Why Keysight Technologies (KEYS) Stock Is Up Today

Keysight Technologies (KEYS) is up 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: A single clear catalyst is not obvious, but the move appears tied to continued optimism after Keysight’s strong fiscal second-quarter results and upbeat near-term outlook. This could also be because investors are positioning ahead of the company’s fiscal third-quarter report on August 18, while recent product and partnership activity has reinforced the company’s exposure to communications, semiconductor, and AI infrastructure spending.

Details:

Keysight posted fiscal second-quarter 2026 revenue of $1.72 billion, up from $1.31 billion a year earlier, while non-GAAP earnings per share rose to $2.87 from $1.70.

The company guided fiscal third-quarter 2026 revenue to $1.730 billion to $1.750 billion, with expected non-GAAP earnings per share of $2.43 to $2.49, signaling continued year-over-year growth.

Keysight said on July 28 that it will release fiscal third-quarter results after the market close on August 18, which can draw buying interest ahead of an earnings event.

Recent company updates highlighted photonics, RF, cybersecurity, and enterprise software initiatives, including the completed VPIphotonics acquisition and a Siemens partnership tied to AI-driven test automation.

Sources:

Keysight Technologies Investor Relations, Keysight Newsroom, Benzinga

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 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
SATISH DHANASEKARAN (President and CEO) has made 0 purchases and 3 sales selling 3,841 shares for an estimated $1,166,719.
INGRID A ESTRADA (SVP) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $1,157,100.
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.

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$KEYS Hedge Fund Activity

We have seen 619 institutional investors add shares of $KEYS stock to their portfolio, and 478 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BOSTON PARTNERS removed 2,484,352 shares (-88.4%) from their portfolio in Q2 2026, for an estimated $869,697,104
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
BLACKROCK, INC. added 1,473,391 shares (+7.9%) to their portfolio in Q2 2026, for an estimated $515,789,987
JANE STREET GROUP, LLC added 936,079 shares (+310.8%) to their portfolio in Q1 2026, for an estimated $264,320,627
VICTORY CAPITAL MANAGEMENT INC removed 905,372 shares (-39.3%) from their portfolio in Q2 2026, for an estimated $316,943,576
WOODLINE PARTNERS LP removed 887,040 shares (-95.7%) from their portfolio in Q1 2026, for an estimated $250,473,484
JPMORGAN CHASE & CO added 663,951 shares (+inf%) to their portfolio in Q2 2026, for an estimated $232,429,326

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 $37,565,157 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: $900,470

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 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
Atif Malik from Citigroup set a target price of $396.0 on 05/21/2026
Samik Chatterjee from JP Morgan set a target price of $390.0 on 05/21/2026
Richard Eastman from Baird set a target price of $385.0 on 05/20/2026
Tim Long from Barclays set a target price of $387.0 on 05/20/2026
Aaron Rakers from Wells Fargo set a target price of $390.0 on 05/20/2026
Meta Marshall from Morgan Stanley set a target price of $350.0 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.