Keysight Technologies' (KEYS) momentum can continue through fiscal 2025, following its fiscal Q4 beat, as the company banks on artificial intelligence opportunities in the communications business and amid signs of improvement in wireless tech, Morgan Stanley said in a Wednesday note.
The company reported late Tuesday fiscal Q4 non-GAAP earnings of $1.65 per diluted share, down from $1.99 a year earlier, as revenue fell to $1.29 billion from $1.31 billion a year earlier.
Morgan Stanley said Keysight Technologies' electronic industrial solutions group and aerospace, defense and government business drove the quarter's top line, buoyed by seasonality and ongoing investments in space, satellites, and government modernization.
"Our estimates for fiscal Q1 and fiscal 2025 remain largely unchanged, though we continue to account for revenue seasonality and opex trajectory across the year," said Morgan Stanley.
Morgan Stanley reiterated its overweight rating on Keysight Technologies, with a higher price target of $180 from $165.
Price: 160.66, Change: +8.53, Percent Change: +5.61
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