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Teradyne's strong AI-driven demand, expanding semiconductor testing opportunities, and upbeat Q3 earnings outlook make the stock an attractive investment choice.

Teradyne (TER - Free Report) ended the recent trading session at $308.75, demonstrating a -10.63% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 1.21%. Meanwhile, the Dow experienced a rise of 0.02%, and the technology-dominated Nasdaq saw a decrease of 2.6%.

The stock of maker of wireless products, data storage and equipment to test semiconductors has fallen by 11.22% in the past month, lagging the Computer and Technology sector's loss of 3.87% and the S&P 500's loss of 0.03%.

Market participants will be closely following the financial results of Teradyne in its upcoming release. The company plans to announce its earnings on October 27, 2026. The company's earnings per share (EPS) are projected to be $2.04, reflecting a 140% increase from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $1.27 billion, indicating a 65.2% growth compared to the corresponding quarter of the prior year.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $9.11 per share and revenue of $5.07 billion. These totals would mark changes of +130.05% and +58.89%, respectively, from last year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Teradyne. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.07% higher. Teradyne is currently sporting a Zacks Rank of #1 (Strong Buy).

In the context of valuation, Teradyne is at present trading with a Forward P/E ratio of 37.92. This indicates a premium in contrast to its industry's Forward P/E of 18.53.

We can also see that TER currently has a PEG ratio of 0.7. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Electronics - Miscellaneous Products industry currently had an average PEG ratio of 1.28 as of yesterday's close.

The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 39, positioning it in the top 16% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Diversify Advisory Services LLC grew its position in Teradyne, Inc. (NASDAQ:TER – Free Report) by 31.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,839 shares of the company’s stock after purchasing an additional 3,341 shares during the quarter. Diversify Advisory Services LLC’s holdings in Teradyne were worth $5,548,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Carolina Wealth Advisors LLC grew its stake in Teradyne by 42.5% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 114 shares of the company’s stock valued at $55,000 after buying an additional 34 shares during the last quarter. Purus Wealth Management LLC lifted its position in Teradyne by 0.3% during the 3rd quarter. Purus Wealth Management LLC now owns 11,145 shares of the company’s stock worth $4,468,000 after acquiring an additional 35 shares during the last quarter. Vestor Capital LLC lifted its position in Teradyne by 15.4% during the 1st quarter. Vestor Capital LLC now owns 285 shares of the company’s stock worth $85,000 after acquiring an additional 38 shares during the last quarter. Ashton Thomas Private Wealth LLC lifted its position in Teradyne by 5.8% during the 2nd quarter. Ashton Thomas Private Wealth LLC now owns 727 shares of the company’s stock worth $352,000 after acquiring an additional 40 shares during the last quarter. Finally, Whittier Trust Co. boosted its holdings in Teradyne by 5.5% during the first quarter. Whittier Trust Co. now owns 827 shares of the company’s stock valued at $261,000 after acquiring an additional 43 shares during the period. Institutional investors own 99.77% of the company’s stock.

Teradyne News Roundup Here are the key news stories impacting Teradyne this week:

Positive Sentiment: Physical-AI partnership expands growth opportunity: Teradyne Robotics is partnering with Sereact to deploy AI-enabled robotic systems for difficult-to-automate retail and logistics tasks, including processing fashion returns. The collaboration could support adoption of Teradyne’s Universal Robots and Mobile Industrial Robots platforms. Teradyne Robotics and Sereact Partner to Scale Physical AI Solutions for Retail and Logistics Positive Sentiment: UBS sets a significantly higher price target: UBS reportedly established a $485 target for Teradyne, providing bullish support and signaling confidence in the company’s semiconductor-test and automation exposure. Teradyne Inc. stock: UBS sets USD 485.00 target pre-market Positive Sentiment: Strong earnings momentum raises expectations: Teradyne’s latest quarter significantly exceeded consensus estimates, with revenue up more than 100% year over year. Investors will look for continued strength in semiconductor test and robotics demand in the upcoming report. Teradyne stock: October 27 results put Teradyne stock to the test Neutral Sentiment: Analyst sentiment remains favorable but valuation is elevated: Teradyne has a consensus “Moderate Buy” rating and an average target of $396.80, although its high earnings multiple leaves the stock sensitive to any earnings or guidance disappointment. Negative Sentiment: Insider selling adds a modest cautionary signal: CEO Gregory Smith sold 4,000 shares worth approximately $1.37 million. The transaction occurred under a pre-arranged Rule 10b5-1 plan, reducing its significance, but it follows additional sales by the CEO. Teradyne Stock Performance Shares of TER opened at $345.49 on Thursday. The company has a 50-day simple moving average of $377.45 and a 200-day simple moving average of $375.23. Teradyne, Inc. has a 52 week low of $135.83 and a 52 week high of $487.91. The firm has a market capitalization of $54.01 billion, a P/E ratio of 47.39, a P/E/G ratio of 0.68 and a beta of 1.75. Teradyne (NASDAQ:TER – Get Free Report) last released its earnings results on Wednesday, July 29th. The company reported $2.47 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.38. Teradyne had a return on equity of 39.93% and a net margin of 25.77%. The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period last year, the business earned $0.57 earnings per share. The firm’s revenue for the quarter was up 103.9% compared to the same quarter last year. As a group, equities analysts forecast that Teradyne, Inc. will post 9.11 earnings per share for the current year.

Teradyne Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Friday, September 25th. Shareholders of record on Friday, September 4th were given a $0.13 dividend. The ex-dividend date was Friday, September 4th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 0.2%. Teradyne’s dividend payout ratio (DPR) is currently 7.13%.

Wall Street Analyst Weigh In TER has been the topic of several research analyst reports. Wall Street Zen downgraded Teradyne from a “buy” rating to a “hold” rating in a research report on Monday, September 28th. Zacks Research lowered Teradyne from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. Susquehanna boosted their price objective on Teradyne from $415.00 to $550.00 and gave the stock a “positive” rating in a research report on Tuesday, June 30th. Morgan Stanley increased their target price on Teradyne from $387.00 to $397.00 and gave the company an “equal weight” rating in a research note on Thursday, July 30th. Finally, Evercore restated an “outperform” rating and set a $420.00 target price on shares of Teradyne in a research note on Thursday, July 30th. Eleven equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Teradyne has a consensus rating of “Moderate Buy” and an average price target of $396.80.

Get Our Latest Analysis on TER

Insider Activity at Teradyne In other news, CEO Gregory Smith sold 4,000 shares of Teradyne stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $341.28, for a total transaction of $1,365,120.00. Following the sale, the chief executive officer owned 104,495 shares of the company’s stock, valued at approximately $35,662,053.60. This trade represents a 3.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 12,000 shares of company stock valued at $4,416,440. 0.19% of the stock is currently owned by company insiders.

Teradyne Profile (Free Report)

Teradyne, Inc develops and supplies automated test equipment and industrial automation products. Its systems help manufacturers test the functionality, performance, and reliability of semiconductor devices, electronic systems, wireless products, and other complex products throughout the production process.

The company’s product portfolio includes semiconductor test systems, memory and system-level test equipment, and solutions for printed circuit boards and electronic products. Teradyne also provides collaborative robots through Universal Robots and autonomous mobile robots through Mobile Industrial Robots (MiR), supporting applications such as assembly, material handling, machine tending, packaging, and warehouse logistics.

Founded in 1960 and headquartered in North Reading, Massachusetts, Teradyne serves customers worldwide, including semiconductor manufacturers, electronics producers, automotive companies, and industrial businesses.

Further Reading Five stocks we like better than Teradyne GM Beat and Added a $20 Billion Buyback—Why Did the Stock Fall? Intercepting Growth: Karman Secures $218M Lockheed Martin Deal Tech Stocks Took a Hit—These 2 Pharma Stocks Are Near New Highs Chip Stocks Have Pulled Back—Here’s How 3 Semiconductor ETFs Stack Up for Investors Want to see what other hedge funds are holding TER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Teradyne, Inc. (NASDAQ:TER – Free Report).

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High-quality real-world data has been a major bottleneck for teaching robot hands: A video can show movement without measuring touch or force. Building on our robotics inflection point and September AI and robotics developments, advances in sensors, computing and models are turning richer demonstrations into robot-training data, which could enable an entirely new class of automation and skills in previously inaccessible domains. VettaFi research suggests that solving the robotic hand — across its many sizes, forms, and uses — could expand robotics’ total addressable market by trillions of dollars over the coming decades.

Key Takeaways Everyday human activity is becoming robot-training data. Paid programs recruit people to record cooking, laundry and tool use, while industrial systems capture skilled work. Together, video, motion, and touch form multimodal data that can help create more informed and capable AI models.  Better manipulation could expand automation across homes, services, factories, and infrastructure. Different jobs can call for micro hands (e.g., small electronics assembly), human-scale hands and extremely durable, outdoor-capable hands. Beyond humanoids, robot hands can be added as upgrades to existing robots and production lines. The investment opportunity reaches from model training and simulation to sensing and low-power processing near the task. For example, Ambiq Micro, Inc. (AMBQ), added to THNQ Artificial Intelligence Index at its most recent rebalance in Q3 2026, illustrates the potential for AI to spread into smaller physical devices and wearable technologies.  How Robot Hands Sense, Move, and Use Power Robot hands will range from micro grippers for tiny components to human-scale hands and heavy-duty industrial grippers. They can work on fixed arms, automated rails, and production lines. Meanwhile, future tool-equipped aerial manipulators could help maintain grid infrastructure, wind turbines or hard-to-reach building equipment.

Infineon Technologies AG (IFX:ETR) is adapting sensor technologies already used in smartphones and household appliances for robotic hands. At its October 16 presentation at SEDEX 2026, the company outlined magnetic, pressure and capacitive sensing approaches for detecting contact and controlling grip. It is also exploring tiny microelectromechanical systems (MEMS) microphones to identify characteristics of objects through the sounds and vibrations produced by touch. That could give a hand additional information about what it is handling.

The company’s approach also connects sensing with movement: Microcontrollers and motor drivers coordinate finger joints, while feedback helps adjust gripping force. Infineon supports centralized, hybrid and distributed control architectures, allowing designers to place control electronics differently as hands become more complex. Its gallium nitride power technology targets smaller, more efficient motor-drive circuits, addressing the challenge of fitting power and control close to moving joints.

