Keysight Technologies shares surge as AI data center demand boosts quarterly profit forecast
Keysight shares jumped 15 percent Monday as the firm projected quarterly earnings above expectations. Growth is being driven by heavy AI data center demand.
Insights:
Keysight Technologies, Inc. announced on February 23, 2026, that it expects second-quarter revenue and profit to exceed Wall Street estimates, citing sustained demand for artificial intelligence workloads within data centers. The company forecast revenue for the upcoming quarter to be between $1.69 billion and $1.71 billion, with adjusted earnings per share (EPS) projected in the range of $2.27 to $2.33. Both figures are higher than the consensus estimates previously compiled by LSEG.
The optimistic guidance followed the release of the company's first-quarter results, which also beat analyst expectations. Keysight reported first-quarter revenue of $1.6 billion and an adjusted EPS of $2.17. The magnitude of these beats and the robust outlook triggered a significant market reaction, with the company's shares rising more than 15% in after-market trading. This surge reflects investor confidence in the company’s ability to capitalize on the expansion of infrastructure in the US 
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