E Fund Management Co. Ltd. acquired a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) in the second quarter, HoldingsChannel reports. The fund acquired 4,687 shares of the scientific and technical instruments company’s stock, valued at approximately $1,641,000.
A number of other large investors have also modified their holdings of the company. Edmond DE Rothschild Holding S.A. acquired a new position in shares of Keysight Technologies during the second quarter valued at $524,000. Madison Asset Management LLC bought a new stake in shares of Keysight Technologies in the 2nd quarter worth approximately $139,371,000. Csenge Advisory Group bought a new position in shares of Keysight Technologies in the second quarter valued at $679,000. AssuredPartners Investment Advisors LLC purchased a new stake in shares of Keysight Technologies during the second quarter valued at $415,000. Finally, Johnson Financial Group Inc. acquired a new position in shares of Keysight Technologies in the second quarter worth about $855,000. Institutional investors and hedge funds own 84.58% of the company’s stock.
Key Headlines Impacting Keysight Technologies
Here are the key news stories impacting Keysight Technologies this week:
- Positive Sentiment: Results exceeded expectations: Fiscal Q3 revenue rose 36.5% year over year to $1.85 billion, while adjusted earnings of $3.07 per share surpassed consensus estimates near $2.46–$2.48. Commercial communications and AI-related demand supported the performance. Keysight Technologies Reports Third Quarter 2026 Results
- Positive Sentiment: Raised outlook: Keysight forecast fourth-quarter revenue of approximately $1.9 billion to $2.0 billion and EPS of $3.34 to $3.40, both above Wall Street expectations. The company also lifted fiscal 2026 guidance to about $7.1 billion in revenue and $11.46 EPS. Keysight raises fiscal 2026 outlook
- Positive Sentiment: AI demand remains a major growth catalyst: Management said AI data-center and connectivity demand is accelerating into fiscal 2027. Orders exceeded $2 billion, with a strong backlog and book-to-bill ratio indicating potential revenue momentum beyond the current year. KEYS earnings call highlights AI demand and supply limits
- Positive Sentiment: Analysts increased price targets: JPMorgan raised its target to $425 and maintained an “overweight” rating, while Robert W. Baird lifted its target to $410 and reiterated “outperform,” signaling continued confidence in Keysight’s growth prospects.
- Neutral Sentiment: Supply constraints could limit how quickly Keysight converts its expanding order pipeline into reported revenue, creating a near-term execution risk even as demand remains robust.
- Negative Sentiment: Valuation and expectations are demanding: With the stock trading at a high earnings multiple and having recently approached its annual high, investors may be selling the news or requiring an even stronger upside surprise. The post-earnings decline suggests that strong results and guidance were at least partly anticipated.
Insider Buying and Selling
Wall Street Analyst Weigh In
A number of research analysts have commented on the company. The Goldman Sachs Group restated a “buy” rating on shares of Keysight Technologies in a research note on Wednesday, May 20th. Weiss Ratings lowered shares of Keysight Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. Robert W. Baird boosted their target price on Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a report on Wednesday. UBS Group lifted their price objective on Keysight Technologies from $420.00 to $440.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Wells Fargo & Company upped their price target on Keysight Technologies from $390.00 to $405.00 and gave the company an “overweight” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $392.83.
Check Out Our Latest Stock Analysis on KEYS
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 PE ratio of 44.02, a price-to-earnings-growth ratio of 1.94 and a beta of 1.22. Keysight Technologies Inc. has a 52 week low of $152.85 and a 52 week high of $374.96. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.51 and a current ratio of 1.90. The firm’s fifty day moving average is $334.04 and its 200-day moving average is $314.64.
Keysight Technologies (NYSE:KEYS – Get Free Report) last released 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. The company had revenue of $1.85 billion during 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 24.77%. Keysight Technologies’s revenue for the quarter was up 36.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.72 EPS. 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 predict that Keysight Technologies Inc. will post 9.03 earnings per share for the current year.
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.
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