Teradyne, Inc.

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Bullish +65

Teradyne stock at USD 398.38 on September 25, 2026

Teradyne Inc. (TER) shares closed at USD 398.38 on September 25, 2026, representing a 2.75% gain from the previous session's close of USD 387.70. The stock trades on the Nasdaq under the ticker TER, reflecting positive market sentiment ahead of the next trading session. On September 21, 2026, Teradyne announced the launch of Iris 100, a production-ready optical test platform specifically designed for microLED devices. This new system integrates with the company's existing UltraFLEXplus platform to provide combined optical and electrical testing capabilities for high-volume manufacturing environments. The Iris 100 platform is engineered to measure individual emitters within an array, offering critical metrics such as spectral response, per-pixel luminance, and uniformity. It supports both wafer and final test stages, positioning Teradyne to capture value in the emerging microLED market while expanding its semiconductor test equipment portfolio. Additionally, on September 14, 2026, Teradyne opened a new office in Bengaluru to support global semiconductor manufacturing operations. This strategic location serves as a hub for customer engagement, applications support, training, and developing strategic partnerships, reinforcing the company's international footprint.

📈 Teradyne stock rose 2.75% to USD 398.38 on September 25, 2026.

🚀 Company launched Iris 100 optical test platform for microLED devices.

🔬 Iris 100 integrates with UltraFLEXplus for high-volume manufacturing testing.

🏭 New platform supports wafer and final test stages in microLED sector.

🌍 Teradyne opened Bengaluru office for customer engagement and partnerships.

📈 Teradyne stock rose 2.75% to USD 398.38 on September 25, 2026, trading above the prior session's close of USD 387.70.

🚀 The company launched Iris 100, a production-ready optical test platform for microLED devices, on September 21, 2026.

🔬 Iris 100 integrates with UltraFLEXplus to measure spectral response, per-pixel luminance, and uniformity for high-volume manufacturing.

🏭 The new platform supports both wafer and final test stages, expanding Teradyne's capabilities in the microLED sector.

🌍 Teradyne opened a Bengaluru office on September 14, 2026, to serve as a hub for customer engagement and strategic partnerships.

🤝 The Bengaluru location focuses on applications support, training, and fostering relationships with semiconductor manufacturers.

Bullish Signals
  • Stock gained 2.75% to USD 398.38 on September 25, 2026.
  • Iris 100 expands portfolio into high-growth microLED market.
  • Iris 100 integrates with UltraFLEXplus for enhanced efficiency.
  • New Bengaluru office strengthens global support network.
Bullish Signals
  • Teradyne stock gained 2.75% to USD 398.38 on September 25, 2026, indicating strong investor confidence ahead of the next trading session.
  • The launch of Iris 100 expands Teradyne's product portfolio into the high-growth microLED market with a production-ready optical test platform.
  • Iris 100 integrates seamlessly with UltraFLEXplus, offering combined optical and electrical testing that enhances efficiency for high-volume manufacturing clients.
  • The new Bengaluru office strengthens Teradyne's global support network, providing dedicated resources for customer engagement and strategic partnerships in a key semiconductor region.
Bullish +65

Teradyne stock falls 2.40 percent despite strong Q2 results

Teradyne Inc. reported robust second-quarter financial results released on July 29, 2026, driven by significant growth in its core semiconductor testing and advanced robotics segments. The company posted Q2 revenue of USD 1.33 billion, representing a substantial 103.9% year-over-year increase that significantly exceeded the market consensus estimate of USD 1.22 billion. Despite these strong operational metrics, Teradyne's stock price declined by 2.40% to close at USD 389.14 on September 23, 2026. This divergence highlights a disconnect between the company's rapid earnings expansion and its current market valuation, which remains 20.24% below its 52-week high of USD 487.91. The adjusted earnings per share for the quarter reached USD 2.47, beating analyst expectations by USD 0.38 and marking a dramatic improvement from the previous year's adjusted EPS of USD 0.57. With a market capitalization of approximately USD 60.8 billion, investors are now focused on whether this sustained earnings growth can eventually bridge the gap between Teradyne's operational performance and its current trading distance from yearly highs.

📈 Q2 revenue surged 103.9% to $1.33B, beating forecasts.

💰 Adjusted EPS jumped to $2.47, quadrupling last year.

📉 Stock fell 2.4% despite strong operational results.

🤖 Focus remains on electronics test and advanced robotics.

📊 Market cap is $60.8B, trading below 52-week high.

📈 Teradyne reported Q2 2026 revenue of USD 1.33 billion, a massive 103.9% year-over-year increase that beat the consensus forecast of USD 1.22 billion.

💰 Adjusted earnings per share surged to USD 2.47 in the second quarter, surpassing analyst expectations by USD 0.38 and more than quadrupling the prior year's adjusted EPS of USD 0.57.

📉 The stock price fell 2.40% to close at USD 389.14 on September 23, 2026, creating a notable divergence between strong operational results and market sentiment.

🤖 Teradyne continues to focus its core activities on electronics test and advanced robotics across semiconductor, wireless, storage, defense, and aerospace applications.

📊 The company currently trades at a market capitalization of USD 60.8 billion while sitting 20.24% below its 52-week high of USD 487.91.

Bullish Signals
  • Revenue surged 103.9% YoY to USD 1.33 billion.
  • Adjusted EPS beat with quarterly earnings at USD 2.47.
Risk Factors
  • Stock fell 2.40% despite strong earnings.
Bullish Signals
  • Teradyne delivered exceptional Q2 revenue growth of 103.9% year-over-year, reaching USD 1.33 billion and significantly exceeding the analyst consensus of USD 1.22 billion.
  • The company posted a strong adjusted EPS beat of USD 0.38, with quarterly earnings rising to USD 2.47 compared to a mere USD 0.57 in the same quarter last year.
Risk Factors
  • Teradyne's stock price declined 2.40% despite reporting strong earnings, indicating a potential disconnect between operational performance and current market valuation.
Bullish +75

Teradyne stock rises as revenue doubles in latest quarter

Teradyne Inc. reported a significant financial turnaround in its latest quarter, with revenue surging to USD 1.33 billion, representing a 103.9% year-over-year increase compared to the same period last year. This substantial growth far exceeded analyst expectations of USD 1.22 billion, driven by strong performance in its semiconductor test equipment business. The company also delivered robust earnings per share (EPS) of USD 2.47, surpassing the consensus estimate of USD 2.09 and marking a dramatic rise from USD 0.57 in the prior year quarter. This operational success resulted in a net margin of 25.77% for the period, highlighting improved profitability alongside top-line expansion. Following the earnings release on July 29, 2026, Teradyne's stock price rallied sharply, gaining 4.49% in a single session to close at USD 398.69 on September 22, 2026. Over the subsequent trading days, shares accumulated six consecutive gains, pushing the total advance to 21% and increasing the market capitalization to approximately USD 62.33 billion.

📈 Revenue surged 103.9% to $1.33B, beating analyst expectations.

💰 EPS jumped to $2.47, exceeding the consensus forecast of $2.09.

📊 Net margin reached 25.77%, showing strong operational efficiency.

🚀 Stock rallied 21% over six days to reach $398.69.

💼 Market cap expanded to $62.33B reflecting investor confidence.

📈 Teradyne reported quarterly revenue of USD 1.33 billion, a massive 103.9% increase year-over-year that significantly beat analyst expectations of USD 1.22 billion.

💰 Earnings per share surged to USD 2.47, up from USD 0.57 in the prior year quarter, exceeding the consensus forecast of USD 2.09.

📊 The company achieved a net margin of 25.77% for the reported quarter, demonstrating strong operational efficiency and profitability growth.

🚀 Teradyne stock gained 4.49% in one session to reach USD 398.69, followed by six consecutive trading days of gains totaling a 21% rally.

💼 The market capitalization expanded to USD 62.33 billion as of September 23, 2026, reflecting investor confidence in the earnings beat.

📉 Despite the recent surge, shares remain below their 52-week high of USD 487.91 by approximately USD 89.22.

