Keysight Technologies (KEYS)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-29
$329.84-1.69%
Close 2026-10-29 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-29
Research Workspace
Put KEYS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electronic Equipment & Instruments is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 26% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, the balance sheet, guidance credibility.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskHealthy across the board
KEYS depends on AI data-center growth, with accelerating revenue as the engine. Revenue growth rose from 23% to 36% year over year; Q3 FY2026 earnings beat. KEYS trades at 34× P/E versus a 30× peer median. Expectations look modest versus our growth view, despite that premium. A 21% next-quarter miss probability and the Mania market cycle threaten the premium. Peer multiples imply a price about 26% below where it trades; our read remains intact.
Trailing returns as of 2026-10-29. KEYS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering KEYS (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for KEYS in the last 4 months.
Continue this research
Compare KEYS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| KEYS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Equipment & Instruments — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put KEYS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Sustain strong revenue growth and market expansion
AI and 6G growth aligns with revenue expansion goals.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $329.84
The last 12 months of price, then the range of analyst 12-month targets from today’s $329.84.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Sustain strong revenue growth and market expansion
Growth broadening supports revenue expansion objective.
Advances: Sustain strong revenue growth and market expansion
Strong orders indicate robust revenue growth potential.
Advances: Revenue growth for fiscal year 2025
Raised outlook indicates strong revenue growth potential.
Advances: Revenue growth for fiscal year 2025
Raised outlook supports revenue growth for fiscal year 2025.
Advances: Sustain strong revenue growth and market expansion
AI-driven equipment growth supports revenue expansion.
Advances: Sustain strong revenue growth and market expansion
Record orders and revenue indicate strong market demand.
Advances: Revenue growth for fiscal year 2025
Guidance for Q4 revenue raises fiscal 2026 outlook.