Separately, Novanta Inc. (NOVT), through ATI, supplies force/torque sensors that measure pushes, pulls, and twisting.

Actuation turns electrical power into movement through motors and mechanical transmissions. Motor drivers meter that power, while feedback helps regulate position and grip.

Microchip Technology Incorporated (MCHP) also targets humanoid hands with programmable chips that coordinate multiple motors and sensor streams. Together, sensing, control, and power electronics help connect a model’s instructions to physical action.

The difficulty is substantial. In an August 2024 interview, Tesla, Inc. (TSLA) CEO Elon Musk said: “From an electromechanical standpoint, the hand is probably roughly half of the engineering.”

Solving the Real-World Data Bottleneck for Robot Hands There is plenty of online video of someone folding laundry or using a drill. However, ordinary footage does not directly measure grip pressure, resistance or contact. Together, motion gloves, pressure sensors, and head-mounted cameras can help capture those complementary signals: multimodal data about the same task.

Consequently, collecting contact-rich demonstrations requires sensing alongside video. Sensors must capture relevant signals, while the data pipeline aligns them with movement and video. Different people, objects and environments add further complexity.

As an example, private provider Micro1 recruits people globally for paid recordings of cooking, laundry, and tool use. Meanwhile, MANUS has demonstrated a research integration combining gloves, body tracking, and a head-mounted camera.

After capture, developers synchronize signals and label useful examples. They then combine real and simulated data, train models, and test them on machines.

Nvidia Corporation (NVDA) supplies GPU computing hardware alongside robotics software. Isaac Sim simulates robots and generates training data; Isaac Lab supports learning from demonstrations and simulated practice. Physical testing then establishes whether those skills work on real machines.

How Can Manufacturers Integrate Specialist Robot Hands? Manufacturers can combine specialist suppliers with their own engineering, even if they are not the ones developing the hands themselves. For example, ABB Ltd. (ABBN:SWX) announced a June 2026 collaboration integrating private developer Psyonic’s touch-sensitive Ability Hand with its GoFa collaborative robot. The partners are testing human prosthetic-use data for teaching delicate, variable handling.

Hon Hai Precision Industry Co., Ltd. (2317:TAI) (DBA Foxconn) provides another industrial development example. As a blue-chip electronics manufacturer that partners with companies like Apple Inc. (AAPL) and Nvidia to help make iPhones and AI data-center hardware, Foxconn is starting to pilot robotic-hand development alongside industrial training. In March 2026, its Nvidia collaboration included humanoid picking, placing, and screw fastening, combining simulated factory scenarios with on-site iteration.

Meanwhile, Universal Robots, owned by Teradyne, Inc. (TER), launched its AI Trainer with Scale AI in March 2026. Operators guide robots while the system records synchronized motion, force, and video.

These approaches let manufacturers test capabilities without developing every component themselves. If reliable robot hands expand existing equipment’s tasks, operating leverage could come through higher utilization, fewer interventions and lower costs per job. The market is not fully appreciating this upside for the ecosystem.

Physical AI: Investment Implications and the Bottom Line A wearable device also needs to process signals within limits on battery life, weight and heat. Ambiq, added to THNQ at its most recent rebalance in Q3 2026, supplies low-power processors for wearables and industrial sensors. Its SEC filings name Garmin Ltd. (GRMN) and Alphabet Inc. (GOOGL), through Google, among its end customers. Even Realities’ G2 smart glasses also run on its Apollo510 chip. Ambiq lists industrial edge and robotics among target uses for its newer Atomiq chip. We increasingly expect physical AI applications, including robot hands, to follow.

This is AI spreading down the stack: Larger systems train models, while smaller devices collect signals and run selected functions near the task. Companies across the ROBO Global Robotics & Automation Index (ROBO) participate through sensing, actuation, robot manufacturing and integration. THNQ connects training infrastructure with the computing that brings AI into smaller physical devices.

The opportunity extends to manufacturers adopting these technologies, where better manipulation could expand what existing equipment can do. As hands become more capable, durable and economical, automation can reach more work across homes, services, factories and infrastructure.

For scale, Morgan Stanley estimated in May 2025 that the humanoid market alone could surpass $5 trillion by 2050. The commercial impact could spread through both the companies supplying those capabilities and the businesses putting them to work.

The ROBO Global Robotics and Automation Index underlies the ROBO Global Robotics and Automation Index ETF (ROBO). The ROBO Global Artificial Intelligence Index underlies the ROBO Global Artificial Intelligence ETF (THNQ). It is not possible to invest directly in an index.

Looking for regular updates? Subscribe here for weekly insights on robotics, AI, and healthcare technology, delivered straight to your inbox.

For more news, information, and analysis, visit the Disruptive Technology Content Hub.

VettaFi LLC (“VettaFi”) is the index provider for ROBO and THNQ, for which it receives an index licensing fee. However, ROBO and THNQ are not issued, sponsored, endorsed, or sold by VettaFi, and VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of ROBO and THNQ.

Teradyne, Inc. (NASDAQ:TER – Get Free Report) CEO Gregory Smith sold 4,000 shares of the business’s stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $341.28, for a total transaction of $1,365,120.00. Following the completion of the transaction, the chief executive officer directly owned 104,495 shares of the company’s stock, valued at approximately $35,662,053.60. This represents a 3.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Gregory Stephen Smith also recently made the following trade(s):

On Tuesday, September 15th, Gregory Smith sold 4,000 shares of Teradyne stock. The stock was sold at an average price of $337.83, for a total transaction of $1,351,320.00.
On Monday, August 17th, Gregory Smith sold 4,000 shares of Teradyne stock. The stock was sold at an average price of $425.00, for a total value of $1,700,000.00.

Teradyne Price Performance
Shares of NASDAQ TER opened at $335.53 on Tuesday. Teradyne, Inc. has a 1-year low of $135.83 and a 1-year high of $487.91. The company has a market capitalization of $52.46 billion, a price-to-earnings ratio of 46.03, a PEG ratio of 0.66 and a beta of 1.75. The business has a 50-day moving average of $379.46 and a 200-day moving average of $374.81.

Teradyne (NASDAQ:TER – Get Free Report) last announced its earnings results on Wednesday, July 29th. The company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.09 by $0.38. The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.22 billion. Teradyne had a return on equity of 39.93% and a net margin of 25.77%. The company’s revenue was up 103.9% on a year-over-year basis. During the same period last year, the business posted $0.57 EPS. Research analysts expect that Teradyne, Inc. will post 9.11 EPS for the current fiscal year.
Teradyne Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Friday, September 25th. Shareholders of record on Friday, September 4th were paid a $0.13 dividend. This represents a $0.52 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Friday, September 4th. Teradyne’s payout ratio is presently 7.13%.

Analyst Ratings Changes
A number of analysts have recently commented on the company. Weiss Ratings raised Teradyne from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, September 29th. Morgan Stanley raised their target price on Teradyne from $387.00 to $397.00 and gave the company an “equal weight” rating in a research note on Thursday, July 30th. Robert W. Baird reaffirmed a “neutral” rating and set a $420.00 target price on shares of Teradyne in a report on Friday, August 21st. Zacks Research cut shares of Teradyne from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 28th. Finally, Bank of America raised their price objective on shares of Teradyne from $365.00 to $525.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Eleven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $396.80.

Read Our Latest Stock Report on Teradyne

Institutional Investors Weigh In On Teradyne
A number of hedge funds and other institutional investors have recently made changes to their positions in the company. BlackRock Inc. bought a new stake in shares of Teradyne in the 2nd quarter valued at about $9,404,408,000. State Street Corp lifted its position in shares of Teradyne by 4.6% in the 2nd quarter. State Street Corp now owns 7,290,460 shares of the company’s stock worth $3,527,416,000 after purchasing an additional 320,034 shares during the period. Van ECK Associates Corp lifted its position in shares of Teradyne by 5.0% in the 2nd quarter. Van ECK Associates Corp now owns 2,607,914 shares of the company’s stock worth $1,261,813,000 after purchasing an additional 123,549 shares during the period. ABS Investment Management LLC bought a new position in shares of Teradyne during the second quarter valued at approximately $1,006,387,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Teradyne by 0.6% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,978,124 shares of the company’s stock valued at $957,096,000 after buying an additional 12,659 shares during the period. 99.77% of the stock is owned by hedge funds and other institutional investors.

Teradyne Company Profile
(Get Free Report)

Teradyne, Inc develops and supplies automated test equipment and industrial automation products. Its systems help manufacturers test the functionality, performance, and reliability of semiconductor devices, electronic systems, wireless products, and other complex products throughout the production process.

The company’s product portfolio includes semiconductor test systems, memory and system-level test equipment, and solutions for printed circuit boards and electronic products. Teradyne also provides collaborative robots through Universal Robots and autonomous mobile robots through Mobile Industrial Robots (MiR), supporting applications such as assembly, material handling, machine tending, packaging, and warehouse logistics.

Founded in 1960 and headquartered in North Reading, Massachusetts, Teradyne serves customers worldwide, including semiconductor manufacturers, electronics producers, automotive companies, and industrial businesses.

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Assenagon Asset Management S.A. increased its holdings in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) by 2,171.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,074,459 shares of the company’s stock after acquiring an additional 1,027,146 shares during the period. Assenagon Asset Management S.A. owned about 0.69% of Teradyne worth $430,761,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. BlackRock Inc. bought a new position in shares of Teradyne during the second quarter valued at $9,404,408,000. Andar Capital Management HK Ltd acquired a new stake in shares of Teradyne during the 2nd quarter worth about $37,800,000. Bank of America Corp DE acquired a new stake in shares of Teradyne during the 2nd quarter worth about $842,822,000. Legal & General Group Plc acquired a new stake in shares of Teradyne during the 2nd quarter worth about $656,058,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Teradyne during the 2nd quarter worth about $459,012,000. Institutional investors own 99.77% of the company’s stock.