Bullish Signals
  • Revenue surged 103.9% YoY to USD 1.33 billion.
  • EPS exploded to USD 2.47, beating expectations.
  • Net margin reached a healthy 25.77%.
  • Stock rallied 21% after earnings release.
Bullish Signals
  • Teradyne delivered a massive revenue surprise with quarterly sales reaching USD 1.33 billion, up 103.9% year-over-year and significantly beating the USD 1.22 billion consensus.
  • Earnings per share exploded to USD 2.47 compared to the prior year's USD 0.57, comfortably exceeding analyst expectations of USD 2.09.
  • The company achieved a healthy net margin of 25.77% for the quarter, indicating strong profitability alongside rapid revenue growth.
  • Teradyne stock rallied with six consecutive positive sessions following the earnings release, gaining 21% in total value to trade near USD 398.69.
Very Bullish +85

Teradyne Inc. stock gains on MicroLED test launch and strong earnings

Teradyne Inc. (TER) shares rose significantly following the company's strong Q2 2026 financial results and the strategic launch of its new Iris 100 MicroLED test system. The semiconductor equipment specialist reported revenue of USD 1.33 billion for the quarter, representing a triple-digit increase of 103.9% year over year. This substantial growth was accompanied by earnings per share of USD 2.47, which notably beat analyst consensus estimates of USD 2.09 by USD 0.38. The market reaction to these results has been robust, with Teradyne stock closing at USD 371.47 on Nasdaq, a gain of 5.19% for the session. The company's market capitalization is currently valued at approximately USD 58.08 billion, positioning it firmly within the large-cap bracket of the US semiconductor equipment sector. Analysts view the combination of revenue acceleration and earnings outperformance as key drivers for the stock's recent appreciation. Wall Street sentiment has shifted positively in response to the quarterly data, with Wall Street Zen upgrading Teradyne from a hold to a buy rating. The average analyst price target stands at USD 446.47 based on coverage from 17 analysts, implying roughly 20% upside potential from current levels. Investors are now focused on whether demand for MicroLED devices and continued strength in chip-test markets can sustain this high growth trajectory. Teradyne is preparing to present at the 2026 Goldman Sachs Communacopia + Technology Conference, further highlighting its confidence in its product roadmap. The introduction of the Iris 100 system aims to capture demand from display and wearable manufacturers transitioning to MicroLED technology. With a fair-value estimate of USD 442.20 suggesting potential undervaluation, the stock remains a notable gainer among peers as it executes on its growth strategy.

🚀 Q2 2026 revenue surged 103.9% YoY to USD 1.33 billion.

💰 EPS of USD 2.47 beat consensus by USD 0.38.

📈 Stock rose 5.19% to close at USD 371.47.

🔬 Launched Iris 100 MicroLED system for display and wearable markets.

🏆 Upgraded to buy with average price target of USD 446.47.

🚀 Teradyne reported Q2 2026 revenue of USD 1.33 billion, marking a 103.9% year-over-year increase.

💰 Earnings per share reached USD 2.47, beating analyst consensus of USD 2.09 by USD 0.38.

📈 Stock price closed at USD 371.47 on Nasdaq, rising 5.19% following the earnings announcement.

🔬 Company launched the Iris 100 MicroLED test system to capture demand in display and wearable markets.

🏆 Wall Street Zen upgraded Teradyne from hold to buy citing strong revenue acceleration.

🎯 Average analyst price target is USD 446.47, implying approximately 20% upside from current levels.

💼 Market capitalization stands at roughly USD 58.08 billion as of September 21, 2026.

🗓️ Teradyne is scheduled to present at the 2026 Goldman Sachs Communacopia + Technology Conference.

📊 Shares are among the notable 52-week gainers in the semiconductor equipment peer group.

🔍 Simply Wall St fair-value estimate of USD 442.20 suggests the stock is about 16% undervalued.

Bullish Signals
  • Revenue surged 103.9% to $1.33B, beating expectations.
Bullish Signals
  • Teradyne reported Q2 2026 revenue of USD 1.33 billion, a massive 103.9% year-over-year increase that significantly exceeded market expectations.
  • Earnings per share of USD 2.47 beat analyst consensus estimates of USD 2.09 by USD 0.38, demonstrating strong profitability.
  • The company successfully launched the Iris 100 MicroLED test system, positioning itself to capture growing demand from display and wearable manufacturers.
  • Wall Street Zen upgraded Teradyne from a hold to a buy rating, explicitly citing strong revenue acceleration and earnings outperformance as key drivers.
  • The stock closed up 5.19% at USD 371.47 on Nasdaq, reflecting immediate positive market sentiment following the earnings release.
  • Analysts maintain an average price target of USD 446.47, suggesting roughly 20% upside potential from the recent trading price.
  • Teradyne has moved firmly into the large-cap bracket with a market capitalization of approximately USD 58.08 billion.
Bullish +72

Teradyne Inc. stock gains as Wall Street Zen upgrades rating after strong earnings

Teradyne Inc. (TER) shares surged 5.2% to close at $371.47 on September 18, 2026, following a strong quarterly earnings beat and an analyst rating upgrade from Hold to Buy by Wall Street Zen. The company, a leader in semiconductor test equipment and industrial automation, reported revenue of $1.33 billion for the quarter ended July 29, 2026, representing a dramatic 103.9% year-over-year increase compared to $0.67 billion in the prior-year period. Earnings per share reached $2.47, significantly surpassing the analyst consensus estimate of $2.09 by $0.38 per share. This robust financial performance has driven a strong year-to-date rally for the Nasdaq-listed company, which currently trades at a premium valuation with a price-to-earnings ratio of 50.96. The stock's market capitalization stands at approximately $58.08 billion as of the September 18 close. Analyst sentiment remains generally positive, with a consensus rating of Moderate Buy and a price target of $396.80, implying roughly 6.8% upside potential from current levels. While some analysts maintain a Hold rating due to valuation concerns, the majority view the stock as a Strong or Buy candidate. Insider activity saw CEO Gregory Smith sell 4,000 shares under a pre-arranged Rule 10b5-1 plan, which is noted as routine governance rather than a signal of fundamental weakness. The company continues to benefit from robust demand for test equipment and automation solutions. Investors are now looking ahead to the next earnings report scheduled for October 27, 2026, to assess whether Teradyne can sustain its impressive growth trajectory. The stock has traded between a 52-week low of $117.54 and a high of $487.91, currently positioning itself well above the yearly floor but below its peak.

📈 Stock rose 5.2% after Wall Street Zen upgrade and earnings beat.

💰 Revenue jumped 103.9% YoY to $1.33 billion driven by demand.

📊 EPS reached $2.47, topping consensus by $0.38 per share.

🏦 Trades at premium P/E of 50.96 with $58.08B market cap.

🎯 Analysts suggest 6.8% upside to $396.80 price target.

📈 Teradyne Inc. stock rose 5.2% to $371.47 on September 18, 2026, following a Wall Street Zen upgrade from Hold to Buy and a strong earnings beat.

💰 Revenue jumped 103.9% year over year to $1.33 billion in the quarter ended July 29, 2026, driven by robust demand for test equipment and automation.

📊 EPS reached $2.47, topping analyst consensus of $2.09 by $0.38 per share, highlighting strong operational momentum.

🏦 The company trades at a premium P/E ratio of 50.96 with a market capitalization of approximately $58.08 billion as of the September 18 close.

🎯 Analyst consensus stands at Moderate Buy with a price target of $396.80, suggesting roughly 6.8% upside from current levels.

👔 CEO Gregory Smith sold 4,000 shares under a pre-arranged Rule 10b5-1 trading plan, which is considered routine governance activity.

📅 The next earnings date is estimated for October 27, 2026, serving as the upcoming checkpoint for revenue and profit trajectory.

📉 Teradyne shares are currently positioned well above its 52-week low of $117.54 but remain below the 52-week high of $487.91.

Bullish Signals
  • Stock gained 5.2% after Zen upgraded to Buy.
  • Revenue surged 103.9% YoY to $1.33 billion.
  • EPS of $2.47 beat estimates by $0.38.
  • Analysts see 6.8% upside with $396.80 target.
Risk Factors
  • Trades at premium P/E of 50.96 vs peers.
  • Five analysts rate stock Hold due to high valuation.
Bullish Signals
  • Teradyne Inc. stock gained 5.2% to close at $371.47 after Wall Street Zen upgraded its rating from Hold to Buy, citing robust growth in test equipment demand.
  • Revenue surged 103.9% year over year to $1.33 billion in the latest quarter ended July 29, 2026, demonstrating exceptional top-line expansion.
  • Earnings per share of $2.47 significantly beat analyst consensus estimates of $2.09 by $0.38 per share, confirming strong profitability.
  • The company is extending a strong year-to-date rally driven by its position as an automated test and industrial automation specialist.
  • Analyst consensus remains Moderate Buy with a price target of $396.80, implying approximately 6.8% upside potential from the September 18 closing level.
Risk Factors
  • Teradyne trades at a premium valuation with a P/E ratio of 50.96, which is higher than many peers in the semiconductor equipment space and may limit multiple expansion.
  • Five analysts currently rate the stock as Hold, indicating some caution regarding the high valuation relative to growth prospects.
Bullish +75

Teradyne Inc. stock gains over 5 percent on strong AI demand and India expansion

Teradyne Inc. (TER) shares surged approximately 5 percent on September 18, 2026, driven by robust demand for AI chip testing equipment and the company's strategic expansion in India. The Nasdaq-listed semiconductor equipment maker closed at USD 371.47, pushing its market capitalization above USD 58 billion and positioning it as a top performer within the sector with a year-to-date gain of roughly 92 percent. Analyst consensus estimates for Teradyne's earnings per share in the quarter ending September 2026 stand at USD 2.03, implying a significant year-over-year increase of approximately 138.82 percent compared to the prior year. The stock currently trades at a price-to-earnings ratio of 50.96 with a modest dividend yield of 0.14 percent, reflecting investor appetite for its exposure to high-growth markets despite the premium valuation. Trading activity remained elevated during the rally, with daily volume reaching around 4.29 million shares against an average of 2.30 million. The stock's performance places it well within the upper half of its 52-week trading range, which spans from a low of USD 117.54 to a high of USD 487.91, underscoring strong momentum following recent insider transactions and positive market sentiment.

