Keysight Technologies Surges After Forecast-Beating Quarter Fueled by AI Demand
Santa Rosa, Calif. – November 24, 2025 – Keysight Technologies shares jumped more than 13% in after-hours trading Monday after the electronic test and measurement company delivered a robust first-quarter outlook, exceeding Wall Street expectations. The surge reflects strong demand for Keysight’s products driven by the rapid expansion of artificial intelligence (AI) data centre infrastructure.
The company’s optimistic forecast signals continued momentum in the critical sector of electronic design, test, and simulation software. Keysight’s performance is a key indicator of investment trends in AI, 5G, and defense, impacting a broad range of industries reliant on advanced technology. This positive outlook suggests sustained growth for Keysight as companies continue to invest heavily in next-generation technologies.
Keysight anticipates first-quarter revenue between $1.53 billion and $1.55 billion, and adjusted earnings of approximately $1.95 to $2.01 per share. These projections surpass analyst consensus estimates of $1.43 billion in revenue and $1.83 per share in adjusted earnings, according to data compiled by LSEG.
The strong performance builds on a prosperous fourth quarter,where Keysight reported revenue of $1.42 billion, exceeding estimates of $1.38 billion. Adjusted earnings per share for the quarter ending October 31 reached $1.91, also surpassing analyst expectations of $1.83.
Notably, revenue from Keysight’s communications solutions unit increased 11% year-over-year to $990 million, compared to $894 million in the same period last year. this growth was primarily driven by ongoing investments in AI data center infrastructure, non-terrestrial network applications, and defense modernization efforts.
Keysight, which provides tools like oscilloscopes, protocol analyzers, and digital multimeters, was originally spun off from Agilent Technologies in 2014.The company’s continued success underscores the increasing importance of its technologies in enabling the development and deployment of cutting-edge innovations.
