Keysight Technologies IncNYSE: KEYS
Information Technology · Electronic Equipment & Instruments
$351.79
+0.54%
Vol: 728K
Research Digest
Friday, May 1, 2026
Keysight rises 4.3% on AI infrastructure momentum; stock +72.2% YTD on AI/defense tailwinds.
Keysight Technologies shares rose 4.3% April 30, reaching $349.91, with YTD gains of 72.2% driven by AI infrastructure and defense spending tailwinds. Achieved industry-first interoperability demonstration of Ultra Ethernet Consortium specification at 800GE line rate with Broadcom at OFC 2026. Q1 2026 earnings obliterated expectations. Q2 fiscal results May 19, 2026. Analysts project Q2 EPS $2.04, implying 36.9% YoY profit growth. Vanguard built 5.03% stake.
Previous Market Intelligence
13 daysApr 30Vanguard builds 5.03% stake in Keysight; AI infrastructure and defense demand drive strong analyst upgrades ahead of May 19 Q2 earnings.Positive▶
Keysight Technologies stock advanced following news that Vanguard built a 5.03% institutional stake. The company is benefiting from AI infrastructure and defense spending tailwinds. JPMorgan raised price target to $360 from $300 on April 14, while Goldman Sachs raised target to $384 from $322 on April 13. Keysight received a 2026 GTI Innovative Technology Breakthrough Award for AI and 5G-Advanced Convergence. The 30-day return is 17.31% and 90-day return is 57.13%. Q2 fiscal 2026 results are scheduled for May 19. Stock momentum remains strong with 1-year return of 146.90%.
Apr 29Keysight Technologies co-leads $50 million funding round for Liquid Instruments, exploring AI-driven instrumentationPositive▶
Keysight Technologies co-led a $50 million Series C funding round for Liquid Instruments, alongside NRFC. Keysight entered commercial arrangement to accelerate AI-driven instrumentation. Q2 2026 earnings report scheduled May 19. Stock benefiting from strong Q1 2026 performance with record $1.6 billion revenue, up from $1.3 billion prior year.
Apr 16Keysight launched virtual assembly simulation software in early April and won ESA/GSMA blockchain innovation challenge for 5G anomaly detection.Positive▶
Keysight Technologies announced Keysight Assembly, a virtual process simulation tool to detect assembly issues early in development, developed with automotive OEM partners. In March-April, company expanded automotive Ethernet test portfolio and rolled out new semiconductor teaching labs. Keysight and Sateliot won European Space Agency and GSMA Foundry Innovation Challenge for blockchain-enabled anomaly detection in 5G Non-Terrestrial Networks. Q1 results beat: $2.17 EPS (vs. $2.00 est.) and $1.60B revenue (vs. $1.54B est.).
Apr 15Keysight exceeded Q1 2026 earnings estimates by 8.5%, reporting EPS of $2.17 vs. $2.00 expected, driven by AI infrastructure strength and new assembly simulation product.Positive▶
Keysight Technologies reported strong Q1 2026 results on February 23, 2026, with EPS of $2.17 beating estimates and revenue of $1.60 billion exceeding forecasts by 3.9%. The company launched Keysight Assembly, a virtual process simulation solution for manufacturers, and won a European Space Agency GSMA challenge with Sateliot for 5G/6G blockchain solutions. The stock surged 2.65% on April 1 with $360 million in trading volume, reflecting investor enthusiasm about the company's pivot toward AI infrastructure beneficiaries and satellite connectivity opportunities.
Apr 14Keysight Technologies surged 20% over 8-day winning streak driven by analyst upgrades to buy and strong quarterly earnings outperformance.Positive▶
Keysight Technologies (KEYS) experienced an 8-day winning streak with cumulative gains of 20%, pushing market cap to $56 billion by mid-April. Strong Q1 results exceeded expectations with earnings per share of $2.17 (8.5% above estimate) and $1.6B revenue (3.9% above forecast). Multiple analysts upgraded to buy including UBS ($340 PT) and Bank of America ($340 PT). Company launched Keysight Assembly virtual simulation software and won an ESA/GSMA challenge for 5G anomaly detection.
Apr 13Stock hits all-time high $317.55 on strong Q4 beat; Q1 2026 guidance crushes expectations at $1.7B revenue.Positive▶
Keysight surged after delivering strong Q4 2025 results: revenue $1.6B (+23.3% YoY) beating estimates, non-GAAP EPS $2.17 (beat). Q1 2026 guidance of $1.7B revenue far exceeds consensus ($1.50B) with EPS guidance at $2.30 vs. expected $1.91. Recent AI/satellite wins include European Space Agency challenge victory. Launched KAI Inference Builder platform for AI infrastructure validation. Stock up 134.9% over past year.
