Investment Opportunities in Phase 2 of the AI Supercycle
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy KEYS?
Source: Fool
- Strong Performance by Keysight: Keysight Technologies reported $1.6 billion in revenue for Q1 2026, marking a 23% year-over-year increase, with record orders of $1.65 billion, as wireline revenue surpassed wireless for the first time, highlighting strong demand for 800G and 1.6T optical transceiver validation, crucial for AI infrastructure development.
- Growth Outlook: Management guided for fiscal 2026 revenue growth of “just above 20%,” and after a 23% stock surge, Keysight trades around $290 per share, approximately 10% below the analyst consensus price target, indicating strong market confidence in its future growth.
- Calix Platform Innovation: The launch of Calix One, which integrates cloud software, AI agents, and managed services, has been adopted by one-third of its 1,200 broadband provider customers, demonstrating its strong appeal in the small and midsized rural broadband market, particularly in areas underserved by Comcast.
- Government Funding Support: Calix is securing billions in funding through the federal Broadband Equity, Access, and Deployment (BEAD) program, facilitating fiber deployments across Illinois, Indiana, Kentucky, and Michigan, thereby strengthening its market position and growth potential.
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Analyst Views on KEYS
Wall Street analysts forecast KEYS stock price to fall
10 Analyst Rating
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 318.330
Low
205.00
Averages
222.30
High
232.00
Current: 318.330
Low
205.00
Averages
222.30
High
232.00
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.
Keysight and Sateliot Win ESA Innovation Award for 6G Project
- Award Recognition: Keysight Technologies and Sateliot's joint project has been awarded by the European Space Agency (ESA) and GSMA Foundry Innovation Challenge, highlighting their cutting-edge innovation in 5G non-terrestrial networks and reinforcing their leadership in future communication technologies.
- Funding Support Context: The project received funding from ESA Member States, aimed at fostering 6G innovation, particularly in satellite-terrestrial convergence, demonstrating ESA's commitment to enhancing Europe's competitiveness in the global communications market.
- Technological Integration Benefits: The proposal integrates blockchain, artificial intelligence, and machine learning to optimize network reliability and enable real-time anomaly detection, enhancing network autonomy and operational efficiency to meet future commercial deployment needs.
- Industry Impact Enhancement: This award not only showcases the collaborative achievements of Keysight and Sateliot in technological innovation but also emphasizes the importance of promoting reliable non-terrestrial network services globally, aiding operators in accelerating the deployment of standards-based NTN services.
See More
Investment Opportunities in Phase 2 of the AI Supercycle
- Strong Performance by Keysight: Keysight Technologies reported $1.6 billion in revenue for Q1 2026, marking a 23% year-over-year increase, with record orders of $1.65 billion, as wireline revenue surpassed wireless for the first time, highlighting strong demand for 800G and 1.6T optical transceiver validation, crucial for AI infrastructure development.
- Growth Outlook: Management guided for fiscal 2026 revenue growth of “just above 20%,” and after a 23% stock surge, Keysight trades around $290 per share, approximately 10% below the analyst consensus price target, indicating strong market confidence in its future growth.
- Calix Platform Innovation: The launch of Calix One, which integrates cloud software, AI agents, and managed services, has been adopted by one-third of its 1,200 broadband provider customers, demonstrating its strong appeal in the small and midsized rural broadband market, particularly in areas underserved by Comcast.
- Government Funding Support: Calix is securing billions in funding through the federal Broadband Equity, Access, and Deployment (BEAD) program, facilitating fiber deployments across Illinois, Indiana, Kentucky, and Michigan, thereby strengthening its market position and growth potential.
See More
InterDigital Demonstrates New Milestones in AI-Enhanced Services
- AI Training Challenges: At the 6G@UT Forum, InterDigital showcased advancements in AI-enhanced services, addressing the management challenges of AI model training in wireless networks through collaboration with The University of Texas and Keysight Technologies to promote real-time OTA-FL training applications.
- Energy-Efficient Edge Intelligence: The company will conduct a live demonstration of multi-user multiple input multiple output (MIMO) OTA-FL, utilizing fewer spectrum resources to achieve more efficient AI training, highlighting the potential for optimizing energy efficiency at the edge device and promoting sustainable wireless networks.
- Innovations in Intelligent Infrastructure: InterDigital presented innovations supporting AI-enabled teleoperation, where predictive AI agents stabilize real-time uplink video under degraded network conditions, and a GenAI assistant enhances human judgment for safer remote vehicle operation, showcasing the convergence of wireless and AI capabilities.
- Industry Leadership: Douglas Castor, Head of Wireless Research at InterDigital, will participate in the panel discussion “6G: What’s in, What’s Out, and Why?” at the forum, sharing insights on the company's research, standards, and pre-standards efforts shaping 6G, further solidifying its leadership position in wireless technology.
