KEYS Keysight Technologies Loading... : Bullish and Bearish Analyst Opinions

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09:25
Aug 31
ParadisLabs AI/Semiconductor Analyst
KEYS watch on optical test
Watch KEYS for optical test equipment exposure as silicon photonics scales; author lists as second-order name without position.
KEYS
MED
05:35
Aug 31
aleabitoreddit Reddit DD Author / Independent Trader
Watch KEYS on CPO test exposure
Watch KEYS as a CPO testing player; part of a research basket, not an author-owned long.
KEYS
MED
14:57
Aug 19
TheValueist Founder, Atlas Peak Research
"Watch Keysight after record test orders"
WATCH KEYS as a read-through of Keysight's record orders and platform strategy. The research flags share gains and broad workflow wins, but no author-owned long is stated.
KEYS
MED
14:57
Aug 19
TheValueist Founder, Atlas Peak Research
"KEYS watch: Q3 beat shows AI demand"
Watch KEYS; the Q3 beat and record order growth confirm AI-infrastructure demand, but the author does not state a position.
KEYS
MED
13:54
Aug 19
Chloe Reporter, Bloomberg Bloomberg Markets
Keysight benefits from AI and defense spending.
Keysight Technologies reported a forecast ahead of expectations and is well positioned to benefit from continued spending on AI infrastructure, defense, and 6G networks.
KEYS 1ST
MED
02:14
Aug 19
photoncap Photonics & Semiconductor Research Author
Silicon photonics production acceleration noted at Keysight
Keysight FQ3 notes accelerating commercial silicon photonics production and record wireline orders; author flags this as a possible production-stage signal but does not commit directionally.
KEYS
LOW
22:03
Aug 18
jasonschips AI Photonics Trader
KEYS beat, record orders, guidance above Street
Reports KEYS earnings beat with record orders and above-Street Q4 guidance; factual recap, no directional commitment from speaker.
KEYS
LOW
20:30
Aug 18
Management is clearly bullish, raising guidance significantly, with record orders across all segments and a strong pipeline. They see a durable multi-year demand cycle driven by AI, defense modernization, and 6G.
KEYS
HIGH
20:09
Aug 18
AlphaSense AI market intelligence platform
Keysight reports record third quarter revenue and earnings with strong year-over-year growth.
Keysight reports record third quarter revenue and earnings with strong year-over-year growth and CEO expresses confidence in sustaining momentum.
KEYS
20:06
Aug 18
TheValueist Founder, Atlas Peak Research
Keysight beat Q3 estimates and guided Q4 above consensus with strong orders and margins.
Keysight beat Q3 estimates and guided Q4 above consensus with strong orders and margins, but the post is a factual earnings summary without an explicit position.
KEYS
LOW
20:00
Aug 17
r/wallstreetbets community Reddit community discussion
Keysight Technologies (KEYS) is reporting earnings tomorrow. Community members are explicitly calling for the stock to "print" following the earnings release, indicating bullish expectations on the print and guidance. Long KEYS into or immediately following the earnings announcement. Earnings plays are inherently volatile; a miss or poor guidance could result in a sharp drawdown.
KEYS 1ST
LOW
05:24
Aug 11
photoncap Photonics & Semiconductor Research Author
KEYS critical for 800G/1.6T optical validation
Author identifies KEYS as highly relevant for high-speed optical validation as the industry migrates to 800G/1.6T, where test complexity and demand increase.
KEYS
MED
14:06
Aug 10
pequityresearch Semiconductor & Technology Research Author
Cites Nomura optical laser chip research.
Cites Nomura Securities research on the global optical laser chip ecosystem and competitive landscape, no directional view.
KEYS
MED
02:10
Aug 07
TheValueist Founder, Atlas Peak Research
"Watch defense-electronics arsenal-rebuild beneficiaries"
"Watch this defense-electronics arsenal-rebuild basket as a beneficiary map, not an author-owned long. The research note spans replacement, capacity-reset, and modernization cycles with varying purity; no position or ownership is disclosed."
KEYS
MED
01:20
Aug 07
TheValueist Founder, Atlas Peak Research
Watch Keysight as second-order defense beneficiary.
Watch Keysight as a second-order defense-electronics/test beneficiary; legitimate read-through exists but with less favorable purity and economics than primary names.
KEYS
MED
22:40
Aug 05
TheValueist Founder, Atlas Peak Research
"Watch high-speed test names on complexity."
