- Keysight Technologies: Upcoming Q2 Earnings Should Only Lead To Temporary Consolidation
May 12, 2026 · seekingalpha.com
Keysight Technologies has delivered an 80%+ YTD return and nearly 200% since March 2025 lows, far outperforming benchmarks. KEYS is expected to report Q2 earnings of $2.32/share and $1.17B in revenue, implying 30%+ YoY growth; Q1 saw 23% revenue growth and 30% order growth. A Hold rating is assigned ahead of Q2 earnings, with technical signals suggesting likely near-term consolidation before the next sustained rally.
- 3 Electronics Measuring Instruments Stocks to Buy Now
May 12, 2026
Industries across the globe are increasingly adopting more sophisticated electronic systems, automation technologies, and high-precision manufacturing processes, creating a growing need for advanced measurement and testing solutions.
As products become more complex, particularly in areas such as artificial intelligence (AI), 5G communications, aerospace and defense, electric vehicles, and semiconductor manufacturing, companies require highly accurate, reliable, and automated instruments to ensure performance, efficiency, and regulatory compliance.
This trend has significantly increased demand for companies that design and manufacture electronic measurement and testing equipment. These solutions are critical for validating next-generation technologies, improving production yields, reducing downtime, and accelerating product development cycles.
Reflecting these favorable dynamics, the Zacks Electronics – Measuring Instruments Industry currently ranks within the top 4% of more than 240 Zacks industries.
Keeping this in mind, here are three stocks from this top-rated industry to consider, highlighting the sector’s strong earnings outlook, improving business conditions, and growing investor interest.
Advantest – ATEYY
Stock Price: $174
We’ll start with Advantest Corporation's ATEYY) stock, which sports a Zacks Rank #1 (Strong Buy) and has been soaring because AI-related semiconductor testing demand has exploded, and the company sits at the center of the boom.
This comes as Nvidia NVDA) and other AI chipmakers are buying far more test equipment, leading to record revenue for Advantest, upgraded earnings forecasts, and strong analyst ratings.
Notably, Advantest is one of the world's leading suppliers of automatic test equipment to the semiconductor industry and also produces electronic and optoelectronic instruments and systems.
With high double-digit top and bottom line growth in the forecast, Advantest’s annual sales are heading toward $10 billion with EPS expected to spike 36% this year and projected to increase another 18% in FY27 to $5.49.Zacks Investment Research
Image Source: Zacks Investment Research
inTest – INTT
Stock Price: $15
inTest INTT) remains a relatively underfollowed small-cap stock with a market capitalization of around $200 million, but also boasts a Zacks Rank #1 (Strong Buy).
Now may be an ideal time to consider inTest as the company executes on its diversified growth plans, with more room for multiple expansion than many larger, mature instrumentation companies.
To that point, inTest stands out because it combines exposure to semiconductor testing with diversification into several faster-growing industrial markets. Unlike many small-cap electronics test equipment companies that depend almost entirely on semiconductor capital spending cycles, inTest has broadened its revenue base into the Auto/EV market, defense, industrial automation, medical and life sciences, and safety/security markets.
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These are all areas benefiting from long-term trends like AI infrastructure growth, electrification, factory automation, and advanced electronics manufacturing. inTest’s expansion into defense and medical device equipment testing is particularly important because they are typically higher-margin and less cyclical areas of interest.
Reassuringly, earnings estimate revisions are nicely up for inTest in the last 60 days, with EPS expected at $0.45 this year compared to $0.06 a share in 2025. Plus, FY27 EPS is projected to increase another 13% to $0.51.Zacks Investment Research
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Keysight Technologies – KEYS
Stock Price: $353
Sporting a Zacks Rank #2 (Buy), the price tag for Keysight Technologies KEYS) stock has gotten a bit lofty, but its accelerating growth trajectory has kept investors engaged as a provider of electronic design and test instrumentation systems.
Soaring over 100% in the last year, Keysight Technologies' stock is getting renewed attention because it sits at the intersection of several major long-term tech spending trends: AI infrastructure, semiconductor testing, next-generation networking (6G), defense electronics, and high-speed data centers.
Keysight provides the testing and validation equipment used to develop advanced chips, optical networking systems, and AI data-center infrastructure. As hyperscalers and semiconductor companies ramp up spending, Keysight benefits indirectly from the entire AI ecosystem.
