Teradyne(TER)

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Teradyne(TER) - 2025 Q2 - Quarterly Results
2025-07-30 11:00
Teradyne Reports Second Quarter 2025 Results | | | Q2'25 | | Q2'24 | | Q1'25 | | --- | --- | --- | --- | --- | --- | --- | | Revenue (mil) | $ | 652 | $ | 730 | $ | 686 | | GAAP EPS | $ | 0.49 | $ | 1.14 | $ | 0.61 | | Non-GAAP EPS | $ | 0.57 | $ | 0.86 | $ | 0.75 | NORTH READING, Mass. – July 29, 2025 – Teradyne, Inc. (NASDAQ: TER) reported revenue of $652 million for the second quarter of 2025 of which $492 million was in Semiconductor Test, $75 million in Robotics, and $85 million in Product Test. GAAP n ...
泰瑞达二季度净营收6.52亿美元,分析师预期6.509亿美元。二季度调整后EPS为0.57美元,分析师预期0.54美元。预计三季度营收7.10亿-7.70亿美元,分析师预期7.575亿美元。预计三季度调整后EPS为0.69-0.87美元,分析师预期0.89美元。泰瑞达(TER)美股盘后跌超0.3%,随后转而上涨4.14%。
news flash· 2025-07-29 21:26
泰瑞达二季度净营收6.52亿美元,分析师预期6.509亿美元。 二季度调整后EPS为0.57美元,分析师预期0.54美元。 预计三季度营收7.10亿-7.70亿美元,分析师预期7.575亿美元。 预计三季度调整后EPS为0.69-0.87美元,分析师预期0.89美元。 泰瑞达(TER)美股盘后跌超0.3%,随后转而上涨4.14%。 TERADYNE Teradyne Inc nasdaq: ter : 即将举行的活动 ) 第 2 季度财报电话会议 · GMT-4 上午8:30 市场概况 > Teradyne Inc 90.55 USD + 关注 -0.59 (0.65%) + 今天 收盘时间: 7月29日 GMT-4 下午5:07 · 免责声明 盘后价 90.28-0.27 (0.30%) 最大 5天 1 大 5年 93 92 BE日 收盘价 91 91.14 90 89 88 下午2:00 下午6:00 下午8:00 下午12:00 下午4:00 上午10:00 开盘 91.61 市值 145.26亿 52 周高点 144.16 最高 92.37 25.63 市盈率 52 周低点 65.77 最低 股息收益 ...
Teradyne Gears Up to Report Q2 Earnings: What's in the Offing?
ZACKS· 2025-07-24 19:01
Key Takeaways TER expects Q2 revenue of $610M-$680M and EPS of $0.41-$0.64, both down year over year.Weak Memory and Mobile demand are likely to weigh on TER's Q2 revenue and gross margin.Cost of sales and operating expenses are set to rise, while gross margin is projected to decline.Teradyne (TER) is scheduled to report its second-quarter 2025 earnings results on July 29.For the second quarter of 2025, TER expects revenues between $610 million and $680 million. The company anticipates non-GAAP earnings bet ...
13只看涨+2只看跌!大摩揭秘二季度机会,标普每股盈利或增5%
贝塔投资智库· 2025-07-23 04:15
Core Viewpoint - Morgan Stanley's strategy team highlights 15 stocks with short-term catalytic potential, indicating that S&P 500 index earnings growth in Q2 may exceed expectations [1] Earnings Expectations - The market anticipates a 5% year-over-year increase in S&P 500 Q2 earnings per share and over 4% revenue growth, but actual growth may be stronger [1] - The seven major tech companies are expected to see a 14% increase in net profit, while the remaining 493 constituents may experience a 3% decline [1] - Despite analysts lowering earnings expectations from April to May, the earnings revision has rebounded from -25% to approximately 1%, suggesting Q2 earnings will likely exceed expectations, aligning with the historical average of 4%-5% [1] Recommended Stocks - **argenx SE (ARGX.US)**: undervalued R&D pipeline, target price $700 [2] - **Atlassian (TEAM.US)**: continuous revenue growth potential over 20% and expected margin expansion, target price $320 [3] - **Chewy (CHWY.US)**: benefits from marketing and product optimization, expected revenue to maintain or exceed Q1 levels, target price $50 [4] - **CVS Health (CVS.US)**: advantages from competitor store closures and growth in pharmacy benefit management, target price $80 [4] - **DraftKings (DKNG.US)**: potential earnings inflection point in Q2, with actual licensing rates offsetting tax and regulatory pressures, target price $52 [4] - **Eaton Corporation (ETN.US)**: benefits from improved profit margins in U.S. electrical business, target price $375 [5] - **Eli Lilly (LLY.US)**: core products Mounjaro and Zepbound expected to contribute $8.2 billion in revenue, exceeding expectations may lead to 2025 guidance upgrades, target price $1,135 [5] - **F5 (FFIV.US)**: positive outlook due to demand growth in cloud and load balancing products, target price $305 [6] - **NVIDIA (NVDA.US)**: strong end-user demand and accelerated shipments of rack-level products supporting supply-side growth, target price $170 [7] - **Omada Health (OMDA.US)**: operational leverage through technology empowerment and multi-disease sales, target price $25 [8] - **Southwest