📈 TER stock rose 5% on AI chip testing demand and India expansion.

💰 Market cap exceeded $58B with shares up 92% year-to-date.

📊 Analysts project EPS of $2.03, a 138.82% increase over last year.

🏢 TER trades at a P/E ratio of 50.96 with 0.14% dividend yield.

📉 Daily volume spiked to 4.29 million shares amid elevated interest.

📈 Teradyne Inc. stock climbed over 5 percent on September 18, 2026, closing at USD 371.47 as investors reacted to strong AI chip testing demand and India expansion.

💰 The company's market capitalization exceeded USD 58 billion, with shares rising approximately 92 percent year to date from a starting price of USD 193.56.

📊 Analyst consensus estimates for the quarter ending September 2026 project earnings per share of USD 2.03, representing a 138.82 percent increase over the same period last year.

🏢 Teradyne trades at a price-to-earnings ratio of 50.96 with a modest dividend yield of 0.14 percent, signaling premium valuation for its semiconductor and robotics exposure.

📉 Daily trading volume spiked to 4.29 million shares versus a 2.30 million average, indicating elevated investor interest during the recent rally.

🎯 The stock closed near the upper half of its 52-week range, which spans from USD 117.54 at the low to USD 487.91 at the high.

Bullish Signals
  • Stock gained over 5% on Sept 18, 2026 due to AI chip testing demand.
  • Year-to-date share price rose ~92% from $193.56 to $371.47.
  • Analysts project Q3 2026 EPS of $2.03, a 138.82% YoY increase.
  • Market cap surpassed $58 billion reflecting strong investor confidence.
Bullish Signals
  • Teradyne Inc. stock gained over 5 percent on September 18, 2026, driven by robust demand for AI chip testing equipment and successful expansion in India.
  • The company achieved a remarkable year-to-date share price gain of approximately 92 percent, rising from USD 193.56 to close at USD 371.47.
  • Analyst consensus estimates project earnings per share of USD 2.03 for the quarter ending September 2026, implying a massive 138.82 percent year-over-year increase.
  • Teradyne's market capitalization surpassed USD 58 billion, reflecting strong investor confidence in its position within the high-growth semiconductor equipment segment.
Somewhat Bullish +50

Teradyne stock heads into the open after a 4.3% Nasdaq jump

Teradyne Inc. (Nasdaq: TER) saw its shares rise 4.3% on September 17, 2026, outperforming the broader Nasdaq Composite which advanced approximately 1.7%. The stock's gain occurred within a strong semiconductor rally where investors rotated into chipmakers and related equipment suppliers, lifting peers such as Intel and Marvell Technology. As of the close on September 17, Teradyne finished higher in a session characterized by broad-based gains across major U.S. equity indices, including the S&P 500 and Dow Jones Industrial Average. The move highlighted renewed investor appetite for exposure to the chip sector, with Teradyne participating in a surge that underscored specific enthusiasm for semiconductor manufacturers beyond just general market risk-on sentiment. Entering the new session on September 18, 2026, Teradyne faces a cautious start as United States equity futures showed little change ahead of the open. The stock's near-term path is expected to depend primarily on broader semiconductor sector flows and whether the optimistic tone toward technology shares can carry over into the next trading day without new macro headlines affecting demand for electronics.

📈 TER stock rose 4.3% on Sept 17, outpacing Nasdaq's 1.7% gain.

🚀 Semiconductor rally drove gains as investors rotated into chip exposure.

⏳ Market momentum carries over to Sept 18 with flat futures.

📉 Performance depends on sector flows and interest rate sentiment changes.

🔍 No specific events flagged; stock relies on general market conditions.

📈 Teradyne stock gained 4.3% on September 17, 2026, significantly outpacing the broader Nasdaq Composite's advance of roughly 1.7%.

🚀 The semiconductor rally lifted Teradyne alongside peers like Intel and Marvell Technology as investors rotated into chip-related exposure.

📊 Major U.S. equity indices including the S&P 500 and Dow Jones Industrial Average also closed higher, providing a supportive backdrop for equipment suppliers.

⏳ Investors are watching whether the prior day's momentum can carry over into the September 18 session as futures remain flat.

📉 Teradyne's near-term performance will likely depend on broader semiconductor sector flows and changes in sentiment around interest rates.

🔍 No specific company event was flagged for Teradyne on September 18, meaning the stock relies on general market conditions.

Bullish Signals
  • Shares jumped 4.3% on September 17, 2026.
  • Outperformed Nasdaq Composite which advanced only 1.7%.
Bullish Signals
  • Teradyne shares jumped 4.3% on September 17, 2026, significantly outperforming the broader Nasdaq Composite which advanced only about 1.7%.
  • The company benefited from a strong semiconductor rally where investors rotated into chipmakers and related equipment suppliers.
Bullish +65

Teradyne Shares Surge 72% YTD as AI Demand Drives Q2 Revenue Beat

Teradyne reported a strong beat in its second-quarter revenue, driven primarily by surging demand for artificial intelligence testing solutions. The company's financial performance exceeded market expectations, validating the growing reliance on advanced semiconductor verification as AI models become more complex and computationally intensive. Despite the positive quarterly results, Teradyne's stock price remains 31.8% below its 52-week high and has declined by 23% over the last three months. This divergence between operational success and share price suggests that investors are still digesting previous volatility or anticipating future challenges in the semiconductor testing market. Looking ahead, Teradyne provided positive guidance for the upcoming quarter, citing continued robust demand for its AI-related products. This forward-looking outlook reinforces the company's strategic positioning within the high-growth AI infrastructure sector and supports the recent 72% year-to-date surge in its share price.

📈 Q2 revenue beat driven by robust AI testing demand.

🚀 Stock surged 72% YTD on strong earnings and AI focus.

📉 Shares remain 31.8% below 52-week high despite rally.

🔮 Management raised guidance citing sustained AI product demand.

💡 Successfully adapted to evolving AI chip market needs.

📈 Teradyne delivered a strong beat on Q2 revenue, exceeding analyst expectations driven by robust demand for AI testing solutions.

🚀 The company's stock has surged 72% year-to-date as investors react positively to its earnings performance and strategic focus on artificial intelligence.

📉 Despite the recent rally, Teradyne shares remain 31.8% below their 52-week high and are down 23% over the last three months.

🔮 Management provided positive guidance for the next quarter, citing sustained strong demand for its AI-related semiconductor testing products.

💡 The earnings report highlights Teradyne's successful adaptation to the evolving needs of the AI chip market, securing a key growth driver.

Bullish Signals
  • Q2 revenue beat shows AI testing demand strength.
  • Stock surged 72% YTD on earnings confidence.
  • Forward guidance confirms continued AI product demand.
Risk Factors
  • Shares trade 31.8% below 52-week high.
  • Stock down 23% in last three months.
Bullish Signals
  • Teradyne reported a strong beat in Q2 revenue, demonstrating its ability to capitalize on surging demand for AI-driven semiconductor testing solutions.
  • The company's stock price has surged 72% year-to-date, reflecting significant investor confidence in its earnings performance and strategic positioning.
  • Teradyne provided positive forward guidance for the upcoming quarter, indicating that strong demand for its AI products is expected to continue.
Risk Factors
  • Teradyne shares are currently trading 31.8% below their 52-week high, suggesting lingering investor caution despite recent earnings success.
  • The stock has declined by 23% over the last three months, indicating that the recent rally may be partially offsetting a broader period of underperformance.
Somewhat Bullish +30

Teradyne Looks Expensive Until You Price The AI Chips It Has Not Tested ...

Teradyne (TER) has seen its stock price surge approximately 185% over the past year, driven by a business transformation from smartphone testing to AI data center equipment. Despite this significant rally and a subsequent pullback of about 32% from its 52-week high, the company trades at a trailing multiple of roughly 41.8 times adjusted earnings, which the article characterizes as expensive relative to current performance. The company reported record revenue in the second quarter of 2026, with over 60% of that revenue derived from AI-driven testers for accelerators, CPUs, networking silicon, and memory technologies like HBM and DRAM. However, management has guided for a decline in non-GAAP operating margins to between 28% and 30% in the third quarter of 2026, down from 33.7% in the prior quarter, as the business mix shifts away from high-margin compute products toward memory testing which strains profitability. Looking ahead to 2027, analyst consensus forecasts earnings growth of approximately 29.3%, implying that Teradyne must successfully capture market share in the upcoming surge for compute and networking customers to justify current valuations. The company has shipped its first merchant GPU order and completed qualification steps at a second hyperscaler, with management expecting these share gains to materialize gradually starting in 2027. However, analyst earnings estimates range up to $13.58 per share, which exceeds Teradyne's own internal target model of $9.50 to $11 non-GAAP EPS.

📈 Stock returned ~185% in one year after pivoting to AI data center testing.

