Analysts expect Keysight Technologies to report Q3 2026 revenue of $1.75 billion and EPS of $2.48, significantly outperforming the prior $2.16 consensus as the stock trades near $358 with a target of $395. Investors are primarily focused on the company's AI-related testing demand, which saw its H1 2026 business volume already match the entirety of the previous fiscal year.
The Communications Solutions Group remains a key driver, benefiting from high-performance networking upgrades and accelerated 6G research initiatives. Market sentiment is bolstered by record order intake and a doubling of the company's AI customer base, which management highlighted during its recent guidance raise.