Diversify Advisory Services LLC boosted its stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 384.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,169 shares of the scientific and technical instruments company’s stock after purchasing an additional 5,690 shares during the quarter. Diversify Advisory Services LLC’s holdings in Keysight Technologies were worth $2,452,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Fiduciary Financial Advisors acquired a new stake in shares of Keysight Technologies during the 2nd quarter worth about $28,000. IMG Wealth Management Inc. bought a new stake in shares of Keysight Technologies during the 2nd quarter worth about $29,000. Cornerstone Planning Group LLC boosted its holdings in shares of Keysight Technologies by 36.1% during the 1st 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. Compass Financial Management LLC bought a new stake in shares of Keysight Technologies during the 2nd quarter worth about $34,000. Finally, Virtus Advisers LLC acquired a new position in Keysight Technologies in the 2nd quarter valued at about $35,000. 84.58% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades KEYS has been the topic of several research analyst reports. Truist Financial increased their price target on shares of Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a report on Wednesday, August 19th. JPMorgan Chase & Co. boosted their price objective on Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, August 19th. Morgan Stanley boosted their price objective on Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, August 19th. Robert W. Baird upped their target price on Keysight Technologies from $385.00 to $410.00 and gave the company an “outperform” rating in a research report on Wednesday, August 19th. Finally, Citigroup reiterated a “buy” rating on shares of Keysight Technologies in a research note on Wednesday, August 19th. Eleven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $401.42.
View Our Latest Research Report on KEYS Insider Transactions at Keysight Technologies In other Keysight Technologies news, VP Lisa Poole sold 200 shares of the business’s stock in a transaction dated Wednesday, September 23rd. The shares were sold at an average price of $348.01, for a total value of $69,602.00. Following the completion of the sale, the vice president owned 6,134 shares of the company’s stock, valued at $2,134,693.34. The trade was a 3.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Jean Mcclung Nye sold 3,000 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $319.22, for a total transaction of $957,660.00. Following the transaction, the director owned 35,752 shares in the company, valued at approximately $11,412,753.44. The trade was a 7.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 12,200 shares of company stock worth $4,082,752. Company insiders own 0.40% of the company’s stock.
Keysight Technologies Stock Down 8.8% KEYS opened at $311.24 on Friday. The stock has a fifty day moving average of $342.35 and a 200-day moving average of $338.55. The company has a market capitalization of $52.98 billion, a P/E ratio of 42.75, a P/E/G ratio of 1.07 and a beta of 1.17. Keysight Technologies Inc. has a fifty-two week low of $164.53 and a fifty-two week high of $389.93. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.62 and a current ratio of 2.02.
Keysight Technologies (NYSE:KEYS – Get Free Report) last released its quarterly earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, beating the consensus estimate of $2.48 by $0.59. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The business had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.75 billion. During the same period in the prior year, the company posted $1.72 earnings per share. Keysight Technologies’s revenue was up 36.5% compared to the same quarter last year. 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, equities analysts expect that Keysight Technologies Inc. will post 10.33 EPS for the current year.
More Keysight Technologies News Here are the key news stories impacting Keysight Technologies this week:
Positive Sentiment: Keysight won a contract from Korea Testing & Research Institute (KTL) to provide satellite-network testing solutions. The work supports validation of 5G New Radio non-terrestrial networks (NR-NTN), potentially strengthening Keysight’s position in the expanding satellite-connectivity testing market. Keysight wins KTL contract for satellite network test solutions Positive Sentiment: The KTL collaboration is intended to advance NR-NTN validation and satellite connectivity, providing a commercial reference for Keysight’s wireless testing portfolio. Keysight and KTL Advance NR-NTN Validation for Satellite Connectivity Positive Sentiment: Keysight launched a 16-channel interconnect testing system designed for data-center connectivity. The system supports 1.6T technologies, doubles testing capacity and can reduce test times to minutes, improving its appeal to high-speed computing and AI infrastructure customers. Can Keysight’s New Testing Solution Advance Data Center Connectivity? Neutral Sentiment: Analyst commentary highlighted Keysight as a long-term growth stock, supported by demand for testing equipment in data centers, communications and emerging technologies; however, the article is not a new earnings or guidance announcement. Why Keysight is a Top Growth Stock for the Long-Term Neutral Sentiment: A comparison with Nikon discussed valuation, profitability, risk, analyst views and ownership, but did not identify a material new development for Keysight. Reviewing Keysight Technologies and Nikon Negative Sentiment: Zacks Research downgraded Keysight from “strong buy” to “hold.” The change likely weighed on the stock by raising concerns about valuation or limited near-term upside, particularly with shares trading well above their longer-term moving averages. Zacks Research ratings Negative Sentiment: Reports noted a broad, heavy decline in Keysight’s stock during the session. The market reaction indicates that the downgrade and profit-taking overshadowed the positive satellite and data-center announcements in the short term. Keysight Technologies Drops in One Session (Free Report)
Keysight Technologies, Inc (NYSE: KEYS) provides electronic design and test solutions used to develop, validate, and optimize communications systems, electronic devices, and other technologies. Its customers include companies in the communications, aerospace and defense, automotive, semiconductor, electronics, energy, education, and government sectors.
The company’s product portfolio includes electronic test and measurement instruments, software, network test and visibility solutions, radio-frequency and microwave systems, oscilloscopes, signal analyzers, wireless and wireline test platforms, and cybersecurity testing tools.
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Korea Testing Laboratory selects Keysight test solutions to expand certification readiness for satellite-enabled devices and networks
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight Technologies, Inc. (NYSE: KEYS) announced that Korea Testing Laboratory (KTL), a leading testing and certification organization, has selected Keysight’s New Radio Non-Terrestrial Network (NR-NTN) radio frequency (RF) and Radio Resource Management (RRM) test solutions to expand its acceptance test capabilities for next-generation satellite communications technologies.
As satellite and terrestrial wireless networks converge, the industry is moving from Long-Term Evolution (LTE)-based direct-to-device services toward NR-NTN, which is expected to support broader device categories, higher-performance use cases, and expanded satellite connectivity. Device manufacturers, chipset vendors, network operators, certification laboratories, and satellite service providers need standards-based validation tools to confirm performance, interoperability, and readiness before commercial deployment. This makes reliable NR-NTN acceptance testing a critical step in scaling satellite-enabled 5G services.
Keysight’s Wireless Network Emulation Solutions enable KTL to add NR-NTN RF and RRM capabilities to its wireless validation portfolio, supporting both pre-conformance and certification activities, while providing a path to future test requirements. Recent Global Certification Forum (GCF) approvals have further expanded Keysight’s validated NR-NTN test case coverage, reinforcing its leadership in post-meeting validation counts across RF/performance and RRM as the ecosystem prepares for certification.
Building on its experience in LTE direct-to-device testing and its expanded NR-NTN validation coverage under Third Generation Partnership Project (3GPP) and GCF programs, Keysight helps laboratories simplify adoption of new test technologies, improve operational efficiency, and accelerate ecosystem readiness for satellite-enabled devices and networks.
Song Tae-seung, Director General, S.M.A.R.T. Industry Division, KTL, said: “The establishment of this NR-NTN infrastructure is significant in that it extends the mobile communication testing and certification capabilities accumulated from 2G to 5G technology to the satellite communication sector. By working with Keysight, KTL is expanding the validation capabilities needed to help customers prepare for NR-NTN certification and commercialization with greater confidence.”
Muthu Kumaran, General Manager, Device Acceptance Solutions, Keysight, said: “NR-NTN standards are moving from specification to implementation, making trusted validation essential for the next phase of satellite connectivity. Together with KTL, Keysight is helping the wireless ecosystem accelerate certification readiness, reduce deployment risk, and bring satellite-enabled devices and services to market faster.”
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 lifecycle, 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.
Keysight Technologies, Inc. (NYSE: KEYS) announced that Korea Testing Laboratory (KTL), a leading testing and certification organization, has selected Keysight’s New Radio Non-Terrestrial Network (NR-NTN) radio frequency (RF) and Radio Resource Management (RRM) test solutions to expand its acceptance test capabilities for next-generation satellite communications technologies.
As satellite and terrestrial wireless networks converge, the industry is moving from Long-Term Evolution (LTE)-based direct-to-device services toward NR-NTN, which is expected to support broader device categories, higher-performance use cases, and expanded satellite connectivity. Device manufacturers, chipset vendors, network operators, certification laboratories, and satellite service providers need standards-based validation tools to confirm performance, interoperability, and readiness before commercial deployment. This makes reliable NR-NTN acceptance testing a critical step in scaling satellite-enabled 5G services.
Keysight’s Wireless Network Emulation Solutions enable KTL to add NR-NTN RF and RRM capabilities to its wireless validation portfolio, supporting both pre-conformance and certification activities, while providing a path to future test requirements. Recent Global Certification Forum (GCF) approvals have further expanded Keysight’s validated NR-NTN test case coverage, reinforcing its leadership in post-meeting validation counts across RF/performance and RRM as the ecosystem prepares for certification.
Building on its experience in LTE direct-to-device testing and its expanded NR-NTN validation coverage under Third Generation Partnership Project (3GPP) and GCF programs, Keysight helps laboratories simplify adoption of new test technologies, improve operational efficiency, and accelerate ecosystem readiness for satellite-enabled devices and networks.
Song Tae-seung, Director General, S.M.A.R.T. Industry Division, KTL, said: “The establishment of this NR-NTN infrastructure is significant in that it extends the mobile communication testing and certification capabilities accumulated from 2G to 5G technology to the satellite communication sector. By working with Keysight, KTL is expanding the validation capabilities needed to help customers prepare for NR-NTN certification and commercialization with greater confidence.”
Muthu Kumaran, General Manager, Device Acceptance Solutions, Keysight, said: “NR-NTN standards are moving from specification to implementation, making trusted validation essential for the next phase of satellite connectivity. Together with KTL, Keysight is helping the wireless ecosystem accelerate certification readiness, reduce deployment risk, and bring satellite-enabled devices and services to market faster.”
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 lifecycle, 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261022427072/en/
Keysight Technologies (NYSE:KEYS – Get Free Report) and Nikon (OTCMKTS:NINOY – Get Free Report) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, dividends, analyst recommendations, institutional ownership, earnings, risk and profitability.
Profitability This table compares Keysight Technologies and Nikon’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Keysight Technologies 19.08% 24.34% 13.10% Nikon -13.88% -15.50% -8.46% Valuation and Earnings This table compares Keysight Technologies and Nikon”s revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Keysight Technologies $5.38 billion 10.83 $850.00 million $7.28 46.97 Nikon $4.50 billion 0.81 -$568.18 million ($1.87) -5.89 Keysight Technologies has higher revenue and earnings than Nikon. Nikon is trading at a lower price-to-earnings ratio than Keysight Technologies, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility Keysight Technologies has a beta of 1.17, meaning that its share price is 17% more volatile than the S&P 500. Comparatively, Nikon has a beta of 0.52, meaning that its share price is 48% less volatile than the S&P 500.
Analyst Recommendations This is a breakdown of current ratings and recommmendations for Keysight Technologies and Nikon, as reported by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Keysight Technologies 0 3 11 0 2.79 Nikon 0 1 0 0 2.00 Keysight Technologies currently has a consensus target price of $401.42, indicating a potential upside of 17.39%. Given Keysight Technologies’ stronger consensus rating and higher probable upside, equities analysts clearly believe Keysight Technologies is more favorable than Nikon.
Institutional and Insider Ownership 84.6% of Keysight Technologies shares are held by institutional investors. Comparatively, 0.1% of Nikon shares are held by institutional investors. 0.4% of Keysight Technologies shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Summary Keysight Technologies beats Nikon on 13 of the 13 factors compared between the two stocks.
(Get Free Report)
Keysight Technologies, Inc. provides electronic design and test solutions to commercial communications, networking, aerospace, defense and government, automotive, energy, semiconductor, electronic, and education industries in the Americas, Europe, and the Asia Pacific. The company operates in two segments, Communications Solutions Group and Electronic Industrial Solutions Group. It offers electronic design automation (EDA) software; instrument measurement software, instrument workflow software, and software testing; digital multimeter, phase noise measurement, power meters and power sensors, counters, LCR meters and impedance measurement products, and electrometers; and spectrum analyzers, network analyzers, logic analyzers, protocol analyzers and exercisers, bit error ratio testers, noise figure analyzers, AC and DC power analyzers, materials test equipment, device current waveform analyzers, and curve tracers. The company also provides waveform and function generators, arbitrary waveform generators, DC power supplies, and DC electronic loads; wireless drive test, radio access and core network test, wireless analyzers, wireless network emulators, and over-the-air test; application and threat intelligence, cloud test, cyber training simulator, network test hardware, synthetic traffic generators, protocol and load test, network security test, and network modeling; bypass switches, clock synchronization, cloud visibility, network and application monitoring, network packet brokers, and network taps; and application-specific test systems, photonic test and measurement products, and MMIC millimeter-wave and microwave devices. In addition, it offers product support, technical support, installation, training, engineering, and integration services. The company sells its products through direct sales force, distributors, resellers, and manufacturer's representatives. Keysight Technologies, Inc. was founded in 1939 and is headquartered in Santa Rosa, California.
About Nikon (Get Free Report)
Nikon Corporation manufactures and sells optical instruments in Japan, North America, Europe, China, Thailand, and internationally. It operates through Imaging Products Business, Precision Equipment Business, Healthcare Business, Components Business, and Industrial equipment and Others segments. The Imaging Products Business segment provides digital SLR cameras, compact digital cameras, and interchangeable camera lenses. The Precision Equipment Business segment offers FPD lithography systems and semiconductor lithography systems. The Healthcare Business segment provides biological microscopes, cell culture observation systems, and ultra-wide field retinal imaging devices, as well as products and services related to the contract cell development and manufacturing field. The Components Business segment offers optical components, optical parts, encoders, and material processing products and services; EUV-related components and space-related solutions; and photomask substrates for FPDs. The Industrial equipment and Others segment provides industrial microscopes, non-contact 3D metrology systems, measuring instruments, X-ray/CT inspection systems, and surveying instruments. In addition, it sells used equipment; provides maintenance services for FPD/semiconductor lithography systems; sells and services cameras, microscopes, measuring instruments, and X-ray inspection equipment; and develops and supports computer software. Further, the company is involved in the procurement, logistics, and welfare activities; development, manufacturing, and testing services for eyeglass and lenses; and assembly of camera units. Nikon Corporation was incorporated in 1917 and is headquartered in Minato, Japan.
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Stock to Watch: Keysight (KEYS - Free Report) Based in Santa Rosa, CA, Keysight Technologies, Inc. is a provider of electronic design and test instrumentation systems. In 2013, Agilent Technologies announced that it would split into two independent companies. One of the companies was named Keysight Technologies, which became a fully independent electronic measurement company on Nov. 1, 2014 and got listed on the New York Stock Exchange on Nov. 3, 2014, with ticker symbol KEYS.