💰 Q2 2026 revenue was >60% from AI-driven testers for accelerators, CPUs, and memory.

📉 Management guided non-GAAP operating margins to decline to 28%-30% in Q3 2026.

🚀 Shipped first merchant GPU order and qualified a second hyperscaler in Q2 2026.

⚠️ Stock implies ~36x forward multiple for 2026 based on analyst consensus earnings.

📈 Teradyne stock has returned approximately 185% over the past year following a business pivot toward AI data center testing equipment.

💰 In Q2 2026, more than 60% of Teradyne's revenue was generated from AI-driven testers for accelerators, CPUs, and memory technologies.

📉 Management guided non-GAAP operating margins to decline to 28%-30% in Q3 2026 due to a shift away from compute mix and rising expenses.

🚀 Teradyne shipped its first merchant GPU order in Q2 2026 and completed qualification at a second hyperscaler for future revenue growth.

📊 Analyst consensus forecasts 2027 earnings of $11.75 per share, which is higher than Teradyne's own internal target model range of $9.50-$11.

⚠️ The current stock price implies a forward multiple of roughly 36x for 2026 and 28.4x for 2027 based on analyst consensus earnings growth assumptions.

Bullish Signals
  • Q2 2026 revenue hit record with >60% from AI testing.
  • Shipped first merchant GPU; qualified at second hyperscaler.
Risk Factors
  • Margins expected to drop from 33.7% in Q2 '26 to 28-30% in Q3 '26.
  • Analyst 2027 EPS estimates ($11.75) exceed internal targets of $9.50-$11.
Bullish Signals
  • Teradyne delivered record revenue in Q2 2026 with over 60% of sales driven by AI testing equipment for accelerators and memory.
  • The company has successfully shipped its first merchant GPU order and completed qualification steps at a second hyperscaler, positioning it for future compute market share gains.
Risk Factors
  • Management expects non-GAAP operating margins to contract from 33.7% in Q2 2026 to between 28% and 30% in Q3 2026 as the revenue mix shifts.
  • Analyst consensus earnings estimates for 2027 ($11.75) exceed Teradyne's own internal target model range of $9.50 to $11 non-GAAP EPS, suggesting analysts may be overly optimistic.
Bullish +65

Teradyne (TER) Stock Forecast & Price Target (2026)

As of September 13, 2026, Teradyne (TER) is trading at $379.72, with Wall Street consensus and CleaRank Financial AI both assigning a Buy rating and a fair value target of $450.00, implying approximately 18.5% upside potential. The stock exhibits neutral technical momentum with an RSI of 51 and trades above its 50-day moving average of $365.82. Teradyne reported exceptional financial performance, posting revenue growth of 103.9%, which significantly outpaces the sector median of 24.1% and indicates robust market demand for its semiconductor testing solutions. The company also exceeded earnings per share (EPS) estimates by 6.02% in its latest report, signaling strong operational efficiency. Despite the bullish fundamentals, insider activity presents a contrasting signal as insiders have sold a net total of $13.2 million in stock with no reported purchases, potentially indicating caution regarding near-term price appreciation. Valuation metrics remain elevated relative to peers, with a P/E ratio of 52.09 and a P/S ratio of 13.30, exposing the stock to downside risk if growth expectations are not sustained.

📈 Analysts project fair value of $450 vs current price of $379.72.

🚀 Revenue surged 103.9%, far exceeding the sector median of 24.1%.

💰 Company beat EPS estimates by 6.02% in latest earnings report.

⚠️ Insiders sold $13.2 million with no offsetting purchases recently.

📉 Elevated P/E of 52.09 and P/S of 13.30 exceed sector averages.

📈 Teradyne trades at $379.72 with analyst consensus and AI models projecting a fair value of $450.00.

🚀 Revenue surged by 103.9%, significantly outpacing the sector median of 24.1%.

💰 The company beat EPS estimates by 6.02% in its latest earnings report.

⚠️ Insiders have executed net sales of $13.2 million with no corresponding purchases.

📉 Valuation is elevated with a P/E ratio of 52.09 and P/S ratio of 13.30 versus sector averages.

📊 Technical indicators show neutral momentum with an RSI of 51 above the 50-day average.

Bullish Signals
  • Revenue surged 103.9%, far exceeding the sector median of 24.1%.
  • Beat EPS estimates by 6.02%, highlighting operational efficiency.
  • Analysts rate it a Buy with a $450 fair value target.
Risk Factors
  • Insiders sold $13.2M in stock.
  • High P/E of 52.09 and P/S of 13.30 pose downside risk.
Bullish Signals
  • Teradyne reported revenue growth of 103.9%, significantly outpacing the sector median of 24.1%.
  • The company exceeded EPS estimates by 6.02% in its latest earnings report, signaling operational efficiency.
  • Analyst consensus and CleaRank AI both rate Teradyne as a Buy with a fair value target of $450.00.
Risk Factors
  • Insiders have sold a net total of $13.2 million in stock, which could indicate a lack of confidence in near-term price appreciation.
  • The P/E ratio of 52.09 and P/S ratio of 13.30 are considerably higher than sector averages, exposing the stock to potential downside if growth expectations are not met.
Bullish +65

Teradyne Inc. stock gains as AI strategy and analyst targets support valuation

Teradyne Inc. (TER) shares gained approximately 3.1% to trade near $383.69 on September 9, 2026, supported by a robust AI strategy and elevated analyst price targets. The stock is currently trading within its 52-week range but remains roughly 21% below its peak of $487.91, offering potential upside if the company can sustain earnings momentum driven by artificial intelligence infrastructure build-out. Management highlighted strong gross margins between 59% and 61% at the Goldman Sachs Communacopia plus Technology Conference, noting that operating expense growth is significantly lower than revenue growth. This operational leverage allows incremental AI-related revenue to translate into outsized profit growth. Demand for high bandwidth memory (HBM) remains strong through 2027, reinforcing test equipment requirements for memory and logic devices. Analysts maintain a consensus Moderate Buy rating with an average target price of $396.80, while Argus has set a specific target of $422.00, implying roughly 10% upside from current levels. Historical data shows significant long-term outperformance versus the broader market, though investors remain mindful of cyclical risks related to capital spending volatility among chipmakers and competitive pressures in robotics.

📈 Shares rose 3.1% to $383.69, trading near $396.80 analyst target.

🤖 Core semiconductor test businesses directly leverage AI infrastructure build-out.

💰 Gross margins disciplined at 59-61% with strong operating leverage.

📊 HBM demand growth expected through 2027 supporting test needs.

⚠️ Risks include chipmaker spending volatility and robotics market competition.

📈 Teradyne Inc. shares rose 3.1% to $383.69 on September 9, 2026, trading near the average analyst target of $396.80 and below the Argus target of $422.00.

🤖 Company management confirmed that core businesses in semiconductor test, robotics, and product test are directly leveraged to AI infrastructure build-out from wafer probing to data center systems.

💰 Gross margins remain disciplined between 59% and 61%, with operating expenses growing at less than half the rate of revenue to generate significant operating leverage.

📊 Demand for high bandwidth memory (HBM) is expected to continue growing into 2027, supporting sustained test demand for related semiconductor devices in memory and logic production.

🎯 Analyst consensus rating is Moderate Buy with an average price target of $396.80, while Argus specifically targets $422.00 based on positive earnings trajectory views.

📉 Institutional ownership stands at 99.77%, dominated by professional investors including a quantitative fund that reduced its position by 42.8% in the second quarter.

📈 Long-term performance is strong, with $1,000 invested twenty years ago valued at over $26,500, representing an average annual return of 17.91% versus 8.77% for the broader market.

⚠️ Key risks include potential volatility in chipmaker capital spending affecting automated test equipment orders and competitive pressure in robotics and industrial automation markets.

