Keysight Technologies: A Technology Company on the Rise

In its Q2 2026 investor letter, Madison Large Cap Fund highlighted Keysight Technologies, Inc. (NYSE:KEYS), a technology company that designs and manufactures electronic design and test solutions serving the communications, electronics, and aerospace and defense (A&D) industries.

Keysight Technologies, Inc. (NYSE:KEYS) reported strong quarterly results and an even better outlook, with its core end markets remaining strong and benefiting from growing demand for AI-specific use cases in optical and electrical equipment. The company’s revenue grew 31% on a reported basis in the second quarter of fiscal 2026 to $1.72 billion.

Madison Large Cap Fund stated that Keysight Technologies, Inc. (NYSE:KEYS) is benefiting from growing demand for AI-specific use cases in optical and electrical equipment. This trend is expected to continue, driven by the increasing adoption of AI in various industries.

The Fund’s top five holdings include Keysight Technologies, Inc. (NYSE:KEYS), which returned 8.4% in the second quarter of 2026, compared to a 15.2% increase in the S&P 500 Index. While AI is reshaping society and the economy, today’s winners may not remain so, and booms could lead to busts.

Factors such as a volatile federal administration, growing budget deficits, inflation, high interest rates, and strained consumer finances will significantly impact the economy and stock market in the future. It is essential to review the Fund’s top five holdings to identify its best picks for 2026.

Keysight Technologies, Inc. (NYSE:KEYS) has a market capitalization of $54.59 billion and closed at $319.45 per share on August 19, 2026. The one-month return of Keysight Technologies, Inc. (NYSE:KEYS) was -2.24%, and its shares gained 97.92% over the past 52 weeks.

While Keysight Technologies, Inc. (NYSE:KEYS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026, it is essential to consider the potential of this company as an investment. However, certain AI stocks offer greater upside potential and carry less downside risk.