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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 (230/wk), no spike
$KEYS·$55B·Hardware, Equipment & Parts·Technology
$311.25-3.6%YTD+57.2%1Y+99.3%
Mentions · last 7 days
2026-07-09: 42 posts2026-07-10: 51 posts2026-07-11: 19 posts2026-07-12: 35 posts2026-07-13: 52 posts2026-07-14: 14 posts2026-07-15: 12 posts230+34%
Price updated just now·X counts updated 21h ago
KEKEYS
$KEYSKeysight Technologies, Inc.
$311.25-3.55%230 posts+34%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $KEYS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

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

Keysight Technologies posted a 31% revenue jump and a 24% EPS beat with electronic-test spend firmly in an upcycle.

Keysight Technologies designs electronic test-and-measurement instruments and software for wireless, aerospace-defense, and semiconductor customers, $55B market cap, with fiscal Q3 2026 earnings due 2026-08-18.

  • Q2 fiscal 2026 revenue was $1.72B, up 31.5% year-over-year with sequential growth of 7.3% — a genuine step-function reacceleration and the largest year-over-year growth print in the recent series.
  • EPS $2.87 beat $2.32 consensus by 23.7% — the fifth consecutive positive surprise, magnitudes stepping from 3% up to 24% as the test-capex cycle turns.
  • Gross margin 68.6%, operating margin 23.7%, trailing ROIC 10.2%, ROE 17.4% — economics reflect a differentiated hardware-software franchise.
  • The stock is up 99% over twelve months and 57% year-to-date, at 76% of the 52-week range — the tape confirmed the upcycle.
  • Insider activity: July 2 S-Sale by Ingrid Estrada (2,000 shares at $340.87, ~$682K) and June 29 S-Sale by CEO Satish Dhanasekaran (507 shares at $361.32) — small counts, routine diversification at record prices.
  • On July 15, Keysight and Sateliot were selected by the European Space Agency to develop a blockchain-enabled 5G non-terrestrial framework — a real ESA credential, small near-term revenue.
  • Consensus models fiscal 2026 EPS $10.18 rising to $11.80 in fiscal 2027 and $13.10 in fiscal 2028 — the 54x multiple discounts the accelerating growth.

The setup is a differentiated electronic-test franchise in upcycle — the print tests the fiscal 2027 guide.

What to watch: August 18 fiscal Q3 earnings — revenue growth versus the +31% Q2 pace, book-to-bill trajectory in the Communications and Electronic Industrial Solutions segments, gross-margin sustainability at 68.6%, and any fiscal 2026 guide update versus the $10.18 EPS consensus. Aerospace-defense order color is a separate signal.

On the calendar: 2026-08-18 fiscal Q3 2026 earnings; revenue growth and book-to-bill trajectory drive the print.

ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-02

Keysight (or KEYS crypto airdrop) draws positive attention. Sentiment leans quietly bullish.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $KEYS

Direct beneficiary — Makes electronic design and test equipment for wireless, aerospace/defense, automotive, and semiconductor R&D and manufacturing; core operations sit in the path of the AI data center networking and compute hardware buildout.

Top industry ETF

$SOXXiShares Semiconductor ETF
+80.0%YTD
+125.5%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
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%
Q2 2025Aug 19, 2025$1.72$1.67+3.0%
Next earningsTue, Aug 18·consensus EPS $2.46

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.9B$6.9B – $6.9B$10.18$9.68 – $10.439
FY27$7.6B$7.5B – $7.8B$11.80$10.87 – $12.969
FY28$8.2B$8.2B – $8.3B$13.10$12.58 – $13.629
FY29$7.5B$7.4B – $7.7B$11.18$10.93 – $11.484

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.0.9×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.76%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.-5.9%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.+24.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.215-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

SellJun 30Ingrid A EstradaSVP2.0K sh$682KSellJun 25Satish DhanasekaranCEO507 sh$183KSellJun 2James CullenDirector3.0K sh$1.0MSellMar 30Richard P HamadaDirector870 sh$240KSellMar 24Neil DoughertyCFO2.0K sh$597KSellMar 24Satish DhanasekaranCEO1.7K sh$500KSellMar 24Jeffrey K LiSVP and Secretary2.0K sh$594KSellMar 19Satish DhanasekaranCEO1.7K sh$483KSellMar 17Ronald S. NersesianDirector30.0K sh$8.6MSellFeb 27Juskie Jo AnnSVP1.0K sh$304K
1–10 of 11
+ 12 other (10 awards · 2 inkinds) 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 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.

8-KShareholder voteMar 248-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMar 138-K — Item 5.02: Officer or director change
+ 13 other (4 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Keysight and Sateliot Selected by European Space Agency to Develop Blockchain‑Enabled Framework for 5G Non‑Terrestrial Networksbusinesswire.com·1d agoKeysight Delivers New High-Performance 4x100GE Network Cybersecurity Test Platformbusinesswire.com·7d agoKeysight Delivers New High-Performance 4x100GE Network Cybersecurity Test Platformgurufocus.com·7d agoKeysight Targets the Hidden Cost of UI Test Authoring and Maintenancegurufocus.com·8d agoKeysight Targets the Hidden Cost of UI Test Authoring and Maintenancebusinesswire.com·8d ago

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Voices on X · last 7 days

No standout posts about $KEYS on X in the last 7 days.

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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