Bullish Signals
  • Shares rose 3.1% toward analyst targets near $396.80 and Argus target of $422.00.
Risk Factors
  • Chipmaker capex volatility risks lower automated test equipment orders.
  • Robotics competition may hinder growth in specific segments.
Bullish Signals
  • Teradyne Inc. shares gained 3.1% to $383.69, trading within sight of the average analyst target price of $396.80 and a fresh Argus target of $422.00.
  • Management reported gross margins in the range of 59% to 61%, with operating expense growth remaining below half the revenue growth rate to generate operating leverage.
  • High bandwidth memory (HBM) demand is strong and expected to continue growing into 2027, supporting test demand for semiconductor devices used in data centers.
  • Analysts collectively assign a consensus Moderate Buy rating with an average target price of $396.80, while Argus raises a specific target to $422.00.
  • Teradyne's core businesses are leveraged to the build-out of AI infrastructure, spanning wafer probing to systems used in data centers.
Risk Factors
  • Risk factors include potential volatility in capital spending among chipmakers, which can negatively affect orders for automated test equipment.
  • The company faces competitive pressure in the robotics and industrial automation markets, which could impact growth in those specific segments.
Bullish +75

Teradyne Inc. stock gains on strong robotics demand and AI test boom

Teradyne Inc. (TER) shares are trading near recent highs, supported by robust demand for its semiconductor test instruments and industrial robotics solutions driven by the AI boom. As of September 6, 2026, the stock price stands at $356.50 with a market capitalization of $55.85 billion, reflecting strong investor confidence in the company's exposure to chip testing and automation sectors. The company reported exceptional financial performance in its most recent quarter, driven by a triple-digit surge in revenue and high profitability. Teradyne posted revenue of $1.33 billion, representing a 103.9% year-over-year increase, alongside earnings per share of $2.47. The business demonstrated strong operational efficiency with a net margin of 25.77% and a return on equity of 39.93%, highlighting the scalability of its AI-focused test platforms and collaborative robot arms. Analyst consensus rates Teradyne as a Moderate Buy with an average price target of $396.80, implying approximately 11.3% upside potential from current levels. Institutional investors are increasing their exposure, notably Wellington Management Group which raised its stake by nearly 50% in the second quarter. The company also maintains a quarterly dividend of $0.13 per share, signaling confidence in recurring cash flows despite heavy investment in new AI products. Teradyne's growth strategy relies on two main pillars: Universal Robots collaborative arms for industrial automation and advanced test systems for validating complex AI hardware. While the current valuation is premium compared to traditional industrials, it aligns with high-growth semiconductor peers. Investors view the stock as undervalued relative to long-term fair value estimates around $442.20, suggesting potential upside if the company can sustain its double-digit revenue growth amidst intensifying competition.

📈 TER shares trade at $356.50 with $55.85B market cap driven by AI demand.

💰 Record quarterly revenue of $1.33B rose 103.9% YoY on AI hardware testing.

📊 Net margin hit 25.77% and ROE reached 39.93% in the latest quarter.

🎯 Analysts rate Moderate Buy with $396.80 target implying 11.3% upside potential.

🏦 Wellington Management increased stake by 49.5% to 17,000 shares valued at $25.6M.

📈 Teradyne Inc. shares trade at $356.50 with a market cap of $55.85 billion, reflecting strong investor demand for AI test instruments and robotics.

💰 The company reported record quarterly revenue of $1.33 billion, marking a 103.9% year-over-year increase driven by AI hardware testing needs.

📊 Teradyne achieved a net margin of 25.77% and a return on equity of 39.93%, demonstrating highly profitable operations in the latest quarter.

🎯 Analysts maintain a Moderate Buy rating with an average price target of $396.80, suggesting roughly 11.3% upside from current trading levels.

🏦 Wellington Management Group increased its Teradyne stake by 49.5% in Q2, acquiring over 17,000 additional shares valued at $25.6 million.

🤖 The company's Universal Robots brand provides collaborative robotic arms widely used in automotive and electronics manufacturing globally.

🔬 Teradyne develops high-precision test systems for validating advanced integrated circuits, including AI accelerators and high-performance processors.

💵 Teradyne declared a quarterly dividend of $0.13 per share, offering a yield of roughly 0.1% to signal confidence in cash flows.

📉 The stock trades at a P/E ratio near 48.98, priced below some fair value estimates around $442.20 according to Simply Wall St analysis.

🌍 Teradyne serves as a key vehicle for investors seeking exposure to global trends in chip testing and industrial automation.

Bullish Signals
  • Teradyne reported exceptional quarterly revenue of $1.33 billion, representing a 103.9% year-over-year increase driven by surging demand for AI test instruments.
  • The company achieved a net margin of 25.77% and a return on equity of 39.93%, highlighting a highly profitable business model in the latest reporting period.
  • Analyst consensus rates Teradyne as a Moderate Buy with an average price target of $396.80, implying approximately 11.3% upside potential from current levels.
  • Wellington Management Group increased its stake by 49.5% in the second quarter, acquiring 17,487 additional shares valued at approximately $25.6 million.
  • Teradyne's Universal Robots collaborative arms are widely adopted in automotive and electronics industries to automate tasks without fully fenced robot cells.
  • The company maintains a quarterly dividend of $0.13 per share, signaling confidence in recurring cash flows while investing heavily in new AI test products.
  • Teradyne's test equipment is engineered to handle demanding scenarios for complex multi-die packages, gaining traction with leading semiconductor manufacturers.
Bullish +65

Why Teradyne (TER) Stock Is Up Today | TER Stock News - Quiver Quantitative

Teradyne (TER) shares rose 4.9% on September 4, 2026, driven by investor enthusiasm for its AI-linked semiconductor test business following the introduction of new UltraFLEXplus instruments designed for AI and data center devices. The company aims to strengthen its position across the AI device supply chain, covering operations from wafer probe through final system validation. The stock's momentum is supported by a robust operating backdrop established in late July when Teradyne reported record second-quarter 2026 revenue and provided a third-quarter outlook reflecting strong demand for AI-related products. Management is scheduled to appear at a major technology conference next week, potentially offering further commentary that could sustain market interest. Institutional investors have shown significant activity in the stock, with major firms like JPMorgan Chase, Invesco, and BlackRock adding substantial positions in Q2 2026. Analyst sentiment remains positive, with a median price target of $443.0 set by ten analysts over the last six months, including targets ranging from $370 to $550 from firms like Goldman Sachs and Susquehanna.

📈 Stock up 4.9% after launching new UltraFLEXplus AI testing instruments.

💰 Reported record Q2 2026 revenue with robust Q3 AI demand outlook.

🚀 Aims to strengthen position across AI device supply chain validation.

🏦 Major institutions added significant TER shares in Q2 2026 portfolios.

🎯 Analysts maintain median price target of $443 for Teradyne stock.

📈 Teradyne stock is up 4.9% today following the launch of new UltraFLEXplus instruments for AI and data center semiconductor testing.

🚀 The company aims to strengthen its position across the AI device supply chain from wafer probe through final system validation.

💰 Teradyne reported record second-quarter 2026 revenue in late July with a third-quarter outlook reflecting robust AI-related demand.

🗓️ Management will appear at a major technology conference next week, potentially providing fresh commentary to support momentum.

🏦 Major institutional investors including JPMorgan Chase and Invesco added significant shares of TER to their portfolios in Q2 2026.

🎯 Wall Street analysts maintain a median price target of $443.0 for Teradyne, with targets ranging from $370 to $550.

Bullish Signals
  • Shares rose 4.9% on enthusiasm for AI UltraFLEXplus instruments.
Bullish Signals
  • Teradyne shares rose 4.9% today driven by investor enthusiasm for its new UltraFLEXplus instruments aimed at AI and data center devices.
  • The company announced record second-quarter 2026 revenue with a third-quarter outlook reflecting robust demand for AI-related products.
  • Major institutional investors including JPMorgan Chase, Invesco, and BlackRock added substantial positions in Q2 2026, signaling strong confidence.
  • Wall Street analysts maintain a median price target of $443.0, with specific targets ranging from $370 to $550 indicating bullish sentiment.
Somewhat Bearish -40

Teradyne (TER) Stock May Be Overvalued On Strong AI Demand News - simplywall.st

Teradyne (TER) stock has surged significantly over the past three years, delivering approximately 245.2% returns and 209.7% in the last year alone. However, current valuation metrics suggest the shares are expensive rather than cheap, with a P/E ratio of roughly 49.8x. This multiple is close to the peer average of 51.5x but sits above the broader semiconductor industry average of 45.1x and exceeds the model-implied fair value of approximately 44.7x. Simply Wall St analysis indicates that Teradyne scores only 2 out of 6 on broader valuation checks, implying it is not a clear bargain based on standard metrics. The article argues that recent enthusiasm for demand in Teradyne's semiconductor test and robotics products may already be fully reflected in the current share price. Consequently, any reset in AI-related growth assumptions could quickly challenge investor willingness to pay the current premium. The core investment thesis hinges on whether Teradyne can sustain an earnings profile that justifies its high P/E multiple relative to sector norms. The market appears to have priced in strong expectations for future growth driven by AI accelerators, robotics, and semiconductor automation themes. If growth or margins soften, the stock faces downside risk as the multiple could settle closer to industry averages.

📈 TER delivered 245.2% returns over three years with a 49.8x P/E ratio.

⚠️ Stock trades at a premium to industry average and model-implied fair value.

🤖 AI infrastructure demand drives investor enthusiasm for TER's test and robotics products.

⚖️ Current valuation may already reflect strong expectations for future AI growth.

📉 Potential AI assumption reset could trigger multiple contraction toward sector norms.

📉 Teradyne (TER) has delivered approximately 245.2% returns over the past three years and 209.7% in the last year, leading to a current P/E ratio of about 49.8x.

📊 The company trades at a premium to the broader semiconductor industry average of 45.1x and above its model-implied fair value of roughly 44.7x.

⚠️ Simply Wall St rates Teradyne as overvalued on standard metrics, scoring it only 2 out of 6 on broader valuation checks.

🤖 Investor enthusiasm is currently driven by demand for Teradyne's semiconductor test and robotics products linked to AI infrastructure build-outs.

⚖️ The stock price may already reflect strong expectations for future growth in AI accelerators, robotics, and semiconductor automation sectors.