Teradyne News Summary Here are the key news stories impacting Teradyne this week:

Positive Sentiment: Teradyne launched the UltraFLEXplus S, a 24-slot automated test platform designed for high-mix production and complex edge-AI chips used in automotive, industrial, and consumer applications. The product expands Teradyne’s opportunity in the growing AI semiconductor testing market. Semicon West 2026: Teradyne launches edge AI automated test platform Positive Sentiment: The company also highlighted a broad technology collaboration with FormFactor, including a reported $300 million Teradyne equity investment. The partnership is intended to connect wafer-level and semiconductor test capabilities, potentially strengthening Teradyne’s position across advanced packaging and AI-chip workflows. Is Teradyne Using Edge AI Test Expansion To Redefine Its Long-Term Competitive Moat? Neutral Sentiment: Teradyne received TÜV Rheinland North America’s 2026 Safety and Sustainability Leadership Award. The recognition supports the company’s corporate reputation but is unlikely to materially affect near-term earnings or valuation. TÜV Rheinland Honors Teradyne Neutral Sentiment: Teradyne will report third-quarter 2026 results on October 27 after the market closes. Investors are likely to focus on semiconductor-test demand, AI-related growth, robotics performance, and whether earnings can support the stock’s elevated valuation. Teradyne to Announce Third Quarter 2026 Results Negative Sentiment: Hotter-than-expected inflation triggered broader selling in semiconductor and AI-infrastructure stocks, including Teradyne, as investors worried that higher borrowing costs could reduce or delay AI capital spending. FormFactor, Teradyne, Applied Materials, AMD, and Intel Shares Plummet Negative Sentiment: Analysts and investors are questioning whether Teradyne’s strong multiyear rally has already priced in much of its AI growth. A high earnings multiple increases the risk of further weakness if upcoming results or guidance do not exceed elevated expectations. Is Teradyne Too Expensive For Its Earnings Power? Negative Sentiment: Director Gregory Smith disclosed plans to sell 4,000 Teradyne shares valued at approximately $1.37 million. The planned insider sale may add modest pressure, although it does not necessarily indicate deteriorating business prospects. Teradyne’s Gregory Smith to Sell Shares Teradyne Trading Down 4.5% TER opened at $343.21 on Friday. The stock has a market capitalization of $53.66 billion, a PE ratio of 47.08, a PEG ratio of 0.73 and a beta of 1.75. Teradyne, Inc. has a 1-year low of $135.83 and a 1-year high of $487.91. The firm has a 50-day moving average price of $381.14 and a two-hundred day moving average price of $374.19. Teradyne (NASDAQ:TER – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.09 by $0.38. Teradyne had a net margin of 25.77% and a return on equity of 39.93%. The business had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the firm earned $0.57 earnings per share. Teradyne’s revenue was up 103.9% compared to the same quarter last year. On average, research analysts predict that Teradyne, Inc. will post 9.11 EPS for the current year.

Teradyne Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Friday, September 25th. Stockholders of record on Friday, September 4th were given a dividend of $0.13 per share. The ex-dividend date was Friday, September 4th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 0.2%. Teradyne’s payout ratio is presently 7.13%.

Analysts Set New Price Targets Several equities analysts recently issued reports on TER shares. UBS Group lifted their price target on shares of Teradyne from $440.00 to $500.00 and gave the company a “buy” rating in a report on Monday, July 20th. Evercore reaffirmed an “outperform” rating and set a $420.00 price objective on shares of Teradyne in a research note on Thursday, July 30th. Wall Street Zen lowered shares of Teradyne from a “buy” rating to a “hold” rating in a report on Monday, September 28th. Morgan Stanley raised their price objective on shares of Teradyne from $387.00 to $397.00 and gave the stock an “equal weight” rating in a report on Thursday, July 30th. Finally, Zacks Research cut shares of Teradyne from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. Eleven equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Teradyne has an average rating of “Moderate Buy” and an average price target of $396.80.

View Our Latest Research Report on Teradyne

Insider Buying and Selling at Teradyne In other news, CEO Gregory Smith sold 4,000 shares of the business’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $337.83, for a total transaction of $1,351,320.00. Following the completion of the sale, the chief executive officer owned 108,495 shares in the company, valued at $36,652,865.85. The trade was a 3.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.19% of the stock is currently owned by insiders.

About Teradyne (Free Report)

Teradyne, Inc is a global provider of automated test equipment and industrial automation solutions. Founded in 1960 and headquartered in North Reading, Massachusetts, the company develops systems that help manufacturers test the performance, quality, and reliability of electronic products and components.

Teradyne’s products include semiconductor test systems used to evaluate integrated circuits, memory devices, and other semiconductor components. The company also provides test solutions for wireless products, storage systems, and complex electronic systems, along with related software, services, and support.

Through its Industrial Automation segment, Teradyne offers collaborative robots from Universal Robots, autonomous mobile robots from Mobile Industrial Robots, and robotic arms and systems for manufacturing and other industrial applications.

Featured Stories Five stocks we like better than Teradyne ASML Can’t Keep Up With AI Demand—Why That’s a Good Thing Enovix’s 100,000-Battery Drone Order Sets Up a Test of Its Production Plans AMD’s Support Could Help Fermi Stock Overcome Its Biggest Hurdle Beyond the GPU: Credo Paves the Next AI Data Superhighway Want to see what other hedge funds are holding TER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Teradyne, Inc. (NASDAQ:TER – Free Report).

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Krilogy Financial LLC reduced its stake in Teradyne, Inc. (NASDAQ:TER – Free Report) by 8.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,777 shares of the company’s stock after selling 1,386 shares during the period. Krilogy Financial LLC’s holdings in Teradyne were worth $6,056,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Contravisory Investment Management Inc. raised its holdings in Teradyne by 5.1% in the third quarter. Contravisory Investment Management Inc. now owns 4,901 shares of the company’s stock worth $1,965,000 after purchasing an additional 240 shares in the last quarter. Ring Mountain Capital LLC increased its holdings in shares of Teradyne by 13.2% during the third quarter. Ring Mountain Capital LLC now owns 585 shares of the company’s stock valued at $235,000 after acquiring an additional 68 shares in the last quarter. NorthCrest Asset Manangement LLC increased its position in shares of Teradyne by 103.5% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 15,311 shares of the company’s stock valued at $6,105,000 after acquiring an additional 7,786 shares during the period. Sound Income Strategies LLC grew its stake in Teradyne by 63.7% during the 3rd quarter. Sound Income Strategies LLC now owns 1,789 shares of the company’s stock valued at $713,000 after purchasing an additional 696 shares during the last quarter. Finally, Wedmont Private Capital raised its stake in shares of Teradyne by 6.9% in the third quarter. Wedmont Private Capital now owns 3,320 shares of the company’s stock worth $1,324,000 after purchasing an additional 215 shares during the last quarter. 99.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity In related news, CEO Gregory Smith sold 4,000 shares of Teradyne stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $337.83, for a total value of $1,351,320.00. Following the sale, the chief executive officer directly owned 108,495 shares in the company, valued at $36,652,865.85. The trade was a 3.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.19% of the company’s stock.

Teradyne Stock Down 0.9% NASDAQ TER opened at $380.29 on Wednesday. Teradyne, Inc. has a 52 week low of $135.00 and a 52 week high of $487.91. The firm has a 50 day moving average of $382.57 and a two-hundred day moving average of $373.42. The stock has a market capitalization of $59.45 billion, a PE ratio of 52.17, a price-to-earnings-growth ratio of 0.78 and a beta of 1.75. Teradyne (NASDAQ:TER – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $2.47 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.38. Teradyne had a net margin of 25.77% and a return on equity of 39.93%. The business had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the previous year, the firm earned $0.57 EPS. The company’s revenue was up 103.9% compared to the same quarter last year. On average, equities research analysts expect that Teradyne, Inc. will post 9.11 earnings per share for the current fiscal year.

Teradyne Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Friday, September 25th. Investors of record on Friday, September 4th were given a $0.13 dividend. The ex-dividend date was Friday, September 4th. This represents a $0.52 dividend on an annualized basis and a yield of 0.1%. Teradyne’s dividend payout ratio (DPR) is presently 7.13%.

Trending Headlines about Teradyne Here are the key news stories impacting Teradyne this week:

Positive Sentiment: Analyst price-target increase: Argus raised its target for Teradyne to $488, signaling continued confidence in the company’s growth prospects. Argus raises target for Teradyne stock to USD 488.00 Positive Sentiment: AI-testing demand remains a key opportunity: Teradyne’s semiconductor test business generated approximately $1.12 billion in second-quarter 2026 revenue, far exceeding its $100 million robotics segment. The mix highlights the company’s direct exposure to rising AI and high-performance-computing chip production. AI Chips Need Testing, and Teradyne Is Winning. Is the Valuation Too High? Positive Sentiment: New products expand its AI portfolio: Teradyne launched the UltraFLEXplus S Series for edge-AI applications and enhanced its Titan HP platform, potentially strengthening its competitive position against KLA and Cohu. Teradyne Introduces UltraFLEXplus S Series for Edge AI Applications Positive Sentiment: Strategic collaboration with FormFactor: Teradyne and FormFactor will combine testing, probing and interface technologies to support next-generation AI and high-performance-computing deployments. Teradyne is also investing $300 million in FormFactor, deepening the commercial relationship. FormFactor and Teradyne Announce Strategic Collaboration Negative Sentiment: Valuation is a concern: With Teradyne trading at a high earnings multiple, investors may be demanding continued rapid growth from its AI-related semiconductor-testing business. Any slowdown could pressure the stock. Negative Sentiment: Semiconductor-sector selling weighed on shares: Teradyne fell more sharply than the broader market in the prior session, amid a wider decline affecting several chip and semiconductor-equipment stocks. Here’s Why Teradyne Fell More Than Broader Market Analysts Set New Price Targets Several equities analysts recently weighed in on the stock. UBS Group increased their price target on shares of Teradyne from $440.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Susquehanna increased their price target on Teradyne from $415.00 to $550.00 and gave the stock a “positive” rating in a research report on Tuesday, June 30th. Cantor Fitzgerald reiterated an “overweight” rating and set a $550.00 price objective on shares of Teradyne in a research note on Wednesday, July 29th. Robert W. Baird reaffirmed a “neutral” rating and set a $420.00 target price on shares of Teradyne in a report on Friday, August 21st. Finally, Bank of America lifted their price objective on Teradyne from $365.00 to $525.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Eleven analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $396.80.

Get Our Latest Report on Teradyne

Teradyne Profile (Free Report)

Teradyne, Inc is a global provider of automated test equipment and industrial automation solutions. Founded in 1960 and headquartered in North Reading, Massachusetts, the company develops systems that help manufacturers test the performance, quality, and reliability of electronic products and components.