Watch high-speed test vendors as 800G/1.6T, CPO, and Ultra Ethernet increase test content; Viavi's broader portfolio also creates competitive share pressure. Wireless softness is a separate constraint for KEYS. No position stated.
KEYS
MED
12:30
Aug 05
KawzInvests Author, Asymmetrical Bets (Substack)
Keysight named as VIAV duopoly counterpart post-divestiture
Author references Keysight as the other leg of a DOJ-engineered duopoly in high-speed ethernet testing, following its forced divestiture of three business lines to VIAVI for $425M.
KEYS
LOW
00:48
Aug 05
KawzInvests Author, Asymmetrical Bets (Substack)
KEYS vs VIAV share unknown in 1.6T test
KEYS named as the primary competitor to VIAV in 1.6T production test; speaker acknowledges unknown market share split between the two in optical transceiver validation.
KEYS
LOW
05:00
Jul 31
crux_capital_ Independent Photonics & AI Infrastructure Researcher
Buy KEYS ahead of its 08/18 earnings; author extrapolates a test/measurement sector earnings.
Buy KEYS ahead of its 08/18 earnings; author extrapolates a test/measurement sector earnings beat pattern across the group and expects KEYS to outperform similarly.
KEYS 1ST
MED
02:28
Jul 29
crux_capital_ Independent Photonics & AI Infrastructure Researcher
Beneficiary map, not explicit long.
Photonics supply-chain beneficiary/research map; no explicit author long/buy/hold/actionable position.
KEYS
LOW
07:41
Jul 23
TheValueist Founder, Atlas Peak Research
Watch industrial automation and test-and-measurement names as TI's broad analog demand signals.
Watch industrial automation and test-and-measurement names as TI's broad analog demand signals a positive cycle for these beneficiaries.
KEYS
MED
04:58
Jun 19
Damnang Substack author, Damnang’s Substack
Speaker highlights these semi-equipment names as potential beneficiaries of a compute.
Speaker highlights these semi-equipment names as potential beneficiaries of a compute commoditization trend, referencing an article.
KEYS
LOW
03:20
Jun 19
crux_capital_ Independent Photonics & AI Infrastructure Researcher
The author lists numerous tickers as part of upcoming research and company maps without stating.
The author lists numerous tickers as part of upcoming research and company maps without stating any current positions or forward calls, making them all watch items.
KEYS
LOW
13:17
Jun 01
TheValueist Founder, Atlas Peak Research
Watch KEYS as the author highlights strong management conversations and pipeline visibility.
Watch KEYS as the author highlights strong management conversations and pipeline visibility, but does not disclose any position; treat as research commentary.
KEYS
MED
19:49
May 28
ParadisLabs AI/Semiconductor Analyst
Watch KEYS for photonic/optical test exposure to CPO mass production scaling.
Watch KEYS for photonic/optical test exposure to CPO mass production scaling. Testing bottleneck resolution is identified as one of the key unlocks for CPO to reach volume production in 2026.
KEYS
MED
04:07
May 22
TheValueist Founder, Atlas Peak Research
Long Keysight Technologies for electronic design and test equipment.
Long Keysight Technologies for electronic design and test equipment, benefiting from semiconductor R&D and manufacturing complexity.
KEYS
HIGH
21:45
May 21
TheValueist Founder, Atlas Peak Research
Long KEYS as the dominant test platform with record AI infrastructure validation demand.
Long KEYS as the dominant test platform with record AI infrastructure validation demand, also benefiting from 6G and automotive test tailwinds.
KEYS
HIGH
20:30
May 19
Management is raising full-year growth expectations due to strong AI/defense/semi demand, and sees a historically typical sequential increase in Q4.
KEYS
HIGH
18:05
May 19
ParadisLabs AI/Semiconductor Analyst
Long KEYS as a provider of RF and microwave test equipment critical for SpaceX's satellite.
Long KEYS as a provider of RF and microwave test equipment critical for SpaceX's satellite and communication systems.
KEYS
HIGH
21:11
May 16
ParadisLabs AI/Semiconductor Analyst
The tweet provides a detailed list of inferred and confirmed SpaceX supply chain tickers.
The tweet provides a detailed list of inferred and confirmed SpaceX supply chain tickers but offers no forward-looking trade thesis, only factual mapping and research suggestions.
KEYS
HIGH

About KEYS Analyst Coverage

Buzzberg tracks KEYS (Keysight Technologies) across 15 sources. 5 bullish vs 0 bearish calls from 16 analysts. Sentiment: predominantly bullish (11%). 46 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: ParadisLabs, aleabitoreddit, TheValueist.