The consensus price target for Teradyne, Inc. (NASDAQ:TER) has increased by 4.8% over the past quarter, indicating analyst confidence.Despite high expectations, Goldman Sachs sets a conservative price target of $149, suggesting the current market valuation might be overly optimistic.Teradyne's strategic focus on semiconductor test equipment and AI-enabled robotics positions it for long-term growth, although its stock trades at a premium.Teradyne, Inc. (NASDAQ:TER) is a prominent player in the automatic test ...

Key Takeaways SERV is scaling urban delivery, expanding fleets past 2,000 robots as autonomy and utilization improve.TER's Q3 2025 revenues rise 4.3% as AI-driven semiconductor test demand lifted compute and memory shipments.TER faces uneven robotics demand, but expects AI compute, networking and memory to drive growth through 2026.Automation and robotics are steadily moving from experimentation into real-world deployment as advances in AI, compute and machine intelligence intersect with labor constraints a ...

Earnings per share (EPS) is expected to be $1.36, a 43.2% increase from the previous year.Projected revenue of approximately $970.5 million, a 28.7% rise year-over-year, driven by strong demand in AI and memory testing.Despite a high P/E ratio of 90.15 and intense competition, Teradyne shows strong financial health with a low debt-to-equity ratio of 0.03 and a current ratio of 1.76.Teradyne, Inc. (NASDAQ:TER) is a leading supplier of automation equipment for test and industrial applications, known for its s ...

Core Insights - Teradyne, Inc. and MultiLane have announced a joint venture named MultiLane Test Products (MLTP) to address the growing demand in the AI Data Center equipment market by developing test solutions for high-speed data connections [1][2] - The joint venture is expected to close in the first half of 2026, pending customary closing conditions [1] - Teradyne will hold the majority ownership in the joint venture, while MultiLane will retain minority ownership [2] Company Contributions - MultiLane will contribute all assets related to its test and measurement business to the joint venture, while continuing to operate its existing businesses in interconnects and data center test solutions [2] - The collaboration aims to leverage Teradyne's global market reach in electronics testing and MultiLane's expertise in high-speed instrumentation to provide comprehensive and agile test solutions [2] Market Context - The evolution of compute architectures is driven by rapid growth in AI and the need for reliable high-speed interconnects, positioning the joint venture to support customers from wafer level to data center [3] - The joint venture is expected to enhance the served market for Teradyne's Semiconductor Test and Product Test Groups, aligning with the increasing complexity and speed demands of next-generation AI and data center deployments [3][4] Strategic Goals - The partnership aims to accelerate innovation and expand access to comprehensive test solutions for the evolving AI and data center markets, ultimately delivering greater value to customers [4]

Core Viewpoint - Teradyne is expected to report strong fourth-quarter 2025 results driven by AI-related demand, with revenues projected between $920 million and $1 billion and non-GAAP earnings per share between $1.20 and $1.46 [1][9]. Financial Expectations - The Zacks Consensus Estimate for Teradyne's earnings is currently $1.36 per share, reflecting a 43.16% increase from the previous year [2]. - The consensus revenue estimate stands at $968.79 million, indicating a 28.68% year-over-year growth [2]. Performance Drivers - Strong AI-related demand in compute, networking, and memory segments is anticipated to boost Teradyne's fourth-quarter performance [4]. - Memory test sales in the third quarter of 2025 reached $128 million, more than doubling from the second quarter, with 75% from DRAM and 25% from flash memory [5]. - The Magnum 7H product, supporting HBM3E and HBM4, is expected to significantly contribute to AI-related memory applications [5]. - Increased demand for the UltraFLEXplus system, designed for high-performance processors and networking devices, is anticipated due to its advantages in handling complex AI devices [6]. - Robotics revenue is expected to show seasonal growth, focusing on expanding customer channels and leveraging AI-driven features [6]. Stock Performance - Teradyne shares have surged 132.2% over the past six months, significantly outperforming the broader Zacks Computer and Technology sector, which increased by 16.9% [7]. Competitive Landscape - Teradyne faces stiff competition from Advantest, KLA, and ABB, which are expanding their presence in the AI infrastructure space [13]. - Advantest's new M5241 Memory Handler is set to enhance AI and high-performance memory testing [14]. - KLA is experiencing growth in its advanced packaging portfolio, essential for AI applications, with expected revenue exceeding $925 million in 2025, a 70% year-over-year increase [15]. - ABB is strengthening its partnership with Applied Digital to enhance electrical infrastructure for AI workloads [17]. Valuation Concerns - Teradyne's current valuation is considered stretched, with a forward 12-month Price/Sales ratio of 10.41X, compared to the industry average of 6.98X [11].

