga Pro.
On May 19, Keysight reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates.
Keysight shares rose 1.1% to close at $357.82 on Friday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Morgan Stanley analyst Meta Marshall upgraded the stock from Equal-Weight to Overweight and raised the price target from $350 to $400 on July 13, 2026. This analyst has an accuracy rate of 67%. Truist Securities analyst Matthew Niknam maintained a Hold rating and boosted the price target from $310 to $376 on May 22, 2026. This analyst has an accuracy rate of 65%. JP Morgan analyst Samik Chatterjee maintained an Overweight rating and raised the price target from $360 to $390 on May 21, 2026. This analyst has an accuracy rate of 87%. Citigroup analyst Atif Malik maintained a Buy rating and increased the price target from $320 to $396 on May 21, 2026. This analyst has an accuracy rate of 86%. Susquehanna analyst Mehdi Hosseini maintained a Positive rating and increased the price target from $415 to $425 on May 20, 2026. This analyst has an accuracy rate of 81%. Latest Private Market Opportunities
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Keysight má za 3. fiskální čtvrtletí vykázat vyšší tržby díky silné poptávce po řešeních pro elektronický návrh a testování. Konsensus čeká tržby 1,75 mld. USD oproti 1,35 mld. USD před rokem.
Key Takeaways KEYS is expected to post higher Q3 revenues, supported by demand for electronic design and test solutions.Keysight's new oscilloscope expands measurement offerings across AI, semiconductor and digital markets.KEYS' new photonics and RF design capabilities could strengthen software adoption and quarterly revenues. Keysight Technologies, Inc. (KEYS - Free Report) is set to release third-quarter fiscal 2026 results on Aug. 18, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 23.18%. It pulled off a trailing four-quarter earnings surprise of 9.46%, on average, beating estimates on all occasions.
Keysight is expected to report year-over-year revenue growth, driven by steady demand for its electronic design and test solutions. Growth across semiconductor, AI infrastructure and data-center markets, along with new product launches, is likely to have aided its overall quarterly performance.
Factors at PlayDuring the third quarter of fiscal 2026, Keysight introduced its GHz-class, high sample-rate oscilloscope with 12-bit resolution, expanding its high-performance measurement product lineup. The new oscilloscope is likely to have supported revenue growth through customer orders and sales across semiconductor, electronics, AI infrastructure and high-speed digital applications, while strengthening its position in advanced testing solutions.
During the quarter under review, Keysight expanded its photonic design automation portfolio with system-level simulation following the acquisition of VPIphotonics. The acquisition is likely to have contributed incremental revenues while expanding the company’s software offerings for optical communications, data centers and photonic system design.
Keysight added GlobalFoundries’ (GF) silicon-photonics support to its Advanced Design System (ADS) platform during the July quarter. The availability of the GF photonics process design kit is likely to have spurred revenue growth by expanding adoption of ADS Photonic Designer and related simulation software among customers developing silicon-photonic solutions for AI and high-speed data-center applications.
During the to-be-reported quarter, Keysight also introduced its Executable RF Design Whiteboard, a new capability designed to capture and reuse RF design methodologies within its simulation environment. The feature is likely to have a positive impact on third-quarter software revenues by increasing the value of its RF design tools, encouraging software upgrades and strengthening adoption among semiconductor and wireless design customers.
For the July quarter, the Zacks Consensus Estimate for revenues is pegged at $1.75 billion, indicating an increase from the year-ago quarter’s $1.35 billion. The consensus estimate for adjusted earnings per share is pegged at $2.46, implying growth from $1.72 reported in the prior-year quarter.
Earnings WhispersOur proven model does not predict an earnings beat for Keysight for the third quarter of fiscal 2026. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Keysight carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to ConsiderHere are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
Micron Technology, Inc. (MU - Free Report) has an Earnings ESP of +3.09% and sports a Zacks Rank #1 at present. It is set to release its fourth-quarter fiscal 2026 numbers on Sept. 23.
