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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$60.6B
171M shares
52-week range
$152.85 – $374.96
92% from low
Sector
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
Exchange
NYSE
CS
Keysight Technologies is a leader in the field of testing and measurement, helping electronics OEMs and suppliers alike bring products to market to fit industry standards and specifications. Keysight specializes in the communications market, but also supplies into the government, automotive, industrial, and semiconductor manufacturing markets. Keysight's solutions include testing tools, analytical software, and services. The firm's stated objective is to reduce time to market and improve efficiency at its more than 30,000 customers.
www.keysight.comNo one on the platform currently holds KEYS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 110,299 | $17.7M |
| Bridgewater Associatesas of 2026-03-31 | 75,544 | $21.3M |
No one on the platform has traded KEYS yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6.9B | +29.2% | $10.17 | $9.67–$10.42 | 35.1× | 6 |
| 2027 | $7.7B | +11.4% | $11.86 | $10.87–$12.95 | 30.0× | 6 |
| 2028 | $8.4B | +9.1% | $13.37 | $12.84–$13.90 | 26.7× | 2 |
| 2029 | $7.5B | -10.1% | $11.18 | $10.84–$11.59 | 31.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-19 | $2.32 | $2.87 | +23.7% |
| 2026-02-23 | $2.00 | $2.17 | +8.5% |
| 2025-11-24 | $1.83 | $1.91 | +4.4% |
| 2025-08-19 | $1.67 | $1.72 | +3.0% |
| 2025-05-20 | $1.65 | $1.70 | +3.0% |
| 2025-02-25 | $1.69 | $1.82 | +7.7% |
| 2024-11-19 | $1.57 | $1.65 | +5.1% |
| 2024-08-20 | $1.35 |
| $1.57 |
| +16.3% |
| $60.2B |
| — |
| HPEHewlett Packard Enterprise Company | $59.83 | +1.77% | $79.2B | — |
| JBLJabil Inc. | $370.36 | +1.15% | $38.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Verizon Teams Up With Nvidia, Lockheed Martin To Turn 5G Into A Drone-Tracking System $VZ $LMT $NVDA $KEYS https://stocktwits.com/news/equity/markets/verizon-teams-up-with-nvidia-lockheed-martin-to-turn-5-g-into-a-drone-tracking-system/cZopuP6RJW6
View on StockTwits ↗$LMT $VZ $NVDA $KEYS Lockheed Martin collaborates with Verizon, Nvidia and Keysight on NetSense Lockheed Martin (LMT), in collaboration with Verizon (VZ), Nvidia (NVDA), Keysight Technologies (KEYS), ODC and Astris AI, recently showcased how commercial off-the-shelf technologies can make detecting and tracking unmanned aircraft systems more accessible, faster to deploy, and easier to scale for public and critical infrastructure protection. In a July demonstration in the Miami area, the NetSense Airspace Awareness-as-a-Service system demonstrated an AI-enabled system capable of identifying, tracking and monitoring UAS utilizing existing 5G networks. The technology has broad commercial applications across critical infrastructure, large-scale events at stadiums, utilities like power plants, and places like schools, hospitals and airports. City, state and federal government customers can also gain proactive monitoring and alerts from the NetSense solution.
View on StockTwits ↗Wall St is expecting 2.48 EPS for $KEYS Q3 [Reporting 08/18 AMC] http://www.estimize.com/intro/keys?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$VIAV quietly turned a missed acquisition into a major strategic win. Back in 2024, VIAVI lost the Spirent deal after bidding about $1.3B against $KEYS at $1.5B. Then everything changed. The DOJ challenged the Keysight + Spirent combination, forcing the divestiture of three critical businesses: • High-speed ethernet testing • Network security testing • Channel emulation In October 2025, $VIAV acquired those assets for just $425M cash -capturing roughly 40% of Spirent's revenue at a fraction of the original purchase price. The company went from owning the physical layer of networking to covering Layer 0 through Layer 7. Now the high-speed network testing market has effectively become a $VIAV + $KEYS duopoly. This is why I believe the market is underestimating VIAVI’s positioning in AI infrastructure, optical networking, and next-generation connectivity. Keeping an eye on: $AEHR $FORM $COHU Welcome to my personal webpage for the latest trading ideas, strategies, and market insights.
View on StockTwits ↗$CAH $KEYS $LNG $COHR $TAK Cardinal Health benefits from healthcare distribution, Keysight leads electronic testing equipment, Cheniere Energy benefits from growing LNG exports, Coherent rides AI photonics demand, and Takeda continues expanding its global pharmaceutical portfolio.
View on StockTwits ↗$KEYS this AI infra names hold up really well though out the AI blood bath
View on StockTwits ↗Flagship SteadyTape folio — today's simulated entries: $NBIS $DELL $KEYS $XLF $IGV. This is the sim folio that grew $300K to $12.5M since 2015. Watch every daily trade free → https://steadytape.io/#daily-trades #stockmarket #quants (Simulated backtest — not advice)
View on StockTwits ↗Wall St is expecting 2.48 EPS for $KEYS Q3 [Reporting 08/19 AMC] http://www.estimize.com/intro/keys?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$KEYS Buying Opportunity JP Morgan raises target price to $400 from $390
View on StockTwits ↗$KEYS Bullish read through from $AEHR last night. These guys and $VIAV should be seeing the exact same trends, even though they sit at slightly different ends of the same supply chain
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.