Keysight Technologies (NYSE:KEYS) Releases FY 2026 Earnings Guidance

Keysight Technologies (NYSE:KEYS) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 8.590- for the period, compared to the consensus EPS estimate of 7.750. The company issued revenue guidance of $6.5 billion-, compared to the consensus revenue estimate of $6.2 billion. Keysight Technologies also updated its Q2 2026 guidance to 2.270-2.330 EPS.

Keysight Technologies Trading Up 0.6%

Shares of KEYS traded up $1.47 during mid-day trading on Monday, reaching $245.01. 2,775,551 shares of the company’s stock traded hands, compared to its average volume of 1,136,401. The stock’s 50-day moving average is $216.41 and its two-hundred day moving average is $190.22. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.35 and a quick ratio of 1.78. The stock has a market cap of $42.02 billion, a P/E ratio of 50.10, a P/E/G ratio of 2.54 and a beta of 1.20. Keysight Technologies has a 12 month low of $121.43 and a 12 month high of $248.00.

Keysight Technologies (NYSE:KEYS) last posted its 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 net margin of 15.71% and a return on equity of 19.30%. Keysight Technologies has set its FY 2026 guidance at 8.590- EPS and its Q2 2026 guidance at 2.270-2.330 EPS. Research analysts forecast that Keysight Technologies will post 6.32 earnings per share for the current fiscal year.

Keysight Technologies announced that its Board of Directors has authorized a stock buyback plan on Monday, November 24th that permits the company to repurchase $1.50 billion in shares. This repurchase authorization permits the scientific and technical instruments company to repurchase up to 4.9% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on KEYS. Wall Street Zen lowered Keysight Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Susquehanna lifted their price objective on shares of Keysight Technologies from $215.00 to $225.00 and gave the company a “positive” rating in a report on Tuesday, November 25th. JPMorgan Chase & Co. upped their price objective on shares of Keysight Technologies from $200.00 to $207.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Keysight Technologies in a research note on Monday, December 29th. Finally, Robert W. Baird boosted their price target on shares of Keysight Technologies from $230.00 to $257.00 and gave the stock an “outperform” rating in a research report on Friday. Eight analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $224.09.

Insider Activity at Keysight Technologies

In other Keysight Technologies news, SVP John Page sold 15,000 shares of Keysight Technologies stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $213.48, for a total value of $3,202,200.00. Following the transaction, the senior vice president directly owned 21,393 shares in the company, valued at approximately $4,566,977.64. The trade was a 41.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Neil Dougherty sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $203.72, for a total value of $203,720.00. Following the sale, the chief financial officer owned 127,833 shares of the company’s stock, valued at $26,042,138.76. This trade represents a 0.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 78,784 shares of company stock worth $15,841,737 over the last three months. Company insiders own 0.40% of the company’s stock.

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

Hedge Funds Weigh In On Keysight Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Price T Rowe Associates Inc. MD raised its holdings in Keysight Technologies by 0.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 17,419,811 shares of the scientific and technical instruments company’s stock valued at $3,539,532,000 after acquiring an additional 85,693 shares during the last quarter. State Street Corp boosted its position in Keysight Technologies by 2.5% during the 4th quarter. State Street Corp now owns 8,191,895 shares of the scientific and technical instruments company’s stock worth $1,664,511,000 after purchasing an additional 200,279 shares during the period. Boston Partners grew its stake in shares of Keysight Technologies by 3.4% in the third quarter. Boston Partners now owns 4,870,268 shares of the scientific and technical instruments company’s stock valued at $851,525,000 after buying an additional 160,728 shares in the last quarter. Northern Trust Corp increased its stake in Keysight Technologies by 1.7% during the 3rd quarter. Northern Trust Corp now owns 2,076,126 shares of the scientific and technical instruments company’s stock worth $363,156,000 after buying an additional 34,098 shares during the period. Finally, Invesco Ltd. lifted its stake in shares of Keysight Technologies by 2.0% in the third quarter. Invesco Ltd. now owns 2,046,941 shares of the scientific and technical instruments company’s stock worth $358,051,000 after acquiring an additional 41,037 shares in the last quarter. Institutional investors and hedge funds own 84.58% of the company’s stock.

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.