The Earnings ESP for Analog Devices, Inc. (ADI - Free Report) is +2.37%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter fiscal 2026 numbers on Aug. 19.
The Earnings ESP for NVIDIA Corporation (NVDA - Free Report) is +0.52%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter fiscal 2027 numbers on Aug. 26.
Keysight Delivers New High-Performance 4x100GE Network Cybersecurity Test Platform Keysight Technologies, Inc. (NYSE: KEYS) today announced the APS-ONE-400, a modular network cybersecurity test platform. This new 4x100GE platform significantly boosts performance for Layer 4-7 traffic, encrypted traffic, and Elephant Flow traffic all within a 1 rack unit (RU) system. It enables network equipment manufacturers (NEMs), service providers, and data center operators to validate demanding scenarios while lowering overall infrastructure requirements.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260709611791/en/
The Keysight APS-ONE-400 4x100GE modular network cybersecurity test platform delivers hyperscale L4-7 traffic, encrypted TLS traffic, security strikes, and Elephant Flows via a 1RU footprint that minimizes rack space usage, power consumption, and cooling demands.
The growing complexity and volume of network loads — including legitimate and malicious traffic, post-quantum cryptography (PQC)-encrypted traffic, Zero Trust Network Access (ZTNA), and the Elephant Flow transmissions common in AI and large language model (LLM) workloads — require network equipment manufacturers (NEMs), service providers, and data center operators to validate that their solutions can withstand these demands prior to deployment. However, this often requires multiple specialized test tools that can drive up costs and consume limited lab resources.
To address this challenge, Keysight developed the APS-ONE-400 appliance, an addition to its APS-100/400GE hardware family. The new modular, scalable 4x100GE network application and cybersecurity test platform generates hyperscale Layer 4-7 traffic, PQC-encrypted Transport Layer Security (TLS) throughput, security strikes, and ZTNA test capabilities — all within a compact 1RU footprint that improves lab efficiency.
The APS-ONE-400 4x100GE test platform offers the following benefits:
Increased performance and efficiency: Delivers 400 gigabits per second (Gbps) Layer 4-7 throughput, 380 Gbps of hardware-accelerated encrypted TLS throughput, 95 Gbps Elephant Flow throughput, and the latest security strikes in a compact 1RU platform that minimizes rack space, cooling, and power consumption. Compatibility and flexibility: Deploy as a stand-alone appliance or seamlessly integrate with existing deployments of Keysight’s APS-100/400GE series, including APS-M8400, APS-M1010, and APS-ONE-100. With APS-ONE-400’s fanout support for 100/25/10GE, the platform accommodates a range of critical network speeds. Hyperscale performance: When paired with the APS-M8400 appliance or APS-M1010 management controller, the APS-ONE-400 enables hyperscale testbeds that emulate the rigorous demands of data center and service provider environments. The platform can generate up to 16 terabits per second (Tbps) of Layer 4-7 traffic, 20 billion concurrent connections, 15 Tbps of TLS traffic, and 25 million TLS connections per second. Modular, scalable solution: Designed as a “pay-as-you-grow” solution, the APS-ONE-400 lets users support current test needs while retaining the flexibility to scale up capacity as requirements evolve. Ram Periakaruppan, Vice President and General Manager, Keysight's Network Test and Security Solutions, said: “The exponential growth of data transfers and bandwidth demands generated by AI and machine learning workloads is putting unprecedented strain on data center, service provider, and enterprise network infrastructures. Continuously validating that networks can handle these challenges without compromising security requires realistic, hyperscale, traffic emulation capabilities. Keysight's modular APS-ONE-400 compute node delivers new heights in realism, emulating the traffic flows associated with generative AI models and agentic applications at hyperscale, including the huge Elephant Flow datasets common to LLM training use cases and PQC-encrypted traffic flows, all in a compact form factor that conserves critical lab resources.”
