Keysight's Spirent Acquisition And Cyclical Recovery To Drive 12% EPS Growth In FY25; JP Morgan Upgrades Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 16 2024
0mins
Should l Buy KEYS?
Source: Benzinga
Analyst Upgrade: JP Morgan analyst Samik Chatterjee upgraded Keysight Technologies to Overweight and raised the price target from $170 to $200, citing expectations of increased demand and a cyclical recovery through 2025, particularly following the Spirent acquisition.
Positive Growth Forecast: The analyst anticipates stronger revenue growth in FY25, with a projected 12% EPS growth, driven by broader demand beyond AI, lower capital costs, and increased spending from telecom and semiconductor sectors.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy KEYS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 229.480
Low
205.00
Averages
222.30
High
232.00
Current: 229.480
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.
Investor Fears of Bear Market Intensify
- Shift in Market Sentiment: Since 2022, investor fears of a bear market have intensified, with value, dividend, and international stocks emerging as leaders despite the S&P 500 being virtually flat in 2026, indicating a structural shift in market dynamics.
- Economic Growth Expectations: Concerns about the job market, affordability, and tariff impacts exist, yet expectations for GDP and earnings growth, along with stable inflation, have not raised urgent red flags for the markets, suggesting a wait-and-see approach.
- Investment Strategy Adjustments: Vanguard ETFs offer three strategies to mitigate potential bear market risks, including the Short-Term Treasury ETF (VGSH), which provides a 3.6% yield, ensuring a safe income stream while minimizing volatility.
- Defensive Equity Allocation: The Vanguard U.S. Minimum Volatility ETF (VFMV) helps investors reduce downside risk by investing in stocks expected to exhibit lower volatility, maintaining equity exposure while currently holding significant allocations in technology, industrials, consumer discretionary, and financials.
See More
Quantum Secure Encryption Corp Announces Webinar on Post-Quantum Security
- Cybersecurity Trends: Gartner's 2026 cybersecurity trends report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting a critical shift towards identity-first attack methods that legacy defenses cannot adequately address, necessitating a strategic overhaul in security approaches.
- Market Growth Forecast: Gartner forecasts that sovereign cloud IaaS spending will reach $80 billion in 2026, with Europe, the Middle East, and Asia-Pacific experiencing the highest growth, underscoring the urgency for enterprises to adapt to accelerating data residency mandates to maintain competitiveness.
- Educational Webinar: QSE Corp is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the implications of quantum computing on traditional encryption, expected to attract significant participation from IT leaders and security professionals.
- International Expansion: QSE has renewed its enterprise agreement with The Muthoot Group in India for approximately 14,000 user licenses and entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
See More
Analysis of Keysight Technologies Options Trading
- Options Selling Risk: Selling puts does not provide investors with the same upside potential as owning shares, as the seller only acquires shares if the contract is exercised, necessitating a better outcome than the current market price to justify exercising at the $195 strike.
- Yield Analysis: Unless Keysight's stock falls by 16.7% and the contract is exercised, the only upside for the put seller is the collection of a 6.4% annualized return from the premium, indicating a mismatch between risk and reward in options trading.
- Volatility Assessment: Keysight's trailing twelve-month volatility stands at 34%, and when combined with fundamental analysis, it aids investors in determining whether selling the December put at the $195 strike is worthwhile, especially with the current stock price at $234.76.
- Market Trading Dynamics: In mid-afternoon trading on Friday, the put volume among S&P 500 components reached 1.33 million contracts, matching the call volume, resulting in a put:call ratio of 0.73, which exceeds the long-term median of 0.65, indicating higher-than-expected demand for put options in the market.
See More
Quantum Secure Encryption Corp Announces Webinar on Post-Quantum Security
- Shift in Security Focus: Gartner's report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting the need for companies to transition from traditional perimeter defenses to identity-first security measures to combat emerging cyber threats.
- Webinar Announcement: QSE is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the impact of quantum computing on traditional encryption methods, expected to attract a wide audience of IT leaders and security professionals.
- Global Expansion Strategy: QSE has recently renewed its enterprise agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and has entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
- Market Outlook: With the global post-quantum cryptography market projected to reach $17.69 billion by 2034, QSE is building both the technology platform and market education infrastructure to capture enterprise adoption opportunities as quantum threats escalate.
See More
Analysis of XLK ETF's 52-Week Price Fluctuations
- Price Range Analysis: The XLK ETF's 52-week low is $86.225 per share, with a high of $152.995, and the latest trade at $141.37 indicates relative stability in the current market environment, potentially attracting investor interest.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable insights for investors, helping them better assess market trends and timing for investments.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights those experiencing significant inflows or outflows, which not only affects the overall performance of the ETF but can also have substantial impacts on the individual stocks held within these funds.
See More
Keysight Launches SOS Enterprise Platform for AI-Ready Data Governance
- Automated Data Governance: Keysight's SOS Enterprise platform automates engineering data governance and traceability, enabling organizations to integrate design information across multiple sites, thereby enhancing readiness for AI adoption and addressing productivity losses from manual workflows.
- Enhanced Compliance Tracking: The platform offers enterprise-grade compliance audit trails and role-based access control, meeting regulatory requirements for industries such as aerospace, defense, and automotive, ensuring the security and compliance of sensitive intellectual property.