📉 A potential reset in AI-related growth assumptions could quickly challenge the current valuation and lead to a multiple contraction toward sector norms.

Bullish Signals
  • Stock gained 245.2% over three years.
  • Demand driven by AI and electrification.
Risk Factors
  • P/E ratio of 49.8x exceeds industry average of 45.1x.
  • Trades above model-implied fair value of roughly 44.7x.
  • Valuation scores only 2 out of 6 on checks.
Bullish Signals
  • Teradyne has delivered exceptional stock performance with approximately 245.2% returns over the past three years and 209.7% in the last year.
  • The company benefits from strong market demand for its semiconductor test and robotics products driven by long-term industry themes like AI and electrification.
Risk Factors
  • Teradyne currently trades at a P/E ratio of about 49.8x, which is above the broader semiconductor industry average of 45.1x and exceeds its model-implied fair value of roughly 44.7x.
  • The stock scores only 2 out of 6 on broader valuation checks, indicating it is not a clear bargain based on standard financial metrics.
  • Current market multiples suggest that Teradyne's share price already fully bakes in strong expectations for AI-related test and robotics demand.
Bullish +65

Teradyne (TER) Stock Up Significantly After Jim Cramer Was Hesistant

Teradyne, Inc. (NASDAQ:TER) shares have surged significantly following a recent discussion on Jim Cramer's 'Mad Money' show where the host expressed hesitation regarding semiconductor test equipment due to sector lagging performance. Despite this initial skepticism from Cramer in April 2025, Teradyne has been identified as one of his hottest picks within the robotics and physical AI sectors, with its stock price rallying over 332% since that specific conversation. The company recently reported strong financial results that have driven substantial share price appreciation. In the third quarter, Teradyne posted $769 million in revenue and $0.85 in non-GAAP earnings per share, beating analyst estimates of $743 million and $0.79 respectively. This performance contributed to a 247% gain over the past year and a 20% increase on the day of the earnings report. Further reinforcing its bullish trajectory, Teradyne reported fiscal fourth-quarter results showing $1 billion in revenue and $1.80 in earnings per share, which significantly exceeded analyst expectations of $964 million and $1.36. These figures led to a 13% stock surge on February 3rd. However, the stock has recently faced some volatility, trading down by approximately 7% over the past month despite its long-term upward trend.

📈 Shares rallied 332% since Jim Cramer's April 2025 discussion.

💰 Q3 revenue hit $769M and non-GAAP EPS reached $0.85.

🚀 Fiscal Q4 revenue surged to $1B with $1.80 EPS.

📉 Stock dipped 7% recently despite strong earnings performance.

🤖 Teradyne leads collaborative robots and physical AI sectors.

📈 Teradyne shares have rallied 332% since Jim Cramer discussed the firm on Mad Money in April 2025.

💰 The company reported Q3 revenue of $769 million and non-GAAP EPS of $0.85, beating analyst estimates.

🚀 Fiscal Q4 results showed $1 billion in revenue and $1.80 EPS, surpassing expectations of $964M and $1.36.

📉 Stock price recently declined by 7% over the past month following the strong earnings reports.

🤖 Teradyne is categorized as a key player in collaborative robots and physical AI industries.

🗣️ Jim Cramer previously expressed hesitation to buy semiconductor test equipment due to sector lagging performance.

📊 The stock closed 20% higher on October 29th following the third quarter earnings beat.

📈 Shares closed 13% higher on February 3rd after the fiscal fourth quarter earnings announcement.

Bullish Signals
  • Q3 revenue $769M and EPS $0.85 beat estimates.
  • Fiscal Q4 revenue $1B and EPS $1.80 beat estimates.
  • Shares gained 247% over the past year.
  • Stock surged 332% since Jim Cramer's April discussion.
  • Price rose 20% on Oct 29 after Q3 report.
Risk Factors
  • Shares down 7% last month amid volatility.
  • Cramer warned against semis as sector lags.
Bullish Signals
  • Teradyne reported Q3 revenue of $769 million and non-GAAP EPS of $0.85, both exceeding analyst estimates of $743 million and $0.79.
  • The company's fiscal fourth-quarter results included $1 billion in revenue and $1.80 in EPS, significantly beating the consensus estimates of $964 million and $1.36.
  • Teradyne shares have gained 247% over the past year and surged 332% since Jim Cramer's April discussion on Mad Money.
  • The stock price increased by 20% on October 29th immediately following the positive third quarter earnings report.
  • Shares rallied an additional 13% on February 3rd after the firm reported strong fiscal fourth-quarter financial results.
Risk Factors
  • Teradyne shares have declined by approximately 7% over the past month, indicating recent short-term volatility or profit-taking despite strong earnings.
  • Jim Cramer previously noted hesitation to invest in semiconductor test equipment due to the broader sector lagging badly at the time of his April 2025 appearance.
Very Bullish +85

Teradyne Q2 Earnings Call Highlights

Teradyne reported record second-quarter revenue exceeding $1.3 billion, driven significantly by artificial intelligence demand which accounted for over 60% of total sales. Non-GAAP earnings per share surged to $2.47, representing a more than 300% increase year-over-year. The Semiconductor Test business was the primary growth engine, surpassing $1 billion in quarterly revenue as demand for compute and memory solutions intensified. Key financial metrics showed strong performance across segments, with Product Test revenue rising 26% and Robotics revenue increasing 33% year-over-year. System-on-chip revenue reached $843 million, while memory revenue hit a record $212 million. The company maintained a healthy balance sheet with $517 million in cash and investments, generating $378 million in free cash flow for the quarter. Looking ahead, Teradyne forecasts Q3 revenue between $1.2 billion and $1.3 billion with non-GAAP EPS expected to range from $1.85 to $2.15. Management anticipates continued growth in memory, automotive, and industrial sectors during the second half of the year, though potential softness in mobile and timing issues in compute orders could weigh on results. The company projects the overall ATE market to reach or exceed $20 billion as wafer-fab equipment capital expenditures approach $250 billion by the end of the decade.

📈 Q2 revenue hit record $1.3B with non-GAAP EPS of $2.47.

🤖 AI sales drove over 60% of total revenue growth.

💻 Semiconductor Test revenue exceeded $1B for the second quarter.

🧠 Memory revenue reached a record $212 million this quarter.

🔮 Q3 forecasted revenue is $1.2B to $1.3 billion.

📈 Teradyne reported record Q2 revenue of over $1.3 billion with non-GAAP EPS reaching $2.47, a 300% year-over-year increase.

🤖 AI-related sales accounted for more than 60% of total revenue, driving growth across Semiconductor Test, Product Test, and Robotics segments.

💻 Semiconductor Test business exceeded $1 billion in quarterly revenue for the second consecutive quarter, up 128% year-over-year.

🧠 Memory revenue hit a record $212 million, marking the third consecutive quarter above the $200 million threshold.

🤖 Robotics revenue increased 33% year-over-year to $100 million, with electronics manufacturing and semiconductors becoming the largest end market.

💰 The company ended the quarter with $517 million in cash and investments, up over 30% sequentially from the prior period.

📉 Q2 gross margin was 59.8%, up 250 basis points year-over-year but down 110 basis points sequentially due to one-time benefits.

🔮 Management forecasts Q3 revenue of $1.2 billion to $1.3 billion and non-GAAP EPS between $1.85 and $2.15.

🚀 Teradyne expects second-half growth in memory, automotive, and industrial sectors, partially offset by mobile softness.

🏭 The company anticipates the overall ATE market to reach or exceed $20 billion as wafer-fab equipment spending approaches $250 billion by decade's end.

Bullish Signals
  • Record Q2 revenue of over $1.3 billion.
  • Non-GAAP EPS of $2.47 up 300% YoY.
  • Semiconductor Test business exceeded $1 billion quarterly.
  • Memory revenue reached a record $212 million.
  • Strong free cash flow generation of $378 million.
Risk Factors
  • Mobile segment softness expected to weigh on near-term results.
  • Market share gains from new customers expected by 2027.
Bullish Signals
  • Record Q2 revenue of over $1.3 billion demonstrates strong top-line growth driven by AI demand.
  • Non-GAAP EPS of $2.47 represents a more than 300% year-over-year increase, indicating exceptional profitability.
  • Semiconductor Test business exceeded $1 billion in quarterly revenue for the second consecutive quarter.
  • Memory revenue reached a record $212 million, showing sustained strength in high-demand memory testing.
  • Strong free cash flow generation of $378 million in Q2 supports shareholder returns and operational flexibility.
  • Robust balance sheet with $517 million in cash and investments provides ample liquidity for strategic initiatives.
  • Management guidance for Q3 revenue between $1.2 billion and $1.3 billion reflects confidence in continued growth.
  • Positive analyst sentiment with 40 buy predictions versus only 4 sell predictions suggests strong market interest.
Risk Factors
  • Mobile segment softness is expected to weigh on results in the coming quarters.
  • Market-share gains from new customer qualifications are expected to emerge gradually starting in 2027.
Bullish +65

Teradyne Stock Rides on Strong Datacenter Growth: More Upside Ahead?

