Keysight Technologies (NYSE:KEYS) Updates Q2 2026 Earnings Guidance

Keysight Technologies (NYSE:KEYS) updated its second quarter 2026 earnings guidance on Monday. The company provided EPS guidance of 2.270-2.330 for the period, compared to the consensus EPS estimate of 1.800. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.5 billion. Keysight Technologies also updated its FY 2026 guidance to 8.590- EPS.

Analyst Upgrades and Downgrades

KEYS has been the topic of several research reports. The Goldman Sachs Group reiterated a “buy” rating and set a $243.00 price objective on shares of Keysight Technologies in a research note on Thursday, January 15th. JPMorgan Chase & Co. upped their target price on Keysight Technologies from $200.00 to $207.00 and gave the company an “overweight” rating in a report on Tuesday, November 25th. Barclays increased their price target on Keysight Technologies from $195.00 to $232.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. Citigroup boosted their price objective on Keysight Technologies from $215.00 to $220.00 and gave the company a “buy” rating in a research report on Tuesday, November 25th. Finally, Morgan Stanley increased their target price on Keysight Technologies from $208.00 to $227.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 17th. Eight investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $224.09.

Keysight Technologies Stock Performance

Keysight Technologies stock traded up $1.47 during mid-day trading on Monday, hitting $245.01. 2,775,551 shares of the company’s stock traded hands, compared to its average volume of 1,136,401. The firm has a 50 day moving average price of $216.41 and a 200 day moving average price of $190.22. The company has a quick ratio of 1.78, a current ratio of 2.35 and a debt-to-equity ratio of 0.43. The company has a market cap of $42.02 billion, a PE ratio of 50.10, a price-to-earnings-growth ratio of 2.54 and a beta of 1.20. Keysight Technologies has a one year low of $121.43 and a one year high of $248.00.

Keysight Technologies (NYSE:KEYS) last released its quarterly earnings results on Monday, February 23rd. The scientific and technical instruments company reported $1.79 EPS for the quarter, missing analysts’ consensus estimates of $1.99 by ($0.20). Keysight Technologies had a return on equity of 19.30% and a net margin of 15.71%.Keysight Technologies has set its FY 2026 guidance at 8.590- EPS and its Q2 2026 guidance at 2.270-2.330 EPS. On average, equities analysts forecast that Keysight Technologies will post 6.32 EPS for the current year.

Keysight Technologies announced that its board has approved a share repurchase program on Monday, November 24th that allows the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization allows the scientific and technical instruments company to purchase up to 4.9% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity

In other news, SVP Sung Yoon sold 889 shares of the firm’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $206.66, for a total transaction of $183,720.74. Following the completion of the sale, the senior vice president directly owned 16,953 shares of the company’s stock, valued at $3,503,506.98. This trade represents a 4.98% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Jeffrey K. Li sold 3,934 shares of Keysight Technologies stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $200.84, for a total value of $790,104.56. Following the completion of the transaction, the senior vice president owned 36,699 shares in the company, valued at $7,370,627.16. The trade was a 9.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 78,784 shares of company stock valued at $15,841,737 in the last ninety days. 0.40% of the stock is owned by company insiders.

Keysight Technologies News Summary

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

• Positive Sentiment: Keysight issued Q2 EPS guidance of $2.27–$2.33 (vs. consensus ~$1.80) and raised FY‑2026 EPS guidance to $8.59 (vs. consensus ~$7.75); revenue guidance was also above Street estimates — this surprising top‑line and profit outlook is the primary catalyst for the rally.
• Positive Sentiment: News wires highlighted management’s comments that data‑center and AI testing demand is driving strength; Reuters notes the company forecast quarterly profit above estimates, which sent shares sharply higher in after‑hours trading. Keysight forecasts quarterly profit above estimates on strong data center-led demand
• Positive Sentiment: Product relevance: coverage of Keysight’s test tools for high‑speed links in AI data centers supports the view that the company is benefiting from secular AI and networking investments. Keysight’s Tools to Test High Speed Links in AI Data Centers
• Neutral Sentiment: Company press release and earnings materials present management’s take that the business had “a strong start” to FY‑2026; useful for modeling but largely reiterative of the guidance above. Keysight Technologies Reports First Quarter 2026 Results
• Neutral Sentiment: Market commentary and momentum pieces note recent outperformance (e.g., Zacks coverage); these highlight investor interest but don’t change fundamentals. Keysight (KEYS) Is Up 4.30% in One Week: What You Should Know
• Neutral Sentiment: Broader industry news — Samsung’s 6G trials — is a distant but positive signal for test equipment demand over time. Samsung tests 6G at 7GHz, achieves 3Gbps in outdoor trial
• Negative Sentiment: Near‑term headline risk: Keysight reported Q1 EPS of $1.79, missing consensus ~$1.99 (despite healthy margins/ROE), which could concern short‑term traders if guidance hadn’t been so strong. First Quarter 2026 Results — Press Release / Slide Deck

Institutional Trading of Keysight Technologies

Several large investors have recently added to or reduced their stakes in KEYS. Haven Private LLC boosted its position in shares of Keysight Technologies by 1.3% in the fourth quarter. Haven Private LLC now owns 4,063 shares of the scientific and technical instruments company’s stock worth $826,000 after buying an additional 52 shares during the period. UMB Bank n.a. raised its position in Keysight Technologies by 4.3% during the fourth quarter. UMB Bank n.a. now owns 1,324 shares of the scientific and technical instruments company’s stock valued at $269,000 after buying an additional 54 shares during the period. Zions Bancorporation National Association UT lifted its stake in Keysight Technologies by 12.9% in the 4th quarter. Zions Bancorporation National Association UT now owns 515 shares of the scientific and technical instruments company’s stock worth $105,000 after acquiring an additional 59 shares in the last quarter. Sumitomo Life Insurance Co. boosted its position in Keysight Technologies by 0.7% during the 4th quarter. Sumitomo Life Insurance Co. now owns 9,483 shares of the scientific and technical instruments company’s stock worth $1,927,000 after acquiring an additional 62 shares during the period. Finally, FIL Ltd boosted its position in Keysight Technologies by 6.1% during the 4th quarter. FIL Ltd now owns 1,320 shares of the scientific and technical instruments company’s stock worth $268,000 after acquiring an additional 76 shares during the period. 84.58% of the stock is owned by institutional investors and hedge funds.

About Keysight Technologies

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.