Keysight Technologies (NYSE:KEYS) Upgraded to “Buy” at Bank of America

Bank of America upgraded shares of Keysight Technologies (NYSE:KEYS) from a neutral rating to a buy rating in a report released on Tuesday morning, Marketbeat.com reports. They currently have $340.00 target price on the scientific and technical instruments company’s stock.

Other equities analysts have also recently issued research reports about the company. Robert W. Baird lifted their price objective on Keysight Technologies from $230.00 to $257.00 and gave the company an “outperform” rating in a research note on Friday. Jefferies Financial Group boosted their price target on shares of Keysight Technologies from $195.00 to $220.00 and gave the stock a “hold” rating in a report on Wednesday, December 10th. Weiss Ratings restated a “hold (c)” rating on shares of Keysight Technologies in a report on Monday, December 29th. The Goldman Sachs Group boosted their target price on shares of Keysight Technologies from $243.00 to $322.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, Morgan Stanley raised their price target on Keysight Technologies from $227.00 to $268.00 and gave the company an “equal weight” rating in a research note on Tuesday. Nine research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $289.73.

Keysight Technologies Stock Performance

Shares of KEYS stock opened at $301.51 on Tuesday. Keysight Technologies has a 52 week low of $121.43 and a 52 week high of $305.37. The firm has a 50 day moving average of $219.09 and a two-hundred day moving average of $191.78. The company has a quick ratio of 1.78, a current ratio of 2.35 and a debt-to-equity ratio of 0.43. The stock has a market capitalization of $51.71 billion, a PE ratio of 54.33, a P/E/G ratio of 2.55 and a beta of 1.20.

Keysight Technologies (NYSE:KEYS) last released its earnings results on Monday, November 24th. The scientific and technical instruments company reported $1.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.83 by $0.08. Keysight Technologies had a return on equity of 19.71% and a net margin of 16.84%.The firm had revenue of $1.42 billion during the quarter, compared to analyst estimates of $1.39 billion. During the same period last year, the business posted $1.65 earnings per share. Keysight Technologies’s revenue was up 10.1% compared to the same quarter last year. On average, research analysts predict that Keysight Technologies will post 6.32 EPS for the current fiscal year.

Keysight Technologies announced that its Board of Directors has authorized a share repurchase plan on Monday, November 24th that authorizes the company to repurchase $1.50 billion in shares. This repurchase authorization authorizes the scientific and technical instruments company to purchase up to 4.9% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity at Keysight Technologies

In related news, Director Ronald S. Nersesian sold 30,000 shares of the firm’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $196.88, for a total transaction of $5,906,400.00. Following the transaction, the director owned 198,389 shares in the company, valued at $39,058,826.32. This trade represents a 13.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Satish Dhanasekaran sold 12,528 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $196.42, for a total value of $2,460,749.76. Following the completion of the sale, the chief executive officer owned 132,361 shares of the company’s stock, valued at approximately $25,998,347.62. This represents a 8.65% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 80,784 shares of company stock valued at $16,317,097. Corporate insiders own 0.40% of the company’s stock.

Institutional Trading of Keysight Technologies

Several institutional investors and hedge funds have recently bought and sold shares of the business. Quarry LP purchased a new position in Keysight Technologies during the 4th quarter worth $25,000. True Wealth Design LLC grew its holdings in shares of Keysight Technologies by 358.3% during the second quarter. True Wealth Design LLC now owns 165 shares of the scientific and technical instruments company’s stock worth $27,000 after buying an additional 129 shares during the last quarter. NewSquare Capital LLC increased its position in Keysight Technologies by 155.2% in the 2nd quarter. NewSquare Capital LLC now owns 171 shares of the scientific and technical instruments company’s stock valued at $28,000 after acquiring an additional 104 shares during the period. Atlantic Union Bankshares Corp purchased a new stake in Keysight Technologies during the 2nd quarter valued at approximately $34,000. Finally, Optiver Holding B.V. acquired a new stake in Keysight Technologies during the 3rd quarter worth approximately $35,000. Hedge funds and other 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: Q1 results beat and showed strong top‑line growth — revenue grew ~23% year‑over‑year to about $1.6B and EPS topped consensus (company press release / earnings presentation). Keysight Reports First Quarter 2026 Results
• Positive Sentiment: Company raised Q2 and full‑year FY2026 guidance well above Street estimates (Q2 EPS guide ~2.27–2.33 vs. consensus ~1.80; FY guide materially above prior outlook), which drove after‑hours/early trading gains. Keysight forecasts quarterly profit above estimates on strong data center‑led demand
• Positive Sentiment: AI and data‑center demand cited as the main growth drivers; company reported record orders and management framed the quarter as confirmation of multi‑year secular demand for test & measurement in AI/semiconductor infrastructure. Keysight Hits Record High as AI Infrastructure Demand Drives Its Biggest Earnings Beat in Years
• Positive Sentiment: Analyst upgrades and price‑target increases followed the results and outlook — Bank of America upgraded to Buy ($340 PT) and other firms (JPMorgan, Wells Fargo) raised targets and kept overweight stances, adding momentum to the rally. JPMorgan raises price target on Keysight
• Neutral Sentiment: Market coverage and write‑ups (earnings transcripts, call highlights) provide detail for investors evaluating durability of AI/data‑center demand and margin assumptions; review the transcript/slides for specifics on backlog and customer concentrations. Keysight Q1 2026 Earnings Call Highlights
• Neutral Sentiment: Insider transaction: a senior VP disclosed a sale of 2,000 shares filed with the SEC — routine but worth noting for position tracking. SEC Form 4: Insider Sale
• Negative Sentiment: Valuation and some analysts’ new targets are in close proximity to the stock price (e.g., some $300 targets imply limited upside or modest downside), which could cap near‑term upside and invite profit‑taking after the sharp move. Analyst price target changes

Keysight Technologies Company Profile

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.