KEYS

Keysight Technologies Inc

TMT, Industrial/Transportation


Presented:05/10/2018
Price:$53.09
Cap:$10.03B
Current Price:$158.06
Cap:$27.43B

Presented

Date05/10/2018
Price$53.09
Market Cap$10.03B
Ent Value$9.90B
P/E Ratio112.96x
Book Value$13.23
Div Yield0%
Shares O/S189.00M
Ave Daily Vol938,165
Short Int2.18%

Current

Price$158.06
Market Cap$27.43B
Keysight Technologies, Inc. is a measurement company, which engages in the provision of core electronic design and test solutions to communications and electronics industries. It operates through the following segments: Communications Solutions, Electronic Industrial Solutions, and Services Solutions Group. The Communications Solutions group segment serves customers spanning the commercial communications end market, which includes internet infrastructure, and the aerospace, defense and government end market. The Electronic Industrial Solutions Group segment includes test and measurement solutions in electronic industrial end markets, which focuses on automotive and energy industry and measurement solutions. The Services Solutions Group segment provides repair, calibration, and consulting services. The company was founded by William R. Hewlett and David Packard in 1937 and is headquartered in Santa Rosa, CA

Publicly traded companies mentioned herein: Keysight Technologies Inc (KEYS)

Highlights

The presenter is long shares of Keysight Technologies (KEYS), seeing a favorable set-up for the company as it emerges from an investment phase while we enter the 5G cycle. The presenter notes orders, and therefore organic growth, is starting to accelerate and thinks KEYS will do well over the course of the next two years as the 5G cycle kicks off. He models $3.60 in fiscal 2018 earnings and $4.00 in fiscal 2019 earnings, for an $80 price target on a 20x P/E multiple.

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Idea Discussion

Commentor 1 - 2 weeks ago

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