Keysight Technologies stock gains on strong fiscal Q3 growth and upbeat outlook
Published on 09/14/2026 at 10:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Keysight Technologies stock (ISIN US49338L1035) is trading against the backdrop of a very strong fiscal third quarter 2026, with revenue jumping 36 percent year over year to USD 1.846 billion for the period ended July 31, 2026, according to a Form 8-K summary published on September 13, 2026.StockTitan For investors, the combination of double-digit revenue growth and higher profitability sets the tone for the next few quarters.
Fiscal Q3 2026 results show broad-based strength
According to the Form 8-K summary, Keysight Technologies generated revenue of USD 1.846 billion in its fiscal third quarter 2026, up from USD 1.352 billion in the prior-year quarter, marking a 36 percent increase for the period ended July 31, 2026.StockTitan GAAP net income rose to USD 397 million, or USD 2.30 per diluted share, compared with USD 191 million, or USD 1.10 per diluted share, a gain of 107.8 percent in profit and 109.1 percent in EPS for the same period.StockTitan Non-GAAP net income increased to USD 531 million, or USD 3.07 per share, up from USD 297 million, or USD 1.72 per share a year earlier, representing growth of about 78.8 percent in non-GAAP profit and 78.5 percent in non-GAAP EPS for fiscal Q3 2026.StockTitan
The same filing indicates that Keysight Technologies had already reported strong results in earlier quarters of fiscal 2026, with first-quarter revenue reaching USD 1.60 billion versus USD 1.30 billion a year earlier and second-quarter revenue at USD 1.72 billion compared with USD 1.31 billion in the prior-year period, underscoring broad-based demand across its major segments.StockTitan For retail investors, the stepwise revenue expansion from USD 1.30 billion to USD 1.72 billion and then to USD 1.846 billion over three consecutive fiscal quarters in 2026 highlights a clear growth trajectory.
Guidance points to continued momentum into fiscal Q4 2026
Looking ahead, Keysight Technologies expects fiscal fourth-quarter 2026 revenue between USD 1.930 billion and USD 1.950 billion, with the midpoint implying about 37 percent year-over-year growth for the period, according to the same Form 8-K summary dated September 13, 2026.StockTitan The company projects non-GAAP EPS between USD 3.34 and USD 3.40 for fiscal Q4 2026, based on roughly 172 million diluted shares, suggesting further earnings expansion versus the USD 3.07 non-GAAP EPS delivered in fiscal Q3 2026.StockTitan
The 8-K summary states that Keysight Technologies has improved its full-year outlook for fiscal 2026, reflecting sustained demand in areas such as communications, aerospace and defense, and data-center testing.StockTitan For investors assessing the stock, the guidance range of USD 1.930 billion to USD 1.950 billion in revenue and non-GAAP EPS of up to USD 3.40 in fiscal Q4 2026 indicates that management sees the current growth and margin profile as sustainable into the end of the fiscal year.
Conference commentary reinforces demand trends
Keysight Technologies also discussed its demand environment at the Goldman Sachs Communacopia + Technology Conference 2026, with remarks on September 11, 2026 highlighting strong orders across several end markets.Investing.com At this event, the company emphasized that growth is broadening beyond traditional communications testing into newer data-center and network applications, which supports its higher revenue guidance for fiscal Q4 2026.
For retail investors, conference commentary that aligns with reported figures can be a useful cross-check: the 36 percent revenue increase in fiscal Q3 2026 to USD 1.846 billion and the targeted 37 percent growth midpoint in fiscal Q4 2026 revenue guidance fit with a narrative of expanding demand rather than a one-off spike.StockTitan This combination of hard numbers and qualitative signals helps frame Keysight Technologies stock as a play on sustained investment in test and measurement solutions for increasingly complex digital infrastructure.
Stock valuation and market capitalization context
Keysight Technologies had a market capitalization of about USD 28.411 billion in recent data, placing it among larger mid-cap to lower large-cap technology names in the United States.Macrotrends The same overview shows a trailing price-to-earnings ratio of 27.37 for Keysight Technologies, which investors can compare with the strong earnings growth in fiscal 2026 to gauge whether the current valuation multiples reflect the improved profit trajectory.
When non-GAAP EPS rises from USD 1.72 in the prior-year fiscal third quarter to USD 3.07 in fiscal Q3 2026 and guidance points to up to USD 3.40 in fiscal Q4 2026, a P/E ratio around the high twenties suggests that the market is already pricing in solid growth but not necessarily a speculative bubble.StockTitanMacrotrends For investors, the relationship between earnings momentum and valuation offers a concrete basis for comparing Keysight Technologies with other measurement and test-equipment peers.
Risks and factors to monitor
While the latest fiscal 2026 figures and guidance are strong, investors in Keysight Technologies stock should be aware of potential risks that could affect the trajectory. The Form 8-K summary notes that non-GAAP EPS guidance for the second fiscal quarter 2026 explicitly excluded potential effects of a Supreme Court ruling on tariffs, highlighting that regulatory or trade decisions can influence profitability in future periods.StockTitan In addition, Keysight Technologies operates in markets where capital spending can be cyclical, so slower investment in communications networks or defense budgets could weigh on order growth even as the company broadens its product portfolio.
Against this backdrop, the quantified revenue and earnings progression across fiscal quarters in 2026 gives investors a set of numbers to track. Revenue grew from USD 1.60 billion in fiscal Q1 2026 to USD 1.72 billion in fiscal Q2 2026 and then to USD 1.846 billion in fiscal Q3 2026, while GAAP EPS rose from USD 1.49 in the prior-year fiscal second quarter to USD 2.02 in fiscal Q2 2026 and then to USD 2.30 in fiscal Q3 2026.StockTitan Monitoring whether fiscal Q4 2026 revenue reaches the guided USD 1.930 billion to USD 1.950 billion range and whether non-GAAP EPS lands within the USD 3.34 to USD 3.40 band will be key checkpoints for assessing the durability of Keysight Technologies stock fundamentals.
Keysight Technologies stock price snapshot
As of the most recent available data in mid-September 2026, Keysight Technologies stock is listed on the New York Stock Exchange under the ticker KEYS, with the company carrying a market capitalization in the area of USD 28.411 billion and trading at a trailing P/E ratio of 27.37.Macrotrends For retail investors, this valuation snapshot complements the fiscal 2026 revenue and earnings figures and provides a numerical basis for placing Keysight Technologies stock within the broader US technology and test-equipment landscape.
Keysight Technologies stock key data
- Company: Keysight Technologies, Inc.
- ISIN: US49338L1035
- Ticker: KEYS
- Trading venue: NYSE
- Market capitalization: 28.411 billion USD (as of September 13, 2026)
- Sector / Industry: Information Technology / Electronic Equipment, Instruments and Components
- Index membership: S&P 500
