Q3 Earnings Beat: Keysight Technologies delivered third-quarter results that exceeded expectations, with revenue climbing 37 percent year over year and orders surging 56 percent amid robust demand for its testing solutions. Non-GAAP earnings per share came in at $3.07, well above consensus forecasts. The company also raised its fourth-quarter guidance, pointing to sustained momentum in data-center and artificial-intelligence infrastructure.
Analyst Upgrades: Market participants noted that UBS lifted its price target on the stock to $440 from $420 while keeping a Buy rating, citing ongoing strength in AI-related testing needs. Social media commentary highlighted the record orders and free-cash-flow generation as evidence of durable growth. Observers described the reaction as positive even as broader technology shares faced pressure.
Sector Context: Discussions emphasized how communications-solutions revenue rose 43 percent, reinforcing the view that AI buildouts continue to drive testing-equipment demand. Participants characterized the overall tone as optimistic following the earnings release and raised outlook. Several observers flagged that high expectations are now embedded in the shares.
Note: This discussion summary was generated from an AI condensation of post data.
Keysight Technologies Insider Trading Activity
Keysight Technologies insiders have traded $KEYS stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $KEYS stock by insiders over the last 6 months:
- RONALD S. NERSESIAN sold 30,000 shares for an estimated $8,578,920
- INGRID A ESTRADA (SVP) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $1,311,060.
- SATISH DHANASEKARAN (President and CEO) has made 0 purchases and 3 sales selling 3,841 shares for an estimated $1,166,719.
- JAMES CULLEN sold 3,000 shares for an estimated $1,039,740
- NEIL DOUGHERTY (EVP and CFO) sold 2,000 shares for an estimated $596,740
- JEFFREY K LI (SVP and Secretary) sold 2,000 shares for an estimated $594,380
- JO ANN JUSKIE (SVP) sold 1,000 shares for an estimated $304,423
- RICHARD P HAMADA sold 870 shares for an estimated $239,929
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Keysight Technologies Revenue
Keysight Technologies had revenues of $1.8B in Q3 2026. This is an increase of 36.54% from the same period in the prior year.
You can track KEYS financials on Quiver Quantitative's KEYS stock page.
You can access data on KEYS stock through the Quiver Quantitative API.
Keysight Technologies Hedge Fund Activity
We have seen 661 institutional investors add shares of Keysight Technologies stock to their portfolio, and 517 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added 91,964,216 shares (+34044.8%) to their portfolio in Q2 2026, for an estimated $32,193,913,095
- PRICE T ROWE ASSOCIATES INC /MD/ removed 5,324,777 shares (-35.6%) from their portfolio in Q2 2026, for an estimated $1,864,044,684
- BOSTON PARTNERS removed 2,484,352 shares (-88.4%) from their portfolio in Q2 2026, for an estimated $869,697,104
- BLACKROCK, INC. added 1,473,391 shares (+7.9%) to their portfolio in Q2 2026, for an estimated $515,789,987
- FMR LLC added 1,200,533 shares (+101.9%) to their portfolio in Q2 2026, for an estimated $420,270,587
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,101,512 shares (+inf%) to their portfolio in Q2 2026, for an estimated $385,606,305
- VICTORY CAPITAL MANAGEMENT INC removed 905,372 shares (-39.3%) from their portfolio in Q2 2026, for an estimated $316,943,576
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Keysight Technologies Government Contracts
We have seen $38,018,985 of award payments to $KEYS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THIS DO W912CH26F0140 TO CONTRACT W31P4Q23D0009, IS TO ORDER 546 CM-523/U, 546 TRAINING CDS, WITH SUPPORTIN...: $12,100,152
- PXIE VECTOR NETWORK ANALYZER LEASE WITH OPTION TO PURCHASE: $1,148,475
- RAPID ACQUISITION OF A RADIO FREQUENCY THREAT SIMULATOR 4: $903,970
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Keysight Technologies Price Targets
Multiple analysts have issued price targets for $KEYS recently. We have seen 10 analysts offer price targets for $KEYS in the last 6 months, with a median target of $388.5.
Here are some recent targets:
- Matthew Niknam from Truist Securities set a target price of $376.0 on 05/22/2026
- Samik Chatterjee from JP Morgan set a target price of $390.0 on 05/21/2026
- Atif Malik from Citigroup set a target price of $396.0 on 05/21/2026
- Meta Marshall from Morgan Stanley set a target price of $350.0 on 05/20/2026
- Mehdi Hosseini from Susquehanna set a target price of $425.0 on 05/20/2026
- Andrew Spinola from UBS set a target price of $420.0 on 05/20/2026
- Aaron Rakers from Wells Fargo set a target price of $390.0 on 05/20/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
