Keysight Technologies Inc (KEYS)

Over the past six months, Keysight Technologies' stock (KEYS) has experienced several notable events and trends. In Q3 2025, Keysight reported revenue of $1.35 billion and non-GAAP EPS of $1.72, exceeding guidance, and in Q4 2025, revenue was $1.42 billion with non-GAAP net income of $331 million, or $1.91 per share. A new $1.5 billion share repurchase program was initiated. CEO Satish Dhanasekaran sold 12,528 shares of KEYS stock. Several brokerages adjusted their ratings and price targets for KEYS, with many maintaining "buy" or "overweight" ratings. Keysight's share price climbed 22.47% over the 90 days leading up to February 6, 2026, and the one-year total shareholder return was 24.74%.

Demand for Keysight Technologies' products and services appears to be influenced by the broader trends in the electronics and communications industries, rather than strict seasonal patterns. Demand is driven by technological advancements, R&D investment cycles, and market conditions. The company's fiscal year ends on October 31, and earnings reports around this time provide insights into the year's performance and future outlook. Keysight has been actively implementing strategies to mitigate the impact of tariffs, which can affect demand and profitability.

Keysight Technologies, Inc. is a global leader in electronic measurement, providing core electronic design and test solutions to the communications and electronics industries. The company, a spin-off from Agilent Technologies in 2014, has a rich legacy of innovation tracing back to Hewlett-Packard's Test and Measurement division. Keysight operates within the Technology sector and the Scientific & Technical Instruments industry. Keysight's mission is to accelerate technological advancement by offering industry-leading solutions for the design, development, and manufacturing of electronic devices and systems, serving diverse industries including aerospace and defense, automotive, communications, computing, and semiconductor sectors. Its comprehensive product portfolio includes hardware such as oscilloscopes, multimeters, and signal generators; software like Electronic Design Automation (EDA) software; and services including KeysightCare support plans, calibration services and Test as a Service (TaaS).

Keysight Technologies maintains a significant global market presence, with operations and customers in over 100 countries, concentrated in technologically advanced economies. In fiscal year 2024, revenue was almost evenly split between the Americas and Asia-Pacific regions, which together accounted for 76% of the company's $5.4 billion revenue. The Americas region contributed approximately 37% of total revenue, driven by R&D investment in the United States' technology and defense sectors. The Asia-Pacific region was the largest revenue contributor at 39%, fueled by manufacturing validation in China, automotive electronics in Japan, and semiconductor testing in South Korea. The Europe, Middle East, and Africa (EMEA) region accounted for the remaining 24% of revenue. Keysight has manufacturing facilities in the U.S., Japan, Germany, Spain, Finland, China, and Malaysia.

Keysight Technologies generally maintains a strong brand reputation as a leader in electronic measurement and test solutions. Keysight reported solid financial results, including exceeding revenue and EPS guidance in Q3 2025 and returning to full-year growth in fiscal year 2025. In 2025, Keysight expanded its portfolio through acquisitions of companies like Spirent Communications plc, the Optical Solutions Group business from Synopsys, Inc., and the PowerArtist RTL business from Ansys, Inc. Keysight has benefited from continued AI-driven demand, particularly in wireline technologies. Keysight highlights collaborations with top automotive, technology, and telecommunications companies, and receives positive feedback from partners like Samsung, Intel, BT Security, and Corsa Technology.

Keysight Technologies' stock ownership is a mix of institutional, retail, and individual investors, with institutional investors holding around 89% of the company's shares. Approximately 59.69% of the company's stock is owned by Institutional Investors, 0.72% by Insiders, and 39.59% by Public Companies and Individual Investors. Major institutional owners include Vanguard Group Inc., Price T Rowe Associates Inc /Md/, and BlackRock, Inc.