KEYS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. KEYS has a Growth Style Score of B, forecasting year-over-year earnings growth of 59.9% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.30 to $11.45 per share. KEYS also boasts an average earnings surprise of +15.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, KEYS should be on investors' short list.
Key Takeaways KEYS FITS-16CH doubles channel capacity, enabling more efficient interconnect testing.The platform validates 106G and 212G lanes for 800G interconnects and emerging 1.6T technologies.Automated tuning with Keysight DCA-X improves signal quality and cuts testing time to minutes.
Keysight Technologies, Inc. (KEYS - Free Report) has introduced the Functional Interconnect Test Solutions (FITS)-16CH digital-layer error performance validation system to improve the testing of optical and copper interconnects used in data centers. The new platform features 16 transmit and 16 receive channels, doubling the capacity of the previous FITS-8CH model and helping engineers test complete interconnect assemblies.
Keysight’s new system helps users evaluate interconnect performance through bit error ratio and forward error correction measurements, while enabling 106G and 212G lane-rate validation for existing 800G interconnects and emerging 1.6T technologies. It supports various optical and copper interconnects, including active optical cables, active copper cables, passive direct attach cables and high-speed copper flyover cables used in data centers, networking and high-performance computing.
The company has also included automated tuning features to improve testing efficiency. The system’s software integrates with the Keysight DCA-X to automatically optimize signal settings and improve signal quality. The automated process can reduce testing time to just a few minutes compared with hours, days, or even weeks required for manual testing.
The platform also works with Keysight’s data communications analyzers, bit error ratio testers and oscilloscopes. Its features include automated testing, real-time charts, pass/fail results, and PDF and CSV report generation to simplify testing and improve productivity. The launch expands Keysight’s product portfolio and facilitates interconnect development, manufacturing and performance testing for next-generation data centers.
Keysight’s PeersViavi Solutions Inc. (VIAV - Free Report) has strengthened its testing solutions for AI infrastructure, enterprise security and next-generation wireless networks. The company introduced CyberFlood CF50, a compact platform for testing application performance, network security and AI inference workloads at speeds of up to 100G. Viavi has introduced an enhanced channel emulator for 6G and Wi-Fi 7/8 testing to meet the new communication technology requirements.
Vistance Networks, Inc. (VISN - Free Report) is advancing its broadband networking business with technologies aiming to improve connectivity and network performance. Its Aurora Networks business announced that Comcast had begun field trials of its next-generation broadband node platform for DOCSIS 4.0 networks, targeting faster and more reliable multi-gigabit Internet services. The company has introduced additional broadband and passive optical network solutions to help operators upgrade their infrastructure.
Cadence Design Systems, Inc. (CDNS - Free Report) is enhancing its AI-based chip design solutions to meet rising demand for advanced semiconductors. The company has upgraded its ChipStack AI platform to help engineers generate and optimize chip designs more efficiently. Cadence has collaborated with TSMC on advanced design tools and high-speed UALink connectivity technology for AI chips and data centers, reinforcing its role in semiconductor design.
Published in automation communications tech-stocks
Socket Mobile (NASDAQ:SCKT – Get Free Report) and Keysight Technologies (NYSE:KEYS – Get Free Report) are both technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their dividends, risk, earnings, institutional ownership, profitability, valuation and analyst recommendations.
Earnings & Valuation
This table compares Socket Mobile and Keysight Technologies”s gross revenue, earnings per share (EPS) and valuation.
Gross Revenue
Price/Sales Ratio
Net Income
Earnings Per Share
Price/Earnings Ratio
Socket Mobile
$13.80 million
0.29
-$14.38 million
($1.85)
-0.26
Keysight Technologies
$5.38 billion
10.47
$850.00 million
$7.28
45.43
Keysight Technologies has higher revenue and earnings than Socket Mobile. Socket Mobile is trading at a lower price-to-earnings ratio than Keysight Technologies, indicating that it is currently the more affordable of the two stocks.
Volatility & Risk
Socket Mobile has a beta of 1.4, meaning that its share price is 40% more volatile than the S&P 500. Comparatively, Keysight Technologies has a beta of 1.17, meaning that its share price is 17% more volatile than the S&P 500.
Profitability
This table compares Socket Mobile and Keysight Technologies’ net margins, return on equity and return on assets.
Net Margins
Return on Equity
Return on Assets
Socket Mobile
-107.50%
-229.41%
-89.45%
Keysight Technologies
19.08%
24.34%
13.10%
Institutional & Insider Ownership
3.8% of Socket Mobile shares are owned by institutional investors. Comparatively, 84.6% of Keysight Technologies shares are owned by institutional investors. 54.8% of Socket Mobile shares are owned by insiders. Comparatively, 0.4% of Keysight Technologies shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Analyst Ratings
This is a summary of recent ratings and recommmendations for Socket Mobile and Keysight Technologies, as provided by MarketBeat.
Keysight Technologies has a consensus price target of $401.42, indicating a potential upside of 21.38%. Given Keysight Technologies’ stronger consensus rating and higher probable upside, analysts clearly believe Keysight Technologies is more favorable than Socket Mobile.
Summary
Keysight Technologies beats Socket Mobile on 13 of the 15 factors compared between the two stocks.
About Socket Mobile
(Get Free Report)
Socket Mobile, Inc. provides data capture and delivery solutions in the United States, Europe, Asia, and internationally. Its products and solutions are integrated into mobile applications for applications in the areas of point of sale, commercial services, asset tracking, manufacturing and quality control processes, transportation and logistics, event management, medical, and education. The company also offers cordless data capture devices that connect through Bluetooth and work with applications running on smartphones, mobile computers, and tablets; SocketScan and DuraScan 700 series, companion scanners and 800 series, attachable scanners, and wearables; and DuraSled, a barcode scanning sled that protects phones from impact damage and provides charging solutions. In addition, it offers D600, a handheld model to reads and writes various types of electronic SmartTags and transfers data with near-field communication (NFC); S550, a contactless membership card reader/writer; and S370 product that supports barcode scanning, and NFC reading and writing technologies. Further, the company provides SocketCam C820 and C860, which are camera-based barcode scanners; software developer kits, such as CaptureSDK that enables the App providers to modify captured data, control the placement of the barcoded or RFID data in their applications, and control the feedback to the user. It serves retail, commercial services, industrial and manufacturing, transportation and logistics, and healthcare industries through a network of distributors, online resellers, and application providers, as well as online stores. The company was formerly known as Socket Communications, Inc. and changed its name to Socket Mobile, Inc. in April 2008. Socket Mobile, Inc. was founded in 1992 and is headquartered in Fremont, California.
(Get Free Report)
Keysight Technologies, Inc. provides electronic design and test solutions to commercial communications, networking, aerospace, defense and government, automotive, energy, semiconductor, electronic, and education industries in the Americas, Europe, and the Asia Pacific. The company operates in two segments, Communications Solutions Group and Electronic Industrial Solutions Group. It offers electronic design automation (EDA) software; instrument measurement software, instrument workflow software, and software testing; digital multimeter, phase noise measurement, power meters and power sensors, counters, LCR meters and impedance measurement products, and electrometers; and spectrum analyzers, network analyzers, logic analyzers, protocol analyzers and exercisers, bit error ratio testers, noise figure analyzers, AC and DC power analyzers, materials test equipment, device current waveform analyzers, and curve tracers. The company also provides waveform and function generators, arbitrary waveform generators, DC power supplies, and DC electronic loads; wireless drive test, radio access and core network test, wireless analyzers, wireless network emulators, and over-the-air test; application and threat intelligence, cloud test, cyber training simulator, network test hardware, synthetic traffic generators, protocol and load test, network security test, and network modeling; bypass switches, clock synchronization, cloud visibility, network and application monitoring, network packet brokers, and network taps; and application-specific test systems, photonic test and measurement products, and MMIC millimeter-wave and microwave devices. In addition, it offers product support, technical support, installation, training, engineering, and integration services. The company sells its products through direct sales force, distributors, resellers, and manufacturer's representatives. Keysight Technologies, Inc. was founded in 1939 and is headquartered in Santa Rosa, California.
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Keysight Technologies Inc. (NYSE:KEYS – Get Free Report) was the recipient of some unusual options trading activity on Thursday. Stock investors purchased 3,779 call options on the company. This represents an increase of approximately 164% compared to the average daily volume of 1,432 call options.
Insider Activity In related news, CFO Neil Dougherty sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $340.79, for a total transaction of $681,580.00. Following the completion of the transaction, the chief financial officer owned 123,390 shares in the company, valued at approximately $42,050,078.10. The trade was a 1.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jean Mcclung Nye sold 3,000 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $319.22, for a total transaction of $957,660.00. Following the completion of the sale, the director directly owned 35,752 shares of the company’s stock, valued at $11,412,753.44. The trade was a 7.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 12,200 shares of company stock valued at $4,082,752. 0.40% of the stock is currently owned by company insiders.
Hedge Funds Weigh In On Keysight Technologies A number of large investors have recently modified their holdings of KEYS. BlackRock Inc. bought a new stake in Keysight Technologies during the second quarter worth about $7,030,806,000. State Street Corp grew its stake in Keysight Technologies by 3.4% in the second quarter. State Street Corp now owns 8,270,708 shares of the scientific and technical instruments company’s stock valued at $2,895,327,000 after purchasing an additional 273,042 shares in the last quarter. Amundi grew its stake in Keysight Technologies by 12.1% in the first quarter. Amundi now owns 2,224,264 shares of the scientific and technical instruments company’s stock valued at $628,065,000 after purchasing an additional 240,167 shares in the last quarter. Allspring Global Investments Holdings LLC increased its position in shares of Keysight Technologies by 4.7% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 2,005,409 shares of the scientific and technical instruments company’s stock worth $581,248,000 after purchasing an additional 90,263 shares during the last quarter. Finally, Legal & General Group Plc acquired a new position in shares of Keysight Technologies during the 2nd quarter worth approximately $464,017,000. 84.58% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades Several brokerages recently commented on KEYS. Morgan Stanley raised their price objective on Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 19th. JPMorgan Chase & Co. boosted their target price on Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, August 19th. Citigroup reissued a “buy” rating on shares of Keysight Technologies in a research note on Wednesday, August 19th. Wall Street Zen lowered Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 1st. Finally, Wells Fargo & Company raised their price objective on shares of Keysight Technologies from $390.00 to $405.00 and gave the stock an “overweight” rating in a report on Wednesday, August 19th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $401.42. Read Our Latest Stock Report on KEYS
More Keysight Technologies News Here are the key news stories impacting Keysight Technologies this week:
Positive Sentiment: Keysight launched 1.6-terabit Ethernet test platforms designed for AI data centers. The products target rising demand for high-speed networking validation as data-center operators expand AI infrastructure, potentially creating new growth opportunities for the company. Keysight Launches 1.6T Ethernet Test Platforms for AI Data Centers Positive Sentiment: Keysight expanded its Functional Interconnect Test Solutions portfolio with a 16-channel digital-layer error-performance validation system for active and passive 1.6T copper interconnects. The offering strengthens its position in testing equipment for scale-out data centers and next-generation AI networking. Keysight Expands Active and Passive 1.6T Copper Interconnect Validation Neutral Sentiment: Keysight is scheduled to report results on November 23. The event is the next major potential catalyst, with investors likely looking for evidence that AI and data-center demand is translating into revenue growth and updated guidance. November 23 Results Set for Keysight Technologies Stock Neutral Sentiment: Call-option activity rose sharply, with traders purchasing 3,779 calls versus an average daily volume of 1,432. This indicates increased bullish speculation, but options activity alone does not confirm sustained buying in the stock. Neutral Sentiment: Coverage comparing Keysight with Vontier and a premarket pricing update provided limited new company-specific information. The current decline therefore appears driven more by trading sentiment and investor caution ahead of earnings than by a newly reported operational setback. Keysight Technologies Stock Performance Shares of KEYS stock opened at $342.30 on Friday. The company’s fifty day simple moving average is $343.86 and its 200-day simple moving average is $336.94. The company has a quick ratio of 1.62, a current ratio of 2.02 and a debt-to-equity ratio of 0.28. The firm has a market cap of $58.27 billion, a PE ratio of 47.02, a P/E/G ratio of 1.13 and a beta of 1.17. Keysight Technologies has a 12 month low of $161.16 and a 12 month high of $389.93.
Keysight Technologies (NYSE:KEYS – Get Free Report) last announced its earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, topping the consensus estimate of $2.48 by $0.59. The business had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $1.75 billion. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The firm’s revenue was up 36.5% on a year-over-year basis. 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. Equities research analysts expect that Keysight Technologies will post 10.33 EPS for the current fiscal year.
(Get Free Report)
Keysight Technologies, Inc is a technology company that provides electronic design and test solutions for communications, aerospace and defense, automotive, semiconductor, energy, and other industries. Its products and services help engineers design, validate, manufacture, and optimize electronic systems and communications networks.
The company offers test and measurement instruments, software, network test and visibility solutions, simulation and modeling tools, cybersecurity testing capabilities, and related technical services.
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First Citizens Bank and Trust Co. boosted its holdings in shares of Keysight Technologies Inc. (NYSE: KEYS) by 412.7% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,507 shares of the scientific and technical instruments company's stock
On October 15, 2026, Keysight Technologies Inc KEYS shares fell 4.3% to a current price of $342.08, moving within a 52-week range of $161.17 to $389.93. This decline adds to a 1-week drop of 8.7%, though the stock has seen significant gains year-to-date (+68.3%) and over the past year (+107.5%).
GF Value™ verdict: The stock is currently priced at $342.08, which is 51.4% above the GF Value™ estimate of $225.99, indicating it is significantly overvalued.GF Score™ of 84/100 suggests a strong overall assessment, indicating good financial health and solid profitability.Insider activity shows $33.4M worth of shares sold over the last 12 months, with no insider purchases, indicating a lack of insider confidence in the current price level.Is KEYS Overvalued or Undervalued?The current price of Keysight Technologies Inc KEYS at $342.08 is considerably higher than the GF Value™ estimate of $225.99, marking the stock as 51.4% overvalued. The GF Value™ is GuruFocus' proprietary assessment of intrinsic value, which takes into account historical trading multiples, past business growth, and future performance estimates. This substantial difference raises concerns regarding a margin of safety for potential investors. With the GF Valuation label indicating that the stock is significantly overvalued, investors may need to exercise caution in light of the current market conditions and price movements.
Being overvalued presents a risk; should the market correct itself, the stock price could potentially decline, impacting investors adversely. The recent decline of 4.3% today could be seen as a precursor to further adjustments in response to the valuation discrepancy highlighted by GF Value™.
How Does KEYS's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)47.1x30.8xForward P/E24.6xN/AKeysight's current P/E ratio of 47.1x is significantly above its 5-year median of 30.8x, by approximately 53%. This P/E analysis aligns with the GF Value™ verdict, reinforcing the conclusion that the stock is overvalued based on historical metrics. The forward P/E of 24.6x offers a slightly more favorable outlook but does not sufficiently address the current overvaluation relative to historical performance.
