Opinions David Fingold
Keysight Technologies Inc.KEYSTOP PICKOct 24, 2017
David FingoldStock price when the opinion was issued
As of May 29, 2026. Market Open.
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On the platform part of quantum -- middle part of the stack -- helps quantum make inferences. A measurement company, so it's one of the major players testing chips before they get rolled out.
His 12-month price target is $403. May seem pricey, but keep it on your radar. Buy in thirds here, at $340, and at $320. No dividend.
Kim Bolton
Modern-day measurement company. He trimmed after last quarter's difficult earnings, but is still engaged with them. His 12-month price target is $187.70.
Kim BoltonNot in his portfolio, but in separately managed accounts. Had a good run. Earnings beat on top and bottom, but shy on guidance. Design and test solutions, measurement in the chip space. Pullback is a terrific place to buy.
Kim Bolton
Makes electronic test equipment. This is Hewlett-Packard, but without the printers, medical equipment or computers. It’s the business Hewlett-Packard founded in their garage back in the 1930s, which really invented the whole category of electronic tests. This is a good opportunity and timely because 5G wireless is coming. If you want to develop and deploy 5G wireless, you need to deal with one of a small group of companies, Tektronix, Roddy and Schwartz and Ritzy (?), but he likes Keysight the best. They have a significant defence segment, and thinks it can be a higher component of their revenues. They are better at detecting RF (radio frequency) emissions than anyone else, and have their own semiconductor foundry where they make the chips. (Analysts’ price target is $50.)