Advertisement
KEYS vs ST
Which Stock Would AI Choose? Keysight Technologies (KEYS) vs. Sensata Technologies (ST) Stock Comparison
Key Takeaways
- Divergent business models: KEYS supplies electronic design and test-and-measurement equipment, while ST makes sensing, electrical-protection, and power-management components.
- Growth vs. turnaround: KEYS is riding an accelerating AI-infrastructure cycle, while ST is executing a multi-year transformation and deleveraging program.
- Momentum gap: Both stocks have delivered strong returns over the past year, but KEYS has generated faster revenue and earnings growth in recent quarters.
- Valuation contrast: KEYS trades at a premium forward price-to-earnings (P/E) ratio, while ST carries a more moderate multiple alongside higher financial leverage.
- Risk profiles differ: KEYS faces valuation and cyclical-concentration risk; ST faces automotive-cycle and input-cost sensitivity.
Introduction
Investors evaluating opportunities in the industrial-technology and electronics supply chain often encounter two very different profiles. Keysight Technologies (KEYS) is a leader in electronic design and test-and-measurement solutions, closely tied to the artificial intelligence (AI) data-center buildout. Sensata Technologies (ST) produces mission-critical sensing and power-management components for automotive, industrial, and aerospace markets. This stock comparison examines their relative performance, market positioning, and risk profiles, offering a framework for growth-oriented traders and value-conscious investors alike to assess which business better fits current market conditions.
KEYS Overview and Recent Performance
Keysight Technologies (KEYS) designs and sells test, measurement, and software solutions used to validate electronic and communications systems across AI infrastructure, semiconductors, aerospace and defense, and automotive end markets. In recent weeks, the company has reported record results, with orders rising sharply and revenue accelerating to its fastest pace in several years. Commercial communications — including AI-related wireline demand — has been the standout, while aerospace, defense, and government segments have also expanded. Analysts have responded with a wave of price-target increases. The shares have gained more than 100% over the past year, reflecting investor enthusiasm for the company's AI and defense exposure. However, the strong run has lifted the stock's forward P/E to roughly 40x or higher, meaning sentiment now embeds substantial expectations for continued hyper-growth.
ST Overview and Recent Performance
Sensata Technologies (ST) manufactures sensing, electrical-protection, control, and power-management products used in vehicles, industrial equipment, and aerospace and defense platforms. The company has been executing a multi-year transformation focused on margin resilience, cash-flow improvement, and debt reduction. Recent quarters have shown organic growth across all three of its operating segments, with aerospace, defense, and commercial equipment delivering double-digit expansion while automotive continues to outgrow underlying vehicle production. Free cash flow conversion has improved meaningfully, and management has reduced net leverage ahead of its original target. The stock has risen sharply over the past year, though at a more moderate multiple than KEYS. ST's outlook remains tied to automotive production cycles and the company's progress on its emerging data-center growth platform.
Trending AI Robots
Tickeron operates hundreds of AI Trading Bots that trade thousands of different tickers, each built around a distinct strategy, timeframe, risk profile, and basket of securities. Because not every bot suits every market environment, Tickeron curates the best-performing and most relevant strategies into its Trending AI Robots section. This selection highlights the bots currently demonstrating the strongest alignment with prevailing market conditions, spanning swing-trading, trend-following, and day-trading approaches across equities and other asset classes. Traders and investors interested in an AI-driven perspective on relative performance and market positioning can explore the curated list to identify strategies that match their own objectives.
Head-to-Head Comparison
These two companies operate at different points in the technology supply chain and face distinct growth drivers. KEYS is a beneficiary of rising test complexity as AI clusters, high-speed interconnects, and 800G-to-1.6T optical transitions scale, giving it exposure to one of the market's strongest secular themes. ST, by contrast, is more cyclical, tied to automotive production and industrial demand, though its diversification into aerospace and defense and early data-center design wins are broadening its mix.
On momentum, KEYS holds the advantage, with double-digit revenue growth and accelerating order intake. ST's growth is more modest but improving, supported by margin expansion and stronger cash conversion. Risk profiles diverge too: KEYS faces a rich valuation and concentration in AI-related spending, while ST carries higher net debt and input-cost sensitivity, including exposure to precious-metal prices and tariffs.
From a valuation standpoint, KEYS trades at a premium multiple that prices in sustained hyper-growth, whereas ST's lower multiple reflects a maturing turnaround with a steadier, slower-growth profile. Sector exposure further separates them — KEYS leans toward communications and semiconductor testing, while ST anchors its results in automotive content and industrial sensing.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and catalyst visibility, Tickeron's AI would likely lean toward KEYS in the current environment. The company's accelerating order growth, broadening demand across AI and defense, and upward estimate revisions suggest a more consistent positive trend than ST's steadier, slower-building recovery. That said, KEYS's elevated valuation introduces greater sensitivity to any cooling in AI spending, so the relative edge is probabilistic rather than definitive. ST offers a more balanced risk-reward profile for investors prioritizing cash-flow discipline and deleveraging, but its catalysts appear less immediate than KEYS's current momentum.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KEYS is a StrongBuy and ST is a Hold.
KEYS's Stochastic Oscillator remains in oversold zone for 3 days
The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an uptrend is expected.