What Does KEYS's GF Score™ Tell Us?The GF Score™ is a composite metric that evaluates a company's financial strength, profitability, growth potential, valuation, and market momentum. Keysight's GF Score™ of 84/100 indicates it is in a strong position overall, with notable strengths in profitability and growth but weaknesses in valuation.
MetricRatingGF Score™84Financial Strength7/10Profitability8/10Growth8/10Valuation3/10Momentum9/10The strong GF Score™ reflects a solid financial foundation and excellent profitability (8/10) and growth (8/10) rankings. However, the low valuation score (3/10) highlights that the stock is not priced favorably relative to its performance. This combination suggests that while the company is fundamentally strong, its current market price does not adequately reflect its value.
What Are Gurus and Insiders Doing with KEYS?A total of 13 gurus currently hold Keysight Technologies Inc KEYS , with 9 increasing their positions and 4 reducing their holdings in recent quarters. This indicates a generally favorable sentiment among institutional investors, which may signal confidence in the company's future performance.
However, it is important to note that insider activity has shown a negative trend, with insiders selling $33.4 million worth of shares over the past 12 months and no buying taking place. This pattern often raises red flags, as it may suggest that those closest to the company are not optimistic about the current valuation or future performance. Combined with the guru activity, this paints a mixed picture of investor sentiment around KEYS.
What This Means for InvestorsGiven the substantial overvaluation indicated by the GF Value™ estimate, along with the concerning insider selling trends, Keysight Technologies Inc KEYS appears to be a stock that investors should approach with caution. While the company maintains strong financial health and performance metrics, the current market price does not provide a favorable entry point based on intrinsic value assessments.
For more detailed insights into the company's performance, you can visit the Keysight Technologies Inc KEYS stock page and explore the GF Value™ page for further valuation analysis.
Frequently Asked QuestionsWhat is KEYS's GF Score™?
Keysight Technologies Inc has a GF Score™ of 84/100, indicating strong overall performance with particular strengths in profitability and growth.
Is KEYS overvalued or undervalued?
Based on the GF Value™ estimate, KEYS is currently overvalued by 51.4%, suggesting that its market price exceeds the intrinsic value calculated from historical performance.
What is KEYS's P/E ratio?
Keysight's current P/E ratio is 47.1x, which is significantly above its 5-year median of 30.8x, indicating overvaluation compared to its historical trading multiples.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Krilogy Financial LLC boosted its position in Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 64.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,790 shares of the scientific and technical instruments company’s stock after acquiring an additional 2,664 shares during the period. Krilogy Financial LLC’s holdings in Keysight Technologies were worth $2,565,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in KEYS. BlackRock Inc. bought a new stake in Keysight Technologies during the 2nd quarter worth about $7,030,806,000. State Street Corp lifted its position in Keysight Technologies by 3.4% during the 2nd quarter. State Street Corp now owns 8,270,708 shares of the scientific and technical instruments company’s stock valued at $2,895,327,000 after purchasing an additional 273,042 shares during the period. Amundi lifted its position in Keysight Technologies by 12.1% during the 1st quarter. Amundi now owns 2,224,264 shares of the scientific and technical instruments company’s stock valued at $628,065,000 after purchasing an additional 240,167 shares during the period. Allspring Global Investments Holdings LLC boosted its stake in shares of Keysight Technologies by 4.7% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 2,005,409 shares of the scientific and technical instruments company’s stock valued at $581,248,000 after purchasing an additional 90,263 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Keysight Technologies by 1.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,550,122 shares of the scientific and technical instruments company’s stock valued at $437,708,000 after purchasing an additional 20,325 shares during the last quarter. 84.58% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth Several equities research analysts have recently commented on KEYS shares. UBS Group lifted their price target on shares of Keysight Technologies from $420.00 to $440.00 and gave the stock a “buy” rating in a research report on Wednesday, August 19th. Citigroup reissued a “buy” rating on shares of Keysight Technologies in a research note on Wednesday, August 19th. Robert W. Baird increased their price objective on shares of Keysight Technologies from $385.00 to $410.00 and gave the company an “outperform” rating in a report on Wednesday, August 19th. Weiss Ratings raised shares of Keysight Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, August 20th. Finally, Barclays raised their price objective on shares of Keysight Technologies from $387.00 to $429.00 and gave the company an “overweight” rating in a research note on Wednesday, August 19th. One equities research 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $401.42.
View Our Latest Stock Report on KEYS Keysight Technologies Stock Down 3.3% Shares of Keysight Technologies stock opened at $358.07 on Thursday. The business has a fifty day simple moving average of $343.76 and a 200 day simple moving average of $336.49. The stock has a market cap of $60.96 billion, a PE ratio of 49.19, a price-to-earnings-growth ratio of 1.17 and a beta of 1.17. The company has a quick ratio of 1.62, a current ratio of 2.02 and a debt-to-equity ratio of 0.28. Keysight Technologies Inc. has a 12 month low of $161.16 and a 12 month high of $389.93.
Keysight Technologies (NYSE:KEYS – Get Free Report) last released its earnings results 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 firm had revenue of $1.85 billion for the quarter, compared to analyst estimates of $1.75 billion. During the same quarter in the prior year, the firm posted $1.72 earnings per share. The company’s quarterly 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. Research analysts predict that Keysight Technologies Inc. will post 10.33 EPS for the current year.
Insider Activity at Keysight Technologies In other news, SVP Ingrid Estrada sold 2,000 shares of the company’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $326.10, for a total value of $652,200.00. Following the completion of the sale, the senior vice president directly owned 101,861 shares of the company’s stock, valued at $33,216,872.10. This represents a 1.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Lisa Poole sold 200 shares of the company’s stock in a transaction dated Wednesday, September 23rd. The shares were sold at an average price of $348.01, for a total value of $69,602.00. Following the completion of the sale, the vice president directly owned 6,134 shares of the company’s stock, valued at approximately $2,134,693.34. This trade represents a 3.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 12,200 shares of company stock worth $4,082,752. 0.40% of the stock is owned by company insiders.
(Free Report)
Keysight Technologies, Inc is a technology company that provides electronic design and test solutions for communications, aerospace and defense, automotive, semiconductor, energy, and other industries. Its products and services help engineers design, validate, manufacture, and optimize electronic systems and communications networks.
The company offers test and measurement instruments, software, network test and visibility solutions, simulation and modeling tools, cybersecurity testing capabilities, and related technical services.
Featured Stories Five stocks we like better than Keysight Technologies Tesla Wants to Make Its Own Chips—What Could Go Wrong? IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver? PBF Energy’s Stunning Rally Faces a Critical Test Citi Stock Falls Despite Earnings Beat: What Investors Need to Know 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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SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight announced the Functional Interconnect Test Solutions (FITS)-16CH digital-layer error performance validation system.
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight announced two new 1.6T Ethernet test platforms for validating next-generation AI data center and hyperscale networking infrastructure.
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight's Protocol Test Solution for PCIe® 7.0 enables engineers to validate, debug, and verify compliance of devices at the protocol layer.
Multi-vendor interoperability validation of key emerging Ethernet scale-up technology
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight Technologies, Inc. (NYSE: KEYS) will demonstrate multi-vendor interoperability of Link Layer Retry (LLR) for the first time in joint demonstrations with Broadcom and Alibaba Cloud at the 2026 OCP Global Summit in San Jose, October 12 – 15. LLR is a key emerging Ethernet scale-up technology, and the collaborations will demonstrate validation of LLR operation across both 200G and 100G SerDes implementations, and Credit-Based Flow Control (CBFC) at 100G SerDes, underscoring the readiness of LLR and CBFC as standard, lossless transport mechanisms for next-generation Ethernet-based AI scale-up fabrics.
The public demonstrations will include:
LLR over 1.6T speed with Broadcom Tomahawk 6: Keysight and Broadcom demonstrating Link Layer Retry running over 200G SerDes-based 1.6T speed between the Keysight INPT-1600GE and a Broadcom Tomahawk 6 (TH6)-based switch. The demonstration validates lossless behavior with LLR frame recovery and link resiliency, showing that LLR is ready for the 1.6T era of AI scale-up and scale-out networking. LLR and CBFC over 100G SerDes with Alibaba Scale-Up Ethernet Switch based on Broadcom Tomahawk Ultra: Keysight will demonstrate LLR and CBFC running over 100G SerDes-based 400GE speed with an Alibaba switch built on the Broadcom Tomahawk Ultra ASIC. The demonstration validates LLR and CBFC interoperability and hyperscaler deployment scenarios to demonstrate the technology’s readiness for AI scale-up networks. Together, these demonstrations establish LLR and CBFC as a practical, interoperable standard transport for Ethernet scale-up and scale-out AI networks — proven across multiple switch ASICs, SerDes rates, and vendor implementations. Keysight's scale-up validation solutions provide conformance, interoperability, and performance testing for LLR and CBFC, enabling any vendor adopting these technologies — from ASIC and switch suppliers to accelerator and system vendors — a repeatable, standards-aligned methodology to validate implementations before deployment and accelerate time to market.
Asad Khamisy, Senior Vice President and General Manager, Core Switching Group, Broadcom, said: “As AI systems scale to larger accelerator domains, Ethernet serves as the vital enabler for high-performance scale-up connectivity, delivering unrivaled bandwidth, resiliency, and efficiency. Demonstrating 1.6T Link Layer Retry interoperability with Tomahawk 6 showcases how the open Ethernet ecosystem is rapidly innovating to power these demanding AI workloads while maintaining a flexible, standards-based architecture. Collaboration with Keysight and Alibaba Cloud helps validate these technologies across the ecosystem and accelerate Ethernet adoption in next-generation AI infrastructure.”
Dennis Cai, VP of Engineering, Head of Network Infrastructure, Alibaba Cloud, said: “Large-scale AI infrastructure depends on networking technologies that combine high performance with reliability, interoperability and operational simplicity. Demonstrating LLR and CBFC on Alibaba Scale-Up Ethernet switch platform based on Broadcom Tomahawk Ultra provides an important validation in a hyperscale implementation. Working with Keysight and Broadcom helps advance an open Ethernet ecosystem where emerging scale-up technologies can be validated consistently across silicon, systems and real-world deployment environments.”
Ram Periakaruppan, Vice President and General Manager, Network Test & Security Solutions, Keysight, said: “AI scale-up networks require more than higher bandwidth — they require predictable, lossless and interoperable transport across an increasingly diverse ecosystem. By working with Broadcom and Alibaba Cloud to validate LLR and CBFC across multiple SerDes generations, switch architectures and 1.6T and 400GE interfaces, Keysight is helping the industry move Ultra Ethernet link-layer technologies from specification to deployable technology. Our goal is to provide the independent validation infrastructure that enables silicon, systems and cloud providers to adopt next-generation Ethernet scale-up and scale-out technologies with confidence.”
Keysight will showcase these demonstrations at its Scale-Up station on Booth #C83 at 2026 OCP Global Summit, San Jose Convention Center.
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.
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight Technologies will show a broad portfolio of AI infrastructure validation solutions at the 2026 OCP Global Summit in San Jose, October 12–15.
GAMMA Investing LLC boosted its holdings in Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 28.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,037 shares of the scientific and technical instruments company’s stock after buying an additional 2,249 shares during the quarter. GAMMA Investing LLC’s holdings in Keysight Technologies were worth $3,654,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Bell Asset Management Ltd bought a new position in shares of Keysight Technologies in the third quarter worth about $3,567,000. Farther Finance Advisors LLC grew its holdings in shares of Keysight Technologies by 17.3% during the 3rd quarter. Farther Finance Advisors LLC now owns 4,211 shares of the scientific and technical instruments company’s stock valued at $1,533,000 after purchasing an additional 620 shares during the last quarter. Apella Capital LLC bought a new stake in shares of Keysight Technologies during the 3rd quarter valued at approximately $205,000. Everhart Financial Group Inc. increased its position in Keysight Technologies by 6.1% during the 3rd quarter. Everhart Financial Group Inc. now owns 3,968 shares of the scientific and technical instruments company’s stock worth $1,445,000 after purchasing an additional 228 shares in the last quarter. Finally, Avidian Wealth Enterprises LLC bought a new position in Keysight Technologies in the 3rd quarter valued at approximately $321,000. Institutional investors own 84.58% of the company’s stock.
Keysight Technologies Trading Down 1.8% KEYS opened at $374.49 on Friday. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.02 and a quick ratio of 1.62. Keysight Technologies Inc. has a fifty-two week low of $158.79 and a fifty-two week high of $389.93. The company’s 50 day moving average price is $340.38 and its two-hundred day moving average price is $334.19. The firm has a market capitalization of $63.75 billion, a price-to-earnings ratio of 51.44, a PEG ratio of 1.20 and a beta of 1.17.
Keysight Technologies (NYSE:KEYS – Get Free Report) last released its quarterly earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.48 by $0.59. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The firm had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.75 billion. During the same quarter last year, the firm earned $1.72 earnings per share. The company’s revenue for the quarter 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. As a group, research analysts predict that Keysight Technologies Inc. will post 10.33 earnings per share for the current year. Insider Activity In other Keysight Technologies news, CEO Satish Dhanasekaran sold 3,000 shares of Keysight Technologies stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $364.13, for a total transaction of $1,092,390.00. Following the transaction, the chief executive officer directly owned 118,391 shares of the company’s stock, valued at approximately $43,109,714.83. The trade was a 2.47% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Neil Dougherty sold 2,000 shares of the company’s stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $340.79, for a total value of $681,580.00. Following the completion of the sale, the chief financial officer owned 123,390 shares in the company, valued at $42,050,078.10. This trade represents a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 12,200 shares of company stock worth $4,082,752. 0.40% of the stock is owned by corporate insiders.
Wall Street Analysts Forecast Growth KEYS has been the topic of a number of research analyst reports. Susquehanna raised their target price on shares of Keysight Technologies from $425.00 to $440.00 and gave the company a “positive” rating in a research report on Wednesday, August 19th. Barclays increased their price target on Keysight Technologies from $387.00 to $429.00 and gave the company an “overweight” rating in a research note on Wednesday, August 19th. Wall Street Zen downgraded Keysight Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. Truist Financial boosted their price objective on Keysight Technologies from $376.00 to $400.00 and gave the stock a “hold” rating in a research report on Wednesday, August 19th. Finally, UBS Group boosted their price objective on Keysight Technologies from $420.00 to $440.00 and gave the stock a “buy” rating in a research report on Wednesday, August 19th. One 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 company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $401.42.
View Our Latest Stock Report on Keysight Technologies
(Free Report)
Keysight Technologies, Inc is a technology company that provides electronic design and test solutions for communications, aerospace and defense, automotive, semiconductor, energy, and other industries. Its products and services help engineers design, validate, manufacture, and optimize electronic systems and communications networks.
The company offers test and measurement instruments, software, network test and visibility solutions, simulation and modeling tools, cybersecurity testing capabilities, and related technical services.
