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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.

More News From Keysight Technologies, Inc.

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.

Keysight Technologies, Inc. (NYSE: KEYS) today announced that AttoTude Inc., a pioneer of next-generation ASICs over Dielectric interconnect technology for AI and hyperscale data center applications, has expanded its use of Keysight EDA software to manage its full IC design workflow. As a result, AttoTude has reduced its design cycles by more than 50% while achieving first-pass silicon success across advanced RF, sub-THz, and THz tape-outs that underpin its guided-wave interconnect platform.

Design velocity is emerging as a competitive advantage, with global semiconductor revenue forecast to exceed $1.3 trillion in 2026 and AI semiconductors expected to account for 30% of the market. For organizations developing AI interconnect technologies, accelerating silicon development while minimizing costly respins is vital to delivering the required bandwidth, efficiency, and scalability.

AttoTude designs integrated circuits that support per-lane data rates of 200G, 400G, and 800G, where on-chip interconnects behave as waveguides and accurate electromagnetic simulation is essential. With engineers working in parallel on sub-THz and THz subsystems, coordinating workloads without a shared, version-controlled environment makes first-pass silicon success difficult to achieve at scale. With the Keysight Advanced Design System (ADS) platform, AttoTude has cut design cycles to less than six weeks, with designs consistently performing to specification on first silicon.

Utilizing Keysight's design data management software, AttoTude maintains a single source of truth across its design environment, giving engineers full traceability and visibility at every stage. System-level scenario planning allows the team to explore design trade-offs before committing to silicon, with simulation-to-measurement correlation ensuring results reflect performance. As operating frequencies extend from RF into the sub-THz and THz domains, maintaining consistency between layouts, electromagnetic models, and simulation data becomes critical to delivering reliable silicon.

Richard Chan, ASIC Architect and Development Leader, AttoTude, said: “Developing an ASICs over Dielectric interconnect platform that spans signaling frequencies from 100 GHz to 3 THz requires an exceptional level of design accuracy and simulation fidelity. Keysight’s EDA software has enabled our engineering team to move faster with greater confidence, helping us accelerate development while consistently achieving first-pass silicon success.”

Nilesh Kamdar, General Manager, Keysight EDA, said: “At Keysight, we measure success by what our customers achieve. The next generation of AI infrastructure will be built by the teams that move from design to silicon fastest, and AttoTude is proving what that speed makes possible.”

Resources

Web Page: Keysight Advanced Design System
Web Page: Keysight Enterprise SOS
Web Page: AttoTude

About Keysight Technologies

Keysight (NYSE: KEYS) serves technology innovators as a mission-critical design enablement partner for the world’s most complex engineering challenges. By connecting market-leading design, emulation, and test solutions across the full life cycle, Keysight helps engineering teams accelerate innovation, reduce risk, and bring new technologies to market faster. Customers across AI infrastructure, communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics rely on Keysight to bridge virtual design and physical reality, enabling confident decisions earlier. Learn more at www.keysight.com.

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Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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SANTA ROSA, Calif.--(BUSINESS WIRE)---- $KEYS--Keysight Technologies, Inc. (NYSE: KEYS) today announced that the company's Board of Directors has appointed Scott Reese as a director, effective immediately. Reese will serve as a Class I director, whose term expires in 2027, and will be a member of the Board's Nominating and Corporate Governance Committee and its Audit and Finance Committee.“We are delighted to welcome Scott to Keysight's Board,” said Ron Nersesian, Chair of the Keysight's Board of Director.

SANTA ROSA, Calif.--(BUSINESS WIRE)---- $KEYS--Keysight Technologies, Inc. (NYSE: KEYS) today announced that members of its management team will participate in the following upcoming investor conferences: Goldman Sachs Communacopia + Technology Conference Friday, September 11, 2026 Fireside Chat: 9:30 a.m. PT / 12:30 p.m. ET Participants: Satish Dhanasekaran, President and Chief Executive Officer Neil Dougherty, Executive Vice President and Chief Financial Officer 2026 Truist Technology Symposium Tuesday.

Better-than-expected earnings can be a compelling catalyst when strong quarterly results are paired with favorable earnings revisions, improving guidance, or attractive fundamentals.

That combination is showing up in Keysight Technologies ((KEYS - Free Report) ), Macro Bank (BMA - Free Report) ), and ZIM Integrated Shipping Services (ZIM - Free Report) ) stock.

All three recently exceeded earnings expectations, with KEYS and BMA sporting a Zacks Rank #2 (Buy) and ZIM landing the coveted Zacks Rank #1 (Strong Buy).

Keysight Technologies' AI Momentum Drives Record ResultsProviding electric design and test instrumentation systems, Keysight delivered standout results for its fiscal third quarter with adjusted EPS surging 78% year over year to a quarterly peak of $3.07, and topping the consensus estimate of $2.46 by nearly 25%.

Revenue climbed 36% to a record $1.84 billion, exceeding Q3 expectations by more than 5%.

AI infrastructure has become an increasingly powerful growth driver. Keysight's Communications Solutions Group revenue jumped 43% YoY to $1.35 billion, including 56% growth in commercial communications, while wireline orders more than doubled. Orders topped $2 billion for a second consecutive quarter as demand remained strong across AI infrastructure, next-generation communications, semiconductors, and defense.

More importantly, momentum appears to be carrying into Q4. Management expects revenue of $1.93-$1.95 billion and adjusted EPS of $3.34-$3.40, with both figures coming in above Wall Street’s expectations.

With analyst estimates likely to keep rising, Zacks projections already call for Keysight’s fiscal 2026 revenue and earnings to be up 32% and roughly 44%, respectively. 

Plus, Keysight’s 30X forward earnings multiple isn't an overly stretched premium to the benchmark S&P 500 and is noticeably beneath its Zacks Electronics-Measuring Instruments Industry average of 45X. 

Image Source: Zacks Investment Research

Macro Bank's Profitability and Capital Strength Stand OutMacro Bank, the leading bank in Argentina, also delivered a much better-than-expected quarter, with Q2 adjusted EPS reaching $2.29, rising 17% YoY and crushing expectations of $1.59 per share by 44%.

This came as Q2 sales increased 26% to $1.05 billion and topped estimates of $864.78 million by 22%.

The balance sheet remains another encouraging component of BMA's investment case. Total financing increased 3% sequentially, while deposits were up 4% from a year ago. Furthermore, Macro Bank ended Q2 with a very strong 28% Tier 1 capital ratio, underscoring its balance sheet strength and ample cushion above global regulatory standards, while liquid assets equaled a noteworthy 74% of deposits.

Management also raised its full-year adjusted return on equity (ROE) outlook to roughly 12% from 8%, although weak consumer demand prompted the bank to reduce its real loan-growth forecast to a range of 2%-5%.

That said, what also strengthens the investment case is that BMA shares are trading at a reasonable 11X forward earnings multiple with a very generous 7.48% annual dividend yield. 

Along with a Zacks Rank #2 (Buy), BMA currently earns an overall “A” VGM Zacks Style Scores grade for the combination of Value, Growth, and Momentum,

Image Source: Zacks Investment Research

ZIM Posts a Massive Q2 Earnings SurpriseAmong these three top-rated stocks, ZIM delivered the most dramatic earnings surprise. The global container shipping company delivered adjusted Q2 EPS of $0.64, crushing expectations that called for a loss of $0.10 per share and soaring 236% from $0.19 in the comparative period.

Revenue increased over 9% to $1.78 billion and topped Q2 estimates of $1.62 billion by more than 9% as well.