NORTH READING, Mass.--(BUSINESS WIRE)--First paragraph, first sentence of release should read: ...dividend of $0.13 per share (instead of ...dividend of $0.12 per share). The updated release reads: TERADYNE DECLARES QUARTERLY CASH DIVIDEND About Teradyne Teradyne (NASDAQ:TER) designs, develops, and manufactures automated test equipment and advanced robotics systems. Its test solutions for semiconductors and electronics products enable Teradyne's customers to consistently deliver on their quality standards. ...

Core Viewpoint - Teradyne is positioned uniquely at the intersection of AI infrastructure and semiconductor innovation, making it an attractive investment despite its modest dividend payout [1]. Group 1: Company Overview - Teradyne trades at approximately $232 per share with a market capitalization of around $36 billion [2]. - The company has seen its stock price increase by over 75% in the past year, driven by accelerated demand for AI-driven semiconductors [2]. Group 2: Business Transformation - AI-related testing accounted for 50% of Teradyne's total revenue in Q3 2025, increasing to 60% by Q4 2025, indicating a significant shift in the company's revenue sources [3]. - The CEO noted that this transition occurred more rapidly than anticipated, highlighting the growing importance of AI in Teradyne's business model [4]. Group 3: Growth Drivers - Teradyne's UltraFLEXplus testing system is essential for AI chip manufacturers, as it can handle complex processors with high power demands and large pin counts [5]. - The company is in the final phase of qualifying its equipment with a major GPU manufacturer, which could lead to substantial revenue opportunities [6]. Group 4: Financial Performance - Teradyne reported third-quarter revenue of $769 million and anticipates fourth-quarter sales between $920 million and $1 billion, reflecting a nearly 20% sequential increase driven by AI accelerator chips and related technologies [7]. - The GPU customer segment represents about $2 billion of the $6.5 billion semiconductor test market this year, with a potential to capture 25% of that market by 2027, although growth is expected to be gradual [8].

Core Insights - Teradyne, Inc. is a leading supplier of automation equipment for test and industrial applications, particularly known for its semiconductor test equipment and AI-enabled robotics [1] - The company faces competition from firms like Advantest and Cohu in the semiconductor testing market [1] Price Target and Valuation - UBS has set a new price target for Teradyne at $275, indicating a potential increase of about 17.28% from its trading price of approximately $234.49 [2] - The stock is currently trading at a high premium, with an enterprise value to adjusted EBITDA ratio of nearly 57, leading analysts to issue a cautious "Buy" rating with a target price of $282.60 [3][6] Market Performance - Teradyne's stock has shown significant volatility over the past year, with a high of $238.92 and a low of $65.77, making it a stock to watch closely [5] - The stock's current price is $234.25, reflecting a 2.21% increase or $5.07, indicating investor interest despite the premium valuation [3] Upcoming Earnings Report - The upcoming Q4 2025 earnings report could introduce volatility in Teradyne's stock price, with current trading fluctuations between $227.46 and $235.08 [4] - The market capitalization of Teradyne is approximately $37.26 billion, with a trading volume of 339,077 shares [4]

Core Viewpoint - Teradyne is a key player in the semiconductor equipment industry, showing strong performance and growth potential, supported by UBS's positive outlook and price target increase [1][2][5] Company Summary - UBS has raised Teradyne's price target from $200 to $275, reflecting confidence in the company's future prospects [2][5] - Teradyne's stock has risen by 19.8% year to date, outperforming the S&P 500 Semiconductor Equipment and Materials index group [2][5] - The current stock price is $229.18, with a slight increase of 0.017% on the day, and a trading volume of 1,830,519 shares [4] Industry Summary - The semiconductor equipment sector is experiencing significant growth, with competitors like Applied Materials and Lam Research reporting gains of 26.6% and 33.4%, respectively [3] - This growth is driven by TSMC's announcement of higher-than-expected capital expenditure plans, indicating strong demand for semiconductor equipment [3] - Teradyne, with a market capitalization of $36.46 billion, is well-positioned to capitalize on the robust demand in the sector [3]

Teradyne (TER) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 2, might help the stock move higher if these key numbers are better than expectat ...