Keysight Technologies (NYSE:KEYS) Releases FY 2026 Earnings Guidance

by · The Markets Daily

Keysight Technologies (NYSE:KEYS – Get Free Report) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 11.460-11.460 for the period, compared to the consensus EPS estimate of 10.000. The company issued revenue guidance of $7.1 billion-$7.1 billion, compared to the consensus revenue estimate of $6.9 billion. Keysight Technologies also updated its Q4 2026 guidance to 3.340-3.400 EPS.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on KEYS shares. Zacks Research upgraded Keysight Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 29th. Morgan Stanley raised their price objective on Keysight Technologies from $305.00 to $350.00 and gave the company an “equal weight” rating in a report on Wednesday, May 20th. Barclays boosted their price objective on Keysight Technologies from $320.00 to $387.00 and gave the company an “overweight” rating in a research report on Wednesday, May 20th. Citigroup increased their target price on Keysight Technologies from $320.00 to $396.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Finally, Robert W. Baird lifted their price target on shares of Keysight Technologies from $375.00 to $385.00 and gave the company an “outperform” rating in a research note on Wednesday, May 20th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $371.92.

Check Out Our Latest Research Report on KEYS

Keysight Technologies Price Performance

Shares of NYSE:KEYS traded down $19.80 during midday trading on Tuesday, hitting $341.35. The company’s stock had a trading volume of 3,491,960 shares, compared to its average volume of 1,446,636. The business’s 50 day simple moving average is $333.92 and its 200 day simple moving average is $313.09. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.51 and a current ratio of 1.90. The company has a market cap of $58.34 billion, a P/E ratio of 56.14, a price-to-earnings-growth ratio of 2.04 and a beta of 1.22. Keysight Technologies has a 12-month low of $152.85 and a 12-month high of $374.96.

Keysight Technologies (NYSE:KEYS – Get Free Report) last released its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, beating analysts’ consensus estimates of $2.48 by $0.59. The company had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.75 billion. Keysight Technologies had a net margin of 17.25% and a return on equity of 21.58%. 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, analysts forecast that Keysight Technologies will post 9.03 EPS for the current year.

Insider Activity

In related news, Director James Cullen sold 3,000 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were 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 of the company’s stock, valued at approximately $7,562,722.18. This trade represents a 12.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Ingrid A. Estrada sold 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $340.87, for a total value of $681,740.00. Following the completion of the sale, the senior vice president directly owned 105,861 shares in the company, valued at approximately $36,084,839.07. The trade was a 1.85% decrease in their position. The SEC filing for this sale provides additional information. 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 valued at $1,904,669. Company insiders own 0.40% of the company’s stock.

Keysight Technologies News Roundup

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

  • Positive Sentiment: Results exceeded expectations: Fiscal Q3 adjusted earnings were $3.07 per share, well above the $2.48 consensus, while revenue reached $1.85 billion versus estimates of $1.75 billion. The company described the period as a record quarter. Keysight Technologies Reports Third Quarter 2026 Results
  • Positive Sentiment: Raised fourth-quarter guidance: Keysight forecast fiscal Q4 earnings of $3.34-$3.40 per share and revenue of approximately $1.9 billion-$2.0 billion, above consensus estimates of $2.63 per share and $1.8 billion in revenue. Keysight forecasts quarterly profit above estimates
  • Positive Sentiment: AI and data-center demand remain growth drivers: Management cited strong demand related to the rapid buildout of AI data centers, supporting sales of Keysight’s testing software and tools and reinforcing its longer-term growth strategy. Keysight Technologies trounces fiscal Q3 targets, ups outlook
  • Neutral Sentiment: Keysight will host the DIFI PlugFest Showcase Day in October, highlighting interoperability in digital satellite communications. The event supports industry visibility but is unlikely to have an immediate effect on revenue. DIFI PlugFest Showcase Day
  • Negative Sentiment: Strong results did not prevent a pullback: Shares initially rose after the release but later declined, suggesting investors may have been selling into the news or had expected an even stronger outlook. With Keysight trading at a high earnings multiple, the stock remains particularly sensitive to guidance and future-growth expectations. Keysight Technologies Drops on Q3 2026 Earnings Day

Institutional Investors Weigh In On Keysight Technologies

Large investors have recently bought and sold shares of the stock. Quarry LP acquired a new stake in Keysight Technologies in the 4th quarter valued at about $25,000. DV Equities LLC acquired a new position in Keysight Technologies during the 4th quarter worth approximately $49,000. Atlas Capital Advisors Inc. purchased a new stake in shares of Keysight Technologies in the 4th quarter valued at approximately $57,000. Geneos Wealth Management Inc. increased its position in shares of Keysight Technologies by 66.5% in the 1st quarter. Geneos Wealth Management Inc. now owns 393 shares of the scientific and technical instruments company’s stock valued at $59,000 after purchasing an additional 157 shares during the last quarter. Finally, Quantbot Technologies LP acquired a new stake in shares of Keysight Technologies in the 2nd quarter valued at $71,000. Hedge funds and other institutional investors own 84.58% of the company’s stock.

Keysight Technologies Company Profile

(Get Free Report)

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.

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