Overall, the bullish thesis is that Keysight is becoming a “picks-and-shovels” supplier for AI and next-generation communications infrastructure, meaning it can benefit broadly from these high-growth markets without needing to pick the winning chipmaker or AI platform directly.Zacks Investment Research
Image Source: Zacks Investment Research
Bottom Line
The growing adoption of advanced technologies, automation, and precision-driven manufacturing is creating strong long-term demand for electronic measurement and testing solutions.
With the Zacks Electronics – Measuring Instruments Industry ranked among the top-performing Zacks industries, companies operating in this space appear well-positioned to benefit from favorable growth trends, rising capital investment, and increasing demand across multiple high-tech markets.
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- Figma to Report Q1 Earnings: What's in Store for the Stock?
May 12, 2026
Figma FIG is scheduled to report first-quarter 2026 results on May 14, after market close.
For the first quarter, Figma expects revenues to be between $315 million and $317 million, implying year-over-year growth of 38%. The Zacks Consensus Estimate for revenues is pegged at $316 million.
The Zacks Consensus Estimate for Figma’s first-quarter 2026 earnings is pegged at 6 cents per share. The figure has remained unchanged for the past 30 days.
Factors to Note
Figma has expanded its product portfolio with the launch of AI-integrated products like Figma Make, Figma Draw, Figma Sites and Figma Buzz, which have enabled Figma to grow its customer base robustly. Given traction in Figma’s AI product suite, its revenues rose 40% year over year to $304 million and net dollar retention for customers spending more than $10,000 in ARR reached 136%. This trend is likely to have continued in the to-be-reported quarter.
Figma, Inc. Price and EPS SurpriseFigma, Inc. Price and EPS Surprise
Figma, Inc. price-eps-surprise | Figma, Inc. Quote
The weekly active users of Figma Make grew more than 70% quarter over quarter, while over 50% of paid customers spending more than $100,000 in ARR were using it weekly. This is likely to benefit Figma in the to-be-reported quarter. In the previous quarter, 75% of paid customers with more than $10,000 in ARR were consuming AI credits on a weekly basis.
Figma took a leap in AI image generation and editing by integrating Gemini 3 Pro with Nano Banana Pro into its design workflows. Figma also collaborated with OpenAI so editors can prompt ChatGPT to create visual assets and further riff on these in Figma Buzz. Figma also acquired Weavy to enable its users to benefit from the leading AI models and editing tools on a single online canvas.
Figma also collaborated with ChatGPT to enhance its AI-based capabilities. These ongoing innovations are likely to have helped Figma retain its customer base from moving away to newer generative AI platforms. Figma ended the year with 67 customers spending more than $1 million in ARR, and its international revenues grew 45% year over year and accounted for 54% of fourth-quarter 2025 revenues. This is likely to have been a tailwind in the to-be-reported quarter.
Figma had previously announced plans to begin monetizing AI credit consumption starting in 2026. The rollout could provide an incremental contribution in the upcoming quarters if customer adoption trends remain strong. Nevertheless, the continued investment in AI, infrastructure and go-to-market might have weighed on the bottom line in the to-be-reported quarter.
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Earnings Whispers for Figma Stock
Our proven model does not conclusively predict an earnings beat for Figma this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. You can see the complete list of today’s Zacks #1 Rank stocks here.
Currently, FIG has an Earnings ESP of 0.00% and carries a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some stocks you may want to consider in the broader Zacks Computer and Technology sector, as our model shows that these have the right combination of elements to post an earnings beat:
NVIDIA NVDA has an Earnings ESP of +0.24% and carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
NVIDIA is slated to report first-quarter 2026 results on May 20. The Zacks Consensus Estimate for NVIDIA’s first-quarter earnings is pegged at $1.77 per share, up by a penny over the past 30 days, indicating a rise of 118.5% from the year-ago quarter’s reported figure.
Cisco Systems CSCO has an Earnings ESP of +1.92% and carries a Zacks Rank #2 at present.
Cisco Systems is set to report third-quarter fiscal 2026 results on May 13. The Zacks Consensus Estimate for Cisco Systems’ third-quarter 2026 earnings is pegged at $1.04 per share, unchanged over the past 60 days, indicating a rise of 8.33% from the year-ago quarter’s reported figure.
