Keysight Technologies (KEYS) has recently seen a strong rally in its share price followed by a reassessment of its valuation. Hold recommendations continue from Jefferies and UBS, while Citigroup reiterated a buy recommendation. Significant shares purchases were made by Engineers Gate Manager LP, State Street Corp, and Daiwa Securities Group Inc, among others. The company's CEO and another executive however made substantial sales of shares.
Quarter four was a positive inflection point, manifesting in strong earnings that exceeded market expectations, leading to an 11.9% increase in share price and precipitating a $1.5 billion buyback announcement. The firm's
AI-powered FieldFox Analyzer has generated interest, and the
5G win with Vodafone and subsequent 5G core test automation are notable updates. Its Q4 2025 financial results depict strong growth and strategic implementation. Keysight is further credited for diverse product portfolios, strong Q4 results, AI demand, new $1.5 billion buyback, and has been added to the conviction list by Goldman Sachs. Despite this, there appear some concerns over the CEO’s stock sale and stock valuation after a strong Q4. Keysight’s 5G and pre-6G tech collaboration with MediaTek looks promising.
Keysight Technologies KEYS News Analytics from Wed, 20 Aug 2025 07:00:00 GMT to Sat, 13 Dec 2025 10:41:03 GMT -
Rating 7
- Innovation 6
- Information 9
- Rumor -2