Teradyne’s products include semiconductor test systems used to evaluate integrated circuits, memory devices, and other semiconductor components. The company also provides test solutions for wireless products, storage systems, and complex electronic systems, along with related software, services, and support.

Through its Industrial Automation segment, Teradyne offers collaborative robots from Universal Robots, autonomous mobile robots from Mobile Industrial Robots, and robotic arms and systems for manufacturing and other industrial applications.

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NORTH READING, Mass.--(BUSINESS WIRE)--Teradyne, Inc. (NASDAQ: TER) will release financial results for the third quarter 2026 on Tuesday, October 27, 2026 at 4:30 p.m. Eastern Time (ET) or later.

A conference call to discuss the third quarter results, along with management's business outlook, will follow at 8:30 a.m. ET, Wednesday, October 28, 2026.

Interested investors should access the webcast at investors.teradyne.com/events-presentations at least five minutes before the call begins. Presentation materials will be available starting at 7:30 a.m. ET.

A replay will be available on the Teradyne website at investors.teradyne.com.

About Teradyne

Teradyne (NASDAQ:TER) designs, develops, and manufactures automated test equipment and advanced robotics systems. Its test solutions for semiconductors and electronics products enable Teradyne’s customers to consistently deliver on their quality standards. Its advanced robotics business includes collaborative robots and mobile robots that support manufacturing and warehouse operations for companies of all sizes. For more information, visit teradyne.com. Teradyne® is a registered trademark of Teradyne, Inc., in the U.S. and other countries.

More News From Teradyne, Inc.

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Key Takeaways Teradyne's enhanced Titan HP platform improves AI chip testing efficiency, reliability and cost optimization. TER's Semi Test revenues surged 128% in Q2 2026, while compute revenues jumped nearly 600% on AI demand. Teradyne shares surged 108% year to date, while its forward Price/Sales ratio of 10.77X exceeds the industry. Teradyne (TER - Free Report) is benefiting from robust demand for advanced semiconductor testing solutions, driven by accelerating AI data center investments, increasing chip complexity, and growing requirements for high-performance computing infrastructure. The company’s expanding test portfolio, particularly its latest Titan HP platform enhancements, strengthens its competitive position against KLA (KLAC - Free Report) and Cohu (COHU - Free Report) , which are also capitalizing on AI-driven semiconductor investments.

Teradyne recently introduced enhanced burn-in capabilities for its Titan HP platform, targeting high-power AI data center devices, automotive chips and other high-reliability semiconductors. The production-ready platform integrates reliability stress testing with system-level testing, enabling precise per-device thermal control under realistic workloads. Its asynchronous slot architecture allows independent testing, improving efficiency and reducing equipment downtime. Powered by Teradyne’s Atlas software, Titan HP enables manufacturers to streamline testing, reduce capital costs, optimize factory floor space and accelerate time to market. The platform is already deployed in production, strengthening Teradyne’s semiconductor testing portfolio across the AI device supply chain.

Teradyne’s strengthening position in AI-driven semiconductor testing is noteworthy. In the second quarter of 2026, Semi Test revenues surged 128% year over year, while compute revenues jumped nearly 600%, reflecting strong AI-related demand. Integrated Systems Test revenues increased 94% year over year to $67 million. The growing adoption of advanced packaging, AI accelerators and high-bandwidth memory is expected to drive demand for increasingly advanced testing solutions.

Teradyne’s robust AI test portfolio and strong customer traction are likely to strengthen its competitive position against KLA and Cohu. For the third quarter of 2026, Teradyne expects revenues in the range of $1.20-$1.30 billion.

How Competitors Fare Against TERTeradyne is facing stiff competition from companies such as KLA and Cohu. Both companies are expanding their footprint in the AI space.

KLA is benefiting from the growing demand for AI through its leadership in process control and its ability to address growth markets in wafer fab equipment, including high-bandwidth memory and advanced packaging.

In May 2026, Cohu received approximately $5 million in multiple orders for its Diamond X platform from a leading semiconductor manufacturer. The systems will support testing of next-generation GaN power devices for AI data centers, strengthening Cohu’s position in AI infrastructure and high-efficiency power semiconductor testing.

TER’s Share Price Performance, Valuation and EstimatesTeradyne shares have surged 108% year to date, outperforming the Zacks Computer & Technology sector’s 23.4% growth and the Zacks Electronics - Miscellaneous Products increase of 37.6%.

TER Stock Performance
Image Source: Zacks Investment Research

TER stock is trading at a premium with a forward 12-month Price/Sales of 10.77X compared with the Electronics - Miscellaneous Products industry’s 7.25X. TER has a Value Score of D.

TER Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $9.11 per share, which has been unchanged over the past 30 days. This suggests 130.05% year-over-year growth.

Teradyne currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Bell Asset Management Ltd bought a new position in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 7,608 shares of the company’s stock, valued at approximately $3,050,000. Teradyne comprises about 1.1% of Bell Asset Management Ltd’s portfolio, making the stock its 19th biggest holding.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Carolina Wealth Advisors LLC boosted its position in shares of Teradyne by 42.5% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 114 shares of the company’s stock worth $55,000 after purchasing an additional 34 shares in the last quarter. Vestor Capital LLC grew its stake in Teradyne by 15.4% during the first quarter. Vestor Capital LLC now owns 285 shares of the company’s stock valued at $85,000 after acquiring an additional 38 shares in the last quarter. Ashton Thomas Private Wealth LLC grew its holdings in shares of Teradyne by 5.8% during the second quarter. Ashton Thomas Private Wealth LLC now owns 727 shares of the company’s stock worth $352,000 after purchasing an additional 40 shares in the last quarter. Whittier Trust Co. boosted its position in Teradyne by 5.5% during the first quarter. Whittier Trust Co. now owns 827 shares of the company’s stock valued at $261,000 after buying an additional 43 shares during the period. Finally, Contravisory Investment Management Inc. increased its stake in shares of Teradyne by 1.0% in the second quarter. Contravisory Investment Management Inc. now owns 4,661 shares of the company’s stock worth $2,255,000 after buying an additional 44 shares during the period. Institutional investors own 99.77% of the company’s stock.

Teradyne Price Performance Shares of TER stock opened at $398.72 on Friday. Teradyne, Inc. has a 12 month low of $131.75 and a 12 month high of $487.91. The company has a market capitalization of $62.34 billion, a PE ratio of 54.69, a price-to-earnings-growth ratio of 0.83 and a beta of 1.75. The firm’s 50-day moving average is $381.97 and its two-hundred day moving average is $371.87.

Teradyne (NASDAQ:TER – Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.38. The firm had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.22 billion. Teradyne had a net margin of 25.77% and a return on equity of 39.93%. The firm’s revenue for the quarter was up 103.9% on a year-over-year basis. During the same quarter last year, the firm earned $0.57 EPS. Sell-side analysts forecast that Teradyne, Inc. will post 9.11 EPS for the current year. Teradyne Announces Dividend The company also recently announced a quarterly dividend, which was paid on Friday, September 25th. Stockholders of record on Friday, September 4th were given a dividend of $0.13 per share. The ex-dividend date was Friday, September 4th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 0.1%. Teradyne’s payout ratio is 7.13%.

Insiders Place Their Bets In other Teradyne news, CEO Gregory Smith sold 4,000 shares of Teradyne stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $337.83, for a total value of $1,351,320.00. Following the transaction, the chief executive officer directly owned 108,495 shares in the company, valued at approximately $36,652,865.85. The trade was a 3.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.19% of the company’s stock.

More Teradyne News Here are the key news stories impacting Teradyne this week:

Positive Sentiment: Analyst upgrade: Weiss upgraded Teradyne from Hold to Buy, providing a favorable signal for investor sentiment and suggesting increased confidence in the company’s growth outlook. Weiss upgrades Teradyne stock from Hold to Buy Positive Sentiment: AI infrastructure opportunity: Teradyne announced a collaboration and investment in Bright Machines to combine its semiconductor test systems with software-defined factory automation for AI data-center hardware assembly and verification. The partnership could expand Teradyne’s role in AI infrastructure manufacturing. What Does Teradyne Mean For AI Infrastructure Manufacturing Now? Positive Sentiment: New product launches: Teradyne introduced the Titan HP platform with advanced burn-in capabilities for testing high-reliability AI data-center and automotive power devices. Its Magnum E2 platform also targets advanced DRAM and high-speed NAND flash testing, potentially supporting semiconductor-related growth. Teradyne Introduces Titan HP Platform Positive Sentiment: Robotics litigation resolved: Teradyne Robotics and Elite Robots settled a cobot dispute, removing a legal overhang, although the financial impact was not disclosed. Teradyne Robotics and Elite Robots settle cobot dispute Neutral Sentiment: Earnings ahead: Analysts expect strong triple-digit year-over-year EPS growth in the forthcoming third-quarter report. However, the results and management’s outlook must justify high expectations before the stock can regain momentum. What You Need to Know Ahead of Teradyne’s Earnings Release Negative Sentiment: Recent selling pressure: Teradyne underperformed competitors and declined alongside several semiconductor and technology stocks. Reports also cited a pre-earnings pullback, reflecting profit-taking and caution ahead of results. Technology Stocks Trade Down Negative Sentiment: Investor concerns and insider-style signaling: One research report expressed reservations about Teradyne despite strong AI demand, while Cathie Wood’s reported sale of Teradyne shares may have added to sentiment pressure. Leading Signal Report on Teradyne Wall Street Analyst Weigh In TER has been the subject of several research analyst reports. Bank of America raised their price objective on shares of Teradyne from $365.00 to $525.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Robert W. Baird reissued a “neutral” rating and set a $420.00 price objective on shares of Teradyne in a research report on Friday, August 21st. Weiss Ratings upgraded Teradyne from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, September 29th. Cantor Fitzgerald restated an “overweight” rating and set a $550.00 price objective on shares of Teradyne in a report on Wednesday, July 29th. Finally, Zacks Research downgraded shares of Teradyne from a “strong-buy” rating to a “hold” rating in a report on Monday, September 28th. Eleven investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $396.80.

Check Out Our Latest Stock Report on Teradyne

Teradyne Company Profile (Free Report)

Teradyne, Inc is a global provider of automated test equipment and industrial automation solutions. Founded in 1960 and headquartered in North Reading, Massachusetts, the company develops systems that help manufacturers test the performance, quality, and reliability of electronic products and components.