Read More Five stocks we like better than Keysight Technologies Want Private-Market Access to Kalshi and Polymarket? Try This ETF Levi’s Stock Dip Reveals Value Opportunity Despite Q3 Headwinds PepsiCo Stock Looks Poised to Bottom With High Yield, Deep Value Alphabet’s $1.8 Billion Black Hills Deal Powers AI Data Center Push 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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New Layer 1 automation switches provide dynamically configurable foundation to integrate physical test environments into automated CI/CD workflows
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight Technologies, Inc. (NYSE: KEYS) today announced the Keysight Velocity 4900 Series, a new line of cost-effective Layer 1 automation switches designed to transform and automate physical connectivity in network test labs. Through software-controlled testbed configuration and management, the Velocity 4900 Series enables engineering teams to dynamically connect and automate the management of test equipment using an intuitive graphical user interface. Teams can securely access and share valuable lab resources remotely, improve equipment utilization, and create repeatable testing workflows for increasingly complex networks and infrastructure supporting AI, 6G, and next-generation services.
As the speed, scale, and complexity of next-generation network technologies and services increase, test teams face growing pressure to perform accurate, comprehensive validation and keep pace with rising traffic volumes. Yet many test labs still depend on manual cabling and time-consuming physical topology changes, leaving valuable equipment underutilized or inaccessible to remote teams. These limitations slow testing, increase the risk of configuration errors, and prevent physical lab infrastructure from integrating fully with automated development and continuous integration and continuous delivery (CI/CD) workflows. Without greater lab automation, organizations risk delays to product releases and critical network updates, with significant business and operational consequences.
The Velocity 4900 Series addresses this physical-connectivity bottleneck by replacing manual testbed configuration with software-controlled Layer 1 connectivity. Engineering teams can quickly create, save, modify, and reproduce physical test topologies while securely sharing expensive or scarce test resources with authorized users across teams and locations.
The first two models in the series are:
Keysight Velocity 4902: A high-speed Layer 1 automation switch supporting Ethernet speeds from 100 megabits per second (Mbps) to 100 gigabits per second (Gbps). The platform includes 72 QSFP28 ports, supporting 288 connections with breakouts, providing flexible connectivity for high-speed functional and performance testing. Keysight Velocity 4906: A high-density Layer 1 automation switch with 288 SFP28 ports supporting Ethernet speeds from 100 Mbps to 25 Gbps. Its density enables organizations to connect and automate a larger portion of their lab inventory within a compact, fixed-form-factor platform. Both switches provide true Layer 1 forwarding through an ultra-low-latency, fully transparent switching matrix. They support single-mode fiber, multimode fiber, direct-attach copper, and active optical cables, with port speed and media configuration available on a per-port basis. Additional capabilities include port tapping for diagnostics and monitoring and one-to-many traffic replication for broader test coverage and more efficient reuse of traffic-generation resources.
Key benefits of the Velocity 4900 Series include:
Faster, repeatable testing: Automates physical testbed setup and teardown, allowing teams to provision complex topologies in seconds or minutes rather than relying on hours or days of manual cabling. Secure global resource sharing: Helps authorized engineers remotely access and share test equipment across labs, teams, and geographic locations without requiring physical cable changes or equipment movement. Improved equipment utilization: Enables organizations to pool scarce or expensive instruments, make underused assets available to more teams, and reduce unnecessary equipment duplication. Greater test coverage: Allows engineers using Velocity software to configure physical test environments, run tests, and automatically tear down and recreate those configurations in seconds, expanding test coverage while reducing manual effort and connection errors. Incremental lab modernization: Provides a cost-effective starting point for Layer 1 automation that can expand into resource reservation, lab orchestration, test automation, and CI/CD integration through the broader Keysight Velocity portfolio. Anil Kollipara, Vice President and General Manager of Automated Testing and Assurance, Keysight, said: “Engineering teams developing services and infrastructure to support AI, 6G, and next-generation systems need test environments that can change as rapidly as the technologies they are creating. The Velocity 4900 Series gives organizations a practical and cost-effective way to begin modernizing the physical lab. By automating Layer 1 connectivity and making test resources easier to share, Keysight is helping customers improve utilization, expand test coverage, and accelerate development without requiring a complete lab transformation.”
The Velocity 4900 Series integrates with the broader Keysight Velocity portfolio, enabling organizations to extend software-controlled physical connectivity into resource reservation, lab orchestration, test automation, and CI/CD workflows. The Keysight Velocity 4902 and 4906 are available for order immediately with initial deliveries planned for January 2027.
Resources
Velocity 4902 Automation Switch Web Page Velocity 4906 Automation Switch Web Page 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.
AEM URL to image: https://keysight-author.adobecqms.net/sites.html/content/keysight/language-masters/en/products/ethernet-traffic-emulation/lab-test-automation
[url="]Keysight Technologies, Inc.[/url] (NYSE: KEYS) today announced the Keysight Velocity 4900 Series, a new line of cost-effective Layer 1 automation switche
Keysight Technologies, Inc. (NYSE: KEYS) is bringing agentic AI to its software, enabling engineers to direct AI agents to automate complex design tasks. Customers can use their large language models (LLMs) to generate and optimize designs, with Keysight simulation validating the agents’ progress. This shifts how engineering is done, as teams can evaluate significantly more options in the same development time.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261006539221/en/
Keysight introduces agentic AI to its design software.
More than 60% of organizations expect to deploy AI agents by 2028, yet radio frequency (RF) engineering has been slower to follow. The discipline relies on specialist expertise and uses schematics and layouts that LLMs cannot read in a consistent, deterministic way, so the process remains largely manual. Keysight Advanced Design System (ADS) 2027 addresses this by letting teams record workflows as macros their agents can learn from and convert graphical designs into code they can read. Model Context Protocol (MCP) servers connect agents to the software, guiding LLMs and agents in their interaction with ADS.
When an engineer makes a request in natural language, their agent completes the task in ADS. The MCP servers provide the agent with documented skills and tools built by Keysight that execute specific RF work consistently, reducing variability caused by AI inference models generating answers statistically. The agent then runs Keysight simulation to validate its output.
Key benefits include:
Creates an open ecosystem for agentic workflows: The MCP servers work with AI assistants and LLMs that organizations are already using, and with tools from multiple vendors in the same workflow.Speeds and expands design cycles: Agents handle repetitive setup and simulation steps in ADS, so engineers can cover more scenarios and find more optimal designs while reducing time to market.Shares engineering knowledge: Macros recorded in ADS capture an experienced engineer’s methods for colleagues and agents to reuse across teams.Niels Faché, Senior Vice President, Keysight Design Engineering Software, said: “Agentic engineering is reshaping every stage of design from concept through verification. Our decades of simulation and domain expertise validate AI results before they reach hardware. Over time, agents will turn prior projects into organizational intelligence, so a customer’s best work is the foundation for each new design.”
The MCP servers, macro recording, and Python script generation are available now in ADS 2027 and RF Circuit Simulation Professional.
Resources
Web Page: Advanced Design System (ADS)Web Page: RF Circuit Simulation Professional (Nexus)White Paper: Planning Your AI Design Journey in RF EDACase Study: Custom End-to-End AI System Multiplies Productivity and Boosts RFIC PerformanceWebinar: How to Capture and Orchestrate a Power Amplifier Design WorkflowAbout 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261006539221/en/
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight is bringing agentic AI to its software, enabling engineers to direct AI agents to automate complex design tasks.
It is a boon if an equity involved in the artificial intelligence space has more than one string to its bow. And Keysight Technologies (KEYS), which is rising in a buy zone, is an AI stock that also offers exposure to the fledgling 6G space.
The California-based company offers testing and measurement solutions for the construction and operation of electronics systems. It serves industries including communications and semiconductor manufacturing.
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The firm benefits from the artificial intelligence revolution as many consider its products important both for chipmakers and for data centers.
Further, analysts consider it a future beneficiary of the next generation of wireless technology, 6G. It aims to provide peak data rates of up to 1 terabit per second, which is up to 100 times faster than 5G. The initial commercial launch is seen taking place in 2029-2030.
Robust fundamental and technical performance shows up in its near-ideal Composite Rating of 98 from Investor's Business Daily. It ranks among the top 7% of equities in terms of price gains over the past 12 months.
It currently has an Earnings Per Share Rating of 86. Earnings have been accelerating for the past four quarters, topping out at 78% growth year over year in the most recent quarter.
Indeed, per-share profits have grown by an average 55% over the past three quarters. This is more than double the 25% growth level sought by disciples of The IBD Methodology over this period.
Keysight Technologies Stock Analysis
Shares have cleared a cup-with-handle base's ideal buy point of 366.41, MarketSurge analysis shows. It is nearing the top of the actionable zone.
This is a first-stage base, which is a positive as IBD research has found that younger patterns are more likely to net good gains.
It found bullish support at the 50-day moving average before the breakout and is now clear of its short-term lines as well.
The relative strength line is climbing, an encouraging sign as it stages a breakout. This reflects a stock's performance compared with the benchmark S&P 500.
It has already turned in substantial gains in 2026, rising nearly 90% for the year so far. Big Money has been adding to their holdings of late, with its Accumulation/Distribution Rating coming in at B-.
At the most recent count, funds held 53% of shares. Noteworthy backers included the acclaimed Fidelity Contrafund (FCNTX) and the T. Rowe Price U.S. Equity Research Fund (PRCOX).
Analysts Bullish On AI Stock
Wall Street analysts are broadly optimistic on the stock's future prospects. It currently has a strong buy rating with an average price target of 423.10, according to TipRanks.
CFRA analyst Hans Baldau rates it as a buy with a 418 price target. He upgraded the stock and touted its "earnings power trajectory" following its record performance in its fiscal third quarter.
"Near-term growth is anchored by an AI infrastructure supercycle driving accelerating wireline demand, while 6G represents a long-duration call option not yet meaningfully reflected in the stock price," he said in a Sept. 27 research note. "Taken together, exceptional execution, accelerating acquisition synergy realization, and broad-based demand diversification provide a compelling re-rating case."
UBS analyst Andrew Spinola is even more upbeat, rating it as a buy with a 440 target. He noted in an Aug. 18 research note that operating margins "durably improved" in the most recent quarter and that "AI demand shows no signs of softening and non-AI segments continue to perform above longer-term growth expectations."
Please follow Michael Larkin on X at @IBD_MLarkin for more analysis of growth stocks.
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Key Takeaways KEYS launched a 20 GHz PSG XG7-class generator with two independent channels in a 2U chassis.The generator delivers low phase and amplitude modulation noise, plus a -166 dBc/Hz broadband noise floor.A hybrid architecture and familiar connections help teams optimize performance and reuse test procedures. Keysight Technologies, Inc. (KEYS - Free Report) has introduced a new 20 GHz PSG XG7-class analog signal generator designed to improve measurement accuracy and increase testing capacity without requiring additional rack space. The instrument combines two fully independent channels in a compact 2U chassis for engineers working on advanced wireless, aerospace and defense, and high-speed digital applications.
Keysight’s PSG XG7-class helps engineers achieve clearer measurements by reducing signal-source noise, offering low phase noise, low amplitude modulation noise and a low broadband noise floor. Its dual-channel configuration enables more testing within the same rack space, while output power of up to +22 dBm helps maintain the required signal level, even with lossy cables and test fixtures.
The company’s new generator provides phase noise of -135 dBc/Hz and amplitude modulation noise of -150 dBc/Hz at 10 GHz with a 10 kHz offset. Its broadband noise floor reaches -166 dBc/Hz at 10 GHz. A hybrid architecture with software-based mode switching further enables the instrument to optimize performance for different testing requirements.
The platform also supports faster upgrades with Standard Commands for Programmable Instruments compatibility, familiar connections and settings similar to previous-generation equipment, allowing teams to reuse existing test procedures. The launch expands Keysight’s test and measurement portfolio and helps engineers improve testing efficiency and advance device development.
How Are Competitors Advancing in the Testing Domain?Keysight faces competition from Viavi Solutions Inc. (VIAV - Free Report) and Vistance Networks, Inc. (VISN - Free Report) . Viavi is expanding its testing portfolio for emerging technologies such as artificial intelligence (AI) data centers, 6G and Wi-Fi 7/8. The company introduced an Ultra Ethernet Transport validation solution to test high-speed AI data center networks. Viavi has launched the CyberFlood CF50 for application, security and AI workload testing at speeds of up to 100G.
Vistance continues to focus on testing and validation for advanced broadband network technologies. Its Aurora Networks business provides services for integration, user experience and performance testing of network solutions. Vistance has expanded its DOCSIS and PON offerings, including DOCSIS 4.0 and 50G PON technologies, to support network testing, validation and modernization for broadband operators.
KEYS’ Price Performance, Valuation & EstimatesKeysight’s shares have rallied 108.3% over the past year compared with the industry’s growth of 96.0%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company's shares currently trade at 26.05 forward earnings, lower than 28.03 for the industry.
Image Source: Zacks Investment Research
Earnings estimates for 2026 have risen 12.6% to $11.45 per share over the past 60 days, while those for 2027 have increased 18.1% to $14.07.
Image Source: Zacks Investment Research
Keysight stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
SANTA ROSA, Calif.--(BUSINESS WIRE)--At European Microwave Week, Keysight will showcase radio frequency and microwave solutions for defense, space, broadband wireless, 5G, and 6G.
SANTA ROSA, Calif.--(BUSINESS WIRE)---- $KEYS #PSG--Keysight Technologies, Inc. (NYSE: KEYS) today announced the new 20 gigahertz (GHz) PSG XG7-class analog signal generator, combining two fully independent channels in a single chassis measuring two rack units (2U). Its exceptional low noise and calibrated output power help engineers evaluate device performance more clearly, while the compact dual-channel design increases test capacity without requiring additional rack space.Across demanding test environments,.
QRG Capital Management Inc. reduced its holdings in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 38.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,827 shares of the scientific and technical instruments company’s stock after selling 6,849 shares during the quarter. QRG Capital Management Inc.’s holdings in Keysight Technologies were worth $3,790,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. grew its holdings in Keysight Technologies by 3.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 382,082 shares of the scientific and technical instruments company’s stock worth $133,755,000 after acquiring an additional 12,508 shares in the last quarter. State Street Corp raised its stake in shares of Keysight Technologies by 3.4% in the 2nd quarter. State Street Corp now owns 8,270,708 shares of the scientific and technical instruments company’s stock valued at $2,895,327,000 after purchasing an additional 273,042 shares in the last quarter. Sequoia Financial Advisors LLC lifted its position in shares of Keysight Technologies by 12.5% during the second quarter. Sequoia Financial Advisors LLC now owns 44,732 shares of the scientific and technical instruments company’s stock worth $15,659,000 after purchasing an additional 4,975 shares during the last quarter. Tidal Investments LLC lifted its position in shares of Keysight Technologies by 0.7% during the second quarter. Tidal Investments LLC now owns 58,004 shares of the scientific and technical instruments company’s stock worth $20,305,000 after purchasing an additional 416 shares during the last quarter. Finally, Gemmer Asset Management LLC acquired a new position in Keysight Technologies in the second quarter worth about $232,000. Hedge funds and other institutional investors own 84.58% of the company’s stock.
