How Recent Shifts Are Changing the Investment Story for Keysight Technologies
November 12, 2025
Keysight Technologies’ consensus analyst price target has seen a slight increase, moving from $187.60 to $190.46 as market expectations adjust in response to recent developments. This uptick reflects optimism from analysts who cite accelerating growth prospects, fueled by artificial intelligence infrastructure and recent acquisitions that are driving operational efficiencies and long-term demand. Stay tuned to discover practical ways to keep updated as shifts in sentiment continue to shape Keysight’s investment story.
Stay updated as the Fair Value for Keysight Technologies shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Keysight Technologies.
🐂 Bullish Takeaways
-
UBS initiated coverage of Keysight Technologies with a Buy rating and a notably high price target of $220, recognizing Keysight as a global leader in test and design solutions.
-
Analysts at UBS believe the company is approaching an inflection point and forecast growth acceleration propelled by artificial intelligence infrastructure and synergies from recent acquisitions.
-
UBS highlighted continued momentum in Keysight’s core business, with expectations of margin expansion and the potential for a re-rating of the stock as execution and cost efficiencies improve.
-
Barclays, while lowering its price target to $195 from $200, maintained an Overweight rating and pointed to stable demand and a positive outlook following a fiscal Q3 beat and upward revenue revision for fiscal 2025.
🐻 Bearish Takeaways
-
Jefferies downgraded Keysight Technologies to Hold from Buy and reduced its price target to $180 from $181 after assuming coverage, reflecting a more cautious stance on near-term upside.
-
Jefferies described Keysight as a high-quality industrial player with continued growth in commercial communications and electronics but expressed concerns that the stock’s valuation already reflects its forecasted organic growth.
-
Barclays noted that although demand is stable there are potential impacts from tariffs, with some risks deferred into the next fiscal quarter, suggesting near-term uncertainty.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
-
Keysight Technologies launched PNT Xe, a new GNSS simulation platform by Spirent Communications (now part of Keysight). This expands accessible and efficient testing for positioning, navigation, and timing in both commercial and military sectors.
-
The company validated the first 5G new radio non-terrestrial networks (NR-NTN) test cases under 3GPP Release 17. This provides chipset and device makers with industry-standard compliance tools to accelerate market entry.
-
Keysight collaborated with MediaTek to demonstrate pre-6G integrated sensing and communication (ISAC) technology. This marks a significant step toward future 6G deployment and enhanced network efficiency.
-
The introduction of Quantum System Analysis establishes a new quantum Electronic Design Automation tool. This enables advanced system-level simulation and optimization for quantum system engineers.
-
Consensus Analyst Price Target has risen slightly from $187.60 to $190.46, reflecting updated market expectations.
-
Discount Rate has increased from 8.41% to 8.64%, indicating a marginal rise in perceived risk or required return.
-
Revenue Growth projections have improved from 6.54% to 7.39%, suggesting stronger anticipated sales momentum.
-
Net Profit Margin has edged up from 19.38% to 19.45%, pointing to expectations for modestly higher profitability.
-
Future P/E has remained stable, shifting only marginally from 32.28x to 32.29x, showing little change in valuation multiples.
A Narrative makes investing clearer by connecting every company’s story to its actual financial numbers. Instead of relying only on data, Narratives let investors see the “why” behind the numbers by tying forecasts and fair values directly to real-world trends. On Simply Wall St’s Community page, millions of users follow Narratives that update automatically when news or earnings hit, helping them decide if it’s time to buy or sell based on Fair Value versus Price.
Discover what’s shaping Keysight Technologies’ outlook. Read the full Keysight Technologies Narrative and follow to stay ahead on:
-
How AI-driven demand, next-generation wireless, and software expansion are fueling growth and reducing risk.
-
Why robust government and defense spending, advanced R&D, and acquisitions may support multi-year stability.
-
Key risks such as tariff impacts, macro uncertainty, and dependency on emerging tech, along with what could change the investment story.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include KEYS.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
Terms and Privacy Policy
Search
RECENT PRESS RELEASES
Related Post
