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    How Keysight’s (KEYS) New Investor Relations Leadership May Reframe Its Quantum and AI Ambitions

    Simply Wall St·01/06/2026 16:20:48
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    • In late December 2025, Keysight Technologies reported a stronger-than-expected fiscal fourth quarter, advanced its quantum research collaboration in Singapore, expanded AI capabilities in its design software, and saw Senior Vice President Sung Yoon sell about US$183,677 of stock.
    • More recently, Keysight named Liz Morali as head of Investor Relations, underscoring a push to strengthen communication with investors as it pursues innovation in quantum, AI-enabled tools, and semiconductor-related solutions.
    • We’ll now examine how Liz Morali’s appointment to lead investor relations may influence Keysight’s investment narrative and perceived execution strength.

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    Keysight Technologies Investment Narrative Recap

    To own Keysight, you need to believe in long term demand for advanced test and measurement across AI infrastructure, next generation wireless, and semiconductor and quantum R&D, supported by rising software and services. The recent beat in fiscal fourth quarter results and the appointment of a new investor relations lead do not materially change the near term focus on tariff related cost pressures or the risk that AI driven spending in data centers could cool from recent elevated levels.

    Among the latest developments, Keysight’s AI powered assistants in its Advanced Design System design software look most relevant, because they sit right at the intersection of its AI infrastructure testing catalyst and its push to grow higher margin, recurring software revenue. If customers continue to adopt these tools, that could reinforce the idea that Keysight is not just selling instruments, but increasingly embedded in electronic design workflows across its key end markets.

    Yet despite this progress, investors should be aware that tariff related cost inflation could still...

    Read the full narrative on Keysight Technologies (it's free!)

    Keysight Technologies' narrative projects $6.3 billion revenue and $1.2 billion earnings by 2028. This requires 6.5% yearly revenue growth and about a $656 million earnings increase from $544.0 million today.

    Uncover how Keysight Technologies' forecasts yield a $219.77 fair value, a 5% upside to its current price.

    Exploring Other Perspectives

    KEYS 1-Year Stock Price Chart
    KEYS 1-Year Stock Price Chart

    Five fair value estimates from the Simply Wall St Community span roughly US$173 to US$220 per share, highlighting how far opinions can spread. Against this range, the key issue many are weighing is whether rising tariff costs might pressure margins and, in turn, reshape expectations for Keysight’s longer term earnings power.

    Explore 5 other fair value estimates on Keysight Technologies - why the stock might be worth as much as 5% more than the current price!

    Build Your Own Keysight Technologies Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.