NYSE:KEYS

Keysight Technologies Inc. (KEYS)

329.83
-13.28 (3.87%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Keysight Technologies Inc. (KEYS-N) is a prominent measurement company, particularly in the realm of quantum technology, and plays a vital role in testing semiconductor chips prior to their market introduction. Experts recognize its significant position within the quantum stack, which aids in making necessary inferences regarding these technologies. While the current price target stands at $403, analysts suggest a more conservative target of $318.62, indicating a potential valuation challenge since buying is recommended at lower price points of $340 and $320. Additionally, Keysight is also involved in the natural gas sector, which may benefit from the ongoing AI infrastructure developments in the U.S., particularly with its capabilities in pipeline measurements.

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Consensus
Buy
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Valuation
Overvalued
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NEXTERA,NEE
WAIT
Good way to play 5G, though not a pure play. Next catalyst will be in more traditional areas that depend on industrial demand. Big defense segment, which may shrink before increasing. 6G could become reality 5 years from now. He exited because unsure of next catalyst. Strong earnings power. Very fine company, but not sure it's timely.
BUY
Electronic measurements services is now a hot business like this stock, and he likes both.
PAST TOP PICK

(A Top Pick Dec 02/19, Up 44%) Very fine company. Exited for better ideas. He would buy it again. They're very exposed to the 5G market, and he chose to own Teradyne instead.

DON'T BUY
Likes the company, but the stock may not be timely now. They make electronic test equipment. He sold his shares early this year, worried over excessive pre-buying by China who have since been banned by the U.S. government--an uncertainty. Also, the adoption of 5G may happen slower than expected. But it's a fine company with growth ahead, but short term there are better ideas out there.
PAST TOP PICK
(A Top Pick Mar 25/19, Up 11%) The leader in 5G. They make electronic test equipment and defense electronics. We are midway through a defence-spending cycle.
COMMENT
See how it does at $90 which is key support. There was a long uptrend, then a breakdown, so see how it reacts to $90. He thinks it wills stabilize around $90, but if it falls, then it could go down to around $82.
BUY

A 5G stock to buy. They do test and measurement equipment for new network infrastructure. KEYS is good for one year as 5G builds up. Also Sienna and Cisco, and Nokia and Ericsson, which have 2-3 years (the last two starting at the end-2020). It'll be a 5-year consumer cycle. So down the road, look at Apple, who will make a 5G phone. After that, look at the app companies like Facebook.

TOP PICK
Fine managers and boasts a long runway of growth. Strong upward chart and he continues to like it. It's a B2B tech stock. (Analysts’ price target is $115.85)
PAST TOP PICK
(A Top Pick Dec 27/18, Up 74%) Electronic test equipment. 1/3rd is in defense and military. They have high operational leverage. They moved to being relatively unknown to known over the last year. It attracted a broader audience. All their businesses are doing fairly well.
TOP PICK
It is the old HP instrumentation business. It benefits from the Internet of things, 5G wireless, and the electrification of automobiles. (Analysts’ price target is $115.25)
TOP PICK
The original Hewlett-Packard instrumentation business, which began back in 1938. It now operates on its own. They invested in the 5G space and they are a leader in providing equipment there. They are also involved in defense electronics. He thinks 5G peaks in 2022, but then 6G will begin. (Analysts’ price target is $103.00)
BUY
5G Top Pick They are a measurement company that ensures 5G technology infrastructure is working properly. It trades at a decent multiple -- 22 times earnings. This is a recommendation from his analyst son-in-law.
PAST TOP PICK
(A Top Pick Jun 25/18, Up 51%) A spin-off of HP. Does test and measurement equipment, and does well in a new cycle in telecom. The 5G cycle will help them get stronger than normal earnings. Probably has another year for growth, but the easy money has probably been made.
DON'T BUY
An excellent company. Recently sold it due to noise over Huawei. He can't predict when 5G adoption will peak given uncertainty over whether Huawei will be allowed to participate or not. KEYS is trading above its fair value. Also, this is a cyclical business--not a buy-and-hold, so you must know when you will sell it. You have to be right twice with a cyclical: when to buy and sell.
BUY
He likes it and has owned since it was spun off. The 5G cycle has started to kick in. They need to ramp up spending to get ready for 5G. All of these companies do some business with Huawei and that concerns him.
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