See More
Keysight Launches Virtual Process Simulation Solution
- Virtual Process Simulation: Keysight Technologies has launched Keysight Assembly, a solution designed to help manufacturers identify assembly issues earlier in development, thus avoiding costly production problems, particularly in automotive and industrial manufacturing.
- Cost Risk Reduction: Developed in collaboration with automotive OEMs, this solution enables engineers to simulate shop-floor processes without requiring finite element modeling skills, significantly reducing recall and warranty claim costs due to late defect discovery.
- Production Efficiency Improvement: Keysight Assembly integrates with existing stamping simulation software, allowing engineers to validate stamped-part data during assembly, thereby shortening production timelines and improving assembly accuracy while reducing reliance on trial-and-error methods.
- Enhanced Visibility: The solution helps teams identify distortion and dimensional risks much earlier through guided workflows and templates, ensuring that issues can be detected before physical prototyping, thus lowering modification costs and accelerating time-to-market.
See More
Keysight Unveils Automotive Ethernet Testing Solutions at AEC
- Testing Solutions Showcase: Keysight will demonstrate new automotive Ethernet receiver compliance test solutions at the Automotive Ethernet Congress in Germany, supporting validation from 10BASE-T1S to 10GBASE-T1, enabling automakers to accelerate the transition to high-speed zonal architectures.
- Critical Testing Requirement: As vehicles become increasingly software-defined and data-intensive, receiver testing has emerged as a mission-critical requirement to ensure the reliability and safety of next-generation automotive platforms, and Keysight's new solutions are designed to address this need.
- Collaborative Technical Development: The 10BASE-T1S Receiver Test Solution, developed in collaboration with BitifEye Digital Test Solutions GmbH, offers comprehensive automated receiver compliance test software that ensures compliance with the Open Alliance TC14 PMA testing specifications.
- Innovation Driving Industry Growth: Keysight's Vice President Thomas Goetzl stated that the launch of the 10BASE-T1S receiver test portfolio and the nGBASE-AU optical solution equips the automotive industry with the necessary tools to accelerate innovation and ensure robust, standards-compliant performance.
See More
Keysight Launches Three Semiconductor Teaching Solutions
- Launch of Teaching Solutions: Keysight Technologies has announced three semiconductor teaching lab solutions aimed at preparing university students for careers in the global semiconductor industry, covering areas such as Basic Design and Measurement, Parametric Test and On-Wafer Measurement, and Photonics IC Measurement.
- Enhanced Practical Experience: These solutions provide students with hands-on experience using industry-standard tools and workflows, enabling them to perform fundamental electrical tests and device characterization in real semiconductor R&D and manufacturing environments, thereby enhancing their employability.
- Bridging Education and Industry: Keysight addresses the growing industry demand by offering a structured learning pathway that connects theoretical knowledge with practical applications, ensuring graduates possess the skills required by the industry upon completion of their studies.
- Support and Collaboration: Lim Han Sing, Vice President at Keysight, emphasized the critical role of collaboration between educators and the industry in developing the next generation of semiconductor engineers, stating that this initiative will bridge the gap between education and practical experience, supporting the future workforce.
See More
Keysight and Sateliot Win ESA Innovation Award for 6G Project
- Award Recognition: Keysight Technologies and Sateliot's joint project has been awarded by the European Space Agency (ESA) and GSMA Foundry Innovation Challenge, highlighting their cutting-edge innovation in 5G non-terrestrial networks and reinforcing their leadership in future communication technologies.
- Funding Support Context: The project received funding from ESA Member States, aimed at fostering 6G innovation, particularly in satellite-terrestrial convergence, demonstrating ESA's commitment to enhancing Europe's competitiveness in the global communications market.
- Technological Integration Benefits: The proposal integrates blockchain, artificial intelligence, and machine learning to optimize network reliability and enable real-time anomaly detection, enhancing network autonomy and operational efficiency to meet future commercial deployment needs.
- Industry Impact Enhancement: This award not only showcases the collaborative achievements of Keysight and Sateliot in technological innovation but also emphasizes the importance of promoting reliable non-terrestrial network services globally, aiding operators in accelerating the deployment of standards-based NTN services.
See More
Investment Opportunities in Phase 2 of the AI Supercycle
- Strong Performance by Keysight: Keysight Technologies reported $1.6 billion in revenue for Q1 2026, marking a 23% year-over-year increase, with record orders of $1.65 billion, as wireline revenue surpassed wireless for the first time, highlighting strong demand for 800G and 1.6T optical transceiver validation, crucial for AI infrastructure development.
- Growth Outlook: Management guided for fiscal 2026 revenue growth of “just above 20%,” and after a 23% stock surge, Keysight trades around $290 per share, approximately 10% below the analyst consensus price target, indicating strong market confidence in its future growth.