Improving freight economics helped drive the rebound. ZIM carried 922,000 TEUs during Q2, up 3%, while its average freight rate increased roughly 8% to $1,590 per Twenty-Foot Equivalent Unit (TEU).

More intriguingly, adjusted EBITDA increased 4% to $491 million, adjusted net income surged to $77 million from $24 million a year ago, and ZIM generated a robust $386 million in free cash flow. The company also held a $2.46 billion net cash position when excluding lease liabilities.

ZIM now expects full-year adjusted EBITDA of $2-$2.4 billion and adjusted EBIT of $700 million-$1.1 billion, with substantially stronger second-half performance anticipated. 

Adding another catalyst, Hapag-Lloyd's pending acquisition of ZIM would pay shareholders $35 per share in cash, which is nearly 25% above its current stock price and is targeted to close in Q4, although regulatory approvals are still required.

Notably, ZIM is trading at 8X forward earnings and, in addition to its strong buy rating, has an overall "A" Zacks Style Scores grade. 

Image Source: Zacks Investment Research

Bottom LineKeysight Technologies arguably offers the strongest underlying growth story of these top-rated stocks, as surging AI infrastructure investment is driving higher demand for its testing and design solutions. Macro Bank provides a more value-oriented opportunity backed by improving profitability and substantial capital reserves, while ZIM's earnings rebound, cash generation, and pending $35-per-share acquisition provide a unique event-driven setup.

Bank of New York Mellon Corp purchased a new position in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 892,744 shares of the scientific and technical instruments company’s stock, valued at approximately $312,523,000. Bank of New York Mellon Corp owned 0.52% of Keysight Technologies as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Quarry LP purchased a new stake in shares of Keysight Technologies in the fourth quarter valued at about $25,000. Cornerstone Planning Group LLC raised its stake in Keysight Technologies by 36.1% during the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock worth $32,000 after purchasing an additional 30 shares during the period. Oslo Pensjonsforsikring AS acquired a new position in Keysight Technologies in the 1st quarter valued at about $44,000. Entrust Financial LLC acquired a new position in Keysight Technologies in the 4th quarter valued at about $45,000. Finally, DV Equities LLC purchased a new stake in shares of Keysight Technologies in the 4th quarter valued at approximately $49,000. Institutional investors and hedge funds own 84.58% of the company’s stock.

Keysight Technologies Stock Performance Shares of KEYS opened at $315.95 on Friday. Keysight Technologies Inc. has a 1 year low of $158.79 and a 1 year high of $374.96. The stock has a market capitalization of $54.00 billion, a PE ratio of 43.40, a PEG ratio of 1.80 and a beta of 1.22. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.51 and a current ratio of 2.02. The stock has a 50-day simple moving average of $332.86 and a 200-day simple moving average of $315.34.

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 analyst estimates of $1.75 billion. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The business’s quarterly 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 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. On average, analysts predict that Keysight Technologies Inc. will post 9.03 earnings per share for the current fiscal year. Insider Buying and Selling at Keysight Technologies In related news, Director James Cullen sold 3,000 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $346.58, for a total transaction of $1,039,740.00. Following the completion of the transaction, the director owned 21,821 shares in the company, valued at approximately $7,562,722.18. The trade was a 12.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Ingrid A. Estrada sold 2,000 shares of the stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $340.87, for a total value of $681,740.00. Following the completion of the transaction, the senior vice president directly owned 105,861 shares in the company, valued at $36,084,839.07. This trade represents a 1.85% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 5,507 shares of company stock valued at $1,904,669. Insiders own 0.40% of the company’s stock.

Key Keysight Technologies News Here are the key news stories impacting Keysight Technologies this week:

Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus Wall Street Analysts Forecast Growth A number of brokerages have recently issued reports on KEYS. The Goldman Sachs Group restated a “buy” rating on shares of Keysight Technologies in a report on Wednesday, May 20th. Wells Fargo & Company raised their target price on Keysight Technologies from $390.00 to $405.00 and gave the stock an “overweight” rating in a research note on Wednesday. Morgan Stanley lifted their target price on Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday. Wall Street Zen lowered Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. Finally, Barclays increased their price target on Keysight Technologies from $387.00 to $429.00 and gave the stock an “overweight” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Keysight Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $392.83.

Check Out Our Latest Research Report on KEYS

(Free Report)

Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.

Keysight’s product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.

See Also Five stocks we like better than Keysight Technologies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding KEYS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Keysight Technologies Inc. (NYSE:KEYS – Free Report).

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Advisors Capital Management LLC bought a new position in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 1,718 shares of the scientific and technical instruments company’s stock, valued at approximately $601,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Oppenheimer Asset Management Inc. bought a new stake in shares of Keysight Technologies in the 2nd quarter valued at about $11,917,000. Comerica Bank boosted its stake in Keysight Technologies by 57.2% during the 4th quarter. Comerica Bank now owns 52,506 shares of the scientific and technical instruments company’s stock worth $10,669,000 after acquiring an additional 19,104 shares during the last quarter. Jefferies Financial Group Inc. acquired a new position in Keysight Technologies during the fourth quarter valued at approximately $9,739,000. Sequoia Financial Advisors LLC grew its holdings in Keysight Technologies by 11.1% during the fourth quarter. Sequoia Financial Advisors LLC now owns 39,009 shares of the scientific and technical instruments company’s stock valued at $7,926,000 after purchasing an additional 3,882 shares during the period. Finally, Private Advisory Group LLC bought a new stake in Keysight Technologies in the second quarter valued at approximately $2,050,000. 84.58% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In KEYS has been the topic of several research analyst reports. Barclays raised their price objective on Keysight Technologies from $387.00 to $429.00 and gave the stock an “overweight” rating in a research note on Wednesday. Truist Financial boosted their target price on Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a research note on Wednesday. Morgan Stanley increased their price target on Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday. Wall Street Zen lowered Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 1st. Finally, Robert W. Baird lifted their price objective on Keysight Technologies from $385.00 to $410.00 and gave the company an “outperform” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $392.83.

View Our Latest Stock Report on Keysight Technologies Insider Buying and Selling at Keysight Technologies In other news, SVP Ingrid A. Estrada sold 2,000 shares of the company’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total transaction of $681,740.00. Following the transaction, the senior vice president owned 105,861 shares of the company’s stock, valued at $36,084,839.07. This represents a 1.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satish Dhanasekaran sold 507 shares of the stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $361.32, for a total transaction of $183,189.24. Following the completion of the transaction, the chief executive officer directly owned 121,391 shares in the company, valued at $43,860,996.12. The trade was a 0.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 5,507 shares of company stock worth $1,904,669 in the last quarter. 0.40% of the stock is currently owned by company insiders.

Keysight Technologies Trading Down 0.2% Shares of Keysight Technologies stock opened at $315.95 on Friday. The stock has a fifty day simple moving average of $332.86 and a 200 day simple moving average of $315.34. Keysight Technologies Inc. has a 12-month low of $158.79 and a 12-month high of $374.96. The company has a market capitalization of $54.00 billion, a P/E ratio of 43.40, a price-to-earnings-growth ratio of 1.80 and a beta of 1.22. The company has a current ratio of 2.02, a quick ratio of 1.51 and a debt-to-equity ratio of 0.28.

