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 ...

全球芯片测试龙头泰瑞达披露2025财年第四季度业绩，营收同比增长43.9%达到10.8亿美元，调整后营 业利润为3.14亿美元，均超出市场预期。Counterpoint数据显示，2026年第一季度NAND闪存价格预计环 比上涨超40%，全球存储巨头西部数据表示2026年产能已被预订一空，部分合约延续至2028年，甚至有 客户询问2030年供应情况。 当前半导体设备题材受到关注，核心源于AI技术驱动下产业链需求扩容。AI芯片复杂度提升拉长单颗 芯片测试时长，测试产业链需求增速快于AI芯片出货量；AI同时推动全球存储行业进入超级周期，供 需错配推高产品价格，国内外存储厂商扩产计划落地，带动上游半导体设备需求同步增长，本土设备企 业的国产替代进程也为行业带来新增成长空间。 半导体测试设备行业：AI芯片技术迭代推动芯片功能复杂度持续提升，单颗芯片测试环节增多、时长 延长，带动测试设备需求扩容。全球存储芯片行业景气度上行，存储芯片测试需求同步增长，推动行业 企业订单规模扩大，业务覆盖范围向更多细分测试场景延伸。 半导体存储设备行业：AI技术从云端与端侧双向拉动存储需求，全球存储市场规模稳步增长，存储厂 商扩产计划陆续落 ...

Morgan Stanley sets a price target of $288 for Teradyne, Inc. (NASDAQ:TER), indicating a modest increase.Teradyne reports impressive fourth-quarter results, with adjusted earnings of $1.80 per share and revenue of $1.08 billion.The company anticipates significant growth in 2026, driven by strong demand in the compute and memory sectors, fueled by AI.Teradyne, Inc. (NASDAQ:TER) is a leading supplier of automation equipment for test and industrial applications. The company is known for its advanced testing so ...

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About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Key Takeaways Teradyne posted Q4 non-GAAP EPS of $1.8, beating estimates by 32.22%, with revenue up 43.7% year over year. TER generated $883M from Semiconductor Test, plus Robotics and Product Test contributions totaling $199M. Teradyne guided Q1 revenues of $1.15-$1.25B and non-GAAP EPS of $1.89-$2.25.Teradyne (TER) reported fourth-quarter 2025 non-GAAP earnings of $1.8 per share, which beat the Zacks Consensus Estimate by 32.22% and surged 89.5% year over year.Revenues of $1.08 billion beat the Zacks Cons ...

Core Insights - Teradyne's stock surged after the company reported strong fourth-quarter results driven by high demand for artificial intelligence [1] - The company achieved adjusted earnings of $1.80 per share, surpassing analyst expectations of $1.37 per share, and reported revenue of $1.08 billion, exceeding the forecast of $973 million [1] Financial Performance - Teradyne's Q4 growth was attributed to robust AI-related demand in compute and memory sectors [1] - The company provided strong guidance for the first quarter, expecting adjusted earnings per share between $1.89 and $2.26, significantly higher than LSEG estimates of $1.26 [2] - First-quarter revenue is projected to be between $1.15 billion and $1.25 billion, again exceeding LSEG expectations of $935 million [2] Future Outlook - The company anticipates year-over-year growth across all business segments in 2026, with particularly strong momentum in the compute sector driven by AI [2]

Teradyne (NasdaqGS:TER) Q4 2025 Earnings call February 03, 2026 08:30 AM ET Company ParticipantsAmy McAndrews - VP of Corporate RelationsGreg Smith - CEOMichelle Turner - CFOConference Call ParticipantsBrian Chin - AnalystC.J. Muse - AnalystDave Duley - AnalystJim Schneider - AnalystKrish Sankar - AnalystMehdi Hosseini - AnalystSamik Chatterjee - AnalystTimothy Arcuri - AnalystVedvati Shrotria - AnalystOperatorLadies and gentlemen, good morning, and welcome to the Teradyne fourth quarter and full year 2025 ...

Teradyne (NasdaqGS:TER) Q4 2025 Earnings call February 03, 2026 08:30 AM ET Company ParticipantsAmy McAndrews - VP of Corporate RelationsGreg Smith - CEOMichelle Turner - CFOConference Call ParticipantsBrian Chin - AnalystC.J. Muse - AnalystDave Duley - AnalystJim Schneider - AnalystKrish Sankar - AnalystMehdi Hosseini - AnalystSameek Chatterjee - AnalystTimothy Arcuri - AnalystVedvati Shrotria - AnalystOperatorLadies and gentlemen, good morning, and welcome to the Teradyne fourth quarter and full year 2025 ...

泰瑞达首席执行官Greg Smith表示："我们第四季度的业绩超出预期范围的高端，这主要得益于半导体 测试业务中人工智能相关的计算、网络和内存需求。我们所有业务部门——半导体测试、产品测试和机 器人——都实现了环比增长，公司层面预计到2025年将增长13%。" 智通财经APP获悉，周二，泰瑞达(TER.US)盘前涨超8%，开盘料创历史新高，现报269.02美元。消息面 上，该公司公布的2025财年第四季度业绩超出预期，Q4营收同比增长43.9%至10.8亿美元，高于分析师 预期的9.756亿美元(超出预期11%)。其非GAAP每股收益为1.80美元，高于分析师的普遍预期1.38 美 元。泰瑞达2025 年全年营收为 31.9 亿美元，比 2024 年增长 13%，调整后每股收益为 3.96 美元，而上 一年为 3.22 美元。 展望未来，泰瑞达对2026年第一季度营收的预期中值为12亿美元，高于分析师此前预测的9.54亿美元。 预计2026 年第一季度调整后每股收益预期中值为 2.07 美元，高于分析师预期的 1.25 美元。卖方分析师 预计未来12个月营收将增长21.8%，较过去两年有所提升。这一预测令人瞩 ...