Teradyne Drives Robotics With AI: Is the Growth Thesis Strengthening?

Key Takeaways Teradyne's Robotics segment grew for three straight quarters, with Q4 2025 revenues up 19% QoQ. TER is embedding AI in robots, targeting complex tasks across e-commerce, logistics, and semiconductors. Teradyne expects Q1 2026 revenues of $1.15B-$1.25B amid strong demand for AI-driven robotics solutions. Teradyne (TER) is benefiting from the growing integration of AI into robotics, which is driving incremental growth in its Robotics division. The company’s focus on physical AI and advanced robo ...