$TER

Teradyne (TER) launched three new AI-focused instruments for its UltraFLEXplus platform, aligning with its strong financial performance. Q2 2026 revenue was $1.33B (up 104% YoY), with Semiconductor Test sales at $1.12B. Management expects Q3 2026 revenue of $1.2B to $1.3B. The company faces risks from semiconductor cyclicality and memory product-mix pressures.

GS Microelectronics US Inc (GSME), backed by Oman Investment Authority, partners with Teradyne to open an AI chip test center in Silicon Valley by Q4 2026. The facility will support AI, automotive, and other semiconductor applications, leveraging Teradyne's test platforms. GSME, with a 34.25% stake owned by Oman, aims to expand its US footprint and semiconductor testing capabilities.

Teradyne (TER) and GS Microelectronics U.S. (GSME) announced a multi-year partnership to establish a test-and-evaluation center for AI and next-generation chips. The facility, set to open in Q4 2026, will combine GSME's chip design and manufacturing with Teradyne's test systems. Teradyne's Semiconductor Test segment reported record Q2 revenue of $1.12 billion, up 128.1% YoY, driven by AI-related sales. Overall Q2 revenue was $1.33 billion, up 104% YoY. TER shares have risen nearly 90% YTD.

GS Microelectronics U.S. and Teradyne agreed to a multi-year partnership to establish a semiconductor test center at GSME's Silicon Valley HQ, opening in Q4 2026. The collaboration includes joint customer engagements and expanded engineering support, targeting AI and advanced device test demand. Revenue impact and customer wins are expected post-opening.

Teradyne, Inc. introduced Iris 100, an optical test platform for microLED devices. It measures individual emitters and integrates with UltraFLEXplus for combined optical and electrical testing. The platform is designed for high-volume precision manufacturing, with features like spectrometer and high-resolution camera for spectral response and per-pixel luminance. Iris 100 supports wafer and final test, enabling manufacturers to add microLED test to existing fleets.

Teradyne director Marilyn Matz sold 400 shares for $140,444 at $351.11 each on September 17, 2026. Teradyne's stock has risen to $361.30, with a 198% return over the past year. The company reported Q2 non-GAAP earnings of $2.47 per share on revenue of $1.33 billion, exceeding expectations. Baird downgraded Teradyne to Neutral due to valuation concerns.

Teradyne (TER) reported strong Q2 results and positive Q3 guidance, with expected revenue of $1.2B-$1.3B, driven by AI-related demand. Shares rose 14.4% post-results. Analysts rate TER 'Strong Buy' with a mean target of $454.07. Competitor Lam Research (LRCX) gained 58.2% YTD and 127.2% over 52 weeks.

Teradyne, Inc. opened a Bengaluru office to support India's growing semiconductor manufacturing industry. The office will provide customer engagement, applications support, training, and partnerships. This move aligns with India's semiconductor expansion and Teradyne's broader strategy in the region, led by Country Manager Alpa Sood. The company will celebrate the opening on September 15, 2026, and participate in SEMICON India.

Teradyne's insider sold shares worth $1,351,320, according to a recent SEC filing. The company's stock is currently trading at $345.87, with a 5-day change of +3.91% and a 1st Jan change of -9.75%.

Smith Gregory Stephen (President and CEO) sold 4,000 shares of TERADYNE, INC (TER) at $337.83 ($1.35M total) on 2026-09-15 under a Rule 10b5-1 trading plan.