Teradyne: Still A Buy, But Patience Is Wearing Thin

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]