UBS raises target for Keysight Technologies stock to USD 440.00

Published on 10/06/2026 at 09:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q3 revenue rose 36.00 percent year over year to USD 1.85 billion. Keysight Technologies stock costs EUR 345.10 on October 6, 2026 after EUR 343.55.

Geometrisches Bauhaus-Poster mit Kreisen, Signalwellen und Schriftzug TECH — Keysight Technologies (US49338L1035) verbildlicht ein geometrisches Bauhaus-Poster mit stilisierten Signalwellen und dem großen Wort TECH, Illustration mit AI erstellt.

Keysight Technologies (ISIN US49338L1035) was trading at EUR 345.10 at Lang & Schwarz on October 6, 2026 at 9:15 a.m. CEST, plus 0.45 percent versus the prior close of EUR 343.55. According to Investing.com on October 2, 2026, UBS raised its price target from USD 420.00 to USD 440.00 and maintained a Buy rating.

Q3 growth resets expectations

Keysight's fiscal third-quarter 2026 revenue reached USD 1.846 billion, up 36.00 percent year over year, while orders rose 56.00 percent to USD 2.091 billion. The figures come from the company's earnings call carried by Yahoo Finance, dated August 18, 2026.

Operating margin reached 33.20 percent in fiscal third-quarter 2026, up 8.20 percentage points year over year, and net income was USD 531.00 million. Communications Solutions Group revenue rose 43.00 percent to USD 1.345 billion, while Electronic Industrial Solutions Group revenue increased 21.00 percent to USD 501.00 million.

AI demand meets supply limits

The earnings call linked the acceleration to AI infrastructure, advanced semiconductors, defense modernization and next-generation communications. Software and services represented 33.00 percent of revenue in fiscal third-quarter 2026, while annual recurring revenue represented 24.00 percent of the mix.

The counterweight is execution. Management said supply-chain limitations could govern the conversion of demand into revenue over the next several quarters, even as the pipeline reached a record level. Fiscal fourth-quarter 2026 revenue guidance stands at USD 1.930 billion to USD 1.950 billion, with adjusted earnings per share guided to USD 3.34 to USD 3.40, according to Yahoo Finance.

Valuation leaves less room

Keysight had a market capitalization of USD 65.6 billion as of October 5, 2026. Its primary-exchange quote was USD 384.11 on the NYSE at 3:59 p.m. ET on October 5, 2026, while the 52-week range stood at USD 158.79 to USD 388.75.

That range puts the primary-exchange quote 1.19 percent below the 52-week high, while the euro quote remains the relevant reference for German investors. The combination of record orders, raised guidance and supply constraints makes margin delivery and backlog conversion the key operating markers for the next report.

Stock trades above prior close

At Lang & Schwarz, Keysight Technologies was trading at EUR 345.10 on October 6, 2026 at 9:15 a.m. CEST, plus 0.45 percent versus the prior close of EUR 343.55 on October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Keysight Technologies stock.