Polymer Capital Management HK LTD Buys New Holdings in Keysight Technologies Inc. $KEYS

Polymer Capital Management HK LTD purchased a new position in Keysight Technologies Inc. (NYSE:KEYS) during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 2,949 shares of the scientific and technical instruments company’s stock, valued at approximately $1,032,000.

A number of other institutional investors also recently bought and sold shares of the business. AQR Capital Management LLC lifted its stake in Keysight Technologies by 92.6% during the 1st quarter. AQR Capital Management LLC now owns 27,216 shares of the scientific and technical instruments company’s stock valued at $3,965,000 after acquiring an additional 13,085 shares during the period. Integrated Wealth Concepts LLC increased its stake in shares of Keysight Technologies by 5.0% in the first quarter. Integrated Wealth Concepts LLC now owns 2,581 shares of the scientific and technical instruments company’s stock worth $387,000 after acquiring an additional 122 shares during the period. Empowered Funds LLC increased its stake in shares of Keysight Technologies by 30.0% in the first quarter. Empowered Funds LLC now owns 10,652 shares of the scientific and technical instruments company’s stock worth $1,595,000 after acquiring an additional 2,461 shares during the period. Geneos Wealth Management Inc. raised its holdings in shares of Keysight Technologies by 66.5% during the first quarter. Geneos Wealth Management Inc. now owns 393 shares of the scientific and technical instruments company’s stock worth $59,000 after purchasing an additional 157 shares during the last quarter. Finally, Sivia Capital Partners LLC purchased a new position in shares of Keysight Technologies during the second quarter worth $254,000. 84.58% of the stock is owned by hedge funds and other institutional investors.

Keysight Technologies Trading Down 0.1%

KEYS stock opened at $315.95 on Monday. Keysight Technologies Inc. has a 52-week low of $158.79 and a 52-week high of $374.96. The company has a quick ratio of 1.62, a current ratio of 2.02 and a debt-to-equity ratio of 0.28. The firm has a market cap of $54.00 billion, a P/E ratio of 43.40, a PEG ratio of 1.80 and a beta of 1.22. The company’s 50-day simple moving average is $332.86 and its 200-day simple moving average is $315.99.

Keysight Technologies (NYSE:KEYS) last announced its quarterly earnings results 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. The firm had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.75 billion. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%.Keysight Technologies’s revenue for the quarter was up 36.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.72 EPS. 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. As a group, equities analysts forecast that Keysight Technologies Inc. will post 9.03 EPS for the current fiscal year.

Key Stories Impacting Keysight Technologies

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

• Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update
• Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook
• Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength
• Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise
• Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies
• Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Citigroup reaffirmed a “buy” rating on shares of Keysight Technologies in a report on Wednesday. Weiss Ratings upgraded Keysight Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday. Wall Street Zen cut Keysight Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. Robert W. Baird upped their target price on Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 19th. Finally, Truist Financial upped their target price on Keysight Technologies from $376.00 to $400.00 and gave the stock a “hold” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Keysight Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $392.83.

Insider Buying and Selling at Keysight Technologies

In other news, SVP Ingrid A. Estrada sold 2,000 shares of the company’s stock in a transaction that occurred on 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 directly owned 105,861 shares of the company’s stock, valued at $36,084,839.07. This represents a 1.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satish Dhanasekaran sold 507 shares of the company’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $361.32, for a total value of $183,189.24. Following the transaction, the chief executive officer directly owned 121,391 shares of the company’s stock, valued at approximately $43,860,996.12. The trade was a 0.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 5,507 shares of company stock valued at $1,904,669. Company insiders own 0.40% 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.