
Information Technology · Electronic Equipment & Instruments
$364.21
+3.85%
Vol: 1.1M
Friday, June 19, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
Keysight joined the Siemens Digital Industries Software Technology Partner Program to enhance software capabilities and help manufacturers validate engineering workflows, lifting shares ~3% and pushing the stock near its 52-week high. This follows its strongest quarter ever in fiscal Q2 2026, with revenue of $1.72 billion (up from $1.31 billion a year earlier) and over $2 billion in orders, prompting Keysight to raise FY2026 expectations. Growth is driven by AI adoption across compute, memory, networking and interconnect, plus 6G research with NTT DOCOMO and NTT and new photonics/signal-analyzer launches. The stock is up ~70% year-to-date with a 1-year total return of ~122%. Bear case: valuation is stretched at a P/E of ~56x versus a peer average near 50x and a fair ratio near 36x, leaving little margin for any demand slowdown.
Keysight Technologies announced it joined the Siemens Digital Industries Software Technology Partner Program, a collaboration aimed at helping manufacturers validate engineering workflows and shorten development cycles for complex products. The news lifted shares about 3.4% to roughly $352, near the 52-week high of $366.68 set in May 2026, with the stock up over 70% year-to-date. The partnership builds on recent momentum including 6G research with NTT DOCOMO and NTT and new photonics and signal analyzer launches, all tied to accelerating AI-driven test and measurement demand. It follows Keysight's record Q2 fiscal 2026 (ended April 30) with revenue of $1.72 billion versus $1.31 billion a year earlier and raised full-year expectations. The main risk is valuation: the stock trades at a P/E near 56x, well above the electronics industry and its own historical average, leaving little margin for execution missteps.
No material news in the last 48 hours. The most recent catalyst, a June 12 Siemens software partnership and semiconductor-sector rebound, falls outside the 48-hour window.
Keysight Technologies (KEYS) stock jumped roughly 3.1% on June 12, 2026 to about $351.82 after announcing it had joined the Siemens Digital Industries Software Solution Partner Program as a Software and Technology Partner. The move deepens Keysight's position in design and simulation workflows and adds to momentum from its record fiscal Q2 2026 (ended April 30) with over $2 billion in orders and $1.72 billion in revenue, up from $1.31 billion a year earlier. The stock is up roughly 70% year-to-date and trades near its 52-week high of $366.68. Analysts maintain a consensus Buy with an average 12-month target around $383, implying meaningful upside. The risk is that the rally already prices in much of the AI-driven test demand, leaving the stock vulnerable if order growth decelerates.
Keysight Technologies reported record fiscal Q2 2026 results on May 19, 2026, posting EPS of $2.87 (vs. $2.37 estimate) and revenue of $1.72 billion. Orders surged 56% YoY to over $2 billion, revenue grew 31%, and EPS rose 69%, with record free cash flow of $472 million. CEO Satish Dhanasekaran called it 'the strongest quarter in the company's history,' citing AI data center demand—H1 FY26 AI revenue already exceeded all of FY25. The company raised full-year 2026 revenue growth outlook to the high-20s percent range. Q3 revenue guidance is $1.73B–$1.75B (~29% YoY growth), with Q3 EPS guidance of $2.43–$2.49 (~43% growth). Stock rose 2.28% following the announcement.
Keysight Technologies reported fiscal Q2 2026 results on May 19, 2026, calling it the strongest quarter in company history with all-time highs in orders, revenue, EPS, and free cash flow. EPS came in at $2.87 (beating $2.37 estimates by $0.50) and revenue was $1.717B, just shy of $1.74B consensus. Q2 orders grew 56% year-over-year, surpassing $2B, with revenue up 31% on demand from AI, data centers, networking, defense, semiconductors, general electronics, and new AI product launches. Management raised growth expectations for fiscal 2026 to the high 20s percent range and guided fiscal Q3 revenue to $1.73-$1.75B, materially above the prior consensus of about $1.65B. Shares surged roughly 8% on the print, capping a record first half.
Keysight reports fiscal Q2 results after the close on May 19, with Wall Street expecting EPS of $2.33 (+37.1% YoY) and revenue of $1.72B (+30.6% YoY) driven by AI infrastructure and semiconductor demand. Ahead of the print, Baird raised its PT to $375 from $310 and Morgan Stanley raised its PT to $305 (Equal-Weight) on May 15. Shares fell 3.5% to $350.22 on May 15 amid broader software/tech weakness. Risk: valuation seen stretched into the print.