Teradyne’s products include semiconductor test systems used to evaluate integrated circuits, memory devices, and other semiconductor components. The company also provides test solutions for wireless products, storage systems, and complex electronic systems, along with related software, services, and support.

Through its Industrial Automation segment, Teradyne offers collaborative robots from Universal Robots, autonomous mobile robots from Mobile Industrial Robots, and robotic arms and systems for manufacturing and other industrial applications.

Read More Five stocks we like better than Teradyne Want Private-Market Access to Kalshi and Polymarket? Try This ETF Levi’s Stock Dip Reveals Value Opportunity Despite Q3 Headwinds PepsiCo Stock Looks Poised to Bottom With High Yield, Deep Value Alphabet’s $1.8 Billion Black Hills Deal Powers AI Data Center Push Want to see what other hedge funds are holding TER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Teradyne, Inc. (NASDAQ:TER – Free Report).

Receive News & Ratings for Teradyne Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Teradyne and related companies with MarketBeat.com's FREE daily email newsletter.

NORTH READING, Mass.--(BUSINESS WIRE)---- $TER #semiconductor--Teradyne introduces Titan HP with burn-in for advanced AI data center devices to reduce cost of test and factory floor space, speeding time to market.

In the latest trading session, Teradyne (TER - Free Report) closed at $444.53, marking a -1% move from the previous day. This move lagged the S&P 500's daily gain of 0.66%. Elsewhere, the Dow saw an upswing of 0.18%, while the tech-heavy Nasdaq appreciated by 1.05%.

Shares of the maker of wireless products, data storage and equipment to test semiconductors have appreciated by 25.77% over the course of the past month, outperforming the Computer and Technology sector's gain of 6.36%, and the S&P 500's gain of 0.55%.

The investment community will be closely monitoring the performance of Teradyne in its forthcoming earnings report. The company is expected to report EPS of $2.04, up 140% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $1.27 billion, reflecting a 65.2% rise from the equivalent quarter last year.

TER's full-year Zacks Consensus Estimates are calling for earnings of $9.11 per share and revenue of $5.07 billion. These results would represent year-over-year changes of +130.05% and +58.85%, respectively.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Teradyne. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Right now, Teradyne possesses a Zacks Rank of #3 (Hold).

From a valuation perspective, Teradyne is currently exchanging hands at a Forward P/E ratio of 49.31. This signifies a premium in comparison to the average Forward P/E of 20.65 for its industry.

Meanwhile, TER's PEG ratio is currently 0.91. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Electronics - Miscellaneous Products was holding an average PEG ratio of 1.28 at yesterday's closing price.

The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 58, finds itself in the top 24% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

2.10.2026 22:05

Americké akciové trhy končí týdenní obchodování solidním ziskem. Je to díky stále větším průtokům ropy skrze úzké hrdlo v Hormuzu a z toho plynoucí klesající ceny této komodity. Druhým důvodem byla dnes slabší tvorba nových pracovních míst což implikuje menší tlak na cetrální banku ve snaze zvedat sazby. Prim tak dnes hrály růstové sektory zbytné spotřeby a technologií. Nad jiné vyčnívá pokračující pád akcií Nike, která přistupuje ke škrtům.

Index Dow Jones +0,49 % na 51176,96 b.
S&P 500 +0,73 % na 7722,72 b.
Nasdaq Composite +1,19 % na 27190,86 b.

Index S&P 500 +0,73 % na 7722,72 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Zbytná spotřeba +1,4 % Zdravotní péče 0 % Informační technologie +1,1 % Finanční sektor +0 % Základní materiály +1 % Nezbytná spotřeba +0,2 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Teradyne (TER) +8,0 % Western Digital Corp (WDC) -10 % Hewlett Packard Enterprise (HPE) +7,4 % Seagate Technology Holdings (STX) -10 % EchoStar Corp (ECHO) +6,8 % Accenture (ACN) -6,3 % ON Semiconductor Corp (ON) +6,0 % Corteva (CTVA) -5,2 % Monolithic Power Systems (MPWR) +5,8 % AppLovin Corp (APP) -4,7 %
Martin Varecha
Fio banka, a.s.
Prohlášení

Key Takeaways Teradyne's memory revenues hit a record $212M in Q2 2026, its third straight quarter above $200M. Magnum E2 supports LPDDR6, DDR6, GDDR7 and NAND, combining memory and logic testing on one platform. TER expects the 2026 memory test TAM to be more than 40% larger than 2025 due to HBM, DRAM and NAND growth. Teradyne (TER - Free Report) is benefiting from rising demand for advanced memory testing, supported by strong high-bandwidth memory (HBM), DRAM, and NAND requirements tied to artificial intelligence (AI) infrastructure. The company’s expanding memory test portfolio, led by Magnum platforms, strengthens its competitive positioning in the broader semiconductor test-equipment market against KLA (KLAC - Free Report) and Cohu (COHU - Free Report) . Teradyne noted that Magnum testers combine memory and logic-test capabilities, providing memory manufacturers with attractive swing-tool flexibility.

Memory has emerged as an important growth engine for Teradyne. In the second quarter of 2026, memory revenues reached a record $212 million, marking the third consecutive quarter above $200 million. Growth was driven by robust demand for HBM and DRAM test solutions, as well as a recovery in NAND. Memory book-to-bill exceeded 2, indicating solid demand visibility. Management expects the 2026 memory test TAM to be more than 40% higher than 2025, supported by HBM, DRAM and NAND growth.

Further expanding its memory test portfolio, Teradyne recently launched Magnum E2, a next-generation high-speed memory test system designed to address growing test requirements driven by artificial intelligence and high-performance computing. Built on the company’s Near-DUT Test architecture, Magnum E2 supports advanced DRAM and flash interfaces, including LPDDR6, DDR6, GDDR7 and NAND flash. The platform offers higher parallelism, improved signal integrity and support for NRZ, PAM3 and PAM4 signaling. It also combines memory and logic testing on a single platform, helping manufacturers simplify testing while supporting qualification through high-volume production.

Rising memory bit production and technology transitions such as HBM3 to HBM4, DDR5 to DDR6 and next-generation flash should further increase test requirements, supporting Teradyne’s ability to expand its memory-testing footprint. Management expects memory revenues to grow in the second half compared to the first half.

How Competitors Fare Against TERTeradyne is facing stiff competition from companies such as KLA and Cohu. Both companies are expanding their footprint in the semiconductor industry.

KLA is benefiting from strong semiconductor demand, driven by accelerating investments in AI infrastructure, leading-edge foundry/logic, memory and advanced packaging. In the fourth quarter of fiscal 2026, revenues reached a record $3.66 billion, increasing 15% year over year and 7% sequentially. Management attributed the performance to rising AI infrastructure investments and greater process-control intensity across memory and advanced packaging.

Cohu’s improving semiconductor test demand and expanding exposure to AI computing, HBM inspection and software remain noteworthy. Growth in AI workloads is driving demand for HBM, and Cohu has established a position in this market through its Neon inspection platform. Cohu is extending its Neon inspection platform across HBM3, HBM4 and HBM4E production while investing in HBM5 and later generations.

TER’s Share Price Performance, Valuation and EstimatesTeradyne shares have surged 114.8% year to date, outperforming the Zacks Computer & Technology sector’s 22.4% growth and the Zacks Electronics - Miscellaneous Products increase of 43%.

TER Stock Performance
Image Source: Zacks Investment Research

TER stock is trading at a premium with a forward 12-month Price/Sales of 11.18X compared with the Electronics - Miscellaneous Products industry’s 7.74X. TER has a Value Score of D.

TER Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for 2026 earnings is pegged at $9.11 per share, which has been unchanged over the past 30 days. This suggests 130.05% year-over-year growth.

Teradyne currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

NORTH READING, Mass.--(BUSINESS WIRE)---- $TER #semiconductor--Teradyne announces Magnum E2 to address next-generation memory test demands driven by AI and high-performance computing.

Envestnet Asset Management Inc. raised its position in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) by 17.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 99,122 shares of the company’s stock after buying an additional 14,783 shares during the quarter. Envestnet Asset Management Inc. owned about 0.06% of Teradyne worth $47,959,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in Teradyne during the second quarter worth approximately $9,404,408,000. Andar Capital Management HK Ltd bought a new position in shares of Teradyne during the 2nd quarter valued at approximately $37,800,000. Norges Bank bought a new position in shares of Teradyne during the 4th quarter valued at approximately $398,777,000. Bank of America Corp DE purchased a new stake in Teradyne during the 2nd quarter valued at $842,822,000. Finally, Legal & General Group Plc purchased a new stake in Teradyne during the 2nd quarter valued at $656,058,000. Institutional investors own 99.77% of the company’s stock.

Analysts Set New Price Targets Several research firms have commented on TER. The Goldman Sachs Group reaffirmed a “buy” rating and set a $465.00 price objective on shares of Teradyne in a research note on Tuesday, July 28th. Evercore reissued an “outperform” rating and issued a $420.00 target price on shares of Teradyne in a research note on Thursday, July 30th. Bank of America raised their target price on shares of Teradyne from $365.00 to $525.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Susquehanna lifted their price target on shares of Teradyne from $415.00 to $550.00 and gave the stock a “positive” rating in a research note on Tuesday, June 30th. Finally, Wall Street Zen downgraded shares of Teradyne from a “buy” rating to a “hold” rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $396.80.

View Our Latest Report on Teradyne Insider Buying and Selling In other news, CEO Gregory Smith sold 4,000 shares of the firm’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $337.83, for a total transaction of $1,351,320.00. Following the transaction, the chief executive officer owned 108,495 shares in the company, valued at approximately $36,652,865.85. This trade represents a 3.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.19% of the stock is owned by insiders.

Teradyne Price Performance Shares of TER opened at $398.38 on Monday. The firm has a market capitalization of $62.28 billion, a price-to-earnings ratio of 54.65, a PEG ratio of 0.80 and a beta of 1.78. Teradyne, Inc. has a 1-year low of $131.40 and a 1-year high of $487.91. The company has a 50-day moving average of $369.70 and a 200 day moving average of $364.20.

Teradyne (NASDAQ:TER – Get Free Report) last issued its earnings results on Wednesday, July 29th. The company reported $2.47 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.38. Teradyne had a net margin of 25.77% and a return on equity of 39.93%. The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the prior year, the firm earned $0.57 EPS. The company’s revenue for the quarter was up 103.9% compared to the same quarter last year. On average, equities analysts anticipate that Teradyne, Inc. will post 9.11 earnings per share for the current fiscal year.

