Will Keysight’s (KEYS) Singapore Quantum Pact and AI Push Reshape Its Research-Driven Investment Narrative?

• In December 2025, Keysight Technologies announced a five-year Master Research Collaboration Agreement with Singapore’s leading quantum research institutions, alongside new AI-powered design assistants and advanced automotive and cybersecurity demonstrations unveiled around CES 2026.
• Together, these moves highlight how Keysight is deepening its role in quantum computing while embedding AI across its software tools and automotive test ecosystem, reinforcing its push into higher-value, research-intensive segments.
• We’ll now examine how the Singapore quantum collaboration, in particular, could influence Keysight’s existing investment narrative around AI and R&D.

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Keysight Technologies Investment Narrative Recap

To own Keysight, you need to believe its test and measurement franchise can keep compounding through AI, software and high-value R&D markets, even as tariffs and end-market cycles pressure margins. The Singapore quantum collaboration strengthens the longer-term R&D story but does not materially change the near term focus on managing new tariff costs and the risk that AI infrastructure spending could cool from recent levels.

Among the latest updates, the AI-powered Chat and Copilot assistants for Advanced Design System feel most directly connected to the quantum agreement, because both deepen Keysight’s software and workflow integration. If these tools help sustain software growth and stickier customer relationships, they could incrementally offset some margin pressure from tariffs while reinforcing the thesis that software and services become a larger share of the business over time.

Yet, beneath these R&D wins, investors should still be aware of the new tariffs and what happens if mitigation actions take longer than expected...

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

Keysight Technologies' narrative projects $6.3 billion revenue and $1.2 billion earnings by 2028. This requires 6.5% yearly revenue growth and an earnings increase of roughly $656 million from $544.0 million today.

Uncover how Keysight Technologies' forecasts yield a $215.54 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community span roughly US$173 to US$216 per share, reflecting a wide spread of expectations. Against that backdrop, the reliance on sustained R&D investment and successful adoption in areas like quantum and advanced semiconductors could be a key swing factor for Keysight’s longer term performance.

Explore 5 other fair value estimates on Keysight Technologies - why the stock might be worth 13% 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 2 key rewards and 1 important warning sign 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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