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Wrapping up Q2 earnings, we look at the numbers and key takeaways for the inspection instruments stocks, including Keysight (NYSE:KEYS) and its peers.
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
The chip-design software maker wants to add a royalty on the custom AI chips its biggest customers build, on top of the interface IP license fees it already charges them.
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 98 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Upg
CDNS' rising cash flow, 2026 buyback plans and strategic investments test whether it can fund growth while rewarding shareholders.
KEYS' EDA solutions are accelerating advanced chip design, cutting cycles by over 50% and enabling AI chips to reach tape-out in under six weeks.
VIAVI Solutions' diverse portfolio is driving growth across data centers and aerospace, while new capabilities broaden its market reach.
In August 2026, Keysight Technologies reported third-quarter sales of US$1,846 million and net income of US$397 million, raised its fourth-quarter 2026 revenue outlook to between US$1.93 billion and US$1.95 billion, and announced Scott Reese’s appointment to its board with roles on the Nominating, Corporate Governance, Audit, and Finance Committees. Keysight also highlighted expanding adoption of its EDA software, with AttoTude Inc. reporting design cycle times cut by more than half and...
Keysight Technologies (NYSE: KEYS) appointed Scott Reese, an experienced technology executive with leadership roles at GE Vernova and Autodesk, to its Board of Directors. Reese brings a background in industrial software and cloud transformation that may influence Keysight's focus in these areas. AttoTude Inc. reported major design efficiency gains using Keysight's EDA tools, including shorter design cycles and consistent first pass silicon outcomes in advanced RF and THz chip projects. The...
The average of price targets set by Wall Street analysts indicates a potential upside of 30% in Keysight (KEYS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
On August 18, Keysight Technologies (NYSE:KEYS) delivered a fiscal third quarter that beat the high end of its own guidance across the board. Revenue climbed 36% year over year to $1.85 billion, non-GAAP earnings per share jumped 79% to $3.07, and orders topped $2 billion for the second straight quarter. Management raised its outlook for […]
Keysight Technologies has notably outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
CDNS' AI-driven design complexity fuels strong growth, record backlog and a raised 2026 outlook.
Orders topped $2 billion for the second straight quarter amid AI infrastructure and defense demand.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
Keysight’s second quarter results were met with a positive market reaction, as the company delivered revenue and adjusted earnings per share above Wall Street’s expectations. Management attributed this outperformance to broad-based demand across its key markets, highlighting the impact of accelerating investment in artificial intelligence (AI) infrastructure, next-generation semiconductors, and defense modernization. CEO Satish Dhanasekaran credited growth in both the Communications Solutions an
A critical piece of the AI supply chain has seen its stock slide back to a familiar floor, forcing investors to ask if history's powerful rebound rhyme is about to repeat.
Keysight Technologies (KEYS), Macro Bank (BMA), and ZIM Integrated Shipping Services (ZIM) are three top-rated stocks to consider after crushing earnings expectations last week.
Keysight just delivered a great quarter. So why did investors rush to sell its stock?
Keysight Technologies, Inc. (NYSE:KEYS) delivered a fiscal third quarter that made AI testing look increasingly central to its growth story. Revenue increased 36.5% to $1.846 billion, while non-GAAP earnings rose 79% to $3.07 per share and exceeded consensus estimates. Management forecast fourth-quarter non-GAAP earnings of $3.34 to $3.40 per share and revenue of $1.93 billion […]
KEYS' AI infrastructure, 6G and semiconductor momentum drove strong fiscal Q3 growth and support an upbeat fiscal Q4 outlook.
Keysight Technologies (NYSE:KEYS) reported record fiscal third-quarter 2026 results, with revenue, orders and earnings exceeding the high end of its guidance range, as demand accelerated across AI infrastructure, semiconductor, aerospace and defense, and industrial markets. Chief Executive Officer
Keysight Technologies (NYSE: KEYS) reported record third quarter results, with both orders and revenue reaching new highs. The company raised its outlook for the remainder of 2026, citing strong demand tied to AI infrastructure and data center spending. Management highlighted broad demand for its testing solutions across high growth areas such as AI hardware and advanced communications. This kind of performance in AI infrastructure testing puts Keysight alongside a broader group of stocks...
Keysight Technologies is back in focus after an updated model lifted its assessed fair value from about US$383.08 to roughly US$415.08, an increase of around 8%. This shift sits alongside Street research that remains skewed to the positive, with several firms raising price targets following recent Q2 and Q3 results and highlighting AI driven test intensity, record orders and operating leverage. As you read on, you will see how to track these moving pieces and use the evolving analyst...
The options market is charging less volatility than the stock has actually delivered over the past year, which makes the width of the priced band the part a holder should read.
SNPS' Design IP business is gaining momentum as AI drives demand for high-speed interconnect and customized semiconductor IP solutions.
Keysight's EISG segment is gaining from AI infrastructure, advanced semiconductors, automotive tech and energy transition demand.
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic’s early days, […]
In August 2026, Lockheed Martin and partners including Verizon, NVIDIA, Keysight Technologies, ODC and Astris AI showcased the NetSense Airspace Awareness-as-a-Service system, advanced NGI Stage 2 testing, expanded its Strigo modular defense solutions, and supported Firefly Aerospace’s extended launch agreement to enhance responsive space access. Together with over US$152 million in recent Department of Defense contracts and inclusion in a US$920 million Air Force award pool, these moves...
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