AI And Network InvestmentsThe company has attractive exposure to an inflecting AI market and an improving demand backdrop.
Order Recovery And GrowthRecent order dynamics, the accelerating wireline opportunity, potential early stages of a semi recovery, and stability within wireless, general electronics, and A&D, give confidence that now is an appropriate time to upgrade to Overweight.
Revenue And GrowthKEYS generated a significant portion of its revenue from software and services, with recurring software contributions approaching 60% of total software-only revenue.