NYSE · Industrials

KEYSIGHT TECHNOLOGIES INC KEYS

Keysight Technologies, Inc. provides electronic design and test solutions worldwide. The company operates through Communications Solutions Group and Electronic Industrial Solutions Group segments. It offers electronic design and test software, instrumentation, systems, and related services used in the design, simulation, validation, manufacturing, installation, and optimization of communication systems in wireless, data center ecosystem, enterprise, and aerospace, defense, and government end markets.

Industrial Machinery/Components

Company profile

Business mix

  • The company operates through Communications Solutions Group and Electronic Industrial Solutions Group segments.
  • It offers electronic design and test software, instrumentation, systems, and related services used in the design, simulation, validation, manufacturing, installation, and optimization of communication systems in wireless, data center ecosystem.
  • The company also develops and deploys communications products and services; and operates communications networks.
  • In addition, it provides electronic design, test and simulation software, instrumentation, systems, computer-aided engineering solutions, and related services used in the design, simulation, validation, manufacturing, installation.

Current key questions

  • Can demand for the company's products and platforms keep growing within scientific & technical instruments?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 53.08 FCF 2.41% Buyback 1.15%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Giverny Capital Francois Rochon 3.3% $91.3M 2026-03-31
Ariel Investments John Rogers 0.6% $57.7M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $31.7M Estimated from net reduced shares
Net share change / base shares -18.9% -141,114 / 747,067
Giverny Capital Francois Rochon 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.3% 13F value change +$23.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 334,046 Last 1 periods -10,862 (-3.3%) Total shares 323,184 Value $91.3M
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -20.9% 13F value change +$5.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 258,309 Last 1 periods -53,985 (-20.9%) Total shares 204,324 Value $57.7M
Bridgewater Associates Ray Dalio 1 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -49.3% 13F value change -$11.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 154,712 Last 1 periods -76,267 (-49.3%) Total shares 78,445 Value $13.7M

Recent mentions

No public mentions.