Keysight Technologies (NYSE:KEYS – Get Free Report) last issued its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, beating the consensus estimate of $2.48 by $0.59. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%.The business had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.75 billion. During the same period last year, the business earned $1.72 EPS. The business’s revenue was up 36.5% on a year-over-year basis. Keysight Technologies has set its Q4 2026 guidance at 3.340-3.400 EPS and its FY 2026 guidance at 11.460-11.460 EPS. On average, sell-side analysts anticipate that Keysight Technologies Inc. will post 9.03 earnings per share for the current fiscal year.

Keysight Technologies News Roundup Here are the key news stories impacting Keysight Technologies this week:

Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus Keysight Technologies Company Profile (Free Report)

Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.

Keysight’s product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.

Featured Articles Five stocks we like better than Keysight Technologies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding KEYS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Keysight Technologies Inc. (NYSE:KEYS – Free Report).

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Keysight: The AI and Defense Stock Seeing Big Price Target BoostsKeysight Technologies NYSE: KEYS reported record fiscal third-quarter 2026 results, with revenue, orders and earnings exceeding the high end of its guidance range, as demand accelerated across AI infrastructure, semiconductor, aerospace and defense, and industrial markets.

Chief Executive Officer Satish Dhanasekaran said orders increased 56% year over year, revenue rose 36%, and earnings per share grew 79%. He said the company was raising its outlook for the fiscal fourth quarter and full year, citing broad-based customer investment in increasingly complex engineering applications.

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MarketBeat Week in Review – 03/16 - 03/20“The outperformance was driven by strong execution by the team and demand extending across Keysight's full suite of differentiated products and solutions,” Dhanasekaran said. He identified AI infrastructure, advanced semiconductors, defense modernization and next-generation communications as major growth drivers.

Third-Quarter Financial Results Chief Financial Officer Neil Dougherty said third-quarter orders totaled $2.09 billion, up 56% on a reported basis. Acquisitions added 5 percentage points of growth, while currency reduced growth by 1 percentage point; core orders growth was 52%.

Keysight: The Quiet Winner in the AI and Defense Spending BoomRevenue was $1.85 billion, up 36% reported and 31% on a core basis. Gross margin was 69%, while operating margin rose 820 basis points year over year to 33.2%, above the company’s long-term target range of 31% to 32%.

Keysight reported net income of $531 million, or $3.70 per share. The core business produced a 34.7% operating margin and 66% operating-margin incremental.

Cash flow from operations was $437 million. Free cash flow was $403 million. Cash and cash equivalents totaled $2.61 billion at quarter-end. The company repurchased about 640,000 shares for $210 million during the quarter, at an average price of about $326 per share. Fiscal-year-to-date share repurchases totaled $517 million. Software and services revenue both grew at double-digit rates and represented about 33% of total revenue. Annual recurring revenue accounted for 24% of the company’s revenue mix.

AI Infrastructure Drives Communications Growth The Communications Solutions Group generated $1.35 billion in revenue, up 43% reported and 36% on a core basis. Its operating margin was 34%, and gross margin was 70.8%.

Commercial communications revenue reached its first billion-dollar quarter, rising 56% to $1.01 billion. Wireline revenue exceeded wireless revenue for the first time, supported by AI-related demand. Dougherty said wireline was also larger than wireless on a year-to-date basis.

Dhanasekaran said wireline orders more than doubled from a year earlier, driven by AI infrastructure scaling, speed transitions, silicon photonics and system-level emulation. Keysight cited demand from silicon designers, interconnect manufacturers, switch designers, transceiver manufacturers and hyperscalers.

The company said customers are expanding production of 800G and 1.6T optical transceivers and are already engaging with Keysight regarding 3.2T technology. Management said the AI-related wireline business expanded from the prior quarter, while demand for differentiated products exceeded the company’s current ability to supply them.

Management also highlighted developing opportunities in 6G. Dhanasekaran said the industry’s first 6G standard is targeted for March 2029, following a June 3GPP meeting. The company expects the 6G opportunity to be greater than the 5G cycle, citing emerging applications including AI-RAN, integrated sensing and communications, and non-terrestrial networks.

Defense and Industrial Segments Post Gains Aerospace, defense and government revenue increased 14% to $339 million, while orders rose by a double-digit percentage across regions. Dhanasekaran pointed to defense modernization, advanced radar architectures, autonomous platforms and resilient positioning, navigation and timing systems as sources of demand.

He said demand accelerated for Spirent’s positioning, navigation and timing solutions, which help customers emulate jamming and spoofing scenarios. The company said its engagements with defense startups and “neo-prime” contractors expanded during the year, including wins in satellite, UAV and phased-array radar applications.

The Electronic Industrial Solutions Group recorded $501 million in revenue, a 21% increase and another quarterly record. The segment posted a 64.1% gross margin and 31% operating margin. Management said growth occurred across general electronics, semiconductors, and automotive and energy.

Jason Kary, president of the Electronic Industrial Solutions Group, said semiconductor demand was supported by capacity expansion for advanced nodes, high-bandwidth memory and silicon photonics. In general electronics, higher component density, tighter tolerances and greater data throughput were increasing production-test requirements. Automotive and energy orders grew at a solid double-digit rate, driven by software-defined vehicle architectures, cybersecurity testing, charging, storage and grid-validation applications.

Outlook and Supply Constraints For the fiscal fourth quarter, Keysight forecast revenue of $1.93 billion to $1.95 billion, representing 37% year-over-year growth at the midpoint. The company projected earnings per share of $3.34 to $3.40, or about 76% year-over-year growth at the midpoint.

At the midpoint of its outlook, Keysight expects fiscal 2026 revenue growth of 32% and earnings-per-share growth of approximately 60%. The outlook assumes a weighted diluted share count of about 172 million shares.

Dougherty said acquisition integrations were largely complete, including system migrations completed one quarter ahead of schedule. The company now expects to realize 80% to 90% of its targeted $100 million in cost synergies on a run-rate basis exiting fiscal 2026.

Management said demand was not limiting growth, but supply-chain availability could constrain the conversion of demand into revenue over the next several quarters. Dhanasekaran said Keysight is taking an 18-month-plus view of supply planning, including pursuing second sources for some products and longer-term customer agreements. Dougherty said the company remains confident in its fourth-quarter outlook despite constraints involving incoming parts that are in high demand across the broader technology ecosystem.

About Keysight Technologies (NYSE:KEYS)Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.

Keysight's product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.

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Key Takeaways Keysight's Q3 revenue hit $1.85B as AI infrastructure demand drove commercial communications momentum.Wireline orders more than doubled y/y, while commercial communications logged its first $1B quarter.Supply is the near-term constraint as KEYS enters fiscal 2027 with an expanding order pipeline. Keysight Technologies, Inc. (KEYS - Free Report) used its third-quarter fiscal 2026 earnings call to emphasize accelerating AI infrastructure demand and a stronger fiscal 2027 setup, while warning that supply availability will govern near-term revenue conversion.

Non-GAAP earnings were $3.07 per share versus the $2.46 Zacks Consensus Estimate, while revenue of $1.85 billion topped the $1.75 billion consensus.

KEYS Sees AI Wireline Demand Still ExpandingPresident and CEO Satish Dhanasekaran said AI infrastructure scaling drove commercial communications momentum, with wireline orders more than doubling year over year. Commercial communications also posted its first $1 billion revenue quarter.

Communications Solutions Group president Kailash Narayanan said higher speeds, lower latency and denser architectures are lifting test intensity across design and production, creating more opportunities in signal, protocol and workload validation.

CFO Neil Dougherty said wireline's recent mix has moved to about two-thirds R&D and one-third manufacturing from a historical 80-20% split. Dhanasekaran said the fiscal fourth quarter could tilt further toward production as 1.6-terabit transceiver volumes ramp.