- Elimination of Manual Work: SOS Enterprise automates traceability and custom workflows throughout the design lifecycle, significantly reducing the time engineering teams spend on data management, allowing them to focus on innovation rather than data handling.
- Improved IP Reuse: The platform enables teams at various locations to discover and reuse validated intellectual property through a single system of record, facilitating faster project orchestration and reducing operational overhead.
See More
Investor Fears of Bear Market Intensify
- Shift in Market Sentiment: Since 2022, investor fears of a bear market have intensified, with value, dividend, and international stocks emerging as leaders despite the S&P 500 being virtually flat in 2026, indicating a structural shift in market dynamics.
- Economic Growth Expectations: Concerns about the job market, affordability, and tariff impacts exist, yet expectations for GDP and earnings growth, along with stable inflation, have not raised urgent red flags for the markets, suggesting a wait-and-see approach.
- Investment Strategy Adjustments: Vanguard ETFs offer three strategies to mitigate potential bear market risks, including the Short-Term Treasury ETF (VGSH), which provides a 3.6% yield, ensuring a safe income stream while minimizing volatility.
- Defensive Equity Allocation: The Vanguard U.S. Minimum Volatility ETF (VFMV) helps investors reduce downside risk by investing in stocks expected to exhibit lower volatility, maintaining equity exposure while currently holding significant allocations in technology, industrials, consumer discretionary, and financials.
See More
Quantum Secure Encryption Corp Announces Webinar on Post-Quantum Security
- Cybersecurity Trends: Gartner's 2026 cybersecurity trends report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting a critical shift towards identity-first attack methods that legacy defenses cannot adequately address, necessitating a strategic overhaul in security approaches.
- Market Growth Forecast: Gartner forecasts that sovereign cloud IaaS spending will reach $80 billion in 2026, with Europe, the Middle East, and Asia-Pacific experiencing the highest growth, underscoring the urgency for enterprises to adapt to accelerating data residency mandates to maintain competitiveness.
- Educational Webinar: QSE Corp is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the implications of quantum computing on traditional encryption, expected to attract significant participation from IT leaders and security professionals.
- International Expansion: QSE has renewed its enterprise agreement with The Muthoot Group in India for approximately 14,000 user licenses and entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
See More
Analysis of Keysight Technologies Options Trading
- Options Selling Risk: Selling puts does not provide investors with the same upside potential as owning shares, as the seller only acquires shares if the contract is exercised, necessitating a better outcome than the current market price to justify exercising at the $195 strike.
- Yield Analysis: Unless Keysight's stock falls by 16.7% and the contract is exercised, the only upside for the put seller is the collection of a 6.4% annualized return from the premium, indicating a mismatch between risk and reward in options trading.
- Volatility Assessment: Keysight's trailing twelve-month volatility stands at 34%, and when combined with fundamental analysis, it aids investors in determining whether selling the December put at the $195 strike is worthwhile, especially with the current stock price at $234.76.
- Market Trading Dynamics: In mid-afternoon trading on Friday, the put volume among S&P 500 components reached 1.33 million contracts, matching the call volume, resulting in a put:call ratio of 0.73, which exceeds the long-term median of 0.65, indicating higher-than-expected demand for put options in the market.
See More
Quantum Secure Encryption Corp Announces Webinar on Post-Quantum Security
- Shift in Security Focus: Gartner's report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting the need for companies to transition from traditional perimeter defenses to identity-first security measures to combat emerging cyber threats.
- Webinar Announcement: QSE is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the impact of quantum computing on traditional encryption methods, expected to attract a wide audience of IT leaders and security professionals.
- Global Expansion Strategy: QSE has recently renewed its enterprise agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and has entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
- Market Outlook: With the global post-quantum cryptography market projected to reach $17.69 billion by 2034, QSE is building both the technology platform and market education infrastructure to capture enterprise adoption opportunities as quantum threats escalate.
See More
Analysis of XLK ETF's 52-Week Price Fluctuations
- Price Range Analysis: The XLK ETF's 52-week low is $86.225 per share, with a high of $152.995, and the latest trade at $141.37 indicates relative stability in the current market environment, potentially attracting investor interest.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable insights for investors, helping them better assess market trends and timing for investments.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights those experiencing significant inflows or outflows, which not only affects the overall performance of the ETF but can also have substantial impacts on the individual stocks held within these funds.
See More
Keysight Launches SOS Enterprise Platform for AI-Ready Data Governance
- Automated Data Governance: Keysight's SOS Enterprise platform automates engineering data governance and traceability, enabling organizations to integrate design information across multiple sites, thereby enhancing readiness for AI adoption and addressing productivity losses from manual workflows.
- Enhanced Compliance Tracking: The platform offers enterprise-grade compliance audit trails and role-based access control, meeting regulatory requirements for industries such as aerospace, defense, and automotive, ensuring the security and compliance of sensitive intellectual property.
- Elimination of Manual Work: SOS Enterprise automates traceability and custom workflows throughout the design lifecycle, significantly reducing the time engineering teams spend on data management, allowing them to focus on innovation rather than data handling.
- Improved IP Reuse: The platform enables teams at various locations to discover and reuse validated intellectual property through a single system of record, facilitating faster project orchestration and reducing operational overhead.
See More