- Calix Platform Innovation: The launch of Calix One, which integrates cloud software, AI agents, and managed services, has been adopted by one-third of its 1,200 broadband provider customers, demonstrating its strong appeal in the small and midsized rural broadband market, particularly in areas underserved by Comcast.
- Government Funding Support: Calix is securing billions in funding through the federal Broadband Equity, Access, and Deployment (BEAD) program, facilitating fiber deployments across Illinois, Indiana, Kentucky, and Michigan, thereby strengthening its market position and growth potential.
See More
InterDigital Demonstrates New Milestones in AI-Enhanced Services
- AI Training Challenges: At the 6G@UT Forum, InterDigital showcased advancements in AI-enhanced services, addressing the management challenges of AI model training in wireless networks through collaboration with The University of Texas and Keysight Technologies to promote real-time OTA-FL training applications.
- Energy-Efficient Edge Intelligence: The company will conduct a live demonstration of multi-user multiple input multiple output (MIMO) OTA-FL, utilizing fewer spectrum resources to achieve more efficient AI training, highlighting the potential for optimizing energy efficiency at the edge device and promoting sustainable wireless networks.
- Innovations in Intelligent Infrastructure: InterDigital presented innovations supporting AI-enabled teleoperation, where predictive AI agents stabilize real-time uplink video under degraded network conditions, and a GenAI assistant enhances human judgment for safer remote vehicle operation, showcasing the convergence of wireless and AI capabilities.
- Industry Leadership: Douglas Castor, Head of Wireless Research at InterDigital, will participate in the panel discussion “6G: What’s in, What’s Out, and Why?” at the forum, sharing insights on the company's research, standards, and pre-standards efforts shaping 6G, further solidifying its leadership position in wireless technology.
See More
Keysight Launches Virtual Process Simulation Solution
- Virtual Process Simulation: Keysight Technologies has launched Keysight Assembly, a solution designed to help manufacturers identify assembly issues earlier in development, thus avoiding costly production problems, particularly in automotive and industrial manufacturing.
- Cost Risk Reduction: Developed in collaboration with automotive OEMs, this solution enables engineers to simulate shop-floor processes without requiring finite element modeling skills, significantly reducing recall and warranty claim costs due to late defect discovery.
- Production Efficiency Improvement: Keysight Assembly integrates with existing stamping simulation software, allowing engineers to validate stamped-part data during assembly, thereby shortening production timelines and improving assembly accuracy while reducing reliance on trial-and-error methods.
- Enhanced Visibility: The solution helps teams identify distortion and dimensional risks much earlier through guided workflows and templates, ensuring that issues can be detected before physical prototyping, thus lowering modification costs and accelerating time-to-market.
See More
Keysight Unveils Automotive Ethernet Testing Solutions at AEC
- Testing Solutions Showcase: Keysight will demonstrate new automotive Ethernet receiver compliance test solutions at the Automotive Ethernet Congress in Germany, supporting validation from 10BASE-T1S to 10GBASE-T1, enabling automakers to accelerate the transition to high-speed zonal architectures.
- Critical Testing Requirement: As vehicles become increasingly software-defined and data-intensive, receiver testing has emerged as a mission-critical requirement to ensure the reliability and safety of next-generation automotive platforms, and Keysight's new solutions are designed to address this need.
- Collaborative Technical Development: The 10BASE-T1S Receiver Test Solution, developed in collaboration with BitifEye Digital Test Solutions GmbH, offers comprehensive automated receiver compliance test software that ensures compliance with the Open Alliance TC14 PMA testing specifications.
- Innovation Driving Industry Growth: Keysight's Vice President Thomas Goetzl stated that the launch of the 10BASE-T1S receiver test portfolio and the nGBASE-AU optical solution equips the automotive industry with the necessary tools to accelerate innovation and ensure robust, standards-compliant performance.
See More
Keysight Launches Three Semiconductor Teaching Solutions
- Launch of Teaching Solutions: Keysight Technologies has announced three semiconductor teaching lab solutions aimed at preparing university students for careers in the global semiconductor industry, covering areas such as Basic Design and Measurement, Parametric Test and On-Wafer Measurement, and Photonics IC Measurement.
- Enhanced Practical Experience: These solutions provide students with hands-on experience using industry-standard tools and workflows, enabling them to perform fundamental electrical tests and device characterization in real semiconductor R&D and manufacturing environments, thereby enhancing their employability.
- Bridging Education and Industry: Keysight addresses the growing industry demand by offering a structured learning pathway that connects theoretical knowledge with practical applications, ensuring graduates possess the skills required by the industry upon completion of their studies.
- Support and Collaboration: Lim Han Sing, Vice President at Keysight, emphasized the critical role of collaboration between educators and the industry in developing the next generation of semiconductor engineers, stating that this initiative will bridge the gap between education and practical experience, supporting the future workforce.
See More