Keysight Raises Q4 and Full-Year OutlookKeysight guided fiscal fourth-quarter revenue to $1.930 billion-$1.950 billion and non-GAAP earnings to $3.34-$3.40 per share. At the midpoint, fiscal 2026 revenue is expected to grow 32% and earnings about 60%.

CFO Dougherty said third-quarter operating margin reached 33.2%, above Keysight's 31-32% long-term target range. He expects fiscal 2027 operating leverage to remain above the company's 40% target after adjusting for one-time tariff effects that lifted fiscal 2026 profitability.

Dougherty also said acquisition integration is largely complete one quarter early. Keysight expects 80-90% of its $100 million cost-synergy target on a run-rate basis exiting fiscal 2026, with about $50 million of incremental benefit into fiscal 2027.

KEYS Flags Supply as Near-Term Revenue GovernorCEO Dhanasekaran said demand is not the constraint entering fiscal 2027. Supply availability will determine how quickly Keysight can convert its expanding order pipeline into revenue.

CFO Dougherty said bottlenecks have shifted from internal capacity around new-product ramps toward incoming components facing strong ecosystem demand. He expects supply to remain nonlinear and constrain revenue conversion for the next several quarters.

Dhanasekaran said Keysight is extending supply planning beyond 18 months, pursuing second sources and redesigning some products to improve flexibility. Management still expressed confidence in meeting fiscal fourth-quarter guidance.

Keysight Broadens Growth Across Core MarketsDhanasekaran said Keysight's base case is that the 6G opportunity exceeds the 5G cycle. He highlighted AI-RAN, integrated sensing and communication, and non-terrestrial networks as new opportunity areas.

Electronic Industrial Solutions Group president Jason Kary said semiconductor demand is benefiting from capacity expansion in advanced nodes, high-bandwidth memory and silicon photonics. EISG revenue reached a record $501 million, up 21%.

Dhanasekaran said aerospace, defense and government orders rose double digits, supported by defense modernization and Spirent positioning, navigation and timing solutions. He described the demand cycle as durable across multiple years.

KEYS Q&A Reinforces Demand QualityA Baird analyst asked whether strong third-quarter orders reflected pull-ins tied to restrictions or supply concerns. Dhanasekaran said there were no unusual pull-ins and described pipeline conversion as orderly and broad-based.

A Truist Securities analyst pressed management on the fourth-quarter revenue guide and fiscal 2027 setup. Dhanasekaran said Keysight has a strong fiscal 2027 starting position but will provide specific fiscal first-quarter guidance with the fiscal fourth-quarter report.

Senior vice president of Global Sales Sung Yoon said the pipeline reached an all-time high, while nearly 3,000 new customers added more than $100 million of incremental year-to-date business. He expects another record order quarter in the fourth quarter.

Keysight Keeps Focus on Long-Term ExecutionCEO Dhanasekaran centered the strategy on investing ahead of AI, 6G, semiconductor and defense transitions while expanding Keysight's role from R&D into manufacturing and system-level emulation.
Management's tone remained confident on demand but cautious on conversion, with supply identified as the near-term governor as Keysight carries fiscal 2026 momentum into fiscal 2027.

KEYS Zacks Rank and Style Scores Signal a Mixed SetupKEYS carries a Zacks Rank #2 (Buy), a favorable signal within the estimate-revision framework. Its Growth Score of B is favorable, but the Value Score of D, Momentum Score of F and VGM Score of D show weaker readings across the other style dimensions.You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Zacks Style Scores complement the Rank, with A and B grades preferred alongside a Zacks Rank #1 or #2. The current combination is mixed rather than uniformly strong, and the Zacks Rank can change as estimates are revised after the just-reported results.

BOK Financial Private Wealth Inc. acquired a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,812 shares of the scientific and technical instruments company’s stock, valued at approximately $1,685,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. IMG Wealth Management Inc. bought a new stake in shares of Keysight Technologies during the 2nd quarter valued at about $29,000. Cornerstone Planning Group LLC grew its holdings in shares of Keysight Technologies by 36.1% during the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock worth $32,000 after purchasing an additional 30 shares in the last quarter. Quarry LP bought a new position in shares of Keysight Technologies in the fourth quarter worth approximately $25,000. Oslo Pensjonsforsikring AS bought a new position in shares of Keysight Technologies in the first quarter worth approximately $44,000. Finally, Eastern Bank raised its stake in Keysight Technologies by 79.0% in the second quarter. Eastern Bank now owns 179 shares of the scientific and technical instruments company’s stock valued at $63,000 after purchasing an additional 79 shares in the last quarter. 84.58% of the stock is currently owned by hedge funds and other institutional investors.

More Keysight Technologies News Here are the key news stories impacting Keysight Technologies this week:

Positive Sentiment: Keysight posted fiscal Q3 EPS of $3.07, well above the $2.46–$2.48 analyst consensus and up from $1.72 a year earlier. Revenue reached $1.85 billion, exceeding the $1.75 billion estimate and increasing 36.5% year over year. Keysight Q3 earnings and revenue estimates Positive Sentiment: The company issued fiscal Q4 EPS guidance of $3.34–$3.40 and revenue guidance of $1.9–$2.0 billion, both above consensus expectations of $2.63 EPS and $1.8 billion in revenue. Full-year fiscal 2026 guidance also exceeded estimates, with EPS of $11.46 versus $10.00 expected and revenue of $7.1 billion versus $6.9 billion expected. Keysight forecasts quarterly profit above estimates Positive Sentiment: Management cited strong demand tied to the rapid buildout of AI data centers, supporting investor confidence in Keysight’s testing, measurement and software portfolio. Keysight reports third-quarter results Neutral Sentiment: Keysight is scheduled to host a Digital Intermediate Frequency Interoperability Consortium PlugFest Showcase in October, highlighting its involvement in digital satellite communications infrastructure. DIFI PlugFest Showcase Day Negative Sentiment: Despite the earnings beats and higher guidance, shares initially rose and later decreased, suggesting profit-taking or that investors had already priced in much of the improvement. The reports do not identify a specific operational weakness; Keysight’s elevated valuation leaves the stock sensitive to high expectations. Stocks making the biggest moves after hours Analyst Ratings Changes A number of research firms have recently issued reports on KEYS. Morgan Stanley lifted their price objective on shares of Keysight Technologies from $305.00 to $350.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 20th. Barclays raised their price target on Keysight Technologies from $320.00 to $387.00 and gave the company an “overweight” rating in a research report on Wednesday, May 20th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Keysight Technologies in a research note on Wednesday, May 20th. Susquehanna upped their price objective on Keysight Technologies from $415.00 to $425.00 and gave the stock a “positive” rating in a report on Wednesday, May 20th. Finally, Zacks Research upgraded Keysight Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $371.92. Read Our Latest Analysis on KEYS

Insider Activity at Keysight Technologies In related news, CEO Satish Dhanasekaran sold 507 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $361.32, for a total transaction of $183,189.24. Following the completion of the sale, the chief executive officer owned 121,391 shares of the company’s stock, valued at $43,860,996.12. This trade represents a 0.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of Keysight Technologies stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $346.58, for a total value of $1,039,740.00. Following the completion of the sale, the director directly owned 21,821 shares of the company’s stock, valued at approximately $7,562,722.18. The trade was a 12.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 5,507 shares of company stock valued at $1,904,669 in the last three months. Company insiders own 0.40% of the company’s stock.