Technical Analysis (Indicators)
Bullish Trend Analysis
The 10-day moving average for KEYS crossed bullishly above the 50-day moving average on September 18, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 20 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 60%.
Following a +5.66% 3-day Advance, the price is estimated to grow further. Considering data from situations where KEYS advanced for three days, in 205 of 325 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
KEYS may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 180 of 266 cases where KEYS Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 68%.
Bearish Trend Analysis
The 10-day RSI Indicator for KEYS moved out of overbought territory on October 08, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 41 similar instances where the indicator moved out of overbought territory. In 23 of the 41 cases, the stock moved lower in the following days. This puts the odds of a move lower at 56%.
The Momentum Indicator moved below the 0 level on October 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on KEYS as a result. In 48 of 72 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 67%.
The Moving Average Convergence Divergence Histogram (MACD) for KEYS turned negative on October 13, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 25 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 52%.
KEYS moved below its 50-day moving average on October 15, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where KEYS declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 25 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 83, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 39 (best 1 - 100 worst), indicating steady price growth. KEYS’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 46 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 55 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (8.702) is normal, around the industry mean (1.726). P/E Ratio (45.695) is within average values for comparable stocks, (7.326). Projected Growth (PEG Ratio) (0.713) is also within normal values, averaging (5.470). Dividend Yield (0.000) settles around the average of (0.011) among similar stocks. P/S Ratio (8.467) is also within normal values, averaging (32.028).
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
ST in +4.69% Uptrend, growing for three consecutive days on October 02, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where ST advanced for three days, in 183 of 298 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ST as a result. In 61 of 77 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 79%.
The Moving Average Convergence Divergence Histogram (MACD) for ST turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In 38 of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at 81%.
ST moved below its 50-day moving average on October 07, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ST declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 69%.
ST broke above its upper Bollinger Band on October 06, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 8 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 50 (best 1 - 100 worst), indicating steady price growth. ST’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 70 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.008) is normal, around the industry mean (1.724). P/E Ratio (65.887) is within average values for comparable stocks, (7.151). Projected Growth (PEG Ratio) (0.226) is also within normal values, averaging (5.470). Dividend Yield (0.012) settles around the average of (0.011) among similar stocks. P/S Ratio (1.627) is also within normal values, averaging (32.028).
The Tickeron SMR rating for this company is 87 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. ST’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 83, placing this stock worse than average.
KEYS | ST | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 81 | 73 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 25 | 100 | |
SMR RATING 1..100 | 46 | 87 | |
PRICE GROWTH RATING 1..100 | 39 | 50 | |
P/E GROWTH RATING 1..100 | 55 | 8 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ST's Valuation (70) in the Electronic Equipment Or Instruments industry is in the same range as KEYS (75). This means that ST’s stock grew similarly to KEYS’s over the last 12 months.
KEYS's Profit vs Risk Rating (25) in the Electronic Equipment Or Instruments industry is significantly better than the same rating for ST (100). This means that KEYS’s stock grew significantly faster than ST’s over the last 12 months.
KEYS's SMR Rating (46) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for ST (87). This means that KEYS’s stock grew somewhat faster than ST’s over the last 12 months.
KEYS's Price Growth Rating (39) in the Electronic Equipment Or Instruments industry is in the same range as ST (50). This means that KEYS’s stock grew similarly to ST’s over the last 12 months.
ST's P/E Growth Rating (8) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for KEYS (55). This means that ST’s stock grew somewhat faster than KEYS’s over the last 12 months.
| KEYS | ST | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | N/A |
| Stochastic ODDS (%) | 1 day ago 84% | 2 days ago 60% |
| Momentum ODDS (%) | 1 day ago 67% | 2 days ago 79% |
| MACD ODDS (%) | 1 day ago 52% | 2 days ago 81% |
| TrendWeek ODDS (%) | 1 day ago 57% | 2 days ago 68% |
| TrendMonth ODDS (%) | 1 day ago 51% | 2 days ago 66% |
| Advances ODDS (%) | 19 days ago 63% | 19 days ago 61% |
| Declines ODDS (%) | 5 days ago 59% | 13 days ago 69% |
| BollingerBands ODDS (%) | 1 day ago 81% | 2 days ago 73% |
| Aroon ODDS (%) | 1 day ago 68% | N/A |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
KEYS’s FA Score shows that 1 FA rating(s) are green while ST’s FA Score has 1 green FA rating(s).
- KEYS’s FA Score: 1 green, 4 red.
- ST’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
KEYS’s TA Score shows that 5 TA indicator(s) are bullish while ST’s TA Score has 2 bullish TA indicator(s).
- KEYS’s TA Score: 5 bullish, 5 bearish.
- ST’s TA Score: 2 bullish, 5 bearish.
Price Growth
KEYS (@Electronic Equipment/Instruments) experienced а -9.74% price change this week, while ST (@Electronic Equipment/Instruments) price change was -1.18% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was -3.97%. For the same industry, the average monthly price growth was -9.65%, and the average quarterly price growth was -13.80%.
Reported Earning Dates
KEYS is expected to report earnings on Nov 23, 2026.
ST is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (-3.97% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
Advertisement
ST and
Correlation & Price change
A.I.dvisor indicates that over the last year, ST has been loosely correlated with KEYS. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if ST jumps, then KEYS could also see price increases.