News

KEYS' CSG is gaining momentum as AI infrastructure, high-speed connectivity and 6G development fuel strong growth across key businesses.

VIAVI's NSE business is gaining from strong data center demand, 1.6T networking adoption and Spirent contributions, although soft wireless demand remains a concern.

Advantest's AI-driven chip testing demand, memory expansion and rising fiscal 2026 estimates support growth after a 111.7% one-year surge.

CDNS' new RTL Generation Agent automates chip design and optimization, delivering 24% lower area and 18% lower power in early evaluations.

Synopsys (SNPS) sells the electronic design automation software and design IP that chipmakers use to build new chips. Its stock has lost 16.3% over the past year, while the S&P 500 gained 18.5%. A Needham analyst said on the fiscal Q3 2026 earnings call that the question investors keep asking is whether AI could learn to design chips without those tools. The biggest risk is not a sudden break. It is that Ansys revenue could hide the threat inside the headline totals while it builds.

Keysight Technologies (NYSE:KEYS) executives said the company is seeing strong demand tied to artificial intelligence data-center buildouts, while preparing for future opportunities in 6G wireless, aerospace and defense, semiconductor testing and software-defined vehicles. Speaking at a Truist inve

Two years of Synopsys (SNPS) earnings calls show management changing what it explains. The company used to open on problems, some outside its control and some its own. The August 2026 call is built around a joint product with Ansys, agentic AI, and a new way to charge for its design IP. Most of that switch is earned, but parts of it are still a promise.

CDNS is benefiting from rising AI complexity, driving demand for advanced packaging, 3D-IC and differentiated IP.

In early September 2026, Keysight Technologies outlined past and potential acquisitions of smaller suppliers while highlighting disciplined return thresholds, and also showcased advanced high-speed optical and AI data center test solutions spanning photonic design, 1.6T validation, and AI-enabled test automation. The company’s new collaboration with the University of York on AI safety for software-defined vehicles adds an AI validation dimension that complements its expanding role in testing...

Keysight (KEYS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Cadence Design Systems (CDNS) trades at 54.5 times trailing earnings. A multiple that high is a requirement rather than an opinion. The price only works if the business grows into it, and you can work out exactly how much growth it takes. The harder question is whether that calculation deserves your trust here.

Keysight has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.6% to $313.37 per share while the index has gained 13.7%.

Teradyne (TER) makes the equipment that tests semiconductors, and AI data centers have remade a business that last peaked on smartphones in 2021. The stock has returned about 185% over the past year. Even after falling about 32% from its 52-week high, it trades at about 41.8 times trailing adjusted earnings, the least useful number on the screen.

VZ is advancing 6G with AI-native networks, real-world sensing trials and smart technologies, targeting the 2028 Olympics as a key test.

Synopsys (SNPS) trades near $400, and the options market has already drawn the boundaries it expects the stock to hold over roughly the next twelve months: about $251 at the floor and about $630 at the ceiling. That is a very wide year to be holding a single name. What matters is that for this stock, a range that wide is ordinary.

Teradyne (TER) trades at 51.7 times trailing earnings. A multiple that high is a requirement rather than an opinion: the business has to grow into it, and you can work out how much growth that takes. The harder question is whether the calculation deserves your trust when the trailing year has been this unusual.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Synopsys (SNPS) trades about 26% below its 52-week high after falling about 34% over the past year. You can be paid now to agree to buy it well below today's price, and you keep that payment either way. The catch is that you must want the business. One analyst says investors constantly ask whether AI could disrupt the kind of software Synopsys sells, and that a school of thought asks whether AI could design chips end to end without it.

Keysight Technologies (KEYS) has put AI safety in focus after announcing a research collaboration with the Centre for Assuring Autonomy at the University of York to validate artificial intelligence in software-defined vehicles. Keysight Technologies' recent AI safety push comes as the stock trades at US$327.21, with a 7 day share price return of 2.26% after a softer 30 day period and a strong year to date share price return of 58.39%. Meanwhile, the 1 year total shareholder return sits at...

Synopsys powers nearly every advanced chip on the planet, yet its stock has cratered while the broader market surged, and Wall Street analysts are betting that gap closes in a hurry.

Synopsys (SNPS) booked revenue of $2.477 billion in fiscal Q3 2026, up about 42% year over year, and the shares have still lost about 30% over the past twelve months. Look past that headline at the line underneath it: EDA grew 8.5%. That single-digit number is the pace of the design tools business Synopsys had before the Ansys deal.

NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight ride AI demand, with rising estimates and momentum supporting September prospects.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the inspection instruments stocks, including Keysight (NYSE:KEYS) and its peers.

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

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.

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.