Keysight Technologies Inc (KEYS)

Keysight Technologies' stock has been influenced by several key events. The company reported Q1 and Q2 Fiscal Year 2025 earnings that surpassed forecasts, leading to mixed stock reactions. Keysight's planned acquisition of Spirent Communications has been a notable event, with the U.S. Department of Justice clearing the acquisition contingent upon Keysight divesting certain business lines. Analyst ratings have changed, with Bank of America upgrading Keysight Technologies and JPMorgan Chase & Co. and Morgan Stanley increasing their price objectives. There have been reports of insider selling.

Keysight Technologies experiences typical demand seasonality, with the fourth fiscal quarter generally being stronger. The company anticipates a slow, gradual recovery in fiscal year 2025, operating in a mixed demand environment. Demand remains robust in the aerospace, defense, and government sectors. The commercial communications sector has also shown double-digit order growth. Customer spending in general electronics remains constrained, particularly in manufacturing and China, and the automotive sector has shown weakness. The semiconductor sector is seeing pockets of growth driven by AI-related demand.

Keysight Technologies, Inc. specializes in electronic design, test, and measurement solutions, providing hardware, software, and services. It operates in the Electronic Equipment & Parts sector, specifically the Scientific & Technical Instruments industry. The company's products include electronic measurement equipment and electronic design automation (EDA) software. Keysight serves commercial communications, automotive, semiconductor, energy, consumer electronics, aerospace, defense, and government markets.

Keysight Technologies has a global presence with operations in approximately 140 locations and customers in over 100 countries. It has manufacturing facilities in the U.S., Japan, Germany, Spain, Finland, China, and Malaysia. Net sales are distributed across the United States, the Americas, China, Asia/Pacific, and Europe. The company also has R&D centers and sales staff globally.

Keysight Technologies has maintained a strong brand reputation, earning several recognitions including being listed on Barron's 100 Most Sustainable Companies in America and Forbes' America's Best Employers for Diversity. A past event that affected its reputation was a $6.6 million settlement with the U.S. Department of State in September 2021 for violations of the Arms Export Control Act (AECA) and the International Traffic in Arms Regulations (ITAR). There are no recent significant negative events or controversies impacting Keysight Technologies' brand reputation reported in the past year (2024-2025).

Keysight Technologies' ownership is primarily dominated by institutional investors, who collectively own approximately 88.71% to 91.5% of the company. Individual insiders own a smaller portion, typically less than 1%. The general public holds a notable percentage, ranging from approximately 10.18% to 38.27% of the company's stock. No single shareholder has significant control over the company.