Teradyne Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Friday, September 25th. Shareholders of record on Friday, September 4th were issued a dividend of $0.13 per share. This represents a $0.52 annualized dividend and a yield of 0.1%. The ex-dividend date was Friday, September 4th. Teradyne’s dividend payout ratio (DPR) is presently 7.13%.

Teradyne News Roundup Here are the key news stories impacting Teradyne this week:

Positive Sentiment: Teradyne’s second-quarter performance was substantially stronger than a year ago, with revenue up more than 100% year over year and earnings and sales exceeding analyst expectations. The results reinforce expectations for strong demand across semiconductor and data-center markets. Reflecting On Semiconductor Manufacturing Stocks’ Q2 Earnings: Teradyne Positive Sentiment: Teradyne is expanding its AI-focused test portfolio with the Iris 100 optical solution. The product targets growing demand for testing advanced chips and high-speed data-center components, potentially strengthening the company’s competitive position versus peers such as KLA and Cohu. Teradyne Strengthens AI Test Portfolio Neutral Sentiment: Analyst coverage places Teradyne’s consensus price target at approximately $396.80, suggesting limited near-term upside if the stock remains around current levels. The target is not a ratings change, but it may temper additional gains. Teradyne Consensus Price Target Neutral Sentiment: Teradyne was highlighted among robotics stocks to follow, keeping investor attention on automation and robotics exposure, although the report did not identify a specific new contract or financial catalyst. Robotics Stocks To Follow Today Negative Sentiment: The stock recently fell despite its strong quarterly results, indicating profit-taking, elevated expectations, or broader semiconductor-sector volatility. Teradyne’s high earnings multiple also leaves the shares vulnerable if AI-driven growth slows or guidance disappoints. Teradyne Stock Falls Despite Strong Q2 Results Teradyne Company Profile (Free Report)

Teradyne, Inc (NASDAQ: TER) develops and supplies automated test equipment and industrial automation solutions. Its testing products are used by semiconductor, electronics, wireless, storage and other manufacturers to evaluate the performance and quality of components, devices and systems during production.

The company’s semiconductor test business provides systems for testing logic, memory, analog and mixed-signal devices, along with related handlers and software. Teradyne also offers system and product test solutions for electronic equipment and wireless devices.

See Also Five stocks we like better than Teradyne Data Centers Got the AI Hype—But Office REITs May Get the Rent Hikes 2 Cybersecurity Stocks Breaking Out as AI Continues to Be a Tailwind 3 More AI Infrastructure Plays Beyond the Big Names CAVA Stock Slips: Sector Fear or Valuation Reality? Want to see what other hedge funds are holding TER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Teradyne, Inc. (NASDAQ:TER – Free Report).

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Shares of Teradyne, Inc. (NASDAQ:TER – Get Free Report) have received an average recommendation of “Moderate Buy” from the sixteen research firms that are currently covering the stock, MarketBeat.com reports. Five investment analysts have rated the stock with a hold rating, ten have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month price target among brokerages that have issued ratings on the stock in the last year is $396.80.

A number of analysts have commented on the company. Wall Street Zen upgraded Teradyne from a “hold” rating to a “buy” rating in a research report on Sunday, September 20th. The Goldman Sachs Group restated a “buy” rating and set a $465.00 price objective on shares of Teradyne in a research report on Tuesday, July 28th. Susquehanna upped their target price on Teradyne from $415.00 to $550.00 and gave the company a “positive” rating in a research note on Tuesday, June 30th. UBS Group raised their target price on Teradyne from $440.00 to $500.00 and gave the stock a “buy” rating in a research report on Monday, July 20th. Finally, Bank of America lifted their price target on shares of Teradyne from $365.00 to $525.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd.

Read Our Latest Stock Report on TER

Insider Buying and Selling In other news, CEO Gregory Smith sold 4,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $337.83, for a total value of $1,351,320.00. Following the sale, the chief executive officer directly owned 108,495 shares in the company, valued at approximately $36,652,865.85. This represents a 3.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.19% of the stock is currently owned by corporate insiders. Hedge Funds Weigh In On Teradyne Hedge funds and other institutional investors have recently modified their holdings of the stock. BlackRock Inc. acquired a new position in Teradyne during the second quarter worth $9,404,408,000. Andar Capital Management HK Ltd acquired a new stake in shares of Teradyne in the 2nd quarter valued at $37,800,000. State Street Corp boosted its stake in shares of Teradyne by 4.6% in the 2nd quarter. State Street Corp now owns 7,290,460 shares of the company’s stock valued at $3,527,416,000 after purchasing an additional 320,034 shares in the last quarter. Van ECK Associates Corp grew its holdings in shares of Teradyne by 5.0% in the 2nd quarter. Van ECK Associates Corp now owns 2,607,914 shares of the company’s stock worth $1,261,813,000 after purchasing an additional 123,549 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of Teradyne in the 4th quarter worth about $398,777,000. Institutional investors own 99.77% of the company’s stock.

Teradyne Price Performance Shares of NASDAQ:TER opened at $387.70 on Friday. The stock has a market capitalization of $60.61 billion, a P/E ratio of 53.18, a P/E/G ratio of 0.81 and a beta of 1.78. The business has a 50-day moving average of $368.18 and a two-hundred day moving average of $363.49. Teradyne has a fifty-two week low of $128.59 and a fifty-two week high of $487.91.

Teradyne (NASDAQ:TER – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.38. Teradyne had a return on equity of 39.93% and a net margin of 25.77%.The company had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period last year, the business posted $0.57 earnings per share. The firm’s revenue was up 103.9% compared to the same quarter last year. As a group, research analysts expect that Teradyne will post 9.11 EPS for the current fiscal year.

Teradyne Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be given a $0.13 dividend. This represents a $0.52 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Friday, September 4th. Teradyne’s dividend payout ratio is 7.13%.

Trending Headlines about Teradyne Here are the key news stories impacting Teradyne this week:

Positive Sentiment: Teradyne’s AI-focused semiconductor test business is gaining momentum. The company’s Iris 100 platform is expanding its optical testing capabilities, potentially benefiting from rising demand tied to AI chips, advanced semiconductors and data centers. Teradyne Strengthens AI Test Portfolio: Can It Beat KLAC & COHU? Positive Sentiment: Teradyne and GS Microelectronics agreed to establish a semiconductor test and evaluation center. The partnership could strengthen Teradyne’s presence in semiconductor manufacturing and create longer-term opportunities for equipment and testing services. GS Microelectronics and Teradyne Announce Strategic Partnership Positive Sentiment: Teradyne delivered a strong second quarter, with earnings of $2.47 per share versus a $2.09 consensus estimate and revenue of $1.33 billion versus expectations of $1.22 billion. Revenue more than doubled year over year, reinforcing the company’s exposure to semiconductor and AI-related growth. Teradyne Stock Rises as Revenue Doubles Neutral Sentiment: A report listed September short interest at zero shares and a zero-day short-interest ratio. Because the figures conflict with the description of a significant increase in short interest, the data provides little reliable insight into trading pressure. Negative Sentiment: The stock declined even after the strong earnings report, suggesting investors may be taking profits or demanding further upside to justify Teradyne’s elevated valuation. Coverage also noted that Teradyne’s recent decline was larger than the broader market’s, indicating continued short-term volatility. Teradyne Stock Falls Despite Strong Q2 Results About Teradyne (Get Free Report)

Teradyne, Inc (NASDAQ: TER) develops and supplies automated test equipment and industrial automation solutions. Its testing products are used by semiconductor, electronics, wireless, storage and other manufacturers to evaluate the performance and quality of components, devices and systems during production.

The company’s semiconductor test business provides systems for testing logic, memory, analog and mixed-signal devices, along with related handlers and software. Teradyne also offers system and product test solutions for electronic equipment and wireless devices.

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Teradyne (TER - Free Report) closed the most recent trading day at $389.14, moving -2.4% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.76%. Meanwhile, the Dow experienced a drop of 0.68%, and the technology-dominated Nasdaq saw a decrease of 1.13%.

Prior to today's trading, shares of the maker of wireless products, data storage and equipment to test semiconductors had gained 8.8% outpaced the Computer and Technology sector's gain of 6.68% and the S&P 500's gain of 1.26%.

The upcoming earnings release of Teradyne will be of great interest to investors. The company's earnings per share (EPS) are projected to be $2.03, reflecting a 138.82% increase from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $1.27 billion, indicating a 65.2% growth compared to the corresponding quarter of the prior year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $9.1 per share and a revenue of $5.05 billion, representing changes of +129.8% and +58.28%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for Teradyne. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Teradyne currently has a Zacks Rank of #1 (Strong Buy).

Investors should also note Teradyne's current valuation metrics, including its Forward P/E ratio of 43.81. This represents a premium compared to its industry average Forward P/E of 21.22.

One should further note that TER currently holds a PEG ratio of 0.81. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Electronics - Miscellaneous Products industry stood at 1.38 at the close of the market yesterday.

The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 48, this industry ranks in the top 20% of all industries, numbering over 250.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Collaboration to Accelerate Semiconductor Test Solutions for Hyperscaler AI, Automotive, Silicon Photonics, and Next‑Generation Devices

, /PRNewswire/ -- GS Microelectronics U.S., Inc. (GSME), a fast-growing semiconductor solutions provider, and Teradyne, Inc. (NASDAQ: TER), a leading provider of automated test equipment and advanced robotics, today announced a multi‑year strategic partnership to establish a state‑of‑the‑art semiconductor test and evaluation center designed to accelerate customer time‑to‑market. The collaboration integrates GSME's turnkey design and manufacturing enablement capabilities with Teradyne's industry‑leading automated test platforms, creating a high‑performance environment for device evaluation, engineering development, and production readiness.

GSME-Teradyne Partnership Under the agreement, GSME will operate a dedicated Teradyne‑equipped test floor and provide hands‑on engineering support for customers developing next‑generation devices across AI, silicon photonics, automotive, power management, RF technologies, and other emerging semiconductor applications.

Key Highlights of the Partnership

State‑of‑the‑Art Test Center and Infrastructure

GSME will deploy Teradyne's most advanced test systems within a dedicated test facility located at its new 42,000 square-foot Silicon Valley headquarters. The center will support customer demonstrations, device evaluations, engineering development, pilot production, and technical training, utilizing the latest test handlers and probers.