Keysight Technologies, Inc. KEYS is scheduled to report second-quarter fiscal 2026 results on May 19. Currently, it has an Earnings ESP of +0.86% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Keysight Technologies’ second-quarter earnings is pegged at $2.33 per share, suggesting a year-over-year jump of 37.1%. Earnings estimates for the quarter have been revised upward by 2 cents over the past 30 days.
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- 3 Electronics Measuring Instruments Stocks to Buy Now
May 12, 2026 · zacks.com
The Zacks Electronics-Measuring Instruments Industry currently ranks within the top 4% of more than 240 Zacks industries, highlighting the sector's strong earnings outlook, improving business conditions, and growing investor interest.
- Keysight Releases 2025 Corporate Social Responsibility Progress Report and Disclosures
May 12, 2026
Report highlights global achievements in ethical business, sustainability, and social impact, noting that Keysight surpassed many of its 2025 CSR key impact goals
SANTA ROSA, Calif., May 12, 2026--(BUSINESS WIRE)--Keysight Technologies, Inc. (NYSE: KEYS) released its 2025 Corporate Social Responsibility (CSR) Progress Report, highlighting the company’s recent achievements across ethical business and governance, environmental sustainability, and positive social impact. The progress report, with its accompanying 2025 CSR Data Report, encompasses Keysight’s CSR performance in fiscal year 2025 and includes operations worldwide. The CSR Data Report includes disclosures prepared with reference to the Global Reporting Initiative (GRI) revised universal topic standards and aligned to the Sustainability Accounting Standards Board (SASB) frameworks, as well as additional human capital metrics not included in the mentioned frameworks.
Progress toward environmental goals
Driven by sustained investment in responsible innovation, Keysight made steady progress toward its goal to achieve net zero greenhouse gas emissions by 2040, including science-based targets, and interim measures. In fiscal year 2025, energy‑efficiency initiatives delivered an estimated 6,160 MWh in energy conservation and more than 1,740 metric tons of CO₂e in annual emissions savings, while the company extended responsible practices across its global supply chain.
Strengthened community investment
Keysight bolstered its social impact, exceeding its goals by investing more than $319 million in communities and engaging over 3.5 million students through STEM education initiatives, reinforcing its commitment to empowering the next generation of innovators.
Governance and ethics oversight
Strong governance practices were reinforced through active board‑level oversight. A 100% completion rate for Standards of Business Conduct training supported a culture of integrity. Enhanced materiality, assurance, and transparency strengthened preparedness for evolving global disclosure requirements, while the company met its goal for zero material negative impacts to the income statement from CSR-related efforts.
Advancing a sustainable future
Alongside ongoing global recognition for its leadership in sustainability and responsible business practices, the 2025 CSR Progress and Data Reports highlight a year of accomplishments. These reports provide clear insight into how Keysight is contributing to a more connected, secure, and sustainable world.
Satish Dhanasekaran, President and Chief Executive Officer, Keysight, said: "I am proud of the progress we have achieved through integrity‑led leadership, measurable sustainability advancement, and meaningful impact across communities worldwide. As we look ahead, we remain firmly committed to delivering purposeful technologies that create lasting value and contribute to a more resilient future."
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Resources
2025 CSR Progress Report 2025 CSR Data Report Keysight CSR Website Keysight CSR Resources Hub Keysight CSR News, Awards, and Recognitions
About Keysight Technologies
At Keysight (NYSE: KEYS), we inspire and empower innovators to bring world-changing technologies to life. As an S&P 500 company, we’re delivering market-leading design, emulation, and test solutions to help engineers develop and deploy faster, with less risk, throughout the entire product life cycle. We’re a global innovation partner enabling customers in communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics markets to accelerate innovation to connect and secure the world. Learn more at Keysight Newsroom and www.keysight.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260512471699/en/
Contacts
Keysight Media Contacts
Andrea Mueller
Americas
andrea.mueller@keysight.com
Fusako Dohi
Asia
fusako_dohi@keysight.com
Jenny Gallacher
Europe
jenny.gallacher@keysight.com
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- Keysight (KEYS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
May 12, 2026
The market expects Keysight (KEYS) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended April 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 19. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus Estimate
This electronic measurement technology company is expected to post quarterly earnings of $2.33 per share in its upcoming report, which represents a year-over-year change of +37.1%.
