Keysight Technologies (NYSE:KEYS) Issues Q4 2026 Earnings Guidance

Keysight Technologies (NYSE:KEYS) updated its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.340-3.400 for the period, compared to the consensus earnings per share estimate of 2.630. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.8 billion. Keysight Technologies also updated its FY 2026 guidance to 11.460-11.460 EPS.

Analysts Set New Price Targets

Several brokerages have commented on KEYS. Citigroup reissued a “buy” rating on shares of Keysight Technologies in a research report on Wednesday. JPMorgan Chase & Co. increased their target price on Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday. Robert W. Baird increased their target price on shares of Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a report on Wednesday. Weiss Ratings lowered shares of Keysight Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Finally, Wells Fargo & Company increased their target price on shares of Keysight Technologies from $390.00 to $405.00 and gave the company an “overweight” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Keysight Technologies currently has an average rating of “Moderate Buy” and an average price target of $392.83.

Keysight Technologies Trading Down 6.0%

Shares of KEYS stock opened at $320.47 on Thursday. The business has a 50-day moving average price of $334.04 and a two-hundred day moving average price of $314.64. Keysight Technologies has a 12-month low of $152.85 and a 12-month high of $374.96. The company has a quick ratio of 1.51, a current ratio of 1.90 and a debt-to-equity ratio of 0.29. The firm has a market cap of $54.77 billion, a P/E ratio of 44.02, a price-to-earnings-growth ratio of 1.94 and a beta of 1.22.

Keysight Technologies (NYSE:KEYS) last announced 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. The firm had revenue of $1.85 billion for the quarter, compared to analyst estimates of $1.75 billion. Keysight Technologies had a return on equity of 24.77% and a net margin of 19.08%.The company’s revenue was up 36.5% on a year-over-year basis. During the same period in the prior year, the company earned $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. Equities analysts anticipate that Keysight Technologies will post 9.03 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Satish Dhanasekaran sold 507 shares of the stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $361.32, for a total transaction of $183,189.24. Following the transaction, the chief executive officer owned 121,391 shares of the company’s stock, valued at approximately $43,860,996.12. This trade represents a 0.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of Keysight Technologies stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $346.58, for a total transaction of $1,039,740.00. Following the completion of the transaction, the director owned 21,821 shares in the company, valued at approximately $7,562,722.18. The trade was a 12.09% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 5,507 shares of company stock valued at $1,904,669. 0.40% of the stock is currently owned by corporate insiders.

Trending Headlines about 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.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Quarry LP bought a new stake in Keysight Technologies during the 4th quarter valued at approximately $25,000. DV Equities LLC purchased a new stake in shares of Keysight Technologies in the 4th quarter worth approximately $49,000. Atlas Capital Advisors Inc. bought a new position in Keysight Technologies during the 4th quarter valued at approximately $57,000. Geneos Wealth Management Inc. raised its stake in Keysight Technologies by 66.5% during the first quarter. Geneos Wealth Management Inc. now owns 393 shares of the scientific and technical instruments company’s stock valued at $59,000 after buying an additional 157 shares during the last quarter. Finally, Quantbot Technologies LP bought a new position in Keysight Technologies in the 2nd quarter worth about $71,000. Hedge funds and other institutional investors own 84.58% 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.