Workflow
Teradyne(TER)
icon
Search documents
Stifel Sees Upside for Teradyne (TER) from AI and Semi Test Share Gains
Yahoo Finance· 2026-02-07 15:11
Teradyne, Inc. (NASDAQ:TER) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, Stifel analyst Brian Chin raised the price target on the stock to $325.00 (from $280.00) while maintaining a Buy rating. The firm believes TER’s outlook appears more constructive with upside from AI and semi test share gains. Stifel’s price target increase follows TER’s upside guidance that demonstrate how artificial intelligence applications now represent more than 70% of the company’s semiconductor test busines ...
Teradyne (TER) Rockets 24% as 11 Analysts Hike PT After Strong Earnings
Yahoo Finance· 2026-02-07 11:58
Core Insights - Teradyne Inc. (NASDAQ:TER) experienced a significant stock price increase of 24.5% week-on-week, reaching an all-time high, driven by strong earnings and 11 price target upgrades from investment firms [1][5]. Financial Performance - The company reported a 2.2% increase in full-year net income to $554 million compared to $542 million in 2024, with net revenues rising by 13% to $3.2 billion from $2.82 billion year-on-year, attributed to strong performance in semiconductor and product testing, as well as robotics [3]. - In Q4, net income surged by 76% to $257 million from $146 million, while net revenues grew by 44% to $1.08 billion from $753 million, exceeding guidance due to AI-related demand in various sectors [4]. - For Q1, Teradyne is targeting revenues between $1.15 billion and $1.25 billion [5]. Market Sentiment - The stock received price target upgrades from 11 investment firms, with Susquehanna being the most optimistic, raising its target from $275 to $335 [5].
Earnings Estimates Rising for Teradyne (TER): Will It Gain?
ZACKS· 2026-02-06 18:21
Investors might want to bet on Teradyne (TER) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this maker of wireless products, data storage and equipment to test semiconductors, should get reflected in its stock price. After a ...
This Robotics Stock Is Up 141% Over the Past Year. Can It Go Higher in 2026?
Yahoo Finance· 2026-02-05 19:22
Beyond testing, Teradyne operates a growing robotics business that includes collaborative robots designed to work safely alongside people, as well as mobile robots that assist with manufacturing and warehouse tasks. Together, these businesses place the company at the intersection of chip production and industrial automation.Founded in 1960 and based in Massachusetts, Teradyne develops automated test equipment and advanced robotics systems used across the tech and industrial landscape. Its semiconductor and ...
Teradyne (TER) Upgraded to Strong Buy: Here's What You Should Know
ZACKS· 2026-02-05 18:00
Teradyne (TER) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power o ...
3 Intriguing Stocks to Watch After Q4 Earnings: AMD, SPG, TER
ZACKS· 2026-02-05 01:55
Core Viewpoint - Several stocks are highlighted as intriguing investment opportunities after exceeding Q4 expectations, particularly in the tech sector, with a focus on AMD, Simon Property Group, and Teradyne [1][17]. Group 1: AMD - AMD stock experienced a significant drop of 17% despite exceeding Q4 revenue and EPS expectations, with a year-over-year increase of 34% in sales and 40% in EPS [4][5]. - The Q1 revenue guidance of $9.8 billion ± $300 million is above Wall Street's consensus of $9.33 billion, indicating at least 27% growth [5]. - Concerns arose regarding AMD's guidance reflecting a sequential decline from a record Q4, disappointing investors expecting continued acceleration [7]. Group 2: Simon Property Group - Simon Property Group's stock reached a 52-week high after surpassing Q4 expectations, with a current share price of $195, reflecting a 100% gain over five years [9][10]. - The stock offers a reasonable forward earnings multiple of 14X and an annual dividend yield of 4.65%, appealing to income-seeking investors [10][11]. - Including dividends, SPG's total return over the last five years exceeds 160%, making profit-taking a challenging decision for investors [11]. Group 3: Teradyne - Teradyne reported record Q4 results, with sales climbing 44% year-over-year to $1.08 billion, driven by strong AI-related demand [13][16]. - The Q4 EPS of $1.80 more than doubled year-over-year and exceeded estimates by 32% [13][15]. - Teradyne's stock has rallied 150% over the last year, supported by strong institutional buying, despite a recent pullback of over 4% [16].
【招商电子】泰瑞达25Q4跟踪报告:25Q4营收强劲增长超预期,2026 ATE设备TAM 120-140亿美元
招商电子· 2026-02-04 15:10
点击招商研究小程序查看PDF报告原文 事件: 泰瑞达(TER)发布25Q4季报,营收10.83亿美元,同比+43.8%/环比+40.8%,大超预期;毛利 率57.2%,符合此前指引,同比-2.2pcts/环比-1.3pcts;运营利润3.14亿美元,同比+92.6%/环 比+100%,EPS为1.80美元,同比+89.5%/环比+111.6%。综合财报及交流会议信息,总结要点 如下: 1)业绩情况: 营收10.83亿美元,同比+43.8%/环比+40.8%,大超预期,主要系AI计算与存储 需 求 强 劲 , 超 60% 营 收 来 自 AI 领 域 ; 毛 利 率 57.2% , 符 合 此 前 指 引 , 同 比 -2.2pcts/ 环 比-1.3pcts;运营利润3.14亿美元,同比+92.6%/环比+100%。 2、半导体测试业务同环比高增,各业务板块环比双位数增长。 分业务板块:1)半导体测试部门: 25Q4营收为8.83亿美元,同比+57.4%/环比+45.7%,受人 工智能计算和存储需求推动同环比增长强劲;其中SoC测试营收为6.47亿美元,环比增长47%;存 储测试营收为2.06亿美元,环比增长 ...
Teradyne (TER) Touches All-Time High on Stellar Earnings
Yahoo Finance· 2026-02-04 14:52
We recently published 10 Stocks Crushing Wall Street With Massive Gains. Teradyne, Inc. (NASDAQ:TER) was one of the top performers on Tuesday. Teradyne jumped to a new all-time high on Tuesday, after posting strong earnings performance that settled at the high end of its earlier guidance, thanks to strong demand from the artificial intelligence industry. At intra-day trading, the stock soared to its highest price of $285.92 before trimming gains to end the day just up by 13.41 percent at $282.98 apiece. ...
Top 2 Tech Stocks That May Collapse In Q1 - SanDisk (NASDAQ:SNDK), Teradyne (NASDAQ:TER)
Benzinga· 2026-02-04 13:46
As of Feb. 4, 2026, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, acco ...
Top 2 Tech Stocks That May Collapse In Q1
Benzinga· 2026-02-04 13:46
As of Feb. 4, 2026, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, acco ...