Revenues are expected to be $1.72 billion, up 30.6% from the year-ago quarter.
Estimate Revisions Trend
The consensus EPS estimate for the quarter has been revised 1.63% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS SurprisePrice, Consensus and EPS Surprise Chart for KEYS
Earnings Whisper
Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
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Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Keysight?
For Keysight, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.86%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Keysight will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?
Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Keysight would post earnings of $1.99 per share when it actually produced earnings of $2.17, delivering a surprise of +9.05%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom Line
An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Keysight appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
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- ASTS Reports Wider-Than-Expected Q1 Loss Despite Revenue Expansion
May 12, 2026
AST SpaceMobile, Inc. ASTS reported lackluster first-quarter 2026 results, with both top and bottom lines missing the Zacks Consensus Estimate.
The company reported revenue growth year over year, driven by gateway hardware sales and U.S. government contract revenues. The company also expanded satellite production and partnerships while advancing BlueBird satellite launches. However, higher operating and launch costs, along with macroeconomic uncertainty, continued to pressure its bottom line.
Quarter Details
Net loss in the reported quarter was $191 million or a loss of 66 cents per share compared with a loss of $45.7 million or a loss of 20 cents per share in the year-ago quarter. The reported loss was wider than the Zacks Consensus Estimate of a loss of 23 cents.
Quarterly revenues surged to $14.7 million from $0.72 million in the year-ago quarter, primarily driven by commercial gateway equipment sales and project-related revenue from U.S. government contracts. However, the top line missed the Zacks Consensus Estimate of $38.2 million.
In the first quarter, Product revenues increased to $13.4 million from $0.38 million, and Services revenues increased to $1.3 million from $0.34 million in the prior-year quarter.
AST SpaceMobile, Inc. Price, Consensus and EPS SurpriseAST SpaceMobile, Inc. Price, Consensus and EPS Surprise
AST SpaceMobile, Inc. price-consensus-eps-surprise-chart | AST SpaceMobile, Inc. Quote
Other Details
In the March quarter, total operating expenses rose to $164.1 million from $63.7 million in the year-ago quarter. This was due to increased general and administrative costs and engineering services expenses. Adjusted operating expenses for the first quarter were $91.2 million.
Cash Flow & Liquidity
In the first quarter, the company utilized $48.1 million of cash for operating activities compared with a cash utilization of $28.5 million in the year-ago period. As of March 31, 2026, it had $3.03 billion in cash and cash equivalents with $2.96 billion in long-term debt.
Zacks Rank
AST SpaceMobile currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Upcoming Releases
Keysight Technologies, Inc. KEYS is scheduled to release second-quarter fiscal 2026 earnings on May 19. The Zacks Consensus Estimate for earnings is pegged at $2.33 per share, suggesting growth of 37.06% from the year-ago reported figure.
Keysight has a long-term earnings growth expectation of 17.45%. The company delivered an average earnings surprise of 4.58% in the last four reported quarters.
Workday, Inc. WDAY is set to release first-quarter fiscal 2027 earnings on May 21. The Zacks Consensus Estimate for earnings is pegged at $2.49 per share, implying growth of 11.7% from the year-ago reported figure.
Workday has a long-term earnings growth expectation of 20.16%. The company delivered an average earnings surprise of 8.53% in the last four reported quarters.
Analog Devices, Inc. ADI is set to release second-quarter fiscal 2026 earnings on May 20. The Zacks Consensus Estimate for earnings is pegged at $2.88 per share, implying growth of 55.7% from the year-ago reported figure.
Analog Devices has a long-term earnings growth expectation of 21.89%. The company delivered an average earnings surprise of 6.11% in the last four reported quarters.
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- Camtek (CAMT) Q1 Earnings and Revenues Surpass Estimates
May 12, 2026
Camtek (CAMT) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.79 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.45%. A quarter ago, it was expected that this maker of automatic optical inspection and process enhancement systems would post earnings of $0.83 per share when it actually produced earnings of $0.81, delivering a surprise of -2.41%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Camtek, which belongs to the Zacks Electronics - Measuring Instruments industry, posted revenues of $121.66 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.31%. This compares to year-ago revenues of $118.64 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Camtek shares have added about 95.1% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Camtek?
