Keysight Technologies (NYSE:KEYS) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan raised its Keysight price target to $425 from $400 and maintained an “overweight” rating, implying 32.78% upside. The broader analyst consensus is a “Moderate Buy” with a $392.83 target.
• Keysight reported strong fiscal third-quarter results, with $1.85 billion in revenue and $3.07 adjusted EPS, beating estimates; revenue rose 36.5% year over year. Management also issued above-consensus fourth-quarter and fiscal 2026 guidance, supported by strong AI data-center and connectivity demand.
• Despite the positive outlook, shares fell 6.1% to $320.08, as supply constraints could delay converting the more than $2 billion order pipeline into revenue and the stock’s elevated valuation leaves limited room for execution misses.

Keysight Technologies (NYSE:KEYS - Get Free Report) had its price target increased by equities researchers at JPMorgan Chase & Co. from $400.00 to $425.00 in a research note issued on Wednesday,Benzinga reports. The firm currently has an "overweight" rating on the scientific and technical instruments company's stock. JPMorgan Chase & Co.'s price target suggests a potential upside of 32.78% from the stock's current price.

Other analysts have also issued reports about the company. Wall Street Zen lowered Keysight Technologies from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 1st. The Goldman Sachs Group restated a "buy" rating on shares of Keysight Technologies in a research note on Wednesday, May 20th. Robert W. Baird lifted their target price on Keysight Technologies from $385.00 to $410.00 and gave the stock an "outperform" rating in a research note on Wednesday. Weiss Ratings downgraded shares of Keysight Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, July 28th. Finally, UBS Group increased their price target on shares of Keysight Technologies from $420.00 to $440.00 and gave the company a "buy" rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $392.83.

Keysight Technologies Stock Down 6.1%

Keysight Technologies stock traded down $20.92 during midday trading on Wednesday, hitting $320.08. 2,743,449 shares of the stock were exchanged, compared to its average volume of 1,454,488. Keysight Technologies has a 52-week low of $152.85 and a 52-week high of $374.96. The stock has a market capitalization of $54.70 billion, a price-to-earnings ratio of 52.76, a price-to-earnings-growth ratio of 2.04 and a beta of 1.22. The business's 50-day moving average price is $334.12 and its 200-day moving average price is $313.94. The company has a quick ratio of 1.51, a current ratio of 1.90 and a debt-to-equity ratio of 0.29.

Keysight Technologies (NYSE:KEYS - Get Free Report) last posted its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, beating the consensus estimate of $2.48 by $0.59. Keysight Technologies had a net margin of 17.25% and a return on equity of 21.58%. The firm had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.75 billion. During the same quarter last year, the business posted $1.72 EPS. The company'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. On average, research analysts expect that Keysight Technologies will post 9.03 EPS for the current fiscal year.

Insider Activity at Keysight Technologies

In related news, CEO Satish Dhanasekaran sold 507 shares of the business's stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $361.32, for a total transaction of $183,189.24. Following the sale, the chief executive officer directly owned 121,391 shares in the company, valued at approximately $43,860,996.12. The trade was a 0.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ingrid A. Estrada sold 2,000 shares of the stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total value of $681,740.00. Following the sale, the senior vice president directly owned 105,861 shares in the company, valued at $36,084,839.07. This trade 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 three months, insiders have sold 5,507 shares of company stock worth $1,904,669. 0.40% of the stock is owned by company insiders.

Hedge Funds Weigh In On Keysight Technologies

Hedge funds have recently bought and sold shares of the company. Quarry LP bought a new position in Keysight Technologies in the 4th quarter valued at $25,000. Fiduciary Financial Advisors purchased a new position in shares of Keysight Technologies during the 2nd quarter valued at $28,000. IMG Wealth Management Inc. bought a new position in shares of Keysight Technologies in the second quarter worth $29,000. Cornerstone Planning Group LLC increased its holdings in shares of Keysight Technologies by 36.1% in the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company's stock worth $32,000 after purchasing an additional 30 shares during the period. Finally, Compass Financial Management LLC purchased a new stake in shares of Keysight Technologies in the second quarter worth $34,000. Hedge funds and other institutional investors own 84.58% of the company's stock.

Key Keysight Technologies News

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

• Positive Sentiment: Keysight reported fiscal Q3 revenue of $1.85 billion and adjusted earnings of $3.07 per share, surpassing consensus estimates of approximately $1.75 billion and $2.48 per share. Revenue increased 36.5% year over year, while EPS rose sharply from $1.72 a year earlier. Keysight Q3 Earnings Beat Estimates, Revenues Up Y/Y on Solid Demand
• Positive Sentiment: Management issued above-consensus fiscal Q4 guidance, calling for revenue of $1.9 billion to $2.0 billion and EPS of $3.34 to $3.40. It also raised fiscal 2026 guidance to approximately $7.1 billion in revenue and $11.46 in EPS, ahead of analyst expectations. Keysight forecasts quarterly profit above estimates on strong data center-led demand
• Positive Sentiment: Demand tied to artificial-intelligence data centers, connectivity and commercial communications remains strong. Orders exceeded $2 billion, and management expects AI infrastructure demand to accelerate into fiscal 2027, supporting the backlog and longer-term growth outlook. Keysight Technologies: AI Windfall Shows No Sign Of Slowing
• Positive Sentiment: Robert W. Baird raised its price target from $385 to $410 and maintained an “outperform” rating, signaling confidence in Keysight’s earnings momentum. Benzinga report
• Neutral Sentiment: Keysight’s operating margin reached 33.2%, above its long-term target, while recurring revenue and continued research and development investment support business resilience. However, the stock’s elevated valuation leaves less room for execution disappointments.
• Negative Sentiment: Management cautioned that supply limitations may determine how quickly its growing order pipeline becomes recognized revenue. This raises concerns that some of the AI-related upside is back-end loaded, helping explain the negative market reaction despite the earnings beat. KEYS Q3 Earnings Call Spotlights AI Demand and Supply Limits

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.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source