Teradyne(US:TER) The Motley Foolยท2025-10-31 07:41Core Viewpoint - Teradyne's strong third-quarter performance and positive guidance for the fourth quarter, driven by AI demand, have led to a significant rise in its stock price, with analysts revising their price targets upward [2][5][8]. Financial Performance - Teradyne reported third-quarter 2025 revenue of $769 million and adjusted earnings per share (EPS) of $0.85, exceeding analysts' expectations of $744 million in sales and $0.79 in EPS [5][7]. - The company anticipates fourth-quarter 2025 revenue between $920 million and $1 billion, compared to $753 million in Q4 2024 [7]. Stock Performance - Teradyne's stock has increased by 22.6% from the end of trading last Friday to the close of Thursday's market session [3]. - The current stock price is $176.88, with a market capitalization of $28 billion [6]. Analyst Sentiment - Following the strong performance, several analysts have raised their price targets for Teradyne: UBS to $200 from $165, Susquehanna to $215 from $200, and JPMorgan to $190 from $122 [9]. Industry Context - The growth in AI demand has been a significant factor in Teradyne's performance, with CEO Greg Smith highlighting that investments in Cloud AI have driven production ramp-ups across various AI-related devices [7].