Keysight Technologies (NYSE:KEYS) Releases Q2 2026 Earnings Guidance

Keysight Technologies (NYSE:KEYS) issued an update on its second quarter 2026 earnings guidance on Monday morning. The company provided EPS guidance of 2.270-2.330 for the period, compared to the consensus EPS estimate of 1.800. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.5 billion. Keysight Technologies also updated its FY 2026 guidance to 8.590- EPS.

Keysight Technologies Stock Up 0.6%

KEYS traded up $1.47 on Monday, reaching $245.01. 2,775,551 shares of the company traded hands, compared to its average volume of 1,136,401. The company has a market cap of $42.02 billion, a price-to-earnings ratio of 50.10, a PEG ratio of 2.54 and a beta of 1.20. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.35 and a quick ratio of 1.78. The stock’s 50 day moving average price is $216.41 and its 200-day moving average price is $190.22. Keysight Technologies has a 52-week low of $121.43 and a 52-week high of $248.00.

Keysight Technologies (NYSE:KEYS) last released its earnings results on Monday, February 23rd. The scientific and technical instruments company reported $1.79 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.99 by ($0.20). Keysight Technologies had a return on equity of 19.30% and a net margin of 15.71%.Keysight Technologies has set its FY 2026 guidance at 8.590- EPS and its Q2 2026 guidance at 2.270-2.330 EPS. On average, sell-side analysts expect that Keysight Technologies will post 6.32 EPS for the current fiscal year.

Keysight Technologies announced that its Board of Directors has initiated a stock buyback program on Monday, November 24th that permits the company to buyback $1.50 billion in shares. This buyback authorization permits the scientific and technical instruments company to purchase up to 4.9% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on KEYS. UBS Group set a $230.00 price objective on Keysight Technologies in a research report on Tuesday, November 25th. Morgan Stanley lifted their price target on Keysight Technologies from $208.00 to $227.00 and gave the company an “equal weight” rating in a report on Wednesday, December 17th. Jefferies Financial Group boosted their price target on Keysight Technologies from $195.00 to $220.00 and gave the company a “hold” rating in a research note on Wednesday, December 10th. JPMorgan Chase & Co. increased their price objective on Keysight Technologies from $200.00 to $207.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $243.00 target price on shares of Keysight Technologies in a research note on Thursday, January 15th. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $224.09.

Insider Buying and Selling at Keysight Technologies

In other Keysight Technologies news, SVP Jeffrey K. Li sold 3,934 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $200.84, for a total transaction of $790,104.56. Following the completion of the sale, the senior vice president owned 36,699 shares of the company’s stock, valued at $7,370,627.16. This represents a 9.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP John Page sold 15,000 shares of Keysight Technologies stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $213.48, for a total transaction of $3,202,200.00. Following the completion of the transaction, the senior vice president directly owned 21,393 shares in the company, valued at approximately $4,566,977.64. This represents a 41.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 78,784 shares of company stock worth $15,841,737 in the last 90 days. Company insiders own 0.40% of the company’s stock.

Key Headlines Impacting Keysight Technologies

Here are the key news stories impacting Keysight Technologies this week:

• Positive Sentiment: Keysight issued Q2 EPS guidance of $2.27–$2.33 (vs. consensus ~$1.80) and raised FY‑2026 EPS guidance to $8.59 (vs. consensus ~$7.75); revenue guidance was also above Street estimates — this surprising top‑line and profit outlook is the primary catalyst for the rally.
• Positive Sentiment: News wires highlighted management’s comments that data‑center and AI testing demand is driving strength; Reuters notes the company forecast quarterly profit above estimates, which sent shares sharply higher in after‑hours trading. Keysight forecasts quarterly profit above estimates on strong data center-led demand
• Positive Sentiment: Product relevance: coverage of Keysight’s test tools for high‑speed links in AI data centers supports the view that the company is benefiting from secular AI and networking investments. Keysight’s Tools to Test High Speed Links in AI Data Centers
• Neutral Sentiment: Company press release and earnings materials present management’s take that the business had “a strong start” to FY‑2026; useful for modeling but largely reiterative of the guidance above. Keysight Technologies Reports First Quarter 2026 Results
• Neutral Sentiment: Market commentary and momentum pieces note recent outperformance (e.g., Zacks coverage); these highlight investor interest but don’t change fundamentals. Keysight (KEYS) Is Up 4.30% in One Week: What You Should Know
• Neutral Sentiment: Broader industry news — Samsung’s 6G trials — is a distant but positive signal for test equipment demand over time. Samsung tests 6G at 7GHz, achieves 3Gbps in outdoor trial
• Negative Sentiment: Near‑term headline risk: Keysight reported Q1 EPS of $1.79, missing consensus ~$1.99 (despite healthy margins/ROE), which could concern short‑term traders if guidance hadn’t been so strong. First Quarter 2026 Results — Press Release / Slide Deck

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of KEYS. Woodline Partners LP bought a new stake in shares of Keysight Technologies in the third quarter valued at about $208,891,000. Man Group plc lifted its position in shares of Keysight Technologies by 164.3% in the 2nd quarter. Man Group plc now owns 1,010,399 shares of the scientific and technical instruments company’s stock worth $165,564,000 after acquiring an additional 628,082 shares during the period. AQR Capital Management LLC grew its holdings in shares of Keysight Technologies by 2,004.8% during the 2nd quarter. AQR Capital Management LLC now owns 572,836 shares of the scientific and technical instruments company’s stock worth $93,865,000 after purchasing an additional 545,620 shares in the last quarter. Alyeska Investment Group L.P. bought a new stake in shares of Keysight Technologies during the third quarter valued at approximately $90,914,000. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of Keysight Technologies by 71.4% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,134,974 shares of the scientific and technical instruments company’s stock valued at $198,530,000 after purchasing an additional 472,806 shares during the period. Institutional investors own 84.58% of the company’s stock.

About Keysight Technologies

Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.

Keysight’s product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.