Keysight Technologies Stock Down 5.5% NYSE KEYS opened at $341.35 on Wednesday. Keysight Technologies Inc. has a 1 year low of $152.85 and a 1 year high of $374.96. The stock has a market capitalization of $58.34 billion, a PE ratio of 56.14, a PEG ratio of 2.04 and a beta of 1.22. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.90 and a quick ratio of 1.51. The business’s 50-day moving average is $334.12 and its 200 day moving average is $313.94.

Keysight Technologies (NYSE:KEYS – Get Free Report) last announced its quarterly earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, topping analysts’ consensus estimates of $2.48 by $0.59. Keysight Technologies had a return on equity of 21.58% and a net margin of 17.25%.The company had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.75 billion. During the same quarter last year, the firm posted $1.72 earnings per share. The firm’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. Sell-side analysts forecast that Keysight Technologies Inc. will post 9.03 earnings per share for the current year.

(Free Report)

Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.

Keysight’s product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.

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Revenue: $1.846 billion, up 36% year-over-year on a reported basis and 31% on a core basis.Orders: $2.91 billion, up 56% on a reported basis and 52% on a core b

Live Coverage Updates appear automatically as they are published.

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That wraps up our initial coverage of Keysight Technologies’ Q3 results. Thank you for stopping by!

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Management expects fourth-quarter revenue of $1.93-$1.95 billion, representing 37% year-over-year growth at the midpoint and easily crushing analysts’ previous estimates of $1.81 billion.

This might explain why KEYS stock is now up 4% after earnings, after initially trading flat.

Adjusted earnings guidance of $3.34 to $3.40 per share also came in far above the $2.70 consensus. Keysight has the financial capacity to support that expansion, generating $403 million in third-quarter free cash flow, up 38.5% year over year.

Cash and restricted cash ended the quarter at $2.62 billion, even after the company spent $520 million on share repurchases during the first nine months of fiscal 2026.

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Keysight’s Communications Solutions Group remained the primary growth engine, with revenue climbing 43% to $1.35 billion.

Commercial communications revenue grew 56% to $1.01 billion, while aerospace, defense, and government sales increased 14% to $339 million.

The growth also carried significant operating leverage, with the Communications segment’s gross margin expanding from 67% to 71%, while its operating margin jumped from 26% to 34%.

That combination of rapid growth and widening margins helps explain why Keysight’s earnings beat was substantially larger than its revenue beat.

Live

Keysight’s orders reached $2.09 billion, up 56% from $1.34 billion last year and surpassing $2 billion for the second consecutive quarter.

Revenue rose 36.5% to $1.85 billion, while non-GAAP earnings jumped 78.5% to $3.07 per share. The order growth is especially important because it suggests Keysight’s recent acceleration is not simply clearing existing backlog.

Demand continues to build as AI infrastructure and other advanced computing projects require more sophisticated design, emulation, and testing equipment.

Live

Keysight Technologies just reported fiscal third-quarter earnings, with shares initially down 1% despite beating expectations across the board. Here are the key numbers:

Revenue: $1.846 billion vs. $1.737 billion expected Adjusted EPS: $3.07 vs. $2.48 expected The company also issued fiscal fourth-quarter guidance well ahead of Wall Street’s forecasts:

Q4 revenue guidance: $1.930 billion to $1.950 billion vs. $1.814 billion expected Q4 adjusted EPS guidance: $3.34 to $3.40 vs. $2.70 expected Keysight delivered a decisive double beat, with adjusted earnings topping consensus by nearly 24% and revenue exceeding estimates by more than 6%.

Its fourth-quarter outlook was even stronger, suggesting continued momentum across the test-and-measurement business.

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With shares down today heading into tonight’s earnings report, here are some top factors to watch:

Top 5 Analyst Questions: Is the AI business tracking to double again in H2? Did book-to-bill hold above ? How durable are Q2’s incremental margins? Any tariff residual after the Q2 cost benefit? Update on the acquisition contribution? Key Topics, Buzzwords, and Red Flags: Management must address: Q4 sequential ramp, CSG margin trajectory, capex at , and the 6G/NTN pipeline. Buzzwords: “order momentum,” “raising outlook,” “1.6-terabit,” “operating leverage,” “pipeline velocity.” Red flags: hedged AI capex commentary, CSG margin slippage from , wireline order deceleration, or any FY26 guide trim.

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Keysight Technologies (NYSE:KEYS | KEYS Price Prediction) trades at , down about today after last week’s rally. Shares are still up year to date and over one year, with analysts holding a average target.

Options Positioning The full-chain put/call ratio sits at , but the Aug 21 weekly flipped defensive with calls versus puts as traders hedge tonight’s release.

What Moves the Stock Historical earnings-day reactions have averaged , ranging from to . Consensus tracks the guided EPS on revenue.

Stronger Q4 guidance plus a book-to-bill ratio above could reverse today’s slide, while soft AI orders or cautious tariff commentary could likely extend the drop.

Live

With Keysight Technologies (NYSE:KEYS) trading at after today’s slide, here is the pre-release scorecard.

Consensus benchmarks: Management guided non-GAAP EPS to on revenue of , implying . Keysight has beaten EPS in .

KPIs to watch: Communications Solutions Group growth (last print ), orders following in Q2, CSG operating margin (), and free cash flow ( prior).

Triggers: A book-to-bill slipping below or soft Q4 guidance could extend losses. A raised FY26 outlook likely reverses today’s move. Options skew bullish, with a full-chain put/call ratio, while the analyst target sits at .

Live

Why Tonight’s Guidance Matters More Than the Earnings Report Keysight (NYSE:KEYS)’s Q3 results are largely spoken for. Management guided revenue of and EPS of , and the team has beaten every quarter in the last four reports with a . The real swing factor will be the company’s Q4 outlook.

Bullish vs. Bearish Scenarios Bullish: Q4 revenue guide above ~, EPS above , a third full-year FY26 raise, and book-to-bill holding above . Bearish: Q4 revenue below , EPS below , softer AI data center commentary, or cautious tariff language. Investors will also parse orders, CSG growth, and any color on the AI business trajectory.

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Keysight Technologies reports fiscal third-quarter earnings at 4:05 PM ET after the closing bell today, with guidance pointing to roughly 29% year-over-year revenue growth at the midpoint.

The company enters the report with significant momentum after generating more AI-related revenue during the first half of fiscal 2026 than it did throughout all of 2025.

Management has sized Keysight’s AI infrastructure business at about $500-$600 million, with demand benefiting from the massive buildout in data centers, networking and advanced computing. This increasingly positions Keysight as an indirect way to invest in rising hyperscaler capital spending.

However, much of that optimism may already be reflected in the stock. Keysight has soared 65% year to date and nearly 7% in the past month.

Wall Street remains bullish, with 10 Buy ratings and an average price target of $388.33, but that also raises the bar for tonight’s results. A clean beat paired with stronger fourth-quarter guidance would reinforce the multi-year AI infrastructure thesis.

Keysight Technologies (NYSE:KEYS) reports Q3 FY2026 results today at 4:05 PM ET after the market closes. With the stock up 102.85% over the past year but down 7.3% today, this earnings report will test whether AI test and measurement demand can drive a record-setting year for Keysight.

Momentum Meets a Higher Bar Last quarter was, by CEO Satish Dhanasekaran’s own words, “the strongest quarter in the company’s history.” Q2 revenue hit $1.717 billion, growing 31.47% YoY, while non-GAAP EPS of $2.87 beat expectations.

