Landscape Capital Management L.L.C. Makes New Investment in Keysight Technologies Inc. $KEYS

Key Points

• Landscape Capital Management initiated a 6,353-share position in Keysight Technologies during the second quarter, valued at approximately $2.2 million. Institutional investors collectively own 84.58% of the company.
• Analysts remain broadly positive, with one Strong Buy, 11 Buy and two Hold ratings. Keysight has a “Moderate Buy” consensus rating and an average price target of $392.83, while UBS and Susquehanna recently raised their targets to $440.
• Keysight reported quarterly EPS of $3.07 versus the $2.48 estimate, and revenue of $1.85 billion, up 36.5% year over year. Shares opened at $315.95, though the stock trades at a premium valuation and remains below its 50-day moving average.

Landscape Capital Management L.L.C. acquired a new stake in Keysight Technologies Inc. (NYSE:KEYS - Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 6,353 shares of the scientific and technical instruments company's stock, valued at approximately $2,224,000.

Other large investors also recently modified their holdings of the company. IMG Wealth Management Inc. acquired a new stake in shares of Keysight Technologies during the 2nd quarter worth about $29,000. Virtus Advisers LLC acquired a new position in Keysight Technologies in the 2nd quarter valued at about $35,000. Cornerstone Planning Group LLC grew its stake in Keysight Technologies by 36.1% in the 1st quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company's stock valued at $32,000 after buying an additional 30 shares during the last quarter. Quarry LP bought a new position in Keysight Technologies in the 4th quarter valued at about $25,000. Finally, Rakuten Securities Inc. acquired a new stake in Keysight Technologies during the second quarter worth approximately $50,000. 84.58% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

KEYS has been the subject of a number of research analyst reports. Citigroup restated a "buy" rating on shares of Keysight Technologies in a report on Wednesday. UBS Group increased their target price on Keysight Technologies from $420.00 to $440.00 and gave the stock a "buy" rating in a research note on Wednesday. Wall Street Zen cut Keysight Technologies from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 1st. Zacks Research upgraded Keysight Technologies from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, April 29th. Finally, Susquehanna upped their price objective on Keysight Technologies from $425.00 to $440.00 and gave the company a "positive" rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Keysight Technologies presently has an average rating of "Moderate Buy" and a consensus target price of $392.83.

Keysight Technologies Stock Down 0.2%

KEYS stock opened at $315.95 on Friday. The company has a market cap of $54.00 billion, a PE ratio of 43.40, a price-to-earnings-growth ratio of 1.80 and a beta of 1.22. The business has a 50-day simple moving average of $332.86 and a 200 day simple moving average of $315.34. Keysight Technologies Inc. has a 52 week low of $158.79 and a 52 week high of $374.96. The company has a quick ratio of 1.51, a current ratio of 2.02 and a debt-to-equity ratio of 0.28.

Keysight Technologies (NYSE:KEYS - Get Free Report) last announced its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.48 by $0.59. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The firm had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.75 billion. During the same period in the prior year, the company posted $1.72 earnings per share. The business's revenue for the quarter was up 36.5% on a year-over-year basis. 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 anticipate that Keysight Technologies Inc. will post 9.03 EPS for the current fiscal year.

More Keysight Technologies News

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

• Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update
• Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook
• Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength
• Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise
• Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies
• Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus

Insider Transactions at Keysight Technologies

In other news, Director James Cullen sold 3,000 shares of the company's stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $346.58, for a total transaction of $1,039,740.00. Following the completion of the sale, the director owned 21,821 shares of the company's stock, valued at approximately $7,562,722.18. This represents a 12.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Ingrid A. Estrada sold 2,000 shares of the stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total transaction of $681,740.00. Following the sale, the senior vice president owned 105,861 shares in the company, valued at $36,084,839.07. This represents a 1.85% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 5,507 shares of company stock valued at $1,904,669. Company insiders own 0.40% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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