Apr 10Keysight wins ESA/GSMA 6G innovation challenge; stock up 5.89% overnight on strong earnings momentum.Positive▶
KEYS shares rose $17.72 (+5.89%) on continued momentum from blowout Q1 2026 earnings (EPS $2.17 vs. $2.00 estimate, revenue $1.6B +23.3% YoY). Company won ESA and GSMA Foundry Innovation Challenge for 6G infrastructure resilience with Sateliot. Strong guidance projects Q2 revenue ~$1.7B (vs. $1.50B consensus) with EPS midpoint $2.30 (vs. $1.91 expected).
Apr 9Keysight Stock Surges 23% on Q1 2026 Earnings Beat, Winning 6G ChallengePositive▶
Keysight Technologies delivered 23% single-day jump on Feb 24, 2026, after Q1 2026 earnings beat. Stock at $318.33, up $17.72 since market close (+5.89%). Company won ESA-GSMA 6G innovation challenge with Sateliot using blockchain and AI for network issue detection. Recognized with 2026 GTI Award for AI/5G-Advanced convergence. Selected as test partner for Thunderbolt 5 certification. Stock up 947% on $1K investment over 10 years. 13 analysts rate Buy with 12-month target $277.62, suggesting -12.8% downside from current levels but reflecting strong AI/semiconductor tailwinds.
Apr 8No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 7Record Q1 2026 revenue $1.60B; Q2 guide $1.69-1.71B (+30% YoY); Citi raised PT to $320.Positive▶
Keysight Q1 2026 record revenue $1.60B vs $1.30B prior. Q2 guidance +30% YoY at midpoint. Showcased Ultra Ethernet 800GE at OFC 2026 with Broadcom. Stock surged 23% post-earnings to $301. Citi PT $320 from $282. 13 analysts rate Buy with $277.62 target. 114.57% 1-year return.
Apr 6Keysight Technologies shows strong momentum driven by AI infrastructure testing demand.Positive▶
Keysight Technologies is experiencing significant growth in the wireless network test equipment market with a 33.7% revenue share. The stock has increased 25.9% year-to-date and is benefiting from accelerating adoption of AI across digital infrastructure. Recent analyst activity includes Baird raising its price target to $310 from $295, and Truist initiating coverage with a Hold rating. The company's 7-day return was 3.62% and 90-day return was 40.97%, indicating strong recent performance. Demand for advanced testing solutions in compute, memory, networking, and interconnect continues to grow as AI deployment accelerates.
Apr 3Keysight Assembly product launch and AI infrastructure focus drive analyst price target increases to $300.Positive▶
Keysight Technologies announced Keysight Assembly on April 2, a virtual process simulation solution for manufacturers. Recent price target increases: Susquehanna $300 (from $225), JPMorgan $300 (from $255). KEYS stock has gained 40.97% in 90 days and 114.57% over 1 year. Director Richard Hamada sold 870 shares on April 1.
Apr 2Keysight Q1 2026 revenue $1.6B (+23.27% YoY); Baird raised price target to $310; director sold 870 shares March 30.Positive▶
Keysight Technologies posted Q1 2026 revenue of $1.6 billion, representing 23.27% year-over-year growth driven by wireless network test equipment strength and AI infrastructure demand. Stock at $289.84, up 25.9% year-to-date. Truist initiated Hold rating; Baird raised price target to $310 from $295 on March 28. Company announced Keysight SBOM Manager software for cybersecurity compliance. Senior VP John Page announced retirement plans by end of fiscal 2026. Director insider sold 870 shares March 30.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| KEYSKEYSIGHT | $351.79 | +0.54% | +19.5% | 33.9x | 1.15 | $60.0B |
| ROPROPER | $358.58 | +1.06% | -1.5% | 14.8x | 0.89 | $36.5B |
| TDYTELEDYNE | $640.68 | -0.80% | +2.2% | 24.9x | 1.01 | $29.9B |
| TRMBTRIMBLE | $68.49 | +1.74% | +3.5% | 16.6x | 1.54 | $15.6B |
| ZBRAZEBRA | $227.21 | +0.42% | +7.2% | 11.3x | 1.66 | $11.1B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
Key Fundamentals
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Price above both MAs — bullish structure.