Orders reached $2.51 billion, up 56% YoY, with book-to-bill above 1.0x. CSG operating margin expanded to 33% from 26% a year earlier, and free cash flow hit a record $472 million. Management raised the FY2026 outlook to high 20% revenue growth.

Consensus Estimates Metric Q3 FY2026 Guidance YoY Change Revenue $1.730B to $1.750B +29% Non-GAAP EPS $2.43 to $2.49 +43% Guidance implies a modest sequential dip from Q2’s record, which management attributed to product mix and NPI ramp timing. The Street expects EPS of $2.48, right at the high end of the range.

What I’m Watching Tonight Tonight, I’ll be watching the company’s book-to-bill ratio first. Orders grew 48% on a core basis last quarter, and any deceleration could call the AI runway thesis into question.

Commercial Communications will be an important segment to watch, having grown 40% YoY on wireline strength tied to 800-gig, 1.6-terabit, and silicon photonics validation work. The CFO flagged 59% incremental margins in Q2. Sustaining anything near that at these growth rates would extend the company’s operating leverage story.

I’ll also watch aerospace and defense, where European demand is accelerating, plus commentary on the Synopsys, Ansys, and Spirent integrations tracking to $375 million in FY26 contribution. Any updates on 6G standardization from next month’s 3GPP meeting in Singapore would matter for the FY2027 setup.

Earnings History Quarter EPS Surprise Earnings Day Move 1-Week Move 30-Day Move Q2 FY2026 +23.69% -0.59% -0.86% +3.07% Q1 FY2026 +8.75% +23.05% +0.35% -6.77% Q4 FY2025 +4.16% +10.01% +5.70% +5.83% Q3 FY2025 +2.88% -3.04% +4.11% +12.18% On average, shares moved +2.33% seven days after earnings over the past year.

Contact [email protected] for any questions or corrections.

Keysight (KEYS - Free Report) reported $1.85 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 36.5%. EPS of $3.07 for the same period compares to $1.72 a year ago.

The reported revenue represents a surprise of +5.55% over the Zacks Consensus Estimate of $1.75 billion. With the consensus EPS estimate being $2.46, the EPS surprise was +24.8%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Keysight performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue- Communications Solutions Group: $1.35 billion versus the two-analyst average estimate of $1.25 billion. The reported number represents a year-over-year change of +43.1%.Revenue- Commercial Communications: $1.01 billion versus $910.05 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +56.2% change.Revenue- Aerospace, Defense & Government: $339 million versus $344.84 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14.5% change.Revenue- Electronic Industrial Solutions Group: $501 million versus the two-analyst average estimate of $494.01 million. The reported number represents a year-over-year change of +21.6%.Income from operations- Communications Solutions Group: $458 million versus the two-analyst average estimate of $351.37 million.Income from operations- Electronic Industrial Solutions Group: $155 million compared to the $138.02 million average estimate based on two analysts.View all Key Company Metrics for Keysight here>>>

Shares of Keysight have returned +15% over the past month versus the Zacks S&P 500 composite's +4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Electronic equipment maker Keysight Technologies (KEYS.N) forecast fourth-quarter profit and revenue above expectations on ​Tuesday, as a rapid buildout of AI ‌data centers boosts demand for its software and tools, sending its shares up nearly 5%.

The Santa Rosa, ​California-based company, known for its electronic design, ​testing and simulation software used by chipmakers, ⁠telecommunications firms and automakers, expects fourth-quarter adjusted profit ​in the range of $3.34 to $3.40 per share and revenue of $1.93 billion ​to $1.95 billion.

Analysts expect profit of $2.70 per share, and revenue of $1.81 billion for the quarter ending October 31, according to ​data compiled by LSEG.

Here are more details:

An AI-fueled ​boom in data center expansion has benefited Keysight over the ‌last ⁠year and lifted third-quarter revenue for the communications solutions segment by 43%, reflecting 56% growth in commercial communications and 14% growth in aerospace, defense, and government.

The ​company's communications solutions ​segment, accounting ⁠for two-thirds of overall revenue, manufactures components such as transceivers that ​are used in data centers.

Keysight's overall revenue for ​the third ⁠quarter ended July 31 grew 36.5% to $1.85 billion, while adjusted profit rose to $3.07 per share.

That beat analysts' expectations ⁠for ​quarterly profit of $2.48 per ​share and revenue of $1.74 billion.

PISCATAWAY, N.J., Aug. 17, 2026 (GLOBE NEWSWIRE) -- The Digital Intermediate Frequency Interoperability Consortium (DIFI) announced the details of its upcoming PlugFest Showcase Day, to be held on Thursday, October 8, 2026, hosted by Keysight Technologies in Cupertino.

The Showcase Day will conclude the second North American DIFI PlugFest (October 5-8), as member companies rigorously test the interoperability of digital SATCOM ground systems using Version 1.2.1 and 1.3 of the DIFI Standard (IEEE-ISTO Std 4900-2021).

The first three days are reserved for technical testing among participating DIFI members while the Showcase Day, according to DIFI, will be open to the entire industry and designed to give attendees a front-row seat to see, experience and discuss the future of interoperable digital ground infrastructure.

The agenda for October 8 to date includes:

Keynotes by: A.J. Vigil, Ph.D., P.E., Senior Scientist, Systek (Contractor), PM IEN / Wideband Enterprise SATCOM Systems, Scott Register, VP and General Manager, Enterprise Network Performance and Security, Keysight Technologies, Marc Witteman, Senior Director, ASIC and Device Security Center of Excellence, Keysight TechnologiesA live interoperability showcase where DIFI Members demonstrate how their equipment works seamlessly together using the DIFI StandardAn interactive panel discussion with DIFI Members that participated in PlugFest testing “DIFI’s Showcase Day is the best opportunity this year to witness how interoperability is evolving from a concept to a commercial and operational reality,” said Stuart Daughtridge, DIFI Chairman and Head of Advanced Technology at Kratos Defense & Security Solutions. “We are thrilled to once again open this event to the wider community and show real-world progress driven by the DIFI Standard.”

To register please click here - REGISTER (for attendance)

DIFI’s engagement will continue the following week at MILCOM, October 12-16 in the National Capital Region, where the Consortium will host a dedicated workshop on October 12, extending the conversation on digital transformation and interoperability in satellite communications to the broader defense and research community.

ABOUT DIFI

The Digital Intermediate Frequency (IF) Interoperability Consortium, or DIFI, has created a standard that enforces interoperability on digital IF/RF technology. Digital IF was developed to overcome the limitations of analog systems but, today, vendor lock-in prevents it from delivering seamless interoperability and severely limits its adoption. A truly interoperable digital IF, on the other hand, will enable transformation to a virtualized ground segment, reducing the total cost of ownership and significantly boosting network and terminal agility and scalability. Compliance with the DIFI standard will ensure that satellite ground segments can seamlessly adapt to rapidly changing space-layer payloads, orbits, and constellations. Ultimately, DIFI promises to elevate the resilience, performance, and capabilities of satellite networks and enable a digital transformation that integrates satellites seamlessly into the larger telecom, IT and GIS markets.

A full list of DIFI members and information about membership can be found at https://dificonsortium.org/members/

Contact:

Joni Sterlacci, Sr. Program Manager, [email protected]

ABOUT KEYSIGHT TECHNOLOGIES

Keysight Technologies, Inc. (NYSE: KEYS) helps enterprises, service providers, and governments accelerate innovation to connect and secure the world. Keysight's design, emulation, and test solutions help bring digital innovations to market faster and with less risk throughout the product lifecycle. Learn more at www.keysight.com.