Insider Buying and Selling at Keysight Technologies In other news, CFO Neil Dougherty sold 2,000 shares of the company’s stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $340.79, for a total transaction of $681,580.00. Following the completion of the sale, the chief financial officer owned 123,390 shares in the company, valued at approximately $42,050,078.10. This represents a 1.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Ingrid A. Estrada sold 2,000 shares of the stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $326.10, for a total value of $652,200.00. Following the transaction, the senior vice president directly owned 101,861 shares in the company, valued at approximately $33,216,872.10. This represents a 1.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 11,200 shares of company stock worth $3,672,102 over the last quarter. Company insiders own 0.40% of the company’s stock.
Wall Street Analyst Weigh In Several analysts recently weighed in on KEYS shares. Wall Street Zen lowered Keysight Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. Citigroup reissued a “buy” rating on shares of Keysight Technologies in a research report on Wednesday, August 19th. Robert W. Baird raised their price target on shares of Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 19th. UBS Group lifted their price target on shares of Keysight Technologies from $420.00 to $440.00 and gave the company a “buy” rating in a report on Wednesday, August 19th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday, August 19th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $392.83. Check Out Our Latest Stock Analysis on KEYS
Keysight Technologies Trading Up 1.4% NYSE KEYS opened at $362.70 on Friday. The company has a current ratio of 2.02, a quick ratio of 1.62 and a debt-to-equity ratio of 0.28. Keysight Technologies Inc. has a 1-year low of $158.79 and a 1-year high of $374.96. The firm’s fifty day simple moving average is $329.82 and its 200-day simple moving average is $328.12. The company has a market capitalization of $61.75 billion, a PE ratio of 49.82, a price-to-earnings-growth ratio of 1.13 and a beta of 1.21.
Keysight Technologies (NYSE:KEYS – Get Free Report) last issued its earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, beating analysts’ consensus estimates of $2.48 by $0.59. The firm had revenue of $1.85 billion for the quarter, compared to the consensus estimate 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 previous 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, sell-side analysts anticipate that Keysight Technologies Inc. will post 10.33 earnings per share for the current fiscal year.
More Keysight Technologies News Here are the key news stories impacting Keysight Technologies this week:
Positive Sentiment: AI-driven estimate revisions support the stock. Analysts see Keysight benefiting from rising demand for AI infrastructure, high-speed networking, and related testing equipment. The company is included among AI-led stocks with improving earnings estimates and additional near-term upside potential. Buy 3 AI-Led Stocks Amid Solid Estimate Revisions and Upside Potential Positive Sentiment: Communications Solutions Group momentum is improving. Keysight’s CSG segment is gaining traction from AI data-center buildouts, high-speed connectivity, and 6G development. This reinforces expectations that demand can extend beyond the company’s recent strong quarterly performance. Keysight’s CSG Gains Momentum: Can AI Infrastructure Drive Growth? Positive Sentiment: 6G and satellite-testing initiatives expand Keysight’s strategic opportunity. A collaboration with UC Berkeley will support over-the-air 6G research, while expanded NR-NTN validation coverage strengthens Keysight’s position in next-generation wireless and non-terrestrial-network testing. Keysight Enables UC Berkeley Research to Advance 6G Over-the-Air Testing Positive Sentiment: Recent fundamentals and analyst sentiment remain supportive. Keysight’s latest reported quarter exceeded revenue and EPS expectations, with revenue up 36.5% year over year. Several analysts have raised price targets, and the consensus rating remains “Moderate Buy,” although the valuation is elevated. Negative Sentiment: Insider selling provides a modest caution signal. CFO Neil Dougherty sold 2,000 shares for approximately $681,580, while VP Lisa Poole sold 200 shares for about $69,602. Both executives retained substantial holdings, so the transactions do not necessarily indicate deteriorating business prospects, but they may temper enthusiasm at a stock price near its high. Keysight Technologies CFO Neil Dougherty Sells 2,000 Shares (Free Report)
Keysight Technologies, Inc is a technology company that provides electronic design and test solutions for engineers, manufacturers and service providers. Its products and services help customers design, validate, manufacture and optimize electronic and communications systems across the product life cycle.
The company offers electronic measurement instruments, software and related services for applications including radio-frequency and microwave testing, wireless communications, high-speed digital systems, semiconductor development and power electronics.
Further Reading Five stocks we like better than Keysight Technologies Costco Ends Its Fiscal Year on a High Note, Eyes Big Expansion Cracker Barrel Stock Is Rallying Again, But the Turnaround Still Has a Traffic Problem Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out Oil May Be Stronger Than It Looks—And Diamondback Is on Sale 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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Key Takeaways PWR's backlog hit a record $53.4 billion, driven by AI data centers and infrastructure demand.KEYS' Q3 orders jumped 56% to $2.091 billion as AI infrastructure boosted demand.APH's IT datacom sales grew 63% organically, fueled by AI demand and rising interconnect content. The artificial intelligence (AI) trade remains bullish even though the Fed has begun a higher interest rate regime to counter sticky inflation. The inflationary situation has worsened due to higher crude oil prices as a result of prolonged geopolitical conflicts in the Middle East.
Here, we have narrowed our search to three AI-powered technology bigwigs with a favorable Zacks Rank that have seen solid earnings estimate revisions in the last 30 days. These companies reported their last earnings results nearly two months ago.
A solid estimate revision in the last 30 days indicates that market participants are expecting these companies to do good business in the near future. Moreover, the stock prices of these companies have strong price upside potential in the short-term.
These companies are: Quanta Services Inc. (PWR - Free Report) , Keysight Technologies Inc. (KEYS - Free Report) and Amphenol Corp. (APH - Free Report) . Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our three picks year to date.
Image Source: Zacks Investment Research
Quanta Services Inc.Zacks Rank #1 Quanta Services is well-positioned to capitalize on robust infrastructure spending across utility, power generation, technology and load center markets. The ongoing expansion of AI data centers, grid modernization, renewable generation and advanced manufacturing is driving customers to undertake larger, multiyear infrastructure programs.
Surging AI-related power demand and expanding utility investments are driving data center project opportunities, making data centers a central pillar of PWR’s long-term growth strategy. The company is heavily investing in deepening its vertical supply chain to offset the ongoing global uncertainties and rising inflation.
Favorable trends in AI data centers helped drive total backlog to a record $53.4 billion as of June 30, 2026, up 49% year over year from $35.8 billion in June 2025. The increase was broad-based, with Electric Infrastructure Solutions backlog rising year over year to $43.8 billion from $30.3 billion, while Underground and Infrastructure Solutions backlog climbed to $9.7 billion from $5.6 billion.
Solid Estimate RevisionsQuanta Services has an expected revenue and earnings growth rate of 38.4% and 55%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 1.4% over the last 30 days.
PWR has an expected revenue and earnings growth rate of 14.8% and 16.5%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 0.9% over the last 30 days.
Image Source: Zacks Investment Research
Strong Short-Term Price UpsideThe short-term average price target of brokerage firms represents an increase of 25.3% from the last closing price of $643.50. The brokerage target price is currently in the range of $690-$976. This indicates a maximum upside of 51.7% and no downside.
Keysight Technologies Inc.Zacks Rank #2 Keysight Technologies is strengthening its growth prospects as investments in AI infrastructure, advanced semiconductors, next-generation wireless technologies and defense modernization drive demand for its design, emulation and test solutions.
Electronic content in AI data centers, networking and advanced semiconductors continues to increase demand for validation tools. In the third quarter of fiscal 2026, KEYS’ orders rose 56% year over year to $2.091 billion.
KEYS is benefiting from customer investment in advanced nodes, high-bandwidth memory and silicon photonics while expanding software and services. Semiconductor has benefited as capacity expanded across advanced nodes, memory and optical interconnects.
Solid Estimate RevisionsKeysight Technologies has an expected revenue and earnings growth rate of 32.2% and 59.9%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 2.7% over the last 30 days.
KEYS has an expected revenue and earnings growth rate of 16.2% and 22.9%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 3.9% over the last 30 days.
Image Source: Zacks Investment Research
Strong Short-Term Price UpsideThe short-term average price target of brokerage firms represents an increase of 17.7% from the last closing price of $357.54. The brokerage target price is currently in the range of $400-$452. This indicates a maximum upside of 26.4% and no downside.
Amphenol Corp.Zacks Rank #2 Amphenol is benefiting from sustained demand for high-speed, power and fiber interconnect products, led by AI-related IT datacom programs and supported by defense, commercial air and diversified industrial applications.
APH’s mix across end markets and applications continues to reduce reliance on any single cycle. Second-quarter 2026 orders reached a record $10.7 billion, producing a 1.23 book-to-bill, with every end market above one.
APH’s high-speed copper, fiber optic and power portfolio spans multiple AI data-center architectures. In second-quarter 2026, IT datacom represented 43% of sales and grew 63% organically year over year, while sequential sales rose 22% largely on AI demand.
APH expects a mid-teens sequential increase in third-quarter 2026 and said in September that IT datacom is about four times its size two years ago. Customer roadmaps require rising interconnect content, while long-term non-cancelable orders help share capacity risk.
Solid Estimate RevisionsAmphenol has an expected revenue and earnings growth rate of 53.5% and 59.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 1.1% over the last 30 days.
APH has an expected revenue and earnings growth rate of 17.7% and 23%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 2.8% over the last 30 days.
Image Source: Zacks Investment Research
Strong Short-Term Price UpsideThe short-term average price target of brokerage firms represents an increase of 21.4% from the last closing price of $83.08. The brokerage target price is currently in the range of $90-$115. This indicates a maximum upside of 31.9% and no downside.
Keysight Technologies Inc. (NYSE:KEYS – Get Free Report) CFO Neil Dougherty sold 2,000 shares of the firm’s stock in a transaction on Monday, September 21st. The stock was sold at an average price of $340.79, for a total value of $681,580.00. Following the transaction, the chief financial officer owned 123,390 shares of the company’s stock, valued at approximately $42,050,078.10. This represents a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.
Keysight Technologies Trading Up 1.1% Shares of NYSE KEYS opened at $357.36 on Friday. The company has a current ratio of 2.02, a quick ratio of 1.62 and a debt-to-equity ratio of 0.28. The stock has a market capitalization of $60.84 billion, a PE ratio of 49.09, a PEG ratio of 1.09 and a beta of 1.21. Keysight Technologies Inc. has a twelve month low of $158.79 and a twelve month high of $374.96. The stock has a fifty day simple moving average of $328.88 and a 200-day simple moving average of $327.88.
Keysight Technologies (NYSE:KEYS – Get Free Report) last posted its earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $1.85 billion for the quarter, compared to analyst estimates of $1.75 billion. During the same quarter in the prior year, the company earned $1.72 EPS. Keysight Technologies’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, equities analysts forecast that Keysight Technologies Inc. will post 10.33 earnings per share for the current year.
Analyst Ratings Changes A number of research analysts recently weighed in on the stock. Barclays lifted their price objective on shares of Keysight Technologies from $387.00 to $429.00 and gave the company an “overweight” rating in a report on Wednesday, August 19th. Robert W. Baird boosted their target price on Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 19th. Citigroup restated a “buy” rating on shares of Keysight Technologies in a report on Wednesday, August 19th. Wall Street Zen lowered Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 1st. Finally, Susquehanna lifted their price objective on Keysight Technologies from $425.00 to $440.00 and gave the company a “positive” rating in a research note on Wednesday, August 19th. One 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. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $392.83. Get Our Latest Stock Analysis on KEYS
More Keysight Technologies News Here are the key news stories impacting Keysight Technologies this week:
Positive Sentiment: 6G research collaboration: Keysight and the University of California, Berkeley are enabling over-the-air testing research for 6G systems. The partnership reinforces Keysight’s role in future wireless standards and could support long-term demand for its measurement and test equipment. Keysight Technologies and UC Berkeley enable 6G over-the-air testing Positive Sentiment: AI and connectivity momentum: Keysight’s Communications Solutions Group is gaining traction as AI data-center infrastructure, high-speed networking and 6G development drive demand across its businesses. This supports the investment case that AI spending is benefiting test-and-measurement suppliers beyond semiconductor designers. Keysight’s CSG gains momentum Positive Sentiment: Expanded 5G validation coverage: Keysight expanded New Radio non-terrestrial network validation coverage following the GCF CAG #87 meeting. Broader validation capabilities may strengthen its position in satellite, 5G and emerging 6G testing markets. Keysight expands NR-NTN validation coverage Positive Sentiment: Strong earnings backdrop: Recent quarterly results exceeded expectations, with EPS of $3.07 versus a $2.48 consensus estimate and revenue of $1.85 billion versus $1.75 billion expected. Revenue rose 36.5% year over year, helping fuel positive commentary about growth and analyst price-target increases. Neutral Sentiment: Valuation remains elevated: KEYS trades near its 52-week high at roughly 49 times earnings, although its shares remain above both the 50-day and 200-day moving averages. The premium valuation makes continued execution and growth in AI-related demand important. Negative Sentiment: CFO stock sale: CFO Neil Dougherty sold 2,000 shares for approximately $681,580, reducing his direct ownership by 1.6%. The transaction is relatively small compared with his remaining holdings, but insider selling can create a modest sentiment headwind. Keysight CFO sells 2,000 shares Institutional Investors Weigh In On Keysight Technologies Hedge funds and other institutional investors have recently bought and sold shares of the stock. Fiduciary Financial Advisors purchased a new position in shares of Keysight Technologies during the second quarter worth about $28,000. IMG Wealth Management Inc. purchased a new stake in shares of Keysight Technologies in the 2nd quarter valued at about $29,000. Cornerstone Planning Group LLC lifted its holdings in shares of Keysight Technologies by 36.1% in the 1st quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock valued at $32,000 after purchasing an additional 30 shares during the last quarter. Compass Financial Management LLC purchased a new stake in shares of Keysight Technologies in the 2nd quarter valued at about $34,000. Finally, Virtus Advisers LLC acquired a new stake in shares of Keysight Technologies in the 2nd quarter valued at about $35,000. 84.58% of the stock is currently owned by institutional investors and hedge funds.
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Keysight Technologies, Inc is a technology company that provides electronic design and test solutions for engineers, manufacturers and service providers. Its products and services help customers design, validate, manufacture and optimize electronic and communications systems across the product life cycle.
The company offers electronic measurement instruments, software and related services for applications including radio-frequency and microwave testing, wireless communications, high-speed digital systems, semiconductor development and power electronics.
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[url="]Keysight Technologies, Inc.[/url] (NYSE: KEYS) today announced a new collaboration supporting research at the Berkeley Wireless Research Center (BWRC) th
Key Takeaways KEYS' CSG revenues jumped 43% as Commercial Communications reached its first $1 billion quarter.KEYS' Wireline revenues more than doubled, driven by rising testing needs in AI data centers and connectivity.Wireline revenues more than doubled, driven by rising testing needs in AI data centers and connectivity. Keysight Technologies, Inc. (KEYS - Free Report) is benefiting from strong momentum in its Communications Solutions Group (CSG). In the third quarter, CSG generated $1.35 billion in third-quarter fiscal 2026 revenues, up 43% year over year, accounting for roughly 73% of total company revenue. The segment also delivered a 70.8% gross margin and 34.0% operating margin.
