Polymer Capital Management HK LTD acquired a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,949 shares of the scientific and technical instruments company’s stock, valued at approximately $1,032,000.
Other large investors also recently bought and sold shares of the company. IMG Wealth Management Inc. bought a new stake in Keysight Technologies during the 2nd quarter valued at $29,000. Compass Financial Management LLC purchased a new stake in shares of Keysight Technologies during the 2nd quarter worth $34,000. Virtus Advisers LLC bought a new stake in Keysight Technologies during the second quarter valued at about $35,000. Cornerstone Planning Group LLC grew its stake in Keysight Technologies by 36.1% in the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock valued at $32,000 after purchasing an additional 30 shares during the last quarter. Finally, Quarry LP bought a new position in Keysight Technologies in the fourth quarter worth about $25,000. Institutional investors own 84.58% of the company’s stock.
Keysight Technologies News Roundup
Here are the key news stories impacting Keysight Technologies this week:
- Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update
- Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook
- Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength
- Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise
- Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies
- Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus
Keysight Technologies Price Performance
Keysight Technologies (NYSE:KEYS – Get Free Report) last posted its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share (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 the consensus estimate of $1.75 billion. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The company’s revenue for the quarter was up 36.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.72 earnings per share. 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. As a group, equities analysts expect that Keysight Technologies Inc. will post 9.03 EPS for the current fiscal year.
Wall Street Analyst Weigh In
Several analysts have commented on KEYS shares. Wall Street Zen cut shares of Keysight Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. Weiss Ratings upgraded shares of Keysight Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday. Susquehanna boosted their price objective on shares of Keysight Technologies from $425.00 to $440.00 and gave the stock a “positive” rating in a research note on Wednesday. JPMorgan Chase & Co. increased their target price on shares of Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday, August 19th. Finally, Barclays raised their target price on shares of Keysight Technologies from $387.00 to $429.00 and gave the company an “overweight” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $392.83.
View Our Latest Stock Report on Keysight Technologies
Insiders Place Their Bets
In other news, CEO Satish Dhanasekaran sold 507 shares of Keysight Technologies 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 completion of the sale, the chief executive officer directly owned 121,391 shares in the company, valued at approximately $43,860,996.12. The trade was a 0.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ingrid A. Estrada sold 2,000 shares of Keysight Technologies stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total transaction of $681,740.00. Following the sale, the senior vice president owned 105,861 shares of the company’s stock, valued at $36,084,839.07. The trade was a 1.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 5,507 shares of company stock valued at $1,904,669. Insiders own 0.40% of the company’s stock.
About Keysight Technologies
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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