TERADYNE, INC
Teradyne designs, manufactures, sells and supports automated test systems and related services, as well as robotics products, for customers in industries including semiconductor, electronics, manufacturing, logistics, automotive, computing, communications, and defense and aerospace. Its three segments are Semiconductor Test, Robotics and Product Test. Semiconductor Test systems test devices at wafer, package and system levels and serve integrated device manufacturers, fabless companies, foundries and outsourced semiconductor assembly and test providers. Product Test offers equipment and services for electronic and photonic assemblies, modules and components, including circuit-board, wireless, photonic integrated circuit, and defense and aerospace testing. Robotics includes collaborative robot arms under the Universal Robots brand and autonomous mobile robots under the Mobile Industrial Robots brand. Teradyne sells test products predominantly through a direct sales force and robotics products principally through distributors and original equipment manufacturers. It is headquartered in North Reading, Massachusetts.
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Teradyne (TER) fell 21% and Applied Materials (AMAT) dropped 15% in a week due to AI regulation concerns and slowing data-center spending. Teradyne reported 70% Q3 revenue growth to $1.31B, with EPS exceeding estimates. Analysts project EPS to triple by 2027. Both companies are sensitive to semiconductor capital spending trends.
JPMorgan upgraded Mercury Systems (MRCY) to Overweight with a $102 target, citing Q3 performance. Republic Services (RSG) was upgraded to Overweight with a $295 target, expecting positive waste volume growth in 2027. Raymond James upgraded Liquidia (LQDA) to Strong Buy with a $77 target, citing strong demand and legal settlement. Piper Sandler upgraded Alpha Tau (DRTS) to Overweight with a $22 target, highlighting its technology.
Analysts made notable calls on Nvidia (downgraded by Baird), Apple (neutral reiterated by UBS), CoreWeave (buy reiterated by Goldman Sachs), and others. Key points include Nvidia's delayed data center forecasts, Apple's lower iPhone wait times, and CoreWeave's potential for outsized returns. Other companies mentioned include Alpha Tau Medical, Republic Services, CareDx, Mentari, Unilever, Mercury Systems, Teradyne, FormFactor, Corning, Cognex, Littelfuse, and Zebra Technologies.
Over the past 7 days, AlphAI's AI scored 16 news stories mentioning TER (TERADYNE, INC). Coverage has skewed bullish: 10 bullish, 2 neutral, and 4 bearish.
Recent TER coverage spans financial news, market movers and earnings.
In the last 30 days, TER insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($1.8M). The most active reporter was MATZ MARILYN with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Recent earnings highlight growth but the broader equipment sell‑off drives downside pressure.
Buy initiation could drive price higher.
Buy initiation could lift the share price.
Analyst initiation and buy rating likely drive further buying pressure on TER.
The net ETF outflow may create short‑term selling pressure on TER.
AlphAI scores every news story that mentions TER with an AI model for sentiment and relevance, and aggregates insider trades from TERADYNE, INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Teradyne (TER) fell 21% and Applied Materials (AMAT) dropped 15% in a week due to AI regulation concerns and slowing data-center spending. Teradyne reported 70% Q3 revenue growth to $1.31B, with EPS exceeding estimates. Analysts project EPS to triple by 2027. Both companies are sensitive to semiconductor capital spending trends.
JPMorgan upgraded Mercury Systems (MRCY) to Overweight with a $102 target, citing Q3 performance. Republic Services (RSG) was upgraded to Overweight with a $295 target, expecting positive waste volume growth in 2027. Raymond James upgraded Liquidia (LQDA) to Strong Buy with a $77 target, citing strong demand and legal settlement. Piper Sandler upgraded Alpha Tau (DRTS) to Overweight with a $22 target, highlighting its technology.
Analysts made notable calls on Nvidia (downgraded by Baird), Apple (neutral reiterated by UBS), CoreWeave (buy reiterated by Goldman Sachs), and others. Key points include Nvidia's delayed data center forecasts, Apple's lower iPhone wait times, and CoreWeave's potential for outsized returns. Other companies mentioned include Alpha Tau Medical, Republic Services, CareDx, Mentari, Unilever, Mercury Systems, Teradyne, FormFactor, Corning, Cognex, Littelfuse, and Zebra Technologies.
Teradyne (TER) stock rose 8% in pre-market trading after Jefferies initiated coverage with a Buy rating and $284 price target, citing AI-driven growth. Analysts expect the semiconductor test equipment market to expand significantly, with TER benefiting from increased system-on-chip testing. The company's Q3 2026 earnings beat consensus, and broader tech sector gains also supported the surge.
ETFs were net sellers of Teradyne (TER) shares on Nov. 6, with $93.9 million in outflows, reversing a four-day buying trend. SOXX, PSI, and SPY were the largest sellers. TER has a market cap of $38.4 billion, with TTM revenue of $5.00 billion, and a P/E of 28.24.
Teradyne (TER) announced a quarterly dividend of $0.13 per share, maintaining the previous rate. The dividend has a forward yield of 0.21% and is payable on December 16 to shareholders of record on November 23. The company also expects Q4 2026 revenue between $1.25B and $1.35B, targeting a mid-2027 compute ramp.
ARK Invest, led by Cathie Wood, increased holdings in SpaceX, Nvidia, AMD, and others, while reducing positions in Broadcom and others. The firm's ETFs had $346.2M in purchases and $305.8M in sales, with net purchases of $40.4M. The moves suggest a shift towards select space and AI investments.
Teradyne (NASDAQ: TER) launched Omnyx Edge, an inline board test platform for physical and edge AI devices. The product tests compute, sensing, and motion boards in automotive, robotic, and edge devices, aiming to catch defects before integration. Key features include boundary scan coverage, PowerSense touchless sensing, and AI-based preventive maintenance. Teradyne will showcase Omnyx Edge at electronica 2026.
Shares of Micron (MU), FormFactor (FORM), Amkor (AMKR), Teradyne (TER), and Nvidia (NVDA) surged after President Trump's AI infrastructure support eased sector concerns. MU rose 7.4%, FORM 9.5%, AMKR 5.3%, TER 3.8%, NVDA 5.6%. FORM's volatility reflects market sentiment, while MU paused a $4.5B plant in Taiwan due to labor disputes.
Celestica (CLS), Dell Technologies (DELL), Teradyne (TER), and AXT (AXTI) are highlighted as strong buy AI stocks amid a tech selloff. CLS reported Q3 revenue growth of 83% YoY to $5.83B and expects 90% growth next year. DELL reported record AI server revenue of $16.4B in Q2. TER saw Q3 revenue jump 70% YoY to $1.3B. AXTI's Q3 revenue surged 162% YoY to $73.4M. All four stocks have a Zacks Rank #1 (Strong Buy).
