摩根士丹利因近期催化剂“减少”而下调评级，是德科技股价下跌

2025-10-10 21:15

Keysight Technologies (NYSE:KEYS) fell 1% in premarket trading on Friday as Morgan Stanley downgraded shares to Equal-Weight from Overweight.
“We continue to see KEYS as a well-managed, well-exposed company where estimates should continue to move higher as Communications business continues to see tailwinds,” analyst Meta Marshall wrote in a note to clients. “However, with two acquisitions about to close (PowerArtist business from Ansys and Spirent business, Spirent business ex-the high speed Ethernet business), and both of those acquisitions being complicated and elongated, we are more cautious of material upside to numbers in the near term (despite expectations of accretion). Additionally, with [the] company not wanting to break out AI business sizing as part of the [communications] business, it has been difficult to catalyze a rerating. This is still a stock we could see trading up into the mid-20's on a P/E basis, but it would likely take getting closer to 6G or sizing the AI business.”

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