Keysight Technologies will report fiscal Q2 results (quarter ended April 30) after market close on Tuesday, May 19, 2026, with analysts expecting EPS of $2.33 (up 37.1% YoY) on revenue of $1.72B (up 30.6% YoY). On May 15, Baird raised its price target to $375 from $310, while Morgan Stanley maintained Equal-Weight and raised its target to $305. The stock fell 3.5% to $350.22 on May 15, with shares having returned 11.1% over the past month vs S&P 500's 8.2%. On May 6, Keysight expanded its PCIe 7.0 test portfolio with a new Receiver Stress Calibration tool. On May 14, the company entered a strategic collaboration with SRC UK. Simply Wall St analysis in mid-May estimated fair value of ~$323, suggesting moderate overvaluation.
Keysight Technologies expanded its PCIe 7.0 Test Portfolio on May 6, 2026, with new Receiver (RX) Test application enabling end-to-end transmitter and receiver validation for 128 GT/s applications in high-speed compute, AI and data center. The company is gearing up for fiscal Q2 2026 earnings on May 19, with Wall Street expecting EPS of $2.33 (+37.1% YoY) and revenue of $1.72 billion (+30.6%). The consensus EPS estimate has been revised up 1.6% over the past 30 days. KEYS shares are up over 80% YTD and have nearly tripled since March 2025 lows. The company also expanded a strategic collaboration with CATARC New Energy Vehicle Inspection Center on May 5. Q1 EPS of $2.17 beat estimates of $1.89.
Keysight Technologies will release fiscal Q2 results on May 19, 2026 after the close, following a Q1 beat where EPS of $2.17 topped $2.00 estimates and revenue rose 23% YoY to $1.6 billion. Communications Solutions Group revenue grew 27% with gross margin expanding 90 bps to 66.7% and operating margin hitting 27.4%. Consensus expects Q2 revenue growth of 30.6% to $1.72 billion and EPS of $2.33. The stock is up roughly 72% YTD, supported by AI infrastructure and semiconductor validation demand. On May 12, Keysight published its 2025 CSR Progress Report highlighting $319 million in community investment. Key risk is that elevated valuation could compress if Q2 guidance disappoints.
Keysight Technologies published its 2025 CSR Progress Report on May 12, 2026, highlighting $319M in community investments and STEM engagement with 3.5M students. The disclosure precedes the company fiscal Q2 earnings release scheduled for after the close on May 19, where consensus expects 37.1% EPS growth and 30.6% revenue growth driven by AI and semiconductor test demand. The stock has rallied sharply YTD (+69%) on AI-related order strength. Risk: high expectations heading into the print could create volatility if guidance disappoints. Goldman Sachs removed KEYS from its US Conviction List on May 1.
Keysight announced an expanded PCIe 7.0 test portfolio with new Receiver Stress Calibration, enabling end-to-end transmitter and receiver validation at 128 GT/s for next-generation compute, AI, and data center applications. The PCIe 7.0 receiver test was demonstrated for the first time at the PCI-SIG Developers Conference in Santa Clara on May 6-7, 2026. The company will report fiscal Q2 results (quarter ended April 30, 2026) after market close on May 19, 2026. Shares rose 1.48% to $360.33 on May 8, with the stock gaining 1.5% in May amid broader market volatility. Recent valuation context: 30-day return +18.11%, 90-day +53.74%, 1-year total shareholder return +133.22%. AI-driven demand is accelerating across compute, memory, networking, and interconnect testing.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| KEYSKEYSIGHT | $364.21 | +3.85% | -4.5% | 26.5x | 1.21 | $53.6B |
| ROPROPER | $330.51 | +0.16% | +7.7% | 15.3x | 0.75 | $36.8B |
| TDYTELEDYNE | $621.15 | +0.94% | +4.5% | 25.1x | 0.92 | $30.2B |
| ZBRAZEBRA | $235.76 | +1.19% | +6.2% | 12.9x | 1.60 | $12.7B |
| TRMBTRIMBLE | $49.19 | +0.64% | +4.6% | 13.0x | 1.38 | $12.4B |
| NVDANVIDIA | $210.83 | +3.02% | +1.2% | 15.3x | 2.21 | $4.72T |
Price above both MAs — bullish structure.