Teradyne (TER) reported first-quarter 2026 revenues of approximately $1.3 billion, representing an 87% year-over-year increase and surpassing its previous record by 18%. This significant growth is primarily driven by the company's strategic focus on the 'wafer to AI data center' market, where AI-related demand accounted for nearly 70% of total revenues, up from about 60% in the prior quarter. The surge highlights a major shift in Teradyne's business mix, with the datacenter segment becoming a dominant revenue source. The company is experiencing robust demand for memory test solutions, specifically for high-bandwidth memory and DRAM, which are critical for AI compute applications. To strengthen its position, Teradyne has launched new products like the Photon 100 for silicon photonics and Omnyx for server board testing. Additionally, strategic moves such as the acquisition of TestInsight and the MultiLane Test Products partnership have enhanced its capabilities in high-speed I/O and design-to-test software. Looking ahead, Teradyne expects continued robust demand for compute, networking, and memory test solutions as AI data center build-outs accelerate. For the second quarter of 2026, the company forecasts revenues between $1.15 billion and $1.25 billion. However, the stock faces stiff competition from peers like Advantest Corporation and Vertiv, who are also expanding their footprints in the AI and data center markets through partnerships and acquisitions.

📈 Q1 2026 revenue hit $1.3B, up 87% YoY on AI demand.

💻 AI sales now represent nearly 70% of total company revenue.

🚀 Launched Photon 100 and Omnyx for silicon photonics and server testing.

⚖️ Stock trades at 11.01X forward P/S, premium to 8.31X industry average.

📈 Shares surged 81.6% YTD while analysts maintain a Buy rating.

📈 Teradyne reported Q1 2026 revenues of $1.3 billion, an 87% year-over-year increase driven by AI datacenter demand.

💻 AI-related revenue now accounts for nearly 70% of total sales, up from 60% in the previous quarter.

🚀 The company launched new products including Photon 100 for silicon photonics and Omnyx for server board testing.

🤝 Strategic acquisitions like TestInsight and partnerships with MultiLane strengthen capabilities in high-speed I/O.

📅 Teradyne expects Q2 2026 revenues to range between $1.15 billion and $1.25 billion.

⚖️ The stock trades at a premium with a forward P/S of 11.01X compared to the industry average of 8.31X.

📉 Shares have surged 81.6% year-to-date, significantly outperforming the Zacks Computer & Technology sector.

🔭 Analysts maintain a Zacks Rank #2 (Buy) with consensus earnings estimates pegged at $7.20 for fiscal 2026.

⚠️ Teradyne faces competition from Advantest and Vertiv, who are also expanding in the AI datacenter space.

🔬 Competitors like Advantest and Vertiv are forming partnerships and acquiring firms to capture market share.

Bullish Signals
  • Record Q1 2026 revenue of $1.3 billion, up 87%.
  • AI demand now comprises nearly 70% of total sales.
  • Stock gained 81.6% YTD, beating sector growth of 14.7%.
  • Analysts raised 2026 earnings estimate to $7.20 per share.
Risk Factors
  • Teradyne trades at 11.01X forward P/S vs 8.31X industry average.
  • Peers like Advantest and Vertiv expand AI datacenter footprints aggressively.
  • Competitors pursue silicon photonics partnerships and thermal management acquisitions.
Bullish Signals
  • Teradyne achieved record-breaking Q1 2026 revenues of $1.3 billion, marking an 87% year-over-year increase.
  • The company successfully pivoted its revenue mix, with AI-related demand now comprising nearly 70% of total sales.
  • New product launches such as Photon 100 and Omnyx demonstrate strong innovation in critical AI infrastructure testing.
  • Strategic acquisitions and partnerships have expanded Teradyne's portfolio in high-speed I/O and design-to-test software.
  • The stock has outperformed its sector with an 81.6% year-to-date gain, significantly beating the Zacks Computer & Technology sector growth of 14.7%.
  • Analysts have raised their consensus earnings estimate for fiscal 2026 by 1.55% over the past 30 days to $7.20 per share.
Risk Factors
  • Teradyne trades at a premium valuation with a forward Price/Sales ratio of 11.01X, compared to the industry average of 8.31X.
  • The company faces stiff competition from peers like Advantest Corporation and Vertiv, who are actively expanding their AI datacenter footprints.
  • Competitors are executing aggressive strategies, including partnerships for silicon photonics and acquisitions to enhance thermal management portfolios.
Bullish +72

Ashford Capital Management Inc. Sells 8,163 Shares of Teradyne, Inc ...

Ashford Capital Management Inc. reduced its stake in Teradyne, Inc. (NASDAQ:TER) by 41.1% in the first quarter, selling 8,163 shares to hold a remaining position of 11,693 shares valued at $3.467 million. Conversely, several other major institutional investors significantly increased their exposure during the same period. Norges Bank established a new position worth approximately $398.8 million, while Wellington Management Group LLP lifted its holdings by over 13,900%, acquiring an additional 2.02 million shares valued at $280.4 million. Other notable institutional activity includes Aspex Management HK Ltd and Corient Private Wealth LLC acquiring new stakes or lifting positions in the fourth quarter, with Rafferty Asset Management LLC boosting its position by 65.4% in the second quarter. Collectively, institutional investors own 99.77% of the company's outstanding stock. On the insider front, VP Ryan Driscoll and Shannon John Poulin sold shares under pre-arranged Rule 10b5-1 trading plans to cover tax withholding obligations related to equity vesting. Teradyne reported strong financial results for the quarter ended April 29th, issuing earnings of $2.56 per share which beat analyst consensus estimates of $2.11 by $0.45. Revenue reached $1.28 billion, surpassing the $1.20 billion estimate and representing an 87% year-over-year increase. The company also announced a quarterly dividend of $0.13 per share, paid on June 12th to shareholders of record as of May 21st, marking an increase from the previous quarter's payout. The semiconductor testing equipment manufacturer currently trades with a market capitalization of $52.4 billion and a price-to-earnings ratio of 61.99. The stock has a fifty-day simple moving average of $382.69 and a 200-day average of $334.39, trading above its long-term trend but below its recent highs. Analysts anticipate the company will post earnings of $7.2 per share for the current fiscal year, reflecting continued growth expectations in the sector.

📉 Ashford Capital trimmed holdings by 41.1% to 11,693 shares valued at $3.467 million.

📈 Norges Bank acquired a new stake worth approximately $398.8 million.

🚀 Wellington Management lifted holdings by 13,949.4%, buying 2.02 million shares for $280.4 million.

💰 Q1 EPS beat estimates at $2.56 with revenue surging 87% to $1.28 billion.

🏢 Institutional ownership stands at 99.77% of total outstanding stock.

📉 Ashford Capital Management Inc. trimmed its Teradyne holdings by 41.1% in Q1, reducing its position to 11,693 shares valued at $3.467 million.

📈 Norges Bank acquired a new stake worth approximately $398.8 million, signaling significant institutional interest.

🚀 Wellington Management Group LLP lifted its holdings by 13,949.4%, purchasing an additional 2.02 million shares valued at $280.4 million.

💰 Teradyne reported Q1 EPS of $2.56, beating analyst estimates of $2.11 by $0.45.

📊 Revenue surged to $1.28 billion, an 87% year-over-year increase compared to the prior period.

💵 The company declared a quarterly dividend of $0.13 per share, paid on June 12th to shareholders of record as of May 21st.

📉 VP Ryan Driscoll sold 680 shares for $256,768 under a Rule 10b5-1 trading plan to cover tax obligations.

📉 Insider Shannon John Poulin sold 1,008 shares for $348,133 under a pre-arranged trading plan.

🏢 Institutional ownership stands at 99.77% of the company's total outstanding stock.

📈 The stock trades with a market cap of $52.4 billion and a PE ratio of 61.99.

🎯 Analysts forecast full-year earnings of $7.2 per share for Teradyne, Inc.

Bullish Signals
  • EPS beat by $0.45; reported $2.56 vs $2.11 estimate.
  • Revenue surged 87% YoY to $1.28 billion.
  • Wellington Management increased position by over 13,900%.
  • Quarterly dividend raised to $0.13 from $0.12.
  • Institutional ownership stands at an extreme 99.77%.
Risk Factors
  • Insiders sold 14,941 shares worth $5.44 million in three months.
  • High PE ratio of 61.99 suggests elevated valuation.
Bullish Signals
  • Teradyne beat quarterly EPS estimates by $0.45, reporting $2.56 versus the consensus of $2.11.
  • Revenue grew 87% year-over-year to reach $1.28 billion, significantly exceeding the $1.20 billion analyst estimate.
  • Major institutional investors like Wellington Management Group LLP and Norges Bank are aggressively accumulating shares, with Wellington increasing its position by over 13,900%.
  • The company increased its quarterly dividend to $0.13 per share from the previous $0.12, indicating confidence in cash flow generation.
  • Institutional ownership is extremely high at 99.77%, suggesting strong consensus among professional investors.
Risk Factors
  • Corporate insiders sold a total of 14,941 shares worth $5.44 million over the last three months to cover tax withholding obligations.
  • The stock trades at a high PE ratio of 61.99, which may imply elevated valuation expectations relative to current earnings.
Bullish +72

30,000 Shares in Teradyne, Inc. $TER Bought by Ardmore Road Asset ...