The Commercial Communications business was the biggest contributor to CSG's growth. Revenues reached $1.006 billion, up 56% year over year, marking its first billion-dollar quarter. Wireline revenues more than doubled year over year and exceeded Wireless revenues for the first time. The trend reflects increasing testing requirements in high-speed connectivity and AI data-center infrastructure.
In the third quarter of fiscal 2026, wireless orders grew again as customers increased spending on next-generation connectivity and the supply chain supporting AI infrastructure. The Third Generation Partnership Project (3GPP) timeline now targets the first 6G standard for March 2029, and management said customers are moving from exploratory research into funded development programs. This can lead to strong growth prospects in the long run.
Aerospace, Defense and Government also contributed to CSG's performance. Revenues in this business increased 14% year over year to $339 million. Orders grew double-digit. Demand was driven by advanced radar architectures, autonomous platforms, satellite systems and resilient positioning, navigation and timing solutions. Backed by favorable trends, KEYS expects fourth-quarter fiscal 2026 revenues of $1.93-$1.95 billion, implying approximately 37% year-over-year growth at the midpoint.
How Are Competitors Faring?Viavi Solutions Inc. (VIAV - Free Report) is a leading provider of network test, monitoring and service enablement solutions to diverse sectors across the globe. The product portfolio of the company offers end-to-end network visibility and analytics that help build, test, certify, maintain, and optimize complex physical and virtual networks. Revenue growth in NSE remains tied to demand from the data center ecosystem and aerospace and defense markets. NSE revenues rose 69.2% year over year to $353.9 million in the fourth quarter of fiscal 2026.
Teradyne, Inc. (TER - Free Report) develops automated test equipment and robotics products. AI-driven revenues exceeded 60% of second-quarter sales as total revenues reached a second consecutive record of $1.33 billion and non-GAAP EPS rose to $2.47. Management now expects first-half revenue to represent 50% to 52% of the full year, versus the prior 55% to 60% view, reflecting better second-half visibility. Memory, auto and industrial, IST, Product Test and Robotics are expected to grow sequentially in the second half.
KEYS’ Price Performance, Valuation and EstimatesKeysight has gained 102.6% in the past year compared with the Electronics - Measuring Instruments industry’s growth of 91.3%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company’s shares currently trade at 25.6 forward earnings, lower than 27.23 for the industry and lower than its mean of 30.45.
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The company’s earnings estimates for 2026 and 2027 have improved over the past 60 days.
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KEYS sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight announced a new collaboration with the Berkeley Wireless Research Center that aims to improve testing of next-generation wireless devices.
Key Takeaways Cadence introduced an RTL Generation Agent to automate code creation and PPA optimization.The agent cut area 24% and power 18% versus foundation-model code generation in evaluations.ChipStack's expanded AI capabilities are slated for select early-access customers in the fourth quarter. Cadence Design Systems (CDNS - Free Report) is augmenting AI-native semiconductor development with the introduction of its new RTL Generation Agent for the Cadence ChipStack AI Super Agent. The technology is designed to automate a key stage of digital chip development: converting specifications into RTL code and then refining that code for power, performance and area (PPA). Cadence is moving beyond AI-assisted coding toward an agentic engineering workflow in which AI agents can interpret requirements, generate designs, analyze results, identify improvements and iterate with its established EDA engines.
A key aspect of the announcement is Cadence's early evaluation data. Per management, its RTL Generation Agent achieved an average 24% reduction in area and 18% decrease in power compared with pure foundation-model code generation, while producing 100% functionally accurate RTL in those evaluations. CDNS already positioned ChipStack as an agentic platform for front-end design and verification when it launched in February 2026. The platform was designed to orchestrate activities, including specification understanding, RTL development, testbench creation, verification planning, regression management, debugging and coverage closure. The new RTL Generation Agent broadens that workflow by adding more automation to the creation and optimization of the design itself.
EDA software is deeply embedded in semiconductor development, and chip complexity continues to rise as AI accelerators, advanced CPUs, automotive processors and custom silicon become more sophisticated. If agentic workflows can reduce engineering effort without compromising design quality, customers may be incentivized to expand their use of Cadence's software across more stages of the development process. The company's financial results already point to growing demand for AI-related EDA capabilities. In the second quarter, Cadence reported 18% year-over-year growth in core EDA revenue, alongside strong early traction for its AI Super Agents portfolio. The new RTL agent could strengthen that positioning by extending AI automation from verification into the earlier design-creation stage.
Cadence expects the expanded ChipStack and InnoStack AI Super Agent capabilities to become available to select early-access customers in the fourth quarter.
How Does CDNS Stack Up Against Market Competitors?Cadence faces stiff competition from other EDA companies like Synopsys Inc. (SNPS - Free Report) . Synopsys is extending AI across EDA, verification and simulation as customers build more specialized chips, multi-die architectures and advanced packages. In the fiscal third quarter, EDA revenue increased 8.5% year over year, and hardware-assisted verification reached record revenue with 12 new and 66 repeat customer wins. During the quarter, Synopsys and NVIDIA demonstrated an autonomous verification agent that delivered up to 50x faster time-to-validated RTL and 20% additional coverage improvement. Management expects these agents to increase use of the underlying EDA tools and views higher workload intensity as an incremental growth opportunity over time.
Keysight Technologies (KEYS - Free Report) portfolio across design, emulation and test positions it to capture ongoing wireless and network investment cycles. It is strengthening its growth prospects as investments in AI infrastructure, advanced semiconductors, next-generation wireless technologies and defense modernization drive demand for its design, emulation and test solutions. Commercial communications is scaling with AI data-center investment, while semiconductor, automotive and energy programs add diversity. In September, Keysight expanded access to its electronic design automation software for European chip startups. The initiative aims to support emerging semiconductor companies with advanced design capabilities, helping them accelerate development, improve efficiency and bring chip solutions to market.
CDNS Price Performance, Valuation and EstimatesShares of CDNS have lost 4.1% in the past month against the Computer Software industry’s growth of 1%.
Image Source: Zacks Investment Research
CDNS trades at a forward 12-month price-to-earnings (P/E) ratio of 41.99, above the industry’s 22.72.
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The Zacks Consensus Estimate for CDNS’ earnings for 2026 has been revised upward over the past 60 days.
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CDNS currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
IRVINE, Calif.--(BUSINESS WIRE)-- #200G--TeraSignal will demonstrate CMIS Link Training (CMIS-LT) with Keysight Technologies as part of the OIF interoperability demonstrations at ECOC 2026.
Keysight to Demonstrate End-to-End Solutions for Scaling AI Infrastructure at ECOC 2026 Keysight (NYSE: KEYS):
What: At ECOC 2026, Keysight Technologies will demonstrate solutions that help engineers design, characterize, validate, benchmark, and scale the high-speed optical and AI infrastructure required for next-generation data centers. Highlights will span photonic design and characterization, AI infrastructure and interconnect validation, next-generation optical research, 1.6T optical validation and production test.
When: September 21–23, 2026
Where: Keysight booth #1154, FYCMA, Málaga, Spain
More information: Keysight at ECOC
Keysight experts will showcase solutions to:
Accelerate photonic design and characterization: Connect photonic simulation with automated PIC test and 220 GHz characterization to bridge the gap between design, validation, and high-volume manufacturing.Advance next-generation optical links: Explore 3.2T optical research and 1.6T transmitter and receiver validation to reduce design uncertainty and accelerate optical link development.Validate AI infrastructure: Validate high-speed AI and data center interconnects, benchmark AI fabric performance, emulate real-world workloads, and test AI transport and inference at scale.Scale 1.6T production: Combine high-speed optical measurement with automated interconnect validation to minimize test time, optimize yield, and accelerate production ramps.Explore AI-enabled test automation: See how AI and intelligent automation simplify photonics test development, troubleshooting, and data analysis.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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260909494458/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.
SANTA ROSA, Calif.--(BUSINESS WIRE)--At ECOC 2026, Keysight will show solutions that help engineers design, characterize, validate, and scale high-speed optical and AI infrastructure.
3 Lesser-Known Quantum Plays the Market May Be Overlooking Right NowKeysight Technologies NYSE: KEYS executives said the company is seeing strong demand tied to artificial intelligence data-center buildouts, while preparing for future opportunities in 6G wireless, aerospace and defense, semiconductor testing and software-defined vehicles.
Speaking at a Truist investor conference, Chief Financial Officer Neil Dougherty described Keysight as a provider of hardware, software and solutions for industries employing electrical engineers. More than half of company revenue comes from customer research-and-development labs, he said, with Keysight supporting measurement and validation from physical-layer testing through protocol and application-layer software.
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Keysight: The AI and Defense Stock Seeing Big Price Target BoostsThe company also serves electronics manufacturing customers and, to a lesser extent, post-deployment operational applications. Its major markets include wireline infrastructure for AI data centers, wireless technology transitions, aerospace and defense, automotive, semiconductors and broader electronics.
AI Data-Center Demand Drives Wireline Momentum Kailash Narayanan, senior vice president and president of Keysight’s Communication Solutions Group, said the company’s commercial communications operations span wireless and wireline markets and serve chipmakers, device manufacturers, network-equipment vendors, contract manufacturers, mobile operators, hyperscalers and satellite-network operators.
MarketBeat Week in Review – 03/16 - 03/20He said AI-related demand has become a major near-term priority, particularly as the industry moves toward higher network speeds. Keysight is seeing activity around the transition to 3.2-terabit technology, as well as research in silicon photonics and co-packaged optics.
According to Narayanan, speed transitions and system-level emulation are currently the biggest contributors to the company’s AI-related business. Keysight is seeing traction in 1.6T technology, while 3.2T research is already underway. Silicon photonics remains primarily an R&D opportunity that the company expects to scale over the coming years.
“Our customers’ innovation cadence is increasing,” Narayanan said, citing a rising number of product configurations and growing design complexity as data rates advance from 100 gigabits per second to 200, 400 and 800 gigabits per second.
He highlighted the Keysight AI Data Center Builder, launched about 18 months ago, as an example of the company’s product development. The offering is designed to help customers benchmark multi-vendor AI infrastructure, including network topologies, hardware energy consumption and performance across racks and clusters.
Narayanan said hyperscalers represent a relatively small percentage of Keysight’s direct revenue but drive multiple times that level of demand through their broader supplier ecosystems. He added that neoclouds and companies developing frontier AI models are also contributing to the expanding customer base.
Supply Constraints Remain a Near-Term Revenue Limiter Dougherty said Keysight remains constrained more by supply than by demand, although the company has increased production and supply-chain capacity. He cited quarterly revenue progress during the fiscal year, from $1.6 billion in the first quarter to guidance of $1.94 billion for the fourth quarter.
Using the company’s typical six-month order-to-revenue conversion framework, Dougherty estimated that revenue pushed beyond that window was approaching $100 million, though likely less after accounting for software and longer-dated business.
Keysight is addressing supply constraints through added internal capacity, higher capital expenditures, longer-term supplier agreements, product redesigns to qualify more available components, and qualification of second and third sources. Dougherty said the company is a high-mix, relatively low-volume manufacturer, which can make certain supply issues more manageable than they would be for producers requiring millions of units.
“The demand forecast, we keep having to increment it north,” Dougherty said, characterizing the supply challenge as a favorable problem because suppliers can support base volumes but have struggled with repeated upward revisions.
6G, Defense and Electronics Opportunities In wireless, Narayanan said customer spending has shifted from university and research-institute activity toward funded product research and early development programs. Keysight expects its 6G business to inflect in the first half of 2028, ahead of expected commercialization in late 2029 and 2030. He said the overall shape of the 6G cycle could be broadly similar to 5G, which was commercialized in 2019 and 2020.
The company is also pursuing opportunities in AI-enabled radio access networks, integrated sensing and communications, and non-terrestrial networks. Narayanan said non-terrestrial networks are the most commercially active of those categories today, supported by satellite constellations, additional frequency bands, broadband applications and direct-to-cell connectivity.
In aerospace and defense, Narayanan said Keysight’s U.S. business has expanded at a strong double-digit rate, while Europe is growing faster from a smaller base. Demand is being supported by larger defense budgets, increased R&D spending, satellite applications and a growing group of venture-backed defense technology startups.
Dougherty said the company’s Electronic Industrial Solutions Group is also benefiting from data-center investment. Semiconductor demand tied to high-bandwidth memory, advanced logic and silicon photonics has supported testing demand, while automotive growth has been driven by software-defined vehicles, including in-car networking, security, sensing and autonomous-driving applications.
Investment Priorities and Margin Outlook Dougherty said Keysight is prioritizing organic investment in R&D, sales capacity, manufacturing capacity, supply-chain support and inventory. He said the company expects to continue generating incremental margins at or above its 40% target when growth exceeds 5%, despite increased spending to capture AI-related opportunities.
The CFO said Keysight exceeded the gross-margin and operating-margin commitments it outlined at its 2023 analyst day during the current fiscal year. He added that three acquisitions completed near the beginning of the fiscal year are now meaningfully integrated and are expected to provide roughly $50 million in cost synergies next year.
Beyond organic investment, Dougherty said the company plans to balance value-creating acquisitions with shareholder returns. Keysight had $2.6 billion in cash at the end of the quarter and had repurchased more than $500 million of stock year to date, according to the discussion.
About Keysight Technologies (NYSE:KEYS)Keysight Technologies, Inc is a technology company that provides electronic design and test solutions for engineers, manufacturers and service providers. Its products and services help customers design, validate, manufacture and optimize electronic and communications systems across the product life cycle.
The company offers electronic measurement instruments, software and related services for applications including radio-frequency and microwave testing, wireless communications, high-speed digital systems, semiconductor development and power electronics.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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It has been about a month since the last earnings report for Keysight (KEYS - Free Report) . Shares have added about 0.8% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Keysight due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.
Keysight Q3 Earnings Beat Estimates, Revenues Up Y/Y on Solid Demand
Keysight reported solid third-quarter fiscal 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate.
The leading electronic design and testing solutions provider reported a 36% year-over-year increase in revenues, supported by broad-based demand across its key end markets and continued customer investments in emerging technologies. Artificial Intelligence (AI) infrastructure, next-generation connectivity and increasing adoption of advanced technologies continued to boost the company’s performance.
Net Income
Net income on a GAAP basis was $397 million or $2.30 per share compared with $191 million or $1.10 per share in the prior-year quarter. Strong top-line growth boosted the bottom line during the quarter.
Non-GAAP net income in the reported quarter was $531 million or $3.07 per share compared with $297 million or $1.72 per share in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate of $2.46.