Airlines (LUV.US)**: potential stock rebound if internal guidance is met and baggage fee impacts are confirmed as limited, target price $38 [9] - **Valley National Bank (VLY.US)**: expected net interest income growth of 3% quarter-over-quarter, target price $11 [10] - **Western Digital (WDC.US)**: undervalued gross margin expansion prospects, target price $85 [11] Cautious Outlook - **National Storage Affiliates Trust (NSA.US)**: cautious due to expected funds from operations (FFO) per share being below market and company guidance, target price $30 [12] - **Teradyne (TER.US)**: revenue and earnings per share forecasts for FY2026 are 7% and 14% below Wall Street expectations, target price $74 [13] Summary - Overall, Morgan Stanley's recommendations combine company fundamentals, industry trends, and market sentiment, providing diversified options for investors [14]
Teradyne: Still A Buy, But Patience Is Wearing Thin
Seeking Alpha· 2025-07-22 18:44
Group 1 - The core semi test business of Teradyne, Inc. is showing clear signs of improvement despite underperformance in the robotics unit [1] - The analyst rated Teradyne a Buy in February, citing an overreaction to soft guidance [1] - The analyst has a background in mechanical engineering and experience in the semiconductor sector, focusing on disruptive technologies [1] Group 2 - The investment approach emphasizes growth at a reasonable price with a mid- to long-term investment horizon [1] - The analyst prefers investing in companies within oligopolistic sectors that have high barriers to entry and tends to avoid smaller companies due to underestimated risks [1]
Teradyne Has Plenty Of Staying Power
Seeking Alpha· 2025-07-20 11:48
Company Overview - Teradyne is a specialized technology company focusing on automated test systems and robotics products, serving primarily semiconductor companies [1] Investment Philosophy - The company emphasizes diversification across different portfolios tailored for specific investment goals, including income plays, growth stocks, and options strategies [1] - It advocates for a "long only" investment approach, avoiding shorting companies, and employs various options strategies such as covered calls and iron condors [1] Analyst Position - The analyst holds a beneficial long position in shares of major tech companies including TSM, NVDA, AAPL, and GOOG, indicating a positive outlook on these stocks [2]
Here's Why Teradyne (TER) Fell More Than Broader Market
ZACKS· 2025-07-11 23:16
Company Performance - Teradyne's stock closed at $97.05, reflecting a -1.59% change from the previous day's closing price, underperforming compared to the S&P 500's -0.33% loss [1] - Over the past month, Teradyne's stock has increased by 14.8%, outperforming the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - Teradyne is expected to report an EPS of $0.54, which represents a 37.21% decrease from the same quarter last year [2] - The consensus estimate for revenue is $646.05 million, indicating an 11.49% decrease compared to the same quarter of the previous year [2] Full Year Projections - For the full year, earnings are projected at $3.17 per share, reflecting a -1.55% change from the prior year, while revenue is expected to be $2.91 billion, representing a +3.18% change [3] Analyst Estimates - Recent changes to analyst estimates for Teradyne are important as they indicate shifts in near-term business trends, with upward revisions suggesting positive sentiment towards the company's operations [4] - The Zacks Consensus EPS estimate has increased by 0.21% over the past month, and Teradyne currently holds a Zacks Rank of 3 (Hold) [6] Valuation Metrics - Teradyne's Forward P/E ratio is 31.11, indicating a premium compared to its industry's Forward P/E of 19.35 [6] - The company has a PEG ratio of 4.3, while the average PEG ratio for the Electronics - Miscellaneous Products industry is 1.8 [7] Industry Context - The Electronics - Miscellaneous Products industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [7][8] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]
Teradyne (TER) Moves 6.3% Higher: Will This Strength Last?