Resources
Product Page: APS-100/400 network security test platformData Sheet: APS-100/400 network security test platformAbout Keysight Technologies
At Keysight (NYSE: KEYS), we inspire and empower innovators to bring world-changing technologies to life. As an S&P 500 company, we’re delivering market-leading design, emulation, and test solutions to help engineers develop and deploy faster, with less risk, throughout the entire product lifecycle. We’re a global innovation partner enabling customers in communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics markets to accelerate innovation to connect and secure the world. Learn more at Keysight Newsroom and www.keysight.com.
The Keysight APS-ONE-400 4x100GE modular network cybersecurity test platform delivers hyperscale L4-7 traffic, encrypted TLS traffic, security strikes, and Elephant Flows via a 1RU footprint that minimizes rack space usage, power consumption, and cooling demands.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260709611791/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Keysight a WIN Semiconductors spustily společný workflow pro návrh GaN MMIC, který má snížit riziko chybného tapeoutu a urychlit uvedení RF produktů na trh.
New GaN MMIC design workflow reduces fabrication risk for 5G, satellite and defense applications
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight Technologies, Inc. (NYSE: KEYS) and WIN Semiconductors Corp. today announced a joint MMIC design workflow that enables GaN MMIC design houses to achieve first pass tapeout success. The workflow connects on-chip multi-domain simulation, 3D layout with verifications, and off-chip MMIC evaluation board design into a single environment. It supports the growing number of companies developing GaN MMICs for 5G base stations, Wi-Fi access points, satellite payloads, and defense radar systems.
A failed tapeout can mean weeks lost to another foundry respin. The new workflow automates the full set of simulation, optimization, and verification steps required to sign off on an MMIC design, ensuring no analysis is skipped before the design is submitted to the foundry for fabrication.
MMIC customers will not commit to purchase until they can measure performance on a physical evaluation board comprising the MMIC, packaging, PCB, and test connectors. The workflow lets engineers design and optimize these on-chip and off-chip components together, so that performance meets specifications as verified with test equipment. With the global GaN RF device market projected to reach $2.77 billion by 2031, MMIC design houses that cannot prove performance on the evaluation board risk losing their share of that growth.
WIN Semiconductors’ latest NP 120P GaN Process Design Kit gives MMIC designers access to process models and layout rules. These models within Keysight Advanced Design System (ADS) and RF Circuit Simulation Professional automate the workflow to achieve first pass MMIC tapeout.
Richard Kuo, Director of Design Service, WIN Semiconductors, said: “We are delighted to collaborate with Keysight to deliver a customized LVS solution within the WIN ADS PDK. By combining Keysight's ADS expertise with WIN's robust PDK and advanced process technology, we provided a comprehensive verification solution that streamlined the customer's design flow and accelerated the time-to-market for advanced RF products with greater confidence and reliability.”
Nilesh Kamdar, General Manager, EDA, Design Engineering Software, Keysight, said: “WIN's complete PDK, combined with Keysight's simulation and verification tools, gives designers a single path from chip design through evaluation board. Design houses can now prove full system performance before fabrication, giving their customers the confidence to commit.”
Resources
Solution Brief: An Executable RF Design Workflow Whiteboard Brochure: RF Circuit Simulation Professional eBook: Optimize Your RF Board Design Flow Web Page: RF Circuit Simulation Professional Video: Next Generation AI-Ready RF Circuit Simulation and Optimization About Keysight Technologies
At Keysight (NYSE: KEYS), we inspire and empower innovators to bring world-changing technologies to life. As an S&P 500 company, we’re delivering market-leading design, emulation, and test solutions to help engineers develop and deploy faster, with less risk, throughout the entire product life cycle. We’re a global innovation partner enabling customers in communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics markets to accelerate innovation to connect and secure the world. Learn more at Keysight Newsroom and www.keysight.com.
