Keysight Technologies (NYSE:KEYS) Issues Quarterly Earnings Results, Beats Expectations By $0.59 EPS

Keysight Technologies (NYSE:KEYS) issued its quarterly earnings data on Tuesday. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, beating analysts’ consensus estimates of $2.48 by $0.59, FiscalAI reports. The business had revenue of $1.85 billion for 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 24.77%. The company’s revenue was up 36.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.72 earnings per share. Keysight Technologies updated its Q4 2026 guidance to 3.340-3.400 EPS and its FY 2026 guidance to 11.460-11.460 EPS.

Keysight Technologies Price Performance

Shares of NYSE:KEYS opened at $320.47 on Thursday. The firm has a market cap of $54.77 billion, a price-to-earnings ratio of 44.02, a P/E/G ratio of 1.94 and a beta of 1.22. Keysight Technologies has a 1 year low of $152.85 and a 1 year high of $374.96. 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 fifty day simple moving average of $334.04 and a 200 day simple moving average of $314.64.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on KEYS shares. Wall Street Zen lowered shares of Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. Wells Fargo & Company boosted their target price on Keysight Technologies from $390.00 to $405.00 and gave the stock an “overweight” rating in a research report on Wednesday. Citigroup reaffirmed a “buy” rating on shares of Keysight Technologies in a report on Wednesday. Zacks Research upgraded Keysight Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 29th. Finally, Truist Financial lifted their price target on Keysight Technologies from $376.00 to $400.00 and gave the stock a “hold” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $392.83.

Keysight Technologies News Summary

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

• Positive Sentiment: Keysight reported fiscal Q3 revenue of $1.85 billion and adjusted earnings of $3.07 per share, surpassing consensus estimates of approximately $1.75 billion and $2.48 per share. Revenue increased 36.5% year over year, supported by commercial communications, connectivity and AI infrastructure demand. Keysight Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: Management issued better-than-expected fiscal Q4 guidance, calling for revenue of roughly $1.9 billion to $2.0 billion and EPS of $3.34 to $3.40. Full-year fiscal 2026 guidance was also raised to approximately $7.1 billion in revenue and $11.46 in EPS. Keysight forecasts quarterly profit above estimates
• Positive Sentiment: Analysts remain constructive on the outlook. JPMorgan raised its price target to $425 from $400 and kept an “overweight” rating, while Robert W. Baird raised its target to $410 from $385 and maintained an “outperform” rating.
• Positive Sentiment: Orders exceeded $2 billion, with a strong backlog and book-to-bill ratio. Analysts said accelerating AI data-center investment could support sustained growth into fiscal 2027 and beyond. Keysight Technologies: AI Windfall Shows No Sign Of Slowing
• Neutral Sentiment: Management highlighted supply limitations that could delay the conversion of the growing order pipeline into near-term revenue, even though underlying demand remains strong. Keysight falls after executives highlight supply chain constraints
• Negative Sentiment: The decline likely reflects profit-taking and high investor expectations after a substantial run-up. Supply-chain constraints may limit how quickly AI-related demand translates into sales, while KEYS trades at a relatively demanding valuation of about 44 times earnings.

Insider Buying and Selling at Keysight Technologies

In other Keysight Technologies news, CEO Satish Dhanasekaran sold 507 shares of the company’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $361.32, for a total value of $183,189.24. Following the transaction, the chief executive officer directly owned 121,391 shares of the company’s stock, valued at $43,860,996.12. This represents a 0.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ingrid A. Estrada sold 2,000 shares of the firm’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total value of $681,740.00. Following the sale, the senior vice president directly owned 105,861 shares of the company’s stock, valued at $36,084,839.07. This trade represents a 1.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 5,507 shares of company stock worth $1,904,669 over the last 90 days. 0.40% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Keysight Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. AQR Capital Management LLC grew its position in Keysight Technologies by 92.6% in the first quarter. AQR Capital Management LLC now owns 27,216 shares of the scientific and technical instruments company’s stock worth $3,965,000 after acquiring an additional 13,085 shares in the last quarter. Integrated Wealth Concepts LLC increased its stake in shares of Keysight Technologies by 5.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 2,581 shares of the scientific and technical instruments company’s stock worth $387,000 after purchasing an additional 122 shares during the last quarter. Empowered Funds LLC raised its holdings in shares of Keysight Technologies by 30.0% during the 1st quarter. Empowered Funds LLC now owns 10,652 shares of the scientific and technical instruments company’s stock valued at $1,595,000 after purchasing an additional 2,461 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in shares of Keysight Technologies by 66.5% during the 1st quarter. Geneos Wealth Management Inc. now owns 393 shares of the scientific and technical instruments company’s stock valued at $59,000 after purchasing an additional 157 shares in the last quarter. Finally, Sivia Capital Partners LLC acquired a new stake in shares of Keysight Technologies in the 2nd quarter valued at $254,000. Institutional investors own 84.58% of the company’s stock.

Keysight Technologies Company Profile

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.