We recently published a list of 10 Stocks That Could Skyrocket After Jensen Huang’s Earnings Call. In this article, we are going to take a look at where Keysight Technologies, Inc. (NYSE:KEYS) stands against other stocks that could skyrocket after Jensen Huang’s earnings call.
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it. Since then, the market sentiment has turned positive again and many of the stocks have recovered. We are now closing in on the most anticipated earnings call of the year so far: Jensen Huang telling us on 26th February how his company performed in the previous quarter.
Investing in the supply chain of big companies has proven beneficial over the years. As the stronger and the bigger company grows, it helps the smaller companies which are an important part of the supply chain also grow.
The Santa Clara-based chipmaker’s earnings will affect the whole market, not just its suppliers. Analysts expect an earnings beat on both the EPS and revenue. This is what the KeyBanc analysts had to say about the earnings:
“Despite prior concerns regarding constraints associated with the ramp of GB200 NVL servers, we expect NVDA to report strong F4Q results, which we anticipate will solidly beat, and to guide F1Q conservatively and moderately higher than consensus.”
We decided to take a look at companies that will benefit from the above-mentioned earnings beat. To come up with our list of 10 stocks that could skyrocket after Jensen Huang’s earnings call, we looked at stocks that are major suppliers of the company.
A technician examining a complex circuit board in a semiconductor development lab.
Keysight Technologies, Inc. (NYSE:KEYS)
Keysight Technologies, Inc. (NYSE:KEYS) is an electronic design and test solutions provider. The company operates through the Electronic Industrial Solutions Group and Communications Solutions Group segments. It provides electronic design automation software, modular instruments, oscilloscopes, digital multimeters, and other products.
Keysight (NYSE:KEYS) just signed a virtual power purchase deal with Southern Power to buy renewable energy credits generated by a new solar project in Texas. Its share in the project is expected to produce renewable electricity which will be equal to 100% of its electricity utilization in the U.S. and Canada.
The company made another strategic move recently by acquiring Spirent Communications which has expertise in service assurance and network testing. This will enable the company’s capability to provide end-to-end solutions for complex networking needs including 5G and AI technologies.
As the global AI market is expected to expand at a CAGR of over 35% and reach $2 trillion by 2030, more data centers will be needed to meet this strong demand. Keysight is set to benefit from this investment growth wave.
Overall, KEYS ranks 10th on our list of stocks that could skyrocket after Jensen Huang’s earnings call. While we acknowledge the potential of KEYS as a leading AI investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as KEYS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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