Keysight Technologies Poised to Benefit from AI, A&D Segment, Morgan Stanley Says

MT Newswires Live00:02

Keysight Technologies (KEYS) is poised to benefit from increased investments in Artificial Intelligence, the Aerospace and Defense segment, Morgan Stanley said in a note Tuesday.

The company is expected to see meaningful revenue growth as artificial intelligence enters a compounding cycle and investment in aerospace and defense grows, the brokerage said.

The firm noted that between Q3 and Q4, the company has seen clear evidence of strength in AI and the aerospace and defense segment, and that investments in 6G are helping accelerate business.

Morgan Stanley said Keysight has good visibility into Q2, driven by the strength of Q1 orders, with deliveries in aerospace and defense expected.

Revenue in H2, particularly Q3 and Q4, won't be extrapolated, and operating expenses are rising due to delayed integration synergies from the Spirent acquisition, the brokerage noted.

Morgan Stanley raised its Q2 and fiscal year 2026 earnings per share estimates to $2.31 and $8.70 from $1.87 and $7.96, respectively.

Morgan Stanley maintained its equal weight rating on the stock and raised its price target to $268 from $227.

Keysight Technologies' shares are up nearly 20% in recent Tuesday trading.

Price: 293.01, Change: +48.01, Percent Change: +19.60

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