Keysight Technologies Receives New Buy Rating from Mizuho Securities, Sets $195 Price Target

Mizuho Securities maintained a Buy rating and set a price target of $195 for Keysight Technologies, while Barclays analyst Tim Long also recommended a Buy. However, Bank of America Securities reiterated a Hold rating. The company's market capitalization is $28.3B and has a P/E ratio of 52.15. Corporate insider sentiment is negative, with an increase in insider selling over the past quarter.

In recent market developments, Mizuho Securities maintained a Buy rating and set a price target of $195 for Keysight Technologies (KEYS), while Barclays analyst Tim Long also recommended a Buy. However, Bank of America Securities reiterated a Hold rating, signaling a mix of investor sentiment towards the company [1].

Keysight Technologies, a global provider of electronic design and test solutions, operates in two segments: Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG). The company's market capitalization stands at $28.3 billion, with a Price-Earnings (P/E) ratio of 52.15 [2].

The latest quarterly results from Keysight Technologies showed a strong performance, with revenue growing by 7% year-over-year to $1.31 billion. The Communications Solutions Group (CSG) reported a 9% increase in revenue, driven by AI testing and high-speed connectivity demand. The Electronic Industrial Solutions Group (EISG) contributed $393 million in revenue, up 5% year-over-year, driven by defense spending and semiconductor demand [1].

Despite the positive earnings, corporate insider sentiment remains negative, with an increase in insider selling over the past quarter. This shift in sentiment could be attributed to various factors, including macroeconomic headwinds and geopolitical uncertainties [2].

Mizuho Securities and Barclays' optimistic ratings are backed by the company's strong analyst consensus, with 7 of 8 recent ratings being Buy. However, the Hold rating from Bank of America Securities suggests caution, possibly due to concerns about tariffs and market challenges [1].

Keysight Technologies' strategic positioning in AI infrastructure and defense spending, along with its 25% operating margin and robust R&D investment, positions it as a resilient player in the tech sector. The company's ability to navigate macroeconomic headwinds and its diversified business model are key factors that analysts consider when evaluating its long-term prospects [1].

Investors should closely monitor the company's upcoming earnings report in July 2025 for further clarity on its growth trajectory and potential headwinds. The mixed analyst ratings and corporate insider sentiment highlight the need for a balanced approach when considering an investment in Keysight Technologies.

References:
[1] https://www.ainvest.com/news/keysight-technologies-keys-high-conviction-buy-ai-growth-tailwinds-2508/
[2] https://robinhood.com/us/en/stocks/KEYS/