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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 (369/wk), no spike
$KEYS·$58B·Hardware, Equipment & Parts·Technology
$322.70+0.9%YTD+66.2%1Y+97.0%
Mentions · last 7 days
2026-08-22: 4 posts369+1%
Price updated 3h ago·X counts updated 9d ago
KEKEYS
$KEYSKeysight Technologies, Inc.
$322.70+0.85%369 posts+1%
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 2026-08-29

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

Keysight fiscal Q3 beat huge on Wireline orders and silicon-photonics production — top holding in the Quantum ETF, and it's showing why.

Keysight Technologies is the leading provider of electronic-design and test-and-measurement instruments — used across telecom, semiconductor, aerospace/defense, and increasingly quantum-computing R&D. The setup is a real-business compounder printing accelerating results.

  • The just-reported fiscal Q3 was a clean beat-and-accelerate: adjusted EPS came in at $3.07 vs a $2.48 consensus (a ~24% beat) on $1.85B of sales, with fiscal Q1 revenue growth already at 31% YoY — the sell side now models FY26 EPS at ~$10.17 climbing to ~$11.86 in FY27 and ~$13.37 in FY28.
  • The strategic tape is loud: Wireline delivered record orders more than doubling YoY, commercial production of silicon photonics is accelerating across leading foundries and IDMs, and KEYS is now the top holding in Amplify's Top 10 Quantum ETF at 15.13% — the quantum-and-photonics testing exposure is a real forward growth vector.
  • Insider activity is a mild negative: director Nye McClung and officer Estrada sold ~$1.6M combined in mid-August (small but at fresh highs), and Scott Reese joined the board as a Class I director on August 26 — the board expansion is normal governance; the insider selling is the incremental tell to price against 54x trailing earnings.

The setup is a real-business quality compounder accelerating with a specific quantum-and-photonics forward tailwind — the November 23 fiscal Q4 print is the referee, and the market needs continued Wireline order growth plus updated silicon-photonics revenue disclosure. A clean beat with a lifted FY27 revenue guide extends the accelerating trajectory; a soft Wireline or commercial-instruments print cools the tape from the 77% 52-week range position.

Agrees with X sentimentThe bullish X read on fiscal Q3 adj EPS $3.07 on $1.85B in sales, Wireline delivering record orders more than doubling YoY, commercial production of silicon photonics accelerating across leading foundries and IDMs, and KEYS being the top holding in Amplify's Top 10 Quantum ETF at 15.13% is all factually consistent with the filings and reports. The minority technician's 23x-vs-18x industry-average multiple caution is fair at 54x trailing.

What to watch: The November 23 fiscal Q4 earnings — need continued Wireline order growth, updated silicon-photonics revenue disclosure, and a lifted FY27 revenue guide toward the $7.68B consensus. A soft Wireline or commercial-instruments print cools the tape from the 77% 52-week range position; a clean beat with a lifted FY27 guide extends the accelerating trajectory.

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

X sentiment

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

Bullish sentiment7 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 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

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $KEYS

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Keysight Technologies, Inc.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+110.5%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
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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.9B$6.9B – $6.9B$10.17$9.67 – $10.428
FY27$7.7B$7.5B – $7.9B$11.86$10.87 – $12.958
FY28$8.4B$7.9B – $8.9B$13.37$12.84 – $13.909
FY29$7.5B$7.4B – $7.7B$11.18$10.84 – $11.594

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.1.0×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.77%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.-1.4%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.+14.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 169.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β1.215-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

SellAug 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$1.0MSellMar 30Richard P HamadaDirector870 sh$240KSellMar 24Neil DoughertyCFO2.0K sh$597KSellMar 24Jeffrey K LiSVP and Secretary2.0K sh$594KSellMar 24Satish DhanasekaranCEO1.7K sh$500KSellMar 19Satish DhanasekaranCEO1.7K sh$483K
1–10 of 11
+ 14 other (11 awards · 3 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 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.

8-KShareholder voteMar 248-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMar 138-K — Item 5.02: Officer or director change
+ 10 other (5 13Gs · 2 earnings 8-Ks · 2 10-Qs · 1 SD) in window

Recent news

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

Keysight Technologies Announces Participation in Upcoming Investor Conferencesgurufocus.com·4d agoKeysight Technologies Announces Participation in Upcoming Investor Conferencesbusinesswire.com·4d agoWall Street Analysts Predict a 30% Upside in Keysight (KEYS): Here's What You Should Knowzacks.com·5d agoKeysight Announces New Board Memberbusinesswire.com·5d agoKeysight Accelerates AttoTude IC Design Cycles by More Than 50%gurufocus.com·6d 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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