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KEKEYS

Keysight Technologies, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 31% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (155/wk), no spike
$KEYS·$65B·Hardware, Equipment & Parts·Technology
$342.04-4.4%YTD+80.3%1Y+107.5%
Price updated 12h ago·X counts updated 4d ago
KEKEYS
$KEYSKeysight Technologies, Inc.
$342.04-4.36%155 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $KEYS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

155X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $KEYS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 60% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-26

Keysight Technologies chatter is confidently bullish. Fiscal Q3 adjusted EPS came in at $3.07 on $1.85B in sales, with both up sharply YoY and a stronger fiscal Q4 outlook. Wireline delivered record orders more than doubling YoY, and commercial production of silicon photonics is accelerating across leading foundries and IDMs. KEYS is the top holding in Amplify's Top 10 Quantum ETF at 15.13%. A minority technician calls the stock expensive at 23x earnings versus 18x industry average. Tone is confident quality-instruments beneficiary.

Read what X is saying about $KEYS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KEYS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Keysight up 76% YTD — 31% revenue growth, record wireline orders, silicon-photonics ramp across foundries.

Keysight Technologies provides electronic design-and-test solutions — wireless (5G/6G), wireline (data center, high-speed Ethernet), aerospace, and quantum. The stock is up 76% YTD and 99% of its 52-week range on specific operational and quantum-adjacent catalysts.

  • The P&L is actually accelerating: revenue grew 31.5% YoY to $1.72B last quarter at an 18.2% operating margin and 64% gross margin — fiscal Q3 adjusted EPS $3.07 on $1.85B sales, with Wireline record orders more than doubling YoY.
  • The specific commercial anchors are tangible: commercial production of silicon photonics accelerating across leading foundries and IDMs; KEYS as the top holding in Amplify's Top 10 Quantum ETF; strong fiscal Q4 outlook.
  • Insider selling is modest: Poole $70K, Dougherty $682K, Estrada $652K — all at prices below the current $374; the chart at 99% of 52-week range is extended but confirmed by fundamentals.

Accelerating holds while silicon-photonics ramp and quantum-sector tailwinds extend. A soft Nov 23 earnings print on Wireline bookings, or any specific commentary on 6G R&D-spend timing softening, is what cools the move; a FY27 revenue guide above $7B plus specific quantum-sector revenue breakdown is what extends the breakout further.

Agrees with X sentimentX bulls on fiscal Q3 adj EPS $3.07 vs $1.85B sales, Wireline record orders more than doubling YoY, commercial production of silicon photonics accelerating across leading foundries, and KEYS as the top holding in Amplify's Top 10 Quantum ETF have the specific setup right — this is a legitimate structural beneficiary with quantum-sector tailwinds.

What to watch: Nov 23 earnings — Wireline bookings trajectory, silicon-photonics commercial-production ramp, quantum-sector revenue, FY27 revenue guide. A soft Wireline print or 6G R&D-spend timing commentary is what cools the breakout.

On the calendar: 2026-11-23 — Q4 FY26 earnings

Read the AI verdict on $KEYS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes electronic design and test equipment for wireless, aerospace/defense, automotive, and semiconductor R&D and manufacturing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $KEYS.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $KEYS

Neutral — Makes electronic design and test equipment for wireless, aerospace/defense, automotive, and semiconductor R&D and manufacturing.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+78.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
54.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
63.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 18, 2026$3.07$2.48+23.8%
Q1 2026May 19, 2026$2.87$2.32+23.7%
Q4 2025Feb 23, 2026$2.17$2.00+8.5%
Q3 2025Nov 24, 2025$1.91$1.83+4.4%
Next earningsMon, Nov 23·consensus EPS $3.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.7B+31.5%68.6%23.7%$2.02$472.0M
Q1 FY26$1.6B+23.3%62.2%15.5%$1.63$407.0M
Q4 FY25$1.4B+10.3%61.2%15.3%$1.32$187.0M
Q3 FY25$1.4B+11.1%61.7%17.3%$1.11$381.0M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.1B$7.1B – $7.1B$11.46$11.20 – $11.658
FY27$8.2B$7.7B – $8.6B$13.77$13.04 – $15.428
FY28$8.8B$8.3B – $9.9B$15.39$14.28 – $16.5010
FY29$7.5B$7.3B – $8.0B$11.18$10.65 – $12.035

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.79%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 169.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.185-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 30Satish DhanasekaranCEO3.0K sh$1.1MSellSep 23Lisa M. PooleVP and Controller200 sh$70KSellSep 21Neil DoughertyCFO2.0K sh$682KSellSep 4Ingrid A EstradaSVP2.0K sh$652KSellAug 21Nye Jean McclungDirector3.0K sh$958KSellAug 20Ingrid A EstradaSVP2.0K sh$629KSellJun 30Ingrid A EstradaSVP2.0K sh$682KSellJun 25Satish DhanasekaranCEO507 sh$183KSellJun 2James CullenDirector3.0K sh$1.0M
+ 5 other (3 inkinds · 2 awards) in window

See when $KEYS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 283
AI summary

Scott Reese filed an initial Form 3 as a newly appointed Director of Keysight Technologies. As of the reporting date, Reese held no shares of KEYS common stock directly or indirectly. This is a routine insider registration filing required within 10 days of becoming a Section 16 reporting person. No open-market transactions occurred; the filing establishes the baseline for future Form 4 disclosures.

8-KOfficer or director changeAug 268-K — Item 5.02: Officer or director change
AI summary

Keysight Technologies expanded its board from 10 to 11 members, appointing Scott Reese as a Class I director effective August 26, 2026, to serve until the 2027 Annual Meeting. Reese, age 53, brings decades of software and industrial technology leadership including as CEO of GE Vernova Electrification Software and nearly 20 years at Autodesk; he will join the Audit/Finance and Nominating/Corporate Governance Committees. This is a routine board expansion and appointment with no immediate operational impact.

3New insider — initial holdingsJul 83
AI summary

Initial Form 3 ownership statement filed by Arnaud Allouche, a newly reportable officer or director at Keysight Technologies, disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying role. No operational implications for the company.

8-KMaterial debt obligationApr 238-K — Item 2.03: Material debt obligation
AI summary

Keysight Technologies Inc. (KEYS) filed an 8-K on or around April 21 under Item 2.03 disclosing the creation of a direct financial obligation through a new debt issuance or credit facility. The electronic test and measurement equipment company entered into a bond, note, or loan agreement with terms material to the business. Key terms including principal amount, interest rate, maturity date, and financial covenants are disclosed. The full debt agreement is filed as an exhibit.

+ 9 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

A Look at Keysight Technologies Inc (KEYS) After 4.3% Decline -- GF Value $225.99 vs Price $342.08gurufocus.com·15h agoKeysight Technologies Inc. $KEYS Shares Acquired by Krilogy Financial LLCdefenseworld.net·1d agoKeysight Expands Active and Passive 1.6T Copper Interconnect Validation for Scale-Out Data Centersbusinesswire.com·2d agoKeysight Expands 1.6T Ethernet Validation Across Edge Routing, High-Density Switching, and AI Workload Emulationbusinesswire.com·3d agoKeysight Introduces PCIe® 7.0 Protocol Test Solution to Accelerate AI Infrastructure Validationbusinesswire.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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