Zacks Investment Research
27 May 2026, 16:50 UTC · 1h ago
Source · https://www.zacks.com/stock/news/2927702/keys-rides-on-strength-in-the-csg-segment-more-upside-ahead?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2927702
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4 claims · impact-rated
Keysight Technologies' Communications Solutions Group saw Q2 2026 revenues increase 35% year-over-year to $1.23 billion. — Strong top-line growth and operating margin expansion (750 bps) indicate high demand for AI-driven testing infrastructure.
+0.60Viavi Solutions' NSE segment revenues grew 54.4% year-over-year to $321.5 million in Q3 2026. — Rapid growth in the primary revenue segment suggests successful integration of acquisitions and strong data center demand.
+0.50Network infrastructure is transitioning from 800G to 1.6-terabit and future 3.2-terabit architectures. — This technological shift creates a long-term upgrade cycle for validation and testing equipment providers.
+0.40Keysight is seeing strong demand in Aerospace, Defense & Government for radar, autonomous defense, and satellite technologies. — Diversification into defense spending provides a stable growth hedge against potential volatility in the AI commercial sector.
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Model heads
The company is seeing strong revenue growth and margin expansion driven by AI data centers and defense modernization.
The company reported solid sales growth in its NSE segment, fueled by acquisitions and strong demand in the data center ecosystem.