Key Takeaways KEYS is expected to post higher Q3 revenues, supported by demand for electronic design and test solutions.Keysight's new oscilloscope expands measurement offerings across AI, semiconductor and digital markets.KEYS' new photonics and RF design capabilities could strengthen software adoption and quarterly revenues. Keysight Technologies, Inc. (KEYS - Free Report) is set to release third-quarter fiscal 2026 results on Aug. 18, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 23.18%. It pulled off a trailing four-quarter earnings surprise of 9.46%, on average, beating estimates on all occasions.

Keysight is expected to report year-over-year revenue growth, driven by steady demand for its electronic design and test solutions. Growth across semiconductor, AI infrastructure and data-center markets, along with new product launches, is likely to have aided its overall quarterly performance.

Factors at PlayDuring the third quarter of fiscal 2026, Keysight introduced its GHz-class, high sample-rate oscilloscope with 12-bit resolution, expanding its high-performance measurement product lineup. The new oscilloscope is likely to have supported revenue growth through customer orders and sales across semiconductor, electronics, AI infrastructure and high-speed digital applications, while strengthening its position in advanced testing solutions.

During the quarter under review, Keysight expanded its photonic design automation portfolio with system-level simulation following the acquisition of VPIphotonics. The acquisition is likely to have contributed incremental revenues while expanding the company’s software offerings for optical communications, data centers and photonic system design.

Keysight added GlobalFoundries’ (GF) silicon-photonics support to its Advanced Design System (ADS) platform during the July quarter. The availability of the GF photonics process design kit is likely to have spurred revenue growth by expanding adoption of ADS Photonic Designer and related simulation software among customers developing silicon-photonic solutions for AI and high-speed data-center applications.

During the to-be-reported quarter, Keysight also introduced its Executable RF Design Whiteboard, a new capability designed to capture and reuse RF design methodologies within its simulation environment. The feature is likely to have a positive impact on third-quarter software revenues by increasing the value of its RF design tools, encouraging software upgrades and strengthening adoption among semiconductor and wireless design customers.

For the July quarter, the Zacks Consensus Estimate for revenues is pegged at $1.75 billion, indicating an increase from the year-ago quarter’s $1.35 billion. The consensus estimate for adjusted earnings per share is pegged at $2.46, implying growth from $1.72 reported in the prior-year quarter.

Earnings WhispersOur proven model does not predict an earnings beat for Keysight for the third quarter of fiscal 2026. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.

Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: Keysight carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to ConsiderHere are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:

Micron Technology, Inc. (MU - Free Report) has an Earnings ESP of +3.09% and sports a Zacks Rank #1 at present. It is set to release its fourth-quarter fiscal 2026 numbers on Sept. 23.

The Earnings ESP for Analog Devices, Inc. (ADI - Free Report) is +2.37%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter fiscal 2026 numbers on Aug. 19.

The Earnings ESP for NVIDIA Corporation (NVDA - Free Report) is +0.52%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter fiscal 2027 numbers on Aug. 26.

NetSense™ system combines 5G, commercial technology and AI to detect Unmanned Aerial Systems

, /PRNewswire/ -- Lockheed Martin (NYSE: LMT), in collaboration with Verizon, NVIDIA, Keysight Technologies, ODC and Astris AI, recently showcased how commercial off-the-shelf (COTS) technologies can make detecting and tracking unmanned aircraft systems (UAS) more accessible, faster to deploy, and easier to scale for public and critical infrastructure protection. 

NetSense™ system combines AI, 5G and commercial tech to detect Unmanned Aerial Systems during a July demonstration in the Miami area. In a July demonstration in the Miami area, the NetSense™ Airspace Awareness-as-a-Service™ system demonstrated an AI-enabled system capable of identifying, tracking and monitoring UAS utilizing existing 5G networks.

The technology has broad commercial applications across critical infrastructure, large-scale events at stadiums, utilities like power plants, and the everyday places people depend on, like schools, hospitals and airports. City, state and federal government customers can also gain proactive monitoring and alerts from the NetSense solution. 

THE BIG PICTURE 

As drones become more affordable, capable and widely available, the need for persistent, intelligent airspace awareness to protect the public grows. By leveraging existing technology, the NetSense solution can help protect people and critical infrastructure across a wide range of environments.

The successful live demonstration took place in a critical, high-traffic, urban area important for American protection, showcasing NetSense's components, capabilities, and UAS detection and alert systems in real-time. Leveraging an existing Verizon 5G network spectrum, ODC's AI-native Radio Access Network (RAN) software, NVIDIA's AI Aerial platform, and Keysight's advanced radio frequency (RF) simulation platform, NetSense detected and alerted the team to the presence of drones and maintained track custody through the flight.

HOW IT WORKS 

The NetSense solution combines Lockheed Martin's warning and tracking systems, which work together using AI to read RF disturbances, predict and track a UAS's flight path and automatically send real-time alerts.  

The NetSense solution revolutionizes airspace awareness through:

AI-native sensing: Uses NVIDIA AI Aerial to analyze RF signal disturbances in real time and feed them to Lockheed Martin's NetSense algorithms. Speed and agility: Can be procured and deployed faster than traditional or custom-built systems leveraging COTS. Innovation and cost-effectiveness: The competitive commercial market can drive down costs and foster innovation. Integration potential: Open architecture commercial systems let new interceptors and technologies be added to existing platforms without the need for entirely new hardware. Scalability: The solution can grow from protecting a single critical site to supporting a mobile command and control system for larger operations. Open architecture design: Makes continuous enhancements of the offering possible, including deployment of existing Lockheed Martin capabilities for improved data interpretation and target classification. The demonstration proved the NetSense system can sense UAS without changing existing cellular radio deployments. This approach means at-scale, cost-effective sensing is available without recapitalization of cellular infrastructure, ahead of the timeline for 6G Integrated Sensing and Communication (ISAC). 

The NetSense system and its algorithms are also complementary to 6G ISAC and can enhance those systems when they are available. The NetSense system currently leverages Verizon's 5G network spectrum, with a roadmap toward broader deployment across 5G and future 6G networks.

NEXT STEPS 

The NetSense system will be delivered as a subscription that interfaces with customer's existing security operations. Pilot deployments are planned for the second half of 2026 and early 2027, with commercial general availability planned for 2027. Early deployments will be limited to select customers that urgently need the capability. Interested organizations can contact Astris AI, Lockheed Martin's wholly owned subsidiary: https://astrisai.com/request-a-briefing.

 EXPERT PERSPECTIVES 

"As drones become more affordable and accessible, airspace awareness technology needs to evolve rapidly to outpace potential threats. That's why we developed the NetSense solution," said Sarah Hiza, senior vice president, Technology and Strategic Innovation at Lockheed Martin. "By working within the established 5G network spectrum, we're able to collaborate with the commercial technology industry and deploy a solution that's ready at the time of need."

"By applying AI to the RF signal measurement data already traversing our 5G infrastructure, we can effectively turn our network into an intelligent sensing platform," said Anil Guntupali, senior vice president of Technology and Product Development at Verizon. "By collaborating with Lockheed Martin to apply intelligence to our existing 5G spectrum, we're proving that the most complex security problems often have an answer embedded in the network."

"The NetSense system demonstrates how AI can transform existing telecommunications infrastructure into a real-time sensing platform," said Ronnie Vasishta, senior vice president of telecoms at NVIDIA. "NVIDIA AI Aerial and AI-RAN turn existing 5G infrastructure into an AI-powered sensing platform, bringing the power of AI and accelerated computing to the network edge, so RF signal disturbances can be analyzed instantaneously, enabling faster detection, more accurate classification and immediate alerts for public safety and critical infrastructure protection."

