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Posted by
Two Blokes May 21, 2025 -
Filed in
Stock
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5 views
Keysight delivered better-than-expected Q2 results and guidance, signaling business stabilization and encouraging order growth, especially in AI data centers and industrial segments. Tariff impacts are manageable and largely one-time, with the company's diversified supply chain and limited China exposure mitigating long-term risks. Strong cost management, robust free cash flow, and a healthy balance sheet support the business, but valuation remains stretched at over 23x earnings.