Revenues
Net sales during the quarter increased to $1.85 billion from $1.35 billion in the year-ago quarter, owing to healthy growth in both the Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG) segments. The top line beat the Zacks Consensus Estimate of $1.75 billion. Total orders were $2.09 billion compared with $1.34 billion in the year-ago quarter.
CSG generated $1.35 billion in revenues, up from the year-ago quarter’s $940 million. The 43% year-over-year increase was driven by strong performance in wireline and wireless, as well as continued momentum in AI infrastructure and aerospace, defense and government. Emerging 6G and non-terrestrial network opportunities also supported demand.
EISG segment’s revenues increased to $501 million from $412 million in the prior-year quarter, driven by AI-related investments and capacity expansion in advanced semiconductors, along with solid demand for software-defined vehicles, cybersecurity and EV charging solutions.
By region, Asia-Pacific revenues aggregated $810 million compared with $569 million in the prior-year quarter. The company reported a 29% year-over-year improvement in revenues from the Americas to $729 million. Revenues from Europe were $307 million, up 41% from the year-ago quarter's $217 million.
During the quarter, revenues from Aerospace, Defense and Government increased to $339 million from $296 million in the year-ago quarter. The company reported a 56% year-over-year improvement in revenues from Commercial Communications to $1.01 billion. Electronic Industrial generated $501 million in revenues, up from the year-ago quarter’s $412 million.
Other Details
During the quarter, the company’s non-GAAP gross profit totaled $1.27 billion, up from $864 million in the year-ago quarter, with respective gross margins of 69% and 63.9%. Non-GAAP operating income totaled $613 million compared with $338 million in the year-ago period, with operating margins of 33.2% and 25%, respectively.
CSG reported non-GAAP operating income of $458 million compared with $246 million in the year-ago period. EISG non-GAAP operating income increased to $155 million from $92 million in the prior-year quarter.
Cash Flow & Liquidity
In the third quarter of fiscal 2026, Keysight generated $437 million of net cash from operating activities compared with $322 million in the year-ago quarter. In the first nine months of fiscal 2026, the company generated $1.38 billion in cash compared with $1.18 billion in the year-ago period. As of July 31, 2026, the company had $2.61 billion in cash and cash equivalents and $1.82 billion of long-term debt.
Outlook
For the fourth quarter of fiscal 2026, Keysight expects revenues in the range of $1.93-$1.95 billion. Non-GAAP earnings per share are estimated to be between $3.34 and $3.40.
How Have Estimates Been Moving Since Then?It turns out, estimates review have trended upward during the past month.
The consensus estimate has shifted 27.69% due to these changes.
VGM ScoresAt this time, Keysight has a average Growth Score of C, though it is lagging a bit on the Momentum Score front with a D. Following the exact same course, the stock has a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Keysight has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Shares of Keysight (KEYS - Free Report) have gained 0.8% over the past four weeks to close the last trading session at $322.04, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $418.42 indicates a potential upside of 29.9%.
The average comprises 12 short-term price targets ranging from a low of $390.00 to a high of $452.00, with a standard deviation of $19.48. While the lowest estimate indicates an increase of 21.1% from the current price level, the most optimistic estimate points to a 40.4% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
However, an impressive consensus price target is not the only factor that indicates a potential upside in KEYS. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Here's Why There Could be Plenty of Upside Left in KEYSThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 14.3%, as five estimates have moved higher compared to no negative revision.
Moreover, KEYS currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much KEYS could gain, the direction of price movement it implies does appear to be a good guide.
Key Takeaways Keysight expects fiscal 2026 revenues to rise 32% and earnings to grow 59.9%.KEYS trades at 22.6X forward earnings, below its five-year median but above broader benchmarks.KEYS generated $403M in Q3 free cash flow as estimate revisions and AI demand strengthened. Keysight Technologies, Inc. (KEYS - Free Report) is entering the final stretch of fiscal 2026 with faster growth across artificial intelligence infrastructure, communications and semiconductors. The operating picture is improving quickly, but the valuation case is less clear.
Investors therefore have to balance sharply higher earnings expectations and positive estimate revisions against a forward multiple that still sits above broader market benchmarks.
Keysight’s Growth Case Is AcceleratingKeysight expects fiscal 2026 revenues to increase 32%, while projected earnings growth for the year is 59.9%. Third-quarter revenues rose 36% year over year to $1.846 billion and non-GAAP earnings reached $3.07 per share, up from $1.72 a year earlier.
AI-related demand is broadening the opportunity set. Advantest Corporation (ATEYY - Free Report) is expanding semiconductor test solutions for AI and high-performance computing devices, including silicon photonics applications. Cadence Design Systems, Inc. (CDNS - Free Report) is pushing AI further into chip design and verification through its ChipStack AI platform.
KEYS Valuation Sends a Mixed MessageKEYS trades at 22.6X forward 12-month earnings, below its five-year median of 24.02X and the Zacks sub-industry’s 25.43X. That comparison leaves some room relative to the stock’s own history and direct industry benchmark.
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The multiple remains above the Zacks Computer and Technology sector’s 20.4X and the S&P 500’s 19.8X. The stock is therefore not broadly inexpensive on forward earnings despite its discount to the sub-industry.
Keysight’s Estimate Revisions Strengthen the CaseThe Zacks Consensus Estimate for current-fiscal-year earnings has moved 14.3% higher in the past four weeks and 14.4% higher in the past 12 weeks. Those revisions have accompanied stronger reported results and a higher earnings outlook.
The next-quarter earnings estimate has risen 27.7% over the past month. That change adds another positive revision signal, though it does not eliminate the valuation and execution risks surrounding the stock.
KEYS Still Faces Policy, Mix and Timing RisksCurrency reduced third-quarter reported order growth by about one percentage point. China demand, tariffs and export-policy changes also remain potential pressure points, while $64 million of tariff-refund claims were still outstanding at July 31.
Execution risk is also visible in order timing and supply. Demand for differentiated AI products has exceeded supply capability, and annual recurring revenue fell to 24% of the mix from 27% as product businesses grew faster.
Keysight’s Cash Flow Supports Strategic FlexibilityThird-quarter cash flow from operations totaled $437 million and free cash flow was $403 million. Keysight also repurchased about 640,000 shares for $210 million during the quarter, bringing fiscal-year-to-date repurchases to $517 million.
Acquisition integration is largely complete, one quarter ahead of schedule. Management expects 80% to 90% of the $100 million cost-synergy target to be realized on a run-rate basis exiting fiscal 2026, supporting additional operating flexibility.
KEYS Strong Signal Meets Weaker Style ScoresThe investment setup is not one-sided. Accelerating growth, upward estimate revisions and a valuation below Keysight’s own five-year median are positives, while the premium to broader benchmarks, policy exposure and recurring-revenue mix keep the case balanced.
KEYS currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Its VGM Score of D and Value Score of D are less supportive, while its Growth Score of C and Momentum Score of C also fall outside the A-or-B range favored for complementing top-ranked stocks. Because Zacks Style Scores complement the Rank, the combination points to a strong earnings-revision signal but a less favorable broader style profile.
Key Takeaways Keysight shares fell 11.1% in three months even as Q3 revenues rose 36% and non-GAAP EPS jumped 79%.KEYS orders surged 56% to a record $2.091B as AI infrastructure and connectivity demand accelerated.KEYS faces supply constraints, policy uncertainty and a lower recurring-revenue mix despite record backlog. Keysight Technologies, Inc. (KEYS - Free Report) shares have fallen 11.1% in the past three months even as orders, revenues and earnings accelerated. The pullback raises a practical question for investors: has the recent weakness created room for better returns, or are unresolved risks still holding back the stock?
The answer is mixed. Demand tied to artificial intelligence (AI) infrastructure is expanding quickly, but valuation, supply constraints and policy exposure leave less room for a simple bargain argument.
Keysight’s 3-Month Pullback Defies Stronger FundamentalsThe three-month decline follows an 82.1% gain in the past year. The recent weakness is therefore a test of whether expectations had moved ahead of fundamentals during the longer-term rally.
Operating results have moved in the opposite direction. Third-quarter fiscal 2026 revenues climbed 36% year over year to $1.846 billion, while non-GAAP earnings reached $3.07 per share, up 79%. Management expects fourth-quarter revenues of $1.930-$1.950 billion, with the midpoint implying 37% year-over-year growth.
KEYS Order Growth Signals Demand Still Has MomentumOrders increased 56% year over year to a record $2.091 billion in the third quarter. Commercial Communications revenues rose 56% to $1.006 billion as AI infrastructure scaling, speed transitions and next-generation connectivity supported demand.
AI-driven validation demand extends beyond Keysight. Advantest Corporation (ATEYY - Free Report) supplies semiconductor test systems for AI and high-performance computing devices. Cadence Design Systems, Inc. (CDNS - Free Report) is extending AI-driven chip design and verification tools, reflecting rising complexity across the silicon workflow.
Keysight’s Backlog Adds Visibility but Supply Risk RemainsKeysight ended the quarter with record backlog, and orders remained above quarterly revenues. Scheduled fourth-quarter shipments add visibility as the company works through elevated demand.
That strength also creates an execution risk. Demand for differentiated AI products is exceeding supply capability, so manufacturing constraints or longer lead times could delay shipments and shift revenue recognition between periods.
KEYS Valuation Leaves Room but Not a Clear BargainKEYS trades at 22.6X forward 12-month earnings, below its five-year median of 24.02X and the Zacks sub-industry’s 25.43X. The current multiple is therefore below both its historical midpoint and the sub-industry comparison.
The multiple still sits above the Zacks Computer and Technology sector’s 20.4X and the S&P 500’s 19.8X. That makes valuation more balanced than outright cheap, particularly after the longer-term rally.
Keysight’s Risks Could Keep Volatility ElevatedCurrency reduced third-quarter reported order growth by about one percentage point. China-related policy shifts, export controls and changing tariff rules remain sources of uncertainty. At July 31, $64 million of tariff-refund claims remained outstanding, with timing and funding uncertain.
Recurring-revenue diversification has softened as product businesses have grown faster. Software and services represented about 33% of third-quarter revenues, down from about 36% in the second quarter, while annual recurring revenue fell to 24% of the mix from 27%.
KEYS Signals Stay Strong Despite Mixed Style ScoresThe pullback has lowered KEYS' valuation while order growth and AI-related demand remain strong. Supply constraints, policy exposure and a lower recurring-revenue mix, however, keep the investment setup from being one-sided.
KEYS currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The Zacks Consensus Estimate for current-fiscal-year earnings has moved 14.3% higher in the past four weeks, supporting the positive near-term revision signal.
The Zacks Style Scores are less supportive. KEYS has a VGM Score of D, Value Score of D, Growth Score of C and Momentum Score of C. Because Style Scores complement the Rank, this combination presents a more nuanced near-term picture than the Rank alone.
Key Takeaways Keysight's Q3 orders rose 56% to $2.091B, topping $1.846B in revenues as demand accelerated.KEYS saw wireline orders more than double, while Commercial Communications revenues increased 56%.KEYS expects Q4 revenues of $1.930B-$1.950B, though supply constraints may affect shipments. Keysight Technologies, Inc. (KEYS - Free Report) posted a sharp demand acceleration in the third quarter of fiscal 2026, with orders rising 56% year over year as artificial intelligence (AI) infrastructure and advanced connectivity drove customer spending.
The near-term question is how much of that momentum can convert into fourth-quarter revenues and whether the expanding pipeline can carry into fiscal 2027.
Keysight’s Q3 Orders Jump 56% on Broad DemandThird-quarter orders reached $2.091 billion, topping revenues of $1.846 billion. Revenues increased 36% year over year, while the Communications Solutions Group grew 43% and the Electronic Industrial Solutions Group increased 21%.
The increase extended beyond communications. Aerospace, defense and government revenues rose 14% to $339 million, while Electronic Industrial Solutions recorded growth across general electronics, semiconductors and automotive and energy.
KEYS AI Pipeline Expands Across the Data Center StackKeysight said its AI-related pipeline continued to expand as hyperscalers, silicon designers, interconnect suppliers and transceiver manufacturers increased engagement. Speed transitions, silicon photonics and system-level emulation are raising validation requirements across the data-center stack.
Advantest Corporation (ATEYY - Free Report) is expanding semiconductor test capabilities for AI, high-performance computing and silicon photonics, including solutions for high-volume electro-optical testing. That activity reflects rising test complexity in adjacent semiconductor workflows.
Cadence Design Systems, Inc. (CDNS - Free Report) launched its ChipStack AI Super Agent to automate front-end silicon design and verification. Its push into AI-driven design automation also reflects the growing complexity surrounding advanced chip development.
Keysight’s Wireline Strength Raises Q4 ExpectationsWireline orders more than doubled year over year, while Commercial Communications revenues increased 56% to $1.006 billion. Keysight also finished the quarter with record backlog, supporting scheduled shipments into the fourth quarter.
Management expects fourth-quarter fiscal 2026 revenues of $1.930 billion to $1.950 billion. Converting the larger backlog and AI pipeline into shipments is therefore an important near-term marker for whether the current demand acceleration can persist.
KEYS Supply Constraints Could Limit Near-Term ConversionStrong bookings do not guarantee immediate revenue conversion. Demand for differentiated AI products is exceeding Keysight’s supply capability, leaving shipment timing vulnerable if manufacturing constraints persist.
Customer timing and cancellations create another source of quarterly variability. Orders can remain healthy even when shipment schedules shift, so the pace of backlog conversion matters alongside the headline bookings growth.
Keysight’s Software Mix Adds a Recurring Revenue AngleSoftware and services both grew double digits in the third quarter and represented about 33% of Keysight’s revenues. Annual recurring revenue accounted for 24% of the total mix.
Those offerings deepen customer engagement across design, validation and production workflows. Their mix contribution has declined, however, as product businesses have grown faster, with software and services down from about 36% of revenues in the second quarter and annual recurring revenue down from 27%.
KEYS AI Momentum Meets Mixed Style ScoresThe 56% order increase gives Keysight a stronger demand base heading into the fourth quarter, but supply capability and shipment timing remain important checks on near-term conversion. The next test is whether backlog and AI-related activity translate into the revenue range management has outlined.
KEYS currently sports a Zacks Rank #1 (Strong Buy), reflecting favorable earnings-estimate revisions. You can see the complete list of today’s Zacks #1 Rank stocks here. Its VGM Score of D and Value Score of D are less supportive, while its Growth Score of C and Momentum Score of C also sit outside the A-or-B range that can strengthen a top Zacks Rank. The combination points to a positive revision signal but a more mixed broader style profile.
