Opinions Kim Bolton
Keysight Technologies Inc.KEYSBUYFeb 22, 2023
Kim BoltonOwned
$159.72
Stock price when the opinion was issued
$338.33
As of May 29, 2026. Market Open.
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TOP PICK
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 BoltonOwned
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HOLD
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 BoltonOwned
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COMMENT
5G testing instruments. He has bought aggressively in the past but doesn't own now. The company has had a great five year run and he still likes the management and products. However he feels there are better opportunities in the semi-conductor space such as KLA, LAM, Tokyo Electron. He referred both to testing and research in his comments.
DON'T BUY
Made a decision to move to the sideline a couple months due to concern about reaching the peak of 5G adoption and there will be 6G. If we start to see a moderation in the growth of 5G installations, it might be time to look into other ideas. 5G requires a significant demand in semiconductors. Prefers companies that are more unavoidable in semiconductor manufacturing.
Not 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.