Institutional investors have significantly increased their holdings in Teradyne, Inc. (NASDAQ:TER) during the second and third quarters of 2026. Ardmore Road Asset Management LP acquired a new position valued at approximately $8.9 million, while Norges Bank established a substantial stake worth nearly $400 million. Wellington Management Group LLP notably lifted its position by over 13,900%, adding more than 2 million shares to reach a total holding of roughly $280 million. Analyst sentiment remains largely positive with several major firms raising price targets and maintaining buy ratings. Citigroup increased its objective from $325 to $400, Susquehanna raised its target to $550, and Goldman Sachs adjusted its goal to $465. The consensus rating is a 'Moderate Buy' with an average price target of $394.53, suggesting continued institutional confidence in the company's valuation despite recent insider sales. Teradyne reported a quarterly dividend of $0.13 per share paid on June 12th, representing a slight increase from the previous quarter and resulting in a 9.63% payout ratio. The stock trades at a P/E ratio of 64.80 with a market capitalization of $54.78 billion. While CEO Gregory Stephen Smith and other insiders sold shares totaling nearly $5.5 million recently, these transactions were executed under pre-arranged Rule 10b5-1 plans or for tax withholding obligations.

📈 Ardmore Road acquired an $8.9 million Teradyne position in Q1.

🏦 Norges Bank added a $398.8 million stake in Q4.

📊 Wellington Management increased its stake by 13,949.4% to $280.4 million.

💰 Goldman Sachs raised target to $465 with a 'buy' rating.

🎯 Consensus price target is $394.53 on a $54.78 billion market cap.

📈 Ardmore Road Asset Management LP acquired a new position in Teradyne valued at approximately $8.9 million during the first quarter.

🏦 Norges Bank established a significant new stake in Teradyne worth about $398.8 million during the fourth quarter.

📊 Wellington Management Group LLP increased its stake by 13,949.4%, adding over 2 million shares to reach a total value of $280.4 million.

📈 Citigroup raised its price objective from $325.00 to $400.00 and maintained a 'buy' rating in a report dated April 30th.

🚀 Susquehanna lifted its price target on Teradyne from $415.00 to $550.00 with a 'positive' rating issued on June 30th.

💰 Goldman Sachs increased its price objective to $465.00 and reaffirmed a 'buy' rating in a note released on July 6th.

📉 Robert W. Baird upped its target price from $350.00 to $446.00, assigning an 'outperform' rating on June 23rd.

💵 Teradyne paid a quarterly dividend of $0.13 per share on June 12th, marking an increase from the previous quarter's payout.

📉 CEO Gregory Stephen Smith sold 4,000 shares at an average price of $423.03 under a pre-arranged Rule 10b5-1 trading plan.

📉 Insider Shannon John Poulin sold 656 shares for tax withholding obligations related to equity award vesting.

📊 Teradyne currently has a market capitalization of $54.78 billion and trades at a P/E ratio of 64.80.

🎯 The consensus analyst rating is 'Moderate Buy' with a collective price target of $394.53.

Bullish Signals
  • Major institutions like Norges Bank show strong long-term confidence.
  • Citigroup and Goldman Sachs raised price targets with buy ratings.
  • Quarterly dividend increased to $0.13 per share for shareholders.
  • Institutional ownership remains extremely high at 99.77%.
Risk Factors
  • Insiders sold $5.4M in shares recently.
  • High P/E ratio of 64.80 implies elevated valuation.
Bullish Signals
  • Significant accumulation by major institutional investors including Norges Bank and Wellington Management Group indicates strong confidence in the company's long-term prospects.
  • Multiple top-tier analysts, including Citigroup, Goldman Sachs, and Susquehanna, have raised their price targets while maintaining buy or positive ratings.
  • The company increased its quarterly dividend to $0.13 per share, demonstrating a commitment to returning value to shareholders.
  • Institutional ownership remains extremely high at 99.77%, suggesting broad consensus among professional investors regarding the stock's quality.
Risk Factors
  • CEO Gregory Stephen Smith and other insiders sold a combined total of approximately $5.4 million in shares recently, though these were executed under pre-arranged plans or for tax obligations.
  • The stock trades at a high P/E ratio of 64.80, which may imply elevated valuation expectations relative to current earnings performance.
Bullish +55

Bank of Nova Scotia Sells 220,357 Shares of Teradyne, Inc. $TER

Bank of Nova Scotia significantly reduced its stake in Teradyne, Inc. (NASDAQ:TER) by 76.7% during the first quarter, selling 220,357 shares and retaining a position valued at $19.8 million. While major institutional investors like Scotiabank exited or scaled back, several smaller funds including Caitong International Asset Management and Cornerstone Planning Group initiated or increased their positions, with Cornerstone raising its stake by 149.1% to own 142 shares. Analyst sentiment remains broadly positive for Teradyne, with major firms like Cantor Fitzgerald, Robert W. Baird, Citigroup, and Stifel Nicolaus recently upgrading price targets and ratings. Cantor Fitzgerald raised its target from $400 to $550 with an overweight rating, while Robert W. Baird increased its target to $446 with an outperform rating. The consensus average target price stands at $394.53, reflecting a Moderate Buy rating across the investment community. The company recently declared a quarterly dividend of $0.13 per share, paid on June 12th to shareholders of record as of May 21st, representing an annualized yield of 0.1% and a payout ratio of 9.63%. This marks an increase from the previous quarterly dividend of $0.12. Additionally, CEO Gregory Stephen Smith sold 8,597 shares under a pre-arranged trading plan for approximately $2.9 million, while insider Shannon John Poulin sold 1,008 shares to cover tax withholding obligations.

📉 Bank of Nova Scotia sold 220,357 shares, retaining $19.8 million position.

📈 Cornerstone Planning Group increased stake by 149.1% to own 142 shares.

💰 Teradyne paid $0.13 dividend on June 12th with 0.1% yield.

📉 CEO Smith sold 8,597 shares for $2.9 million under Rule 10b5-1.

📊 Stock trades at P/E of 64.80 with $54.78 billion market cap.

📉 Bank of Nova Scotia reduced its Teradyne holdings by 76.7% in Q1, selling 220,357 shares and retaining a $19.8 million position.

📈 Cornerstone Planning Group increased its stake by 149.1% to own 142 shares valued at $42,000 during the first quarter.

📊 Cantor Fitzgerald raised its price target from $400 to $550 and assigned an overweight rating in a June report.

📈 Robert W. Baird lifted its target price to $446 with an outperform rating on Tuesday, June 23rd.

💰 Teradyne paid a quarterly dividend of $0.13 on June 12th, increasing the annualized yield to 0.1% from the previous quarter.

📉 CEO Gregory Stephen Smith sold 8,597 shares for $2.9 million under a Rule 10b5-1 trading plan on May 15th.

📉 Insider Shannon John Poulin sold 1,008 shares for $348,132 to cover tax withholding obligations related to equity vesting.

📊 The stock currently trades at a P/E ratio of 64.80 with a market capitalization of $54.78 billion.

📈 Analyst consensus shows a Moderate Buy rating with an average target price of $394.53 based on MarketBeat data.

Bullish Signals
  • Cantor Fitzgerald raised target to $550 and upgraded to overweight.
  • Robert W. Baird set target at $446 with outperform rating.
  • Citigroup increased target from $325 to $400 on buy rating.
  • Stifel Nicolaus lifted objective to $390 with a buy rating.
  • Teradyne raised quarterly dividend from $0.12 to $0.13.
Risk Factors
  • CEO sold 8,597 shares for $2.9 million.
  • Insider sold 1,008 shares to cover taxes.
  • Bank of Nova Scotia cut stake by 76.7%.
Bullish Signals
  • Cantor Fitzgerald raised its price target from $400 to $550 and upgraded the stock to overweight, indicating strong confidence in future performance.
  • Robert W. Baird increased its price target to $446 with an outperform rating, signaling bullish sentiment among major Wall Street analysts.
  • Citigroup raised its price target from $325 to $400 and maintained a buy rating, reinforcing positive analyst consensus.
  • Stifel Nicolaus lifted its price objective to $390 with a buy rating, contributing to the overall Moderate Buy consensus.
  • Teradyne increased its quarterly dividend from $0.12 to $0.13, demonstrating commitment to returning value to shareholders despite low yield.
Risk Factors
  • CEO Gregory Stephen Smith sold 8,597 shares for $2.9 million, reducing his personal stake by 6.46% under a pre-arranged trading plan.
  • Insider Shannon John Poulin sold 1,008 shares for $348,132 to cover tax withholding obligations, representing a 6.27% decrease in his position.
  • Bank of Nova Scotia significantly reduced its stake by 76.7%, selling over 220,000 shares during the first quarter.