Corient Private Wealth LP increased its holdings in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 9.2% in the second quarter, according to its most recent filing with the SEC. The fund owned 92,638 shares of the scientific and technical instruments company’s stock after acquiring an additional 7,770 shares during the period. Corient Private Wealth LP owned about 0.05% of Keysight Technologies worth $32,430,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Quarry LP bought a new position in shares of Keysight Technologies during the fourth quarter valued at approximately $25,000. Fiduciary Financial Advisors purchased a new position in Keysight Technologies during the 2nd quarter worth $28,000. IMG Wealth Management Inc. purchased a new position in shares of Keysight Technologies in the 2nd quarter valued at approximately $29,000. Cornerstone Planning Group LLC increased its stake in Keysight Technologies by 36.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock valued at $32,000 after purchasing an additional 30 shares in the last quarter. Finally, Compass Financial Management LLC acquired a new position in shares of Keysight Technologies in the 2nd quarter valued at $34,000. Institutional investors own 84.58% of the company’s stock.
Analyst Upgrades and Downgrades A number of research firms have issued reports on KEYS. Truist Financial raised their price target on shares of Keysight Technologies from $376.00 to $400.00 and gave the stock a “hold” rating in a research report on Wednesday, August 19th. The Goldman Sachs Group reiterated a “buy” rating on shares of Keysight Technologies in a research report on Wednesday, May 20th. Robert W. Baird lifted their price target on shares of Keysight Technologies from $385.00 to $410.00 and gave the company an “outperform” rating in a research note on Wednesday, August 19th. Susquehanna boosted their target price on shares of Keysight Technologies from $425.00 to $440.00 and gave the stock a “positive” rating in a research note on Wednesday, August 19th. Finally, Citigroup reissued a “buy” rating on shares of Keysight Technologies in a research note on Wednesday, August 19th. One equities research 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 stock. According to MarketBeat, Keysight Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $392.83.
View Our Latest Report on Keysight Technologies Insider Activity at Keysight Technologies In related news, SVP Ingrid Estrada sold 2,000 shares of Keysight Technologies stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $326.10, for a total value of $652,200.00. Following the completion of the sale, the senior vice president owned 101,861 shares in the company, valued at approximately $33,216,872.10. This trade represents a 1.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Jean Mcclung Nye sold 3,000 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $319.22, for a total value of $957,660.00. Following the transaction, the director owned 35,752 shares in the company, valued at $11,412,753.44. This trade represents a 7.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 9,507 shares of company stock worth $3,104,109. Insiders own 0.40% of the company’s stock.
Keysight Technologies Price Performance NYSE:KEYS opened at $339.02 on Monday. The stock’s fifty day moving average is $325.96 and its two-hundred day moving average is $325.56. Keysight Technologies Inc. has a 52 week low of $158.79 and a 52 week high of $374.96. The company has a quick ratio of 1.62, a current ratio of 2.02 and a debt-to-equity ratio of 0.28. The company has a market capitalization of $57.71 billion, a P/E ratio of 46.57, a P/E/G ratio of 1.69 and a beta of 1.21.
Keysight Technologies (NYSE:KEYS – Get Free Report) last announced its earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, topping the consensus estimate of $2.48 by $0.59. The company had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.75 billion. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. Keysight Technologies’s revenue was up 36.5% compared to the same quarter last year. During the same quarter last year, the firm 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. Equities analysts expect that Keysight Technologies Inc. will post 10.33 EPS for the current year.
(Free Report)
Keysight Technologies, Inc is a technology company that provides electronic design and test solutions for engineers, manufacturers and service providers. Its products and services help customers design, validate, manufacture and optimize electronic and communications systems across the product life cycle.
The company offers electronic measurement instruments, software and related services for applications including radio-frequency and microwave testing, wireless communications, high-speed digital systems, semiconductor development and power electronics.
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Ameritas Advisory Services LLC purchased a new stake in Keysight Technologies Inc. (NYSE:KEYS – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 1,911 shares of the scientific and technical instruments company’s stock, valued at approximately $669,000.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Fiduciary Financial Advisors acquired a new position in Keysight Technologies during the 2nd quarter valued at about $28,000. IMG Wealth Management Inc. purchased a new position in shares of Keysight Technologies in the 2nd quarter worth approximately $29,000. Compass Financial Management LLC purchased a new position in shares of Keysight Technologies in the 2nd quarter worth approximately $34,000. Virtus Advisers LLC bought a new position in shares of Keysight Technologies in the second quarter valued at approximately $35,000. Finally, Markowski Investments bought a new position in shares of Keysight Technologies in the second quarter valued at approximately $38,000. 84.58% of the stock is currently owned by institutional investors.
Insiders Place Their Bets In other Keysight Technologies news, Director Jean Mcclung Nye sold 3,000 shares of Keysight Technologies stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $319.22, for a total value of $957,660.00. Following the completion of the sale, the director owned 35,752 shares of the company’s stock, valued at approximately $11,412,753.44. The trade was a 7.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Satish Dhanasekaran sold 507 shares of the company’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $361.32, for a total transaction of $183,189.24. Following the sale, the chief executive officer directly owned 121,391 shares of the company’s stock, valued at $43,860,996.12. The trade was a 0.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 9,507 shares of company stock valued at $3,104,109. 0.40% of the stock is owned by insiders.
Keysight Technologies Price Performance KEYS opened at $339.02 on Friday. The company has a current ratio of 2.02, a quick ratio of 1.62 and a debt-to-equity ratio of 0.28. The company has a market cap of $57.71 billion, a price-to-earnings ratio of 46.57, a price-to-earnings-growth ratio of 1.62 and a beta of 1.21. The stock has a fifty day simple moving average of $325.96 and a two-hundred day simple moving average of $324.99. Keysight Technologies Inc. has a 12-month low of $158.79 and a 12-month high of $374.96. Keysight Technologies (NYSE:KEYS – Get Free Report) last released its earnings results 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 for the quarter, compared to the consensus estimate of $1.75 billion. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The company’s revenue was up 36.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.72 EPS. 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. Research analysts predict that Keysight Technologies Inc. will post 10.33 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In KEYS has been the topic of a number of research analyst reports. Barclays boosted their target price on shares of Keysight Technologies from $387.00 to $429.00 and gave the company an “overweight” rating in a research note on Wednesday, August 19th. Morgan Stanley raised their price target on Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, August 19th. Citigroup restated a “buy” rating on shares of Keysight Technologies in a research report on Wednesday, August 19th. Wells Fargo & Company upped their target price on shares of Keysight Technologies from $390.00 to $405.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 19th. Finally, Weiss Ratings upgraded Keysight Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, August 20th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $392.83.
Check Out Our Latest Stock Report on Keysight Technologies
(Free Report)
Keysight Technologies, Inc is a technology company that provides electronic design and test solutions for engineers, manufacturers and service providers. Its products and services help customers design, validate, manufacture and optimize electronic and communications systems across the product life cycle.
The company offers electronic measurement instruments, software and related services for applications including radio-frequency and microwave testing, wireless communications, high-speed digital systems, semiconductor development and power electronics.
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Keysight to Demonstrate End-to-End Solutions for Scaling AI Infrastructure at ECOC 2026 Keysight (NYSE: KEYS):
What: At ECOC 2026, Keysight Technologies will demonstrate solutions that help engineers design, characterize, validate, benchmark, and scale the high-speed optical and AI infrastructure required for next-generation data centers. Highlights will span photonic design and characterization, AI infrastructure and interconnect validation, next-generation optical research, 1.6T optical validation and production test.
When: September 21–23, 2026
Where: Keysight booth #1154, FYCMA, Málaga, Spain
More information: Keysight at ECOC
Keysight experts will showcase solutions to:
Accelerate photonic design and characterization: Connect photonic simulation with automated PIC test and 220 GHz characterization to bridge the gap between design, validation, and high-volume manufacturing.Advance next-generation optical links: Explore 3.2T optical research and 1.6T transmitter and receiver validation to reduce design uncertainty and accelerate optical link development.Validate AI infrastructure: Validate high-speed AI and data center interconnects, benchmark AI fabric performance, emulate real-world workloads, and test AI transport and inference at scale.Scale 1.6T production: Combine high-speed optical measurement with automated interconnect validation to minimize test time, optimize yield, and accelerate production ramps.Explore AI-enabled test automation: See how AI and intelligent automation simplify photonics test development, troubleshooting, and data analysis.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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260909882307/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.
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight (NYSE: KEYS):
What: At ECOC 2026, Keysight Technologies will demonstrate solutions that help engineers design, characterize, validate, benchmark, and scale the high-speed optical and AI infrastructure required for next-generation data centers. Highlights will span photonic design and characterization, AI infrastructure and interconnect validation, next-generation optical research, 1.6T optical validation and production test.
When: September 21–23, 2026
Where: Keysight booth #1154, FYCMA, Málaga, Spain
More information: Keysight at ECOC
Keysight experts will showcase solutions to:
Accelerate photonic design and characterization: Connect photonic simulation with automated PIC test and 220 GHz characterization to bridge the gap between design, validation, and high-volume manufacturing. Advance next-generation optical links: Explore 3.2T optical research and 1.6T transmitter and receiver validation to reduce design uncertainty and accelerate optical link development. Validate AI infrastructure: Validate high-speed AI and data center interconnects, benchmark AI fabric performance, emulate real-world workloads, and test AI transport and inference at scale. Scale 1.6T production: Combine high-speed optical measurement with automated interconnect validation to minimize test time, optimize yield, and accelerate production ramps. Explore AI-enabled test automation: See how AI and intelligent automation simplify photonics test development, troubleshooting, and data analysis. 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.
Keysight Technologies, Inc. (NYSE: KEYS) and the Centre for Assuring Autonomy (CfAA) at the University of York (UK) announced a research collaboration to advance the safe deployment of artificial intelligence (AI) in software-defined vehicles (SDVs). The collaboration will focus on developing practical methods for validating AI systems and generating the evidence needed to demonstrate their safety and reliability. The work is designed to enable automakers and suppliers to meet emerging industry requirements while reducing development risk and accelerating the deployment of AI-enabled automotive systems.
Artificial intelligence is rapidly becoming a core technology in advanced driver assistance systems (ADAS), automated driving functions, and SDVs. As these capabilities become more sophisticated, automotive organizations face growing pressure to demonstrate that AI systems operate safely, reliably, and as intended, not only during development but throughout the vehicle lifecycle. Providing that proof is one of the industry’s most significant challenges as automakers work to bring increasingly intelligent vehicles to market while meeting evolving regulatory and safety expectations.
Together, Keysight and the CfAA will help bridge the gap between AI safety research and practical engineering by advancing methodologies for structured AI safety cases and building justified confidence in the safety of AI-enabled automotive systems.
The research will focus on the creation of evidence-driven approaches to support the implementation of ISO/PAS 8800 requirements, exploring measurable safety-scoring methodologies grounded in academic research and industry standards, and creating practical frameworks for generating auditable AI safety evidence. The resulting methodologies are intended to support the process of building AI safety cases, improve confidence in AI validation, and help engineering teams demonstrate justified AI safety more efficiently throughout the product lifecycle.
The University of York is internationally recognized for its research in safety engineering, and the assurance of complex systems across domains, including transport and automotive. By combining the university’s academic expertise with Keysight's AI validation techniques, the collaboration seeks to advance methodologies applicable to automotive AI development.
Simon Burton, Chair in Systems Safety, University of York, said: “The automotive industry is at a pivotal point where AI technologies are becoming increasingly integral to vehicle functionality. Ensuring these systems can be evaluated using robust, evidence-based approaches is essential. This is where the CfAA is ideally placed to support Keysight. We have produced several freely accessible frameworks and guidance already being used by industry safety professionals in the transport sector. This collaboration is another way we are supporting the advancement of practice methods that help translate AI safety principles into engineering practices that can be applied in safety-critical environments.”
Lukas Klose, Head of the Automotive AI Solution Center, Keysight, said: “Automotive organizations need practical and scalable ways to build confidence in AI-enabled systems. By combining leading research in safety assurance with Keysight's holistic AI Validation Framework, we aim to develop methodologies that help engineering teams generate structured evidence for AI safety cases and support the deployment of trustworthy AI technologies in conformance with international standards such as ISO/PAS 8800.”
The research is expected to inform future development of Keysight's AI Software Integrity Builder, enable enhanced support for AI safety arguments, safety evidence generation, and validation activities aligned with automotive industry expectations.
Resources
Web Page: AX1000A Keysight AI Software Integrity BuilderFlyer: Can You Explain Your AI and Prove AI Safety in Deployment?Video: Professor Simon Burton, CfAA Chair of Systems Safety, introduces ISO PAS 8800 for automated drivingAbout 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260903072390/en/
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight and the Centre for Assuring Autonomy (CfAA) at the University of York (UK) will team up to research AI in software-defined vehicles.
Key Takeaways KEYS' EDA technology cut design cycles by over 50% and enabled tape-out in less than six weeks.Keysight helped AttoTude develop guided-wave interconnect ICs supporting data rates up to 800G per lane.KEYS combines simulation, design workflows and data management to support faster, reliable chip development. Keysight Technologies, Inc. (KEYS - Free Report) is strengthening its position in advanced semiconductor design and testing through its electronic design automation (EDA) solutions. Its Advanced Design System platform enables engineers to design and validate high-frequency circuits across RF, sub-THz and THz ranges.
Keysight’s EDA technology has helped AttoTude Inc. streamline the development of guided-wave interconnect ICs supporting data rates of up to 800G per lane. The technology combines electromagnetic simulation, system-level analysis and integrated design workflows, allowing engineers to evaluate design trade-offs before production. This has cut down design cycles by more than 50%, moving AI infrastructure chips from concept to tape-out in less than six weeks while achieving first-pass silicon success.
The company’s design data management software provides a centralized, version-controlled environment that improves collaboration, traceability and consistency throughout the IC design process. Simulation-to-measurement correlation further helps engineers verify that designs perform as expected in real-world conditions.
Keysight’s EDA portfolio highlights its role in enabling faster and more reliable semiconductor development as AI infrastructure demands higher bandwidth and increasingly sophisticated interconnect technologies.
How Are Competitors Advancing?Keysight faces competition from Viavi Solutions Inc. (VIAV - Free Report) and Vistance Networks, Inc. (VISN - Free Report) . Viavi has expanded its testing portfolio with a new solution for validating Ultra Ethernet Transport in AI data center networks without physical GPUs. The company’s PCIe 6.0 Xgig platform received PCI-SIG Gold Suite acceptance for PCIe 6.0 compliance testing. Viavi introduced a channel emulator for 6G and Wi-Fi 7/8 testing, helping engineers to test wireless devices under real-world network conditions.
Vistance has strengthened its network solutions portfolio to improve performance, bandwidth and reliability for broadband providers. Its Aurora Networks business is advancing distributed access architecture and converged edge solutions to support higher-speed, lower-latency networks. Vistance uses AI-driven network management and automation through RUCKUS solutions to improve network operations and customer experiences.
KEYS’s Price Performance, Valuation and EstimatesKeysight shares have rallied 95.8% over the past year compared with the industry’’s growth of 92.4%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company's shares currently trade at 24.46 forward earnings, lower than the industry’s 27.15.
Image Source: Zacks Investment Research
Earnings estimates for 2026 have increased 9.1% to $11.23 over the past 60 days, while those for 2027 have increased 11.4% to $13.45.
Image Source: Zacks Investment Research
Keysight stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.