ZACKS· 2025-07-11 17:15
Company Overview - Teradyne (TER) shares increased by 6.3% to close at $98.62, with notable trading volume exceeding typical levels [1] - The stock has gained 6.9% over the past four weeks, indicating strong performance [1] - Teradyne's diversified portfolio and strong adoption of automated solutions for semiconductor customers' back-end processes are key growth drivers [1] Earnings Expectations - Teradyne is expected to report quarterly earnings of $0.54 per share, reflecting a year-over-year decline of 37.2% [2] - Revenue projections stand at $646.05 million, down 11.5% from the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for Teradyne has been revised 0.6% higher in the last 30 days, suggesting potential price appreciation [4] - Positive trends in earnings estimate revisions are correlated with stock price movements, indicating a favorable outlook for Teradyne [3][4] Industry Context - Teradyne is part of the Zacks Electronics - Miscellaneous Products industry, which includes other companies like Hayward Holdings, Inc. (HAYW) [4] - Hayward Holdings' consensus EPS estimate remains unchanged at $0.22, representing a 4.8% increase compared to the previous year [5] - Hayward Holdings has a Zacks Rank of 3 (Hold), similar to Teradyne [5]
Teradyne (TER) Increases Despite Market Slip: Here's What You Need to Know
ZACKS· 2025-07-01 23:16
Company Performance - Teradyne's stock closed at $91.92, reflecting a +2.22% change from the previous day's closing price, outperforming the S&P 500's 0.11% loss [1] - Prior to the recent trading session, Teradyne's shares had increased by 13.12%, surpassing the Computer and Technology sector's gain of 8.76% and the S&P 500's gain of 5.17% [1] Upcoming Earnings - Teradyne is projected to report earnings of $0.54 per share, indicating a year-over-year decline of 37.21%, with expected revenue of $646.05 million, a decrease of 11.49% from the same quarter last year [2] Full Year Estimates - For the full year, earnings are estimated at $3.16 per share and revenue at $2.9 billion, representing changes of -1.86% and +2.89% respectively from the prior year [3] Analyst Estimates and Stock Performance - Recent adjustments to analyst estimates for Teradyne are crucial as they reflect changing business trends, with positive revisions indicating analyst optimism [3][4] - The Zacks Rank system, which assesses estimate changes, currently ranks Teradyne at 4 (Sell) [5] Valuation Metrics - Teradyne has a Forward P/E ratio of 28.43, which is a premium compared to the industry average of 19.08 [6] - The company also has a PEG ratio of 3.93, significantly higher than the industry average PEG ratio of 1.72 [6] Industry Context - The Electronics - Miscellaneous Products industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 165, placing it in the bottom 34% of all industries [7] - The Zacks Industry Rank indicates that top-rated industries outperform the bottom half by a factor of 2 to 1 [7]
Is It Worth Investing in Teradyne (TER) Based on Wall Street's Bullish Views?
ZACKS· 2025-06-19 14:36
Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on Teradyne (TER), and highlights the potential misalignment of interests between brokerage analysts and retail investors [1][5][10]. Group 1: Brokerage Recommendations for Teradyne - Teradyne has an average brokerage recommendation (ABR) of 1.93, indicating a consensus between Strong Buy and Buy, with 60% of recommendations being Strong Buy and 6.7% being Buy [2][4]. - The article suggests that relying solely on the ABR for investment decisions may not be advisable, as studies indicate that brokerage recommendations often fail to guide investors effectively [5][10]. Group 2: Limitations of Brokerage Recommendations - Brokerage analysts tend to exhibit a strong positive bias in their ratings due to vested interests, resulting in a disproportionate number of favorable ratings compared to negative ones [6][10]. - The article emphasizes that the best use of brokerage recommendations is to validate independent research rather than as a primary decision-making tool [7][10]. Group 3: Zacks Rank vs. ABR - Zacks Rank is presented as a more reliable tool for predicting stock performance, based on earnings estimate revisions, and is categorized into five groups from Strong Buy to Strong Sell [8][11]. - Unlike ABR, which may not be up-to-date, Zacks Rank reflects timely changes in earnings estimates, making it a more effective indicator for future stock prices [12]. Group 4: Current Earnings Estimates for Teradyne - The Zacks Consensus Estimate for Teradyne remains unchanged at $3.16 for the current year, suggesting stable analyst views on the company's earnings prospects [13]. - Due to the unchanged consensus estimate and other factors, Teradyne holds a Zacks Rank of 3 (Hold), indicating a cautious approach despite the Buy-equivalent ABR [14].