Keysight Technologies (NYSE:KEYS) Updates Q4 2026 Earnings Guidance

Keysight Technologies (NYSE:KEYS) issued an update on its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.340-3.400 for the period, compared to the consensus EPS estimate of 2.630. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.8 billion. Keysight Technologies also updated its FY 2026 guidance to 11.460-11.460 EPS.

Keysight Technologies Stock Down 5.5%

Shares of NYSE:KEYS opened at $341.35 on Wednesday. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.90 and a quick ratio of 1.51. The stock has a market cap of $58.34 billion, a price-to-earnings ratio of 56.14, a P/E/G ratio of 2.04 and a beta of 1.22. The company has a 50 day moving average of $334.12 and a 200-day moving average of $313.94. Keysight Technologies has a one year low of $152.85 and a one year high of $374.96.

Keysight Technologies (NYSE:KEYS) last announced its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, beating the consensus estimate of $2.48 by $0.59. Keysight Technologies had a net margin of 17.25% and a return on equity of 21.58%. The business had revenue of $1.85 billion for the quarter, compared to analyst estimates of $1.75 billion. During the same period in the prior year, the business posted $1.72 earnings per share. Keysight Technologies’s revenue was up 36.5% compared to the same quarter last year. Keysight Technologies has set its Q4 2026 guidance at 3.340-3.400 EPS and its FY 2026 guidance at 11.460-11.460 EPS. On average, sell-side analysts forecast that Keysight Technologies will post 9.03 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Barclays reaffirmed an “overweight” rating on shares of Keysight Technologies in a research note on Wednesday. Wells Fargo & Company lifted their target price on Keysight Technologies from $300.00 to $390.00 and gave the stock an “overweight” rating in a report on Wednesday, May 20th. The Goldman Sachs Group reissued a “buy” rating on shares of Keysight Technologies in a research note on Wednesday, May 20th. Citigroup increased their price target on Keysight Technologies from $320.00 to $396.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Morgan Stanley raised their price target on Keysight Technologies from $305.00 to $350.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 20th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Keysight Technologies has a consensus rating of “Moderate Buy” and an average target price of $371.92.

Insider Buying and Selling

In other Keysight Technologies news, SVP Ingrid A. Estrada sold 2,000 shares of the stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total transaction of $681,740.00. Following the completion of the transaction, the senior vice president owned 105,861 shares in the company, valued at approximately $36,084,839.07. This represents a 1.85% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of Keysight Technologies stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $346.58, for a total value of $1,039,740.00. Following the completion of the sale, the director directly owned 21,821 shares in the company, valued at $7,562,722.18. This represents a 12.09% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 5,507 shares of company stock valued at $1,904,669. Company insiders own 0.40% of the company’s stock.

Key Keysight Technologies News

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

• Positive Sentiment: Q3 results significantly exceeded estimates. Keysight reported adjusted earnings of $3.07 per share, versus consensus estimates near $2.46–$2.48, while revenue rose 36.5% year over year to $1.85 billion, ahead of the approximately $1.75 billion forecast. Keysight Technologies 3Q Profit, Revenue Up on Growth in Commercial Communications
• Positive Sentiment: Management raised its outlook. Keysight expects fourth-quarter revenue of $1.93 billion to $1.95 billion and adjusted EPS of $3.34 to $3.40, both above Wall Street expectations. Full-year fiscal 2026 guidance was raised to approximately $7.1 billion in revenue and $11.46 in EPS, versus prior consensus estimates of about $6.9 billion and $10.00, respectively. Keysight raises fiscal 2026 outlook
• Positive Sentiment: Demand trends remain favorable. Growth in commercial communications and accelerating investment in artificial-intelligence data centers are increasing demand for Keysight’s testing software and electronic measurement tools. Keysight forecasts quarterly profit above estimates
• Neutral Sentiment: Keysight is also hosting an October Digital Intermediate Frequency Interoperability Consortium PlugFest, highlighting its role in satellite communications testing and interoperability. The event supports industry visibility but is unlikely to materially affect near-term earnings. DIFI PlugFest Showcase Day
• Negative Sentiment: The stock declined despite the earnings beat. The pullback suggests the strong results and raised guidance may already have been reflected in the share price, leaving investors focused on valuation risk; Keysight trades at a high earnings multiple following a substantial run toward its 52-week high. Stocks making the biggest moves after hours

Institutional Investors Weigh In On Keysight Technologies

Several institutional investors have recently bought and sold shares of the company. Price T Rowe Associates Inc. MD grew its stake in shares of Keysight Technologies by 0.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 17,419,811 shares of the scientific and technical instruments company’s stock worth $3,539,532,000 after acquiring an additional 85,693 shares in the last quarter. State Street Corp lifted its position in shares of Keysight Technologies by 2.5% in the fourth quarter. State Street Corp now owns 8,191,895 shares of the scientific and technical instruments company’s stock worth $1,664,511,000 after purchasing an additional 200,279 shares in the last quarter. Boston Partners boosted its holdings in Keysight Technologies by 3.4% during the third quarter. Boston Partners now owns 4,870,268 shares of the scientific and technical instruments company’s stock worth $851,525,000 after purchasing an additional 160,728 shares during the last quarter. Northern Trust Corp boosted its holdings in Keysight Technologies by 1.7% during the third quarter. Northern Trust Corp now owns 2,076,126 shares of the scientific and technical instruments company’s stock worth $363,156,000 after purchasing an additional 34,098 shares during the last quarter. Finally, Invesco Ltd. grew its position in Keysight Technologies by 2.0% in the third quarter. Invesco Ltd. now owns 2,046,941 shares of the scientific and technical instruments company’s stock valued at $358,051,000 after purchasing an additional 41,037 shares in the last quarter. Institutional investors own 84.58% of the company’s stock.

Keysight Technologies Company Profile

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.