Expanded Global Engineering Support

GSME is expanding its global team of highly qualified test engineers across the United States, Taiwan, Europe and the Gulf Cooperation Council (GCC) region to support customers, design‑in engagements, test program development, and customer‑specific application requirements.

Joint Customer Engagement

GSME and Teradyne will collaborate through joint sales engagements, target account development, technical workshops, and customer briefings to accelerate Teradyne‑based design wins and broaden market adoption.

"This partnership marks a significant milestone for GSME and further strengthens our relationship with Teradyne," said Farhat Jahangir, President and CEO of GSME. "Standardizing on Teradyne's flagship test platforms enhances our custom silicon and manufacturing enablement services while giving customers a seamless pathway from device evaluation and test development to production readiness. By combining GSME's expertise in high-speed hyperscaler, analog and RF design, power management, manufacturing, and quality assurance with Teradyne's advanced test infrastructure, we are enabling customers to innovate faster and bring next‑generation products to market with confidence."

"As semiconductor designs grow more complex, driven by AI data center buildouts, rapid access to high‑performance test development capabilities becomes essential," said Shannon Poulin, President of the Semiconductor Test Group at Teradyne. "This partnership combines Teradyne's leading test platforms with GSME's deep engineering expertise to help customers move efficiently from development into volume production."

The test center is scheduled to open at GSME's Silicon Valley headquarters in Q4 2026, with customer demonstrations and evaluations beginning shortly thereafter. Customers interested in scheduling an evaluation can visit www.gsme.com or contact GSME at [email protected].

About GSME
GS Microelectronics U.S., Inc. (GSME) is a leading semiconductor solutions provider headquartered in San Jose, California, with a global presence across Taiwan, Vietnam, and Oman. GSME delivers customized silicon solutions through advanced technology and deep engineering expertise. From specialized RF and analog design to turnkey manufacturing, quality assurance, testing, and strategic incubation, GSME empowers customers to bring innovative products from concept to commercialization.

About Teradyne, Inc.
Teradyne (NASDAQ: TER) designs, develops, and manufactures automated test equipment and advanced robotics systems. Its semiconductor and electronics test solutions span the full AI device supply chain, from wafer to data center, enabling customers to meet the quality and reliability standards the AI era demands. Its advanced robotics business deploys intelligent automation across manufacturing, logistics, and data center operations for customers worldwide. For more information, visit teradyne.com. Teradyne® is a registered trademark of Teradyne, Inc., in the U.S. and other countries.

Contact:
GSME Press Relations
[email protected] 

SOURCE GS Microelectronics

Nykredit A S bought a new position in Teradyne, Inc. (NASDAQ:TER – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 65,489 shares of the company’s stock, valued at approximately $31,686,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Range Advisory LLC raised its position in shares of Teradyne by 16.8% in the 2nd quarter. Range Advisory LLC now owns 1,975 shares of the company’s stock worth $955,000 after acquiring an additional 284 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in Teradyne in the second quarter valued at about $1,326,000. VELA Investment Management LLC purchased a new position in Teradyne in the second quarter valued at about $299,000. Greenland Capital Management LP bought a new stake in shares of Teradyne in the 2nd quarter valued at about $396,000. Finally, Wedmont Private Capital grew its position in shares of Teradyne by 2.5% in the 2nd quarter. Wedmont Private Capital now owns 3,105 shares of the company’s stock worth $1,502,000 after buying an additional 76 shares during the last quarter. Institutional investors own 99.77% of the company’s stock.

Teradyne Trading Up 5.2% Shares of NASDAQ:TER opened at $371.47 on Friday. Teradyne, Inc. has a twelve month low of $117.54 and a twelve month high of $487.91. The company has a market cap of $58.08 billion, a PE ratio of 50.96, a price-to-earnings-growth ratio of 0.71 and a beta of 1.78. The company’s 50 day moving average is $364.21 and its 200 day moving average is $360.64.

Teradyne (NASDAQ:TER – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.09 by $0.38. The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.22 billion. Teradyne had a net margin of 25.77% and a return on equity of 39.93%. The business’s revenue for the quarter was up 103.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.57 EPS. Equities research analysts predict that Teradyne, Inc. will post 9.1 earnings per share for the current fiscal year. Teradyne Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be paid a dividend of $0.13 per share. The ex-dividend date is Friday, September 4th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 0.1%. Teradyne’s dividend payout ratio (DPR) is presently 7.13%.

Teradyne News Summary Here are the key news stories impacting Teradyne this week:

Positive Sentiment: Strong earnings momentum: Teradyne’s latest reported quarter showed revenue of $1.33 billion, up 103.9% year over year and above the $1.22 billion analyst consensus. Adjusted earnings of $2.47 per share also exceeded expectations of $2.09, reinforcing the company’s exposure to growing demand for semiconductor test equipment used in AI-related production. Teradyne stock gains as Q2 revenue tops USD 1.33 billion Positive Sentiment: Semiconductor expansion in India: Teradyne opened a Bengaluru office to provide customer engagement, applications support, and technical training as India develops its domestic semiconductor and electronics manufacturing ecosystem. The initiative expands Teradyne’s regional presence and could create longer-term opportunities for testing equipment, although its near-term financial impact is likely limited. Teradyne opens Bengaluru office to support India chip manufacturing Positive Sentiment: Favorable market backdrop: Teradyne is benefiting from a broader Nasdaq and semiconductor-stock rally, with investors continuing to favor companies tied to AI infrastructure, chip testing, and factory automation. This momentum is helping reinforce the bullish narrative around TER. Teradyne stock heads into the open after a Nasdaq jump Neutral Sentiment: Valuation risk: Teradyne’s premium earnings valuation reflects substantial expected growth from AI-chip testing. While analysts remain broadly constructive, the shares could be sensitive to any slowdown in semiconductor demand or weaker-than-expected conversion of AI opportunities into revenue. Negative Sentiment: CEO insider sale: Chief Executive Gregory Smith sold 4,000 shares for approximately $1.35 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan, reducing its value as a discretionary bearish signal, but insider selling may still modestly weigh on sentiment. Teradyne CEO insider sale Wall Street Analysts Forecast Growth Several research firms have issued reports on TER. UBS Group lifted their price target on shares of Teradyne from $440.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Morgan Stanley increased their price objective on Teradyne from $387.00 to $397.00 and gave the company an “equal weight” rating in a report on Thursday, July 30th. Evercore reissued an “outperform” rating and issued a $420.00 price objective on shares of Teradyne in a research report on Thursday, July 30th. Susquehanna boosted their target price on Teradyne from $415.00 to $550.00 and gave the stock a “positive” rating in a research note on Tuesday, June 30th. Finally, Weiss Ratings lowered Teradyne from a “buy (b)” rating to a “hold (c+)” rating in a research report on Thursday, September 3rd. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $396.80.

Check Out Our Latest Research Report on Teradyne

Insider Buying and Selling at Teradyne In related news, CEO Gregory Smith sold 4,000 shares of the firm’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $337.83, for a total transaction of $1,351,320.00. Following the sale, the chief executive officer directly owned 108,495 shares of the company’s stock, valued at $36,652,865.85. This trade represents a 3.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.19% of the company’s stock.

Teradyne Company Profile (Free Report)

Teradyne, Inc (NASDAQ: TER) develops and supplies automated test equipment and industrial automation solutions. Its testing products are used by semiconductor, electronics, wireless, storage and other manufacturers to evaluate the performance and quality of components, devices and systems during production.

The company’s semiconductor test business provides systems for testing logic, memory, analog and mixed-signal devices, along with related handlers and software. Teradyne also offers system and product test solutions for electronic equipment and wireless devices.

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Key Takeaways TER's Q2 revenues hit a record $1.33B, up over 100%, with AI-driven sales exceeding 60% of total revenues.ASX expects LEAP revenues to beat its 2026 target and aims to double LEAP revenues in 2027.TER trades at 30.99X forward earnings versus ASX at 21.04X, reflecting higher long-term growth expectations. ASE Technology Holding (ASX - Free Report) and Teradyne (TER - Free Report) are both important players in the semiconductor industry, but they serve different roles in the chip manufacturing and testing ecosystem. ASE Technology provides outsourced semiconductor assembly, packaging and testing services, while Teradyne supplies automated test equipment used to evaluate semiconductor chips and electronic systems.

Both ASX and TER are well-positioned to benefit from the rising demand for AI chips, as hyperscalers continue to increase investments in AI infrastructure. However, from an investment point of view, one stock offers a more favorable outlook than the other right now. Let’s break down their fundamentals, growth prospects, market challenges and valuation to determine which stock offers a more compelling investment case.

The Case for ASE Technology StockASE Technology is seeing strong demand for its leading-edge advanced packaging (LEAP) services as the growth of AI increases demand for more complex semiconductor packaging and testing. LEAP revenues are tracking ahead of the company’s earlier 2026 target of $3.5 billion. Management now expects to add another few hundred million dollars to this year's LEAP revenues and is targeting a doubling of LEAP revenues in 2027.

The company has clear visibility into customer demand and the capacity needed to support this growth. ASE plans to add facilities and equipment to expand LEAP capacity, with another $2 billion of CapEx added to its 2026 plans. Management said the company expects to continue making heavy investments in both advanced packaging and testing to support customer demand.

The growth is already showing up in ASE's results. In the second quarter of 2026, ATM revenues rose 36% year over year to TWD 126.1 billion. Higher LEAP volumes also helped lift ATM gross margin to 27.3% from 21.9% a year earlier. Management expects LEAP and test businesses to remain margin accretive and sees ATM gross margin moving above 30% in the fourth quarter of 2026.

Still, execution remains a key factor. ASE said its near-term growth is limited by how quickly it can install equipment and complete new facilities. ASE is working on 13 greenfield and eight brownfield projects. These projects are expected to provide capacity through 2028 and into part of 2029. However, managing so many projects at the same time might create execution risks, particularly around construction, equipment installation and meeting required timelines.