While Camtek has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Camtek was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.76 on $126.58 million in revenues for the coming quarter and $3.48 on $560.44 million in revenues for the current fiscal year.
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Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Measuring Instruments is currently in the top 4% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Keysight (KEYS), another stock in the same industry, has yet to report results for the quarter ended April 2026. The results are expected to be released on May 19.
This electronic measurement technology company is expected to post quarterly earnings of $2.33 per share in its upcoming report, which represents a year-over-year change of +37.1%. The consensus EPS estimate for the quarter has been revised 1.6% higher over the last 30 days to the current level.
Keysight's revenues are expected to be $1.72 billion, up 30.6% from the year-ago quarter.
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- What Makes Keysight Technologies (KEYS) Jensen Quality Mid Cap Fund’s Key Holding?
May 12, 2026
Jensen Investment Management, an asset management company based in the US, released its first-quarter 2025 investor letter for the “Jensen Quality Mid Cap Fund”. A copy of the letter is available to download here. The Jensen Quality Mid Cap Fund aims for long-term growth. The Fund returned -2.53% in Q1 2026, lagging the 0.60% return for the MSCI US Mid Cap 450 Index. Mid-cap stocks were flat in the quarter due to inflation, war, high energy prices, and cautious consumer spending. Rapid AI investment growth impacted the Index, boosting some stocks but hurting others, especially software and business services stocks facing AI disruption concerns. Energy stocks surged after the Iran War, challenging performance. The fund's process focuses on high-quality companies with a 15%+ ROE for ten years, indicating sustained advantages. Quarterly performance benefited from underweights in the Financials and Communications Services and higher exposure to the Industrials sector, while underweight exposure in the Energy and Utilities sectors and overweight in Consumer Discretionary hurt performance. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Jensen Quality Mid Cap Fund highlighted Keysight Technologies, Inc. (NYSE:KEYS) as a notable contributor. Keysight Technologies, Inc. (NYSE:KEYS) designs and manufactures electronic design and test solutions for communications, electronics, and aerospace and defense (A&D) industries. On May 11, 2026, Keysight Technologies, Inc. (NYSE:KEYS) closed at $366.36 per share. One-month return of Keysight Technologies, Inc. (NYSE:KEYS) was 10.86%, and its shares gained 121.96% over the past 52 weeks. Keysight Technologies, Inc. (NYSE:KEYS) has a market capitalization of $62.83 billion.
Jensen Quality Mid Cap Fund stated the following regarding Keysight Technologies, Inc. (NYSE:KEYS) in its Q1 2026 investor letter:
"Keysight Technologies, Inc. (NYSE:KEYS), a manufacturer of instruments used in the design, simulation, manufacture and testing of electronic systems, was the largest contributor to Portfolio performance during the quarter. Specific products made by KEYS include oscilloscopes that measure and test voltage signals, signal generators that simulate wireless signals (such as 5G and Bluetooth), and power device analyzers that verify the electrical performance, yield, and reliability of semiconductors. We believe KEYS outperformed due to reporting strong sales, earnings, and order growth in each of the past four quarters as the company continues to benefit from the build-out of AI infrastructure. The company remains a core holding in the Portfolio due to its strong market share, diversified customer base, solid balance sheet, and attractive valuation."
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Keysight Technologies, Inc. (KEYS) Beats Earnings, JP Morgan Raises Price Target to $177
Keysight Technologies, Inc. (NYSE:KEYS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 51 hedge fund portfolios held Keysight Technologies, Inc. (NYSE:KEYS) at the end of the fourth quarter, up from 44 in the previous quarter. Keysight Technologies, Inc. (NYSE:KEYS) revenue grew 23% on a reported basis in the first quarter of fiscal 2026 to $1.60 billion. While we acknowledge the potential of Keysight Technologies, Inc. (NYSE:KEYS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Keysight Technologies, Inc. (NYSE:KEYS) and shared Ariel Appreciation Fund's views on the company. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. This article is originally published at Insider Monkey.
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- It's Time to Take Profits in These Very Overvalued Stocks
May 12, 2026 · youtube.com
Trading at big premiums, these are stocks to sell.
