Teradyne stock pops on earnings beat driven by AI demand

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]