Keysight jumps as Q2 results top expectations, orders hit records, and outlook improves

Keysight Technologies (KEYS) is up 4.9% today. Here is some analysis on what might have caused this price movement.

Analysis: Keysight’s shares appear to be moving higher after the company posted record fiscal Q2 2026 results and pointed to continued momentum with strong orders and an upbeat Q3 outlook. Investors also seemed to respond to management’s commentary about raising expectations for fiscal 2026 amid a robust pipeline.

Details:

Sources:

Keysight Technologies (Investor Relations), MarketScreener, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$KEYS Insider Trading Activity

$KEYS insiders have traded $KEYS stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.

Here’s a breakdown of recent trading of $KEYS stock by insiders over the last 6 months:

• RONALD S. NERSESIAN has made 0 purchases and 2 sales selling 60,000 shares for an estimated $14,485,230.
• SATISH DHANASEKARAN (President and CEO) has made 0 purchases and 4 sales selling 20,092 shares for an estimated $4,338,628.
• JOHN PAGE (SVP) has made 0 purchases and 2 sales selling 18,175 shares for an estimated $3,825,818.
• INGRID A ESTRADA (SVP) has made 0 purchases and 2 sales selling 6,827 shares for an estimated $1,423,479.
• JEFFREY K LI (SVP and Secretary) has made 0 purchases and 2 sales selling 5,934 shares for an estimated $1,384,484.
• NEIL DOUGHERTY (EVP and CFO) has made 0 purchases and 2 sales selling 3,000 shares for an estimated $800,459.
• KAILASH NARAYANAN (SVP) sold 3,201 shares for an estimated $628,740
• JO ANN JUSKIE (SVP) sold 1,000 shares for an estimated $304,423
• RICHARD P HAMADA sold 870 shares for an estimated $239,929
• SUNG YOON (SVP) sold 888 shares for an estimated $183,677

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.

$KEYS Hedge Fund Activity

We have seen 568 institutional investors add shares of $KEYS stock to their portfolio, and 473 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• PRICE T ROWE ASSOCIATES INC /MD/ removed 2,480,903 shares (-14.2%) from their portfolio in Q1 2026, for an estimated $700,532,580
• KOVITZ INVESTMENT GROUP PARTNERS, LLC removed 1,654,697 shares (-99.7%) from their portfolio in Q4 2025, for an estimated $336,217,883
• T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,270,509 shares (-37.9%) from their portfolio in Q4 2025, for an estimated $258,154,723
• BOSTON PARTNERS removed 1,220,056 shares (-30.3%) from their portfolio in Q1 2026, for an estimated $344,507,212
• BLACKROCK, INC. added 1,209,983 shares (+7.0%) to their portfolio in Q1 2026, for an estimated $341,662,899
• M&T BANK CORP added 1,037,083 shares (+9349.0%) to their portfolio in Q4 2025, for an estimated $210,724,894
• JANE STREET GROUP, LLC added 936,079 shares (+310.8%) to their portfolio in Q1 2026, for an estimated $264,320,627

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.

$KEYS Government Contracts

We have seen $9,775,943 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 IS A DELIVERY ORDER TO THE FIRM-FIXED PRICE CONTRACT W31P4Q23D0008 ACQUIRING MICROWAVE MEASURING RECEI...: $1,582,821
• PXIE VECTOR NETWORK ANALYZER LEASE WITH OPTION TO PURCHASE: $1,148,475
• RAPID ACQUISITION OF A RADIO FREQUENCY THREAT SIMULATOR 4: $900,470
• KEYSIGHT - TECHNICAL SUPPORT: $379,383
• KEYSIGHT MXE EMI RECEIVERS: $336,169

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.

$KEYS Analyst Ratings

Wall Street analysts have issued reports on $KEYS in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Baird issued a "Outperform" rating on 11/26/2025
• Susquehanna issued a "Positive" rating on 11/25/2025
• JP Morgan issued a "Overweight" rating on 11/25/2025
• Barclays issued a "Overweight" rating on 11/25/2025
• UBS issued a "Buy" rating on 11/25/2025
• Wells Fargo issued a "Overweight" rating on 11/25/2025
• Citigroup issued a "Buy" rating on 11/25/2025

To track analyst ratings and price targets for $KEYS, check out Quiver Quantitative's $KEYS forecast page.

$KEYS Price Targets

Multiple analysts have issued price targets for $KEYS recently. We have seen 12 analysts offer price targets for $KEYS in the last 6 months, with a median target of $320.0.

Here are some recent targets:

• Mehdi Hosseini from Susquehanna set a target price of $415.0 on 05/18/2026
• Meta Marshall from Morgan Stanley set a target price of $305.0 on 05/15/2026
• Richard Eastman from Baird set a target price of $375.0 on 05/15/2026
• Samik Chatterjee from JP Morgan set a target price of $360.0 on 04/16/2026
• Mark Delaney from Goldman Sachs set a target price of $384.0 on 04/14/2026
• Matthew Niknam from Truist Securities set a target price of $310.0 on 03/31/2026
• Atif Malik from Citigroup set a target price of $320.0 on 03/23/2026

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.