Should Keysight's (KEYS) Latest mmWave Launch and Guidance Upgrade Prompt Investor Action?

• In recent days, Keysight Technologies introduced two new millimeter-wave frequency extender modules and a precision calibration kit, as well as showcased its latest RF and mmWave innovations targeting next-generation wireless, defense, and semiconductor markets.
• The updated 2025 revenue guidance points to stronger demand for advanced test solutions, underscoring Keysight's role in supporting AI-driven communications and rapid technology shifts.
• We'll examine how the launch of broadband VNA accessories enhances Keysight's investment case for growth in AI and wireless technology markets.

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Keysight Technologies Investment Narrative Recap

To be a Keysight Technologies shareholder, you need to believe that robust demand for high-frequency, AI-driven test solutions will sustain growth, especially as digital infrastructure and next-gen wireless technologies accelerate. Recent product launches and upgraded guidance reinforce the narrative, but the ongoing risk from rising tariffs remains material; if mitigation efforts lag, net margins and competitiveness could come under pressure, which is the most important near-term risk to monitor. The launch of the NA5305A and NA5307A frequency extender modules is especially relevant because it directly targets the expanding need for precise broadband, single-sweep S-parameter measurements in the fast-growing AI and wireless sectors, supporting Keysight’s strategic positioning amidst rapid technology transitions. However, in contrast, investors should be aware that mitigation of tariff-related expenses is still uncertain and the full impact on profitability could...

Read the full narrative on Keysight Technologies (it's free!)

Keysight Technologies is projected to reach $6.3 billion in revenue and $1.2 billion in earnings by 2028. This outlook is based on a 6.5% annual revenue growth rate and an increase in earnings of about $656 million from the current $544 million.

Uncover how Keysight Technologies' forecasts yield a $187.60 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community range from US$154.61 to US$190.01 per share, reflecting a broad spread of views. With tariff-driven cost pressures still a key risk to earnings, consider how widely investor expectations can differ when assessing where Keysight’s growth story may lead.

Explore 5 other fair value estimates on Keysight Technologies - why the stock might be worth 9% less than the current price!

Build Your Own Keysight Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Keysight Technologies research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free Keysight Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Keysight Technologies' overall financial health at a glance.

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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.

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