Keysight Technologies to Benefit From AI Spending With Architecture-Agnostic Exposure, Morgan Stanley Says

MT Newswires Live07-13 22:36

Keysight Technologies (KEYS) is set to benefit from the surge in AI infrastructure spending due to its architecture-agnostic exposure, Morgan Stanley said in a Monday note.

The increase of different designs in AI architecture raises the test intensity and widens the number of customer programs that Keysight can serve, Morgan Stanley analysts said, noting that the company has more than 50% of its revenue come from research and development as well as lab use cases.

Keysight offers lower volatility compared to other firms in the AI space, as its growth is not limited to AI, serving other sectors such as aerospace & defense, semiconductor test, and wireless communications, according to the note. Each end market carries its own multi-year investment case, the analysts said.

Further, the positive impact of AI tailwinds appears underappreciated, as AI revenue has grown to an estimated mid-teens percentage of revenue in H1 from around 10% at the end of 2025, the firm noted. The company's customer base is also expanding across R&D and manufacturing, the analysts added.

Morgan Stanley upgraded the company's stock rating to overweight from equal-weight and raised the price target to $400 from $350.

Price: 328.30, Change: +6.25, Percent Change: +1.94

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2651110509?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-13 22:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2651110509","market":"fut","top_or_hot":-1,"title":"Keysight Technologies to Benefit From AI Spending With Architecture-Agnostic Exposure, Morgan Stanley Says","media":"MT Newswires Live","content":"<html><body><p> Keysight Technologies (KEYS) is set to benefit from the surge in AI infrastructure spending due to its architecture-agnostic exposure, Morgan Stanley said in a Monday note.</p><p>The increase of different designs in AI architecture raises the test intensity and widens the number of customer programs that Keysight can serve, Morgan Stanley analysts said, noting that the company has more than 50% of its revenue come from research and development as well as lab use cases.</p><p>Keysight offers lower volatility compared to other firms in the AI space, as its growth is not limited to AI, serving other sectors such as aerospace &amp; defense, semiconductor test, and wireless communications, according to the note. Each end market carries its own multi-year investment case, the analysts said.</p><p>Further, the positive impact of AI tailwinds appears underappreciated, as AI revenue has grown to an estimated mid-teens percentage of revenue in H1 from around 10% at the end of 2025, the firm noted. The company's customer base is also expanding across R&amp;D and manufacturing, the analysts added.</p><p>Morgan Stanley upgraded the company's stock rating to overweight from equal-weight and raised the price target to $400 from $350.</p><p>Price: 328.30, Change: +6.25, Percent Change: +1.94</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Keysight Technologies to Benefit From AI Spending With Architecture-Agnostic Exposure, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeysight Technologies to Benefit From AI Spending With Architecture-Agnostic Exposure, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-13 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Keysight Technologies (KEYS) is set to benefit from the surge in AI infrastructure spending due to its architecture-agnostic exposure, Morgan Stanley said in a Monday note.</p><p>The increase of different designs in AI architecture raises the test intensity and widens the number of customer programs that Keysight can serve, Morgan Stanley analysts said, noting that the company has more than 50% of its revenue come from research and development as well as lab use cases.</p><p>Keysight offers lower volatility compared to other firms in the AI space, as its growth is not limited to AI, serving other sectors such as aerospace &amp; defense, semiconductor test, and wireless communications, according to the note. Each end market carries its own multi-year investment case, the analysts said.</p><p>Further, the positive impact of AI tailwinds appears underappreciated, as AI revenue has grown to an estimated mid-teens percentage of revenue in H1 from around 10% at the end of 2025, the firm noted. The company's customer base is also expanding across R&amp;D and manufacturing, the analysts added.</p><p>Morgan Stanley upgraded the company's stock rating to overweight from equal-weight and raised the price target to $400 from $350.</p><p>Price: 328.30, Change: +6.25, Percent Change: +1.94</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AIPO","symbol_name":"Defiance AI and Power Infrastructure ETF","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2651110509","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651110509","pubTimestamp":1783953412,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Keysight Technologies  is set to benefit from the surge in AI infrastructure spending due to its architecture-agnostic exposure, Morgan Stanley said in a Monday note.The increase of different designs in AI architecture raises the test intensity and widens the number of customer programs that Keysight can serve, Morgan Stanley analysts said, noting that the company has more than 50% of its revenue come from research and development as well as lab use cases.Keysight offers lower volatility compared to other firms in the AI space, as its growth is not limited to AI, serving other sectors such as aerospace & defense, semiconductor test, and wireless communications, according to the note. Each end market carries its own multi-year investment case, the analysts said.Further, the positive impact of AI tailwinds appears underappreciated, as AI revenue has grown to an estimated mid-teens percentage of revenue in H1 from around 10% at the end of 2025, the firm noted. The company's customer base ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AIPO":"Defiance AI and Power Infrastructure ETF","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","QTOC":"Innovator Growth Accelerated Plus ETF - October","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","VTHR":"Vanguard Russell 3000 ETF","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","ARTY":"ISHARES FUTURE AI & TECH ETF","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","BK4157":"电子设备和仪器","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","AGIX":"通用人工智能 ETF-AGIX","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","BK4602":"量子计算概念","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","BK4515":"5G概念","KEYS":"Keysight Technologies Inc","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","BK4588":"碎股","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD"},"translate_title":"摩根士丹利表示，是德科技公司将通过与架构无关的曝光从人工智能支出中受益","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KEYS":1.5,"QTOC":1.5,"ARTY":1.5,"AIPO":1.5,"AGIX":1.5,"CHAT":1.5,"VTHR":1.5},"content_text":"Keysight Technologies (KEYS) is set to benefit from the surge in AI infrastructure spending due to its architecture-agnostic exposure, Morgan Stanley said in a Monday note.The increase of different designs in AI architecture raises the test intensity and widens the number of customer programs that Keysight can serve, Morgan Stanley analysts said, noting that the company has more than 50% of its revenue come from research and development as well as lab use cases.Keysight offers lower volatility compared to other firms in the AI space, as its growth is not limited to AI, serving other sectors such as aerospace & defense, semiconductor test, and wireless communications, according to the note. Each end market carries its own multi-year investment case, the analysts said.Further, the positive impact of AI tailwinds appears underappreciated, as AI revenue has grown to an estimated mid-teens percentage of revenue in H1 from around 10% at the end of 2025, the firm noted. The company's customer base is also expanding across R&D and manufacturing, the analysts added.Morgan Stanley upgraded the company's stock rating to overweight from equal-weight and raised the price target to $400 from $350.Price: 328.30, Change: +6.25, Percent Change: +1.94","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.45.2","shortVersion":"4.45.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2651110509","isCrawlerRequest":true}