ASE Technology is seeing continued demand for its Electronics Manufacturing Services (EMS) business, but rising component costs and product mix are putting pressure on EMS profitability. In the second quarter of 2026, EMS revenues increased 6% sequentially to TWD 65.8 billion. However, EMS gross margin fell 0.6 percentage points sequentially to 8.9%, while EMS operating margin declined to 2.4% from 3% in the prior quarter. Management attributed the margin pressure to unfavorable product mix and a higher component cost environment. While management expects to pass on these costs to customers, the lower-margin EMS business could remain a drag on overall profitability compared with ASE’s faster-growing and more profitable ATM operations.

The Case for Teradyne StockTeradyne is benefiting from strong AI-related demand across its semiconductor testing, product testing and robotics businesses. In the second quarter of 2026, the company reported record revenues of $1.33 billion, up more than 100% year over year. All three business groups posted year-over-year and sequential growth. AI-driven revenues accounted for more than 60% of total revenues, showing the growing impact of AI across Teradyne's business.

The Semi Test business remained the main growth driver. Revenues increased 128% year over year to more than $1 billion. Compute revenues within the SOC business increased nearly 600% year over year as demand for AI-related chips remained strong. Teradyne also completed correlation with a second AI hyperscaler and shipped its first merchant GPU order, which could support future share gains in compute testing.

Memory testing is also supporting growth. Memory revenues reached a record $212 million in the second quarter, marking the third straight quarter above $200 million. Strong demand for HBM and DRAM testing, along with a recovery in NAND, helped drive results. Teradyne said memory manufacturers are planning additional capacity, with the quarterly book-to-bill ratio exceeding 2, which points to continued demand ahead.

AI demand is also creating opportunities beyond semiconductor testing. Product Test revenues rose 26% year over year, helped by optical test, board test and networking applications. The company's Omnyx platform is gaining customer traction, while its Multilane Test Products joint venture is benefiting from rising demand for high-speed data center interconnect testing. Robotics revenues increased 33% year over year, with electronics manufacturing and semiconductor applications up 50% from the first quarter.

Teradyne expects the AI investment cycle to remain a key growth driver in the coming years. Management sees stronger growth in memory, auto and industrial, IST, Product Test and Robotics in the second half of 2026. The company expects growth to pick up again in 2027 as the overall automated test equipment market expands and Teradyne gains share in key areas.

ASX vs. TER: Earnings Estimate TrendThe earnings estimate revision trend for the two companies reflects that analysts are turning more bullish toward TER.

ASX Earnings Estimate Revision Trend
Image Source: Zacks Investment Research

TER Earnings Estimate Revision Trend
Image Source: Zacks Investment Research

ASX vs. TER: Price Performance and ValuationYear to date, shares of ASX and TER have surged 130.6% and 72.2%, respectively.

ASX Vs. TER: YTD Price Return Performance
Image Source: Zacks Investment Research

Currently, TER is trading at a forward 12-month P/E ratio of 30.99X, higher than ASX’s forward 12-month P/E multiple of 21.04X. TER’s higher valuation reflects strong investor confidence in AI-driven semiconductor testing demand, putting it above ASX in terms of valuation, reflecting the high growth expectations of the company in the long term.

ASX vs. TER: Forward 12-Month P/E Ratio
Image Source: Zacks Investment Research

Conclusion: Buy TER, Hold ASX Right NowBoth ASX and TER are benefiting from strong demand for AI chips and data center infrastructure. However, ASE Technology faces execution risks as it expands capacity across multiple projects, while its lower-margin EMS business continues to face pressure from higher component costs and an unfavorable product mix.

In contrast, Teradyne is seeing strong AI-driven demand across semiconductor testing, memory testing, product testing and robotics. Further, TER’s valuation reflects high growth expectations, as the company remains well positioned to benefit from rising AI-driven semiconductor testing demand over the long term.

Currently, TER sports a Zacks Rank #1 (Strong Buy), making the stock a stronger pick over ASX, which has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.

BENGALURU, India--(BUSINESS WIRE)---- $TER #semiconductor--Teradyne announced the opening of an office in India focused on supporting semiconductor manufacturing, located in Bengaluru, Karnataka.

14.9.2026 22:06

Americké akciové indexy se v závěru pondělní seance ponořily hlouběji do červených čísel. Nejhorší bilanci vykázal technologický Nasdaq, který oslabil o 0,56 %. Širší index S&P500 uzavřel se ztrátou -0,48 % a tradiční index Dow Jones -0,29 %.

Pod tlakem se ocitl především polovodičový sektor. Referenční Philadelphia SE Semiconductor Index propadl o 5,9 % poté, co představitelé předních světových AI společností vyzvali ke zpomalení vývoje pokročilých modelů s odkazem na rostoucí rizika spojená s touto technologií.

V závěru dne se směrem vzhůru opětovně vydaly tržní výnosy. 10letý vládní bond uzavřel těsně pod hladinou 4,99 %. Nedařilo se ani drahým kovům. Zlato odepsalo 1,5 % se závěrem na 4282,8 USD/oz, stříbro oslabilo o 2,3 % na 62,97 USD/oz. Růst byl naopak k vidění v energetickém sektoru. Ropa zpevnila o 1,7 % na 101,72 USD/barel, zemní plyn končil silnější o 1,3 % na 2,87 USD/mmbtu.

Závěrečné hodnoty:

Dow Jones -0,29 % na 52421,2 b.
S&P 500 -0,48 % na 7619,98 b.
Nasdaq Composite -0,56 % na 26186,41 b.

Index S&P 500 -0,48 % na 7619,98 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Komunikační služby +2,8 % Informační technologie -1,7 % Zdravotní péče +1,4 % Průmysl -1,4 % Nezbytná spotřeba +1,3 % Utility -1,3 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Crowdstrike Holdings (CRWD) +14 % Corning (GLW) -14 % Palo Alto Networks (PANW) +13 % Teradyne (TER) -13 % Gartner (IT) +9,7 % Coherent Corp (COHR) -13 % Coinbase Global (COIN) +9,2 % Hewlett Packard Enterprise (HPE) -11 % Fortinet (FTNT) +9,0 % Skyworks Solutions (SWKS) -10 %
David Lamač
Fio banka, a.s.
Prohlášení

Today at the [url="]IMTS tradeshow[/url], [url="]Teradyne Robotics[/url] company [url="]Universal Robots[/url] (UR) – the original, world-leading manufacturer

A major bank just dropped a forecast that reframes the entire robotics industry, and the ripple effects are already moving stock prices across chips, foundries, and factory floors. Here is what the number means for long-term investors.

One number reframes the entire robotics conversation, and it did not come from a chipmaker or an automaker. It came from a bank.

Goldman’s Big Robot Number 6.5 million humanoid robot units shipped globally by 2035. That is the headline projection in Goldman Sachs‘s (NYSE:GS | GS Price Prediction) new Physical AI research report, and it is a sharp upgrade to what the firm was modeling before. Goldman now sees the ramp arriving in phases: 75,000 units in 2026, 890,000 by 2030 (revised up from a prior estimate of 256,000), and 6.5 million by 2035, representing a $138 billion market opportunity led by logistics, warehousing, and automotive.

What It Means Read the number operationally. Goldman is modeling a decade of unit shipments large enough to require dedicated production lines, memory allocation, foundry capacity, factory-floor automation, and financing. The $138 billion market figure lands on the same balance sheets that already fund the AI data-center buildout, which is why the read-through cuts across chips, capital equipment, and manufacturing (we profiled seven suppliers powering that same buildout, from electricity to cooling to networking, in a free report you can grab here).

The company that produced the forecast is also a direct beneficiary of the capital cycle it is describing. Goldman reported record Q2 2026 net revenues of $20.3 billion and record EPS of $20.98, with CEO David Solomon telling investors, “We are in the middle of an AI CapEx super cycle where there are demands on financing into every single financing instrument in every region of the world and across every single industry.”

Market Reaction The listed beneficiaries are trading like the thesis is already in motion. Teradyne (NASDAQ:TER), the semiconductor-test and industrial-robotics name, is up 229.21% over the past year and 96.4% year to date. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 69.14% over one year. NVIDIA (NASDAQ:NVDA) is up 23.5% over one year. Tesla (NASDAQ:TSLA) is down 18.74% year-to-date, and Intuitive Surgical (NASDAQ:ISRG), the closest listed proxy for scaled robotics commercialization, is down 34.82% year-to-date.

Bull Case Every layer of the humanoid stack has a listed proxy that is already booking revenue against it. On the compute layer, NVIDIA posted Q2 FY27 revenue of $96.22B, up 105.85% year over year, and guided Q3 to $108.0B. CEO Jensen Huang told investors, “Amazon will also adopt our full physical AI stack, Omniverse, Cosmos, Isaac, and Jetson to power its fleet of warehouse robots.” That is the exact application layer Goldman flags as the entry point for the 6.5 million-unit ramp.

On the foundry layer, TSMC guided Q3 2026 revenue between $44.6 billion and $45.8 billion and expects full-year 2026 revenue growth slightly above 40% year-over-year in U.S. dollar terms. Management said demand runs strong “from this day on all the way to probably 2029, 2030.”

On the test-and-automation layer, Teradyne reported Q2 2026 revenue of $1.329B, up 103.9% year over year, with Robotics revenue of $100 million, up 33% year over year. CEO Greg Smith called out “physical AI applications” as the driver.

On the humanoid layer itself, Tesla is installing first-generation Optimus production lines at Fremont after decommissioning Model S and X lines, and Elon Musk described an aspirational target of 10 million units a year of Optimus 4 versus a million units a year of Optimus 3. And on the commercialization analog, Intuitive Surgical closed the quarter with almost 13,000 systems installed worldwide, proving that robotics scaling in a regulated, mission-critical setting can compound for a decade.

Bottom Line For retirement-focused investors, the Goldman forecast is a framing tool for long-term positioning. It sets a scale that lets long-term holders decide which layer of the stack they want to own: the financier writing the checks, the foundry printing the silicon, the test-equipment maker qualifying every chip, or the two companies actually building the robots. Near-term calendar items in the provided data include Teradyne’s dividend date of September 25, 2026 and NVIDIA’s $0.25 quarterly dividend paid October 1, 2026.

The risk sitting alongside the opportunity is a governance one: Anthropic employees have cited a 10% chance AI wipes out humankind within 10 years, CEO Dario Amodei has said developers need to slow down, and OpenAI CEO Sam Altman has floated an agreement among major AI developers to do so. A voluntary pause would slow the very build cycle Goldman is modeling. Until one arrives, the money keeps building for 6.5 million robots.

Contact [email protected] for any questions or corrections.