"By providing RF modeling, simulation, digital twin, emulation and test capabilities across the full engineering workflow, we are helping customers prove out feasibility, reduce complexity, and bring mission-critical technologies to market faster," said Kailash Narayanan, senior vice president of Communications Solutions Group, Keysight." This collaboration reflects Keysight's commitment to enabling the next generation of defense innovation with trusted design, simulation, emulation, and test solutions."

"This strategic collaboration marks a decisive milestone in the evolution of joint Counter-UAS and layered homeland air defense for low-flying objects," said Shaygan Kheradpir, chairman of the ODC board of directors. "By leveraging our AI-Native, Zero Trust AI-RAN platform, ODC enables true Integrated Sensing and Communications (ISAC) via a standards-compliant commercial architecture — turning everyday mobile network infrastructure into an intelligent, wide-area sensor fabric that detects, tracks and identifies low-altitude threats at the forward edge via applications such as NetSense."

About Lockheed Martin
Lockheed Martin is a global defense technology company driving innovation and advancing scientific discovery. Our all-domain mission solutions and 21st Century Security® vision accelerate the delivery of transformative technologies to keep those we serve ahead of ready. More information at www.lockheedmartin.com.  

About Verizon
Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on their demand for mobility, reliable network connectivity and security. Headquartered in New York City, serving countries worldwide and nearly all of the Fortune 500, Verizon generated revenues of $138.2 billion in 2025. Verizon's world-class team never stops innovating to meet customers where they are today and equip them for the needs of tomorrow. For more, visit verizon.com or find a retail location at verizon.com/stores. 

About Keysight
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.

About ODC
ODC is a leader in AI-Native Radio Access Network ("AI-RAN") technology and the architect of the U.S.-based Odyssey software platform. By integrating advanced AI sensing and inference into the RAN, ODC enables telecommunications providers to unlock new revenue streams and mission-critical capabilities across the industrial, commercial, and public sectors. More information at www.orandevco.com. 

About Astris AI
Astris AI, a subsidiary of Lockheed Martin, is committed to enabling the adoption of AI solutions across the U.S. defense industrial base and other industries seeking high assurance solutions. Astris AI provides customers access to foundational AI tools, processes and talent to enable the deployment of secure AI solutions at scale, ensuring they stay ahead of rapid technological advancements. Astris AI is part of the Lockheed Martin Evolve portfolio, an organization that creates and scales new commercial and non-traditional businesses to bolster the defense industrial base. Astris AI is the commercial home of NetSense™ Airspace Awareness-as-a-Service™. Visit AstrisAI.com to learn more.

SOURCE Lockheed Martin

A downtrend has been apparent in Keysight (KEYS - Free Report) lately. While the stock has lost 7% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.

While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts about the future earnings of this electronic measurement technology company is a solid fundamental factor that enhances the prospects of a trend reversal for the stock.

Understanding Hammer Chart and the Technique to Trade ItThis is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'

In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.

When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.

Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.

Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.

Here's What Makes the Trend Reversal More Likely for KEYSThere has been an upward trend in earnings estimate revisions for KEYS lately, which can certainly be considered a bullish indicator on the fundamental side. That's because a positive trend in earnings estimate revisions usually translates into price appreciation in the near term.

The consensus EPS estimate for the current year has increased 0.1% over the last 30 days. This means that the Wall Street analysts covering KEYS are majorly in agreement about the company's potential to report better earnings than what they predicted earlier.

If this is not enough, you should note that KEYS currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Moreover, a Zacks Rank of 2 for Keysight is a more conclusive indication of a potential trend reversal, as the Zacks Rank has proven to be an excellent timing indicator that helps investors identify precisely when a company's prospects are beginning to improve.

SANTA ROSA, Calif.--(BUSINESS WIRE)--Design teams get a proven path to first-pass silicon success on Intel 14A and Intel 18A-P.

Posted by Defense World Staff on Jul 24th, 2026

ABN Amro Investment Solutions lifted its stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 26.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,503 shares of the scientific and technical instruments company’s stock after acquiring an additional 1,792 shares during the quarter. ABN Amro Investment Solutions’ holdings in Keysight Technologies were worth $2,401,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in KEYS. Quarry LP acquired a new position in shares of Keysight Technologies in the 4th quarter worth approximately $25,000. Cornerstone Planning Group LLC lifted its stake in Keysight Technologies by 36.1% during the first 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. Oslo Pensjonsforsikring AS acquired a new stake in Keysight Technologies during the first quarter valued at approximately $44,000. Entrust Financial LLC bought a new stake in Keysight Technologies during the fourth quarter worth approximately $45,000. Finally, DV Equities LLC bought a new stake in Keysight Technologies during the fourth quarter worth approximately $49,000. Institutional investors own 84.58% of the company’s stock.

Keysight Technologies Trading Down 0.4% Shares of NYSE KEYS opened at $326.26 on Friday. Keysight Technologies Inc. has a one year low of $152.85 and a one year high of $374.96. The firm has a market capitalization of $55.76 billion, a PE ratio of 53.66, a PEG ratio of 1.86 and a beta of 1.21. The company has a current ratio of 1.90, a quick ratio of 1.51 and a debt-to-equity ratio of 0.29. The business has a 50-day moving average price of $337.27 and a two-hundred day moving average price of $298.71.

Keysight Technologies (NYSE:KEYS – Get Free Report) last issued its earnings results on Tuesday, May 19th. The scientific and technical instruments company reported $2.87 earnings per share for the quarter, beating analysts’ consensus estimates of $2.32 by $0.55. The company had revenue of $1.72 billion for the quarter, compared to the consensus estimate of $1.71 billion. Keysight Technologies had a return on equity of 21.58% and a net margin of 17.25%.The firm’s quarterly revenue was up 31.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.70 EPS. Keysight Technologies has set its Q3 2026 guidance at 2.430-2.490 EPS. As a group, analysts predict that Keysight Technologies Inc. will post 9.03 earnings per share for the current fiscal year.

Insider Activity at Keysight Technologies In related news, CEO Satish Dhanasekaran sold 507 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $361.32, for a total transaction of $183,189.24. Following the transaction, the chief executive officer directly owned 121,391 shares of the company’s stock, valued at approximately $43,860,996.12. The trade was a 0.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $346.58, for a total transaction of $1,039,740.00. Following the completion of the transaction, the director owned 21,821 shares in the company, valued at approximately $7,562,722.18. This represents a 12.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 5,507 shares of company stock valued at $1,904,669. Corporate insiders own 0.40% of the company’s stock.

Analysts Set New Price Targets Several research analysts have issued reports on the company. Weiss Ratings raised Keysight Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, July 13th. Barclays raised their price objective on Keysight Technologies from $320.00 to $387.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 20th. Citigroup lifted their target price on Keysight Technologies from $320.00 to $396.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Wells Fargo & Company boosted their target price on Keysight Technologies from $300.00 to $390.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 20th. Finally, JPMorgan Chase & Co. boosted their target price on Keysight Technologies from $360.00 to $390.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Keysight Technologies currently has an average rating of “Moderate Buy” and an average target price of $371.92.

View Our Latest Stock Report on Keysight Technologies

Keysight Technologies Profile (Free Report)

Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.

Keysight’s product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.

Featured Articles Five stocks we like better than Keysight Technologies Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market 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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