Teradyne: Tariffs, Short-Term Headwinds, But Undervalued

Core Insights - The article discusses Teradyne's (NASDAQ: TER) estimated fair value of $130.8, based on a mid-term model projecting revenue growth of 13% to 20% through 2026 [1] Group 1: Company Analysis - Teradyne has a strong economic moat attributed to its "Fundamental Options" investment style, which combines fundamental analysis with options strategies [1] - The company employs various investment strategies, including income-oriented investments, growth at a reasonable price, deep value based on discounted cash flow, and dividend aristocrats [1] - Teradyne's investment approach includes long-term stock investments and 20-25 options strategies for purposes such as hedging, bullish substitutes, neutral trades, trading volatility, and earnings-related trades [1] Group 2: Analyst Background - The analyst has a background in software development, which informs their focus on technology investments [1] - Teaching and coaching in various life areas, including investing, is a passion for the analyst, who has authored a free local investing newsletter [1]