Keysight Technologies Inc. has seen its stock price surge by 13.13% following the announcement of a strong revenue forecast for the first quarter of 2025. The company anticipates revenues between $1.53 billion and $1.55 billion, significantly exceeding analysts' expectations of $1.43 billion. This positive outlook is driven by sustained demand for AI workloads in data centers, which has been a key growth area for the company.
In addition to the revenue forecast, Keysight reported a robust fourth quarter performance with revenues of $1.42 billion, surpassing estimates of $1.38 billion. The company also expects adjusted earnings per share to be between $1.95 and $2.01, which is higher than the analysts' forecast of $1.83. This improvement in profitability has further reinforced market confidence in Keysight's growth prospects.
The strong demand for Keysight's electronic design, testing, and simulation software products is expected to continue as data centers expand to support AI workloads. The company's recent product launches, including scalable testing solutions for high-volume electronics production, also highlight its commitment to innovation and addressing industry challenges.
Wall Street analysts forecast KEYS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KEYS is 222.30 USD with a low forecast of 205.00 USD and a high forecast of 232.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
Wall Street analysts forecast KEYS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KEYS is 222.30 USD with a low forecast of 205.00 USD and a high forecast of 232.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 221.500
Low
205.00
Averages
222.30
High
232.00
Current: 221.500
Low
205.00
Averages
222.30
High
232.00
Morgan Stanley
Equal Weight
maintain
$208 -> $227
2025-12-17
Reason
Morgan Stanley
Price Target
$208 -> $227
AI Analysis
2025-12-17
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Keysight Technologies to $227 from $208 and keeps an Equal Weight rating on the shares. The AI trade broadened out from semi names in 2025, helping infrastructure names, particularly within optical, notes the analyst, who believes that trade can continue, particularly in optical, through the first half of 2026. However, investors will "need to get more selective for full year returns given multiples," the analyst added in a year-ahead note on the group.
Jefferies
Saree Boroditsky
Hold
maintain
$195 -> $220
2025-12-10
Reason
Jefferies
Saree Boroditsky
Price Target
$195 -> $220
2025-12-10
maintain
Hold
Reason
Jefferies analyst Saree Boroditsky raised the firm's price target on Keysight Technologies to $220 from $195 and keeps a Hold rating on the shares. The firm's 2026 Multi-Industrials sector positioning is anchored on the three themes of exposure to power and data centers; margin expansion through internal productivity; and a cyclical recovery after two years of subdued volumes, the analyst tells investors.
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Baird
Outperform
maintain
$205 -> $210
2025-11-26
Reason
Baird
Price Target
$205 -> $210
2025-11-26
maintain
Outperform
Reason
Baird raised the firm's price target on Keysight Technologies to $210 from $205 and keeps an Outperform rating on the shares. The firm updated its estimates following solid Q4 results and where they arenetering 2026 with AI-driven momentum and demand breadth.
JPMorgan
Samik Chatterjee
Overweight
maintain
$200 -> $207
2025-11-25
Reason
JPMorgan
Samik Chatterjee
Price Target
$200 -> $207
2025-11-25
maintain
Overweight
Reason
JPMorgan analyst Samik Chatterjee raised the firm's price target on Keysight Technologies to $207 from $200 and keeps an Overweight rating on the shares post the fiscal Q4 report. The firm says an order "inflection" led by artificial intelligence demand positions the company for strong earnings growth in fiscal 2026.
About KEYS
Keysight Technologies, Inc. specializes in the computing, communications and electronics market. Its portfolio of hardware, software, and services enables its customers’ engineering workflows as they design, manufacture, deploy, and optimize their products and solutions. Its segments include Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG). CSG solutions consist of electronic design and test software, instrumentation, systems, and related services, serving customers across the global commercial communications and aerospace, defense, and government end markets. EISG solutions consist of electronic design, test and simulation software, optical design and photonics simulation tools, instrumentation, systems, and related services, serving customers across a diverse set of end markets focused on automotive and energy, semiconductor solutions, and general electronics. Its product categories include oscilloscopes, and digital multimeters, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
