Teradyne Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 5/6
TeradyneDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -13.5% zurückgegangen, während in der Branche Semiconductor die Gewinne wachsen. Die Umsatzerlöse sind rückläufig mit einer durchschnittlichen Rate von 3.4% pro Jahr. Teradyne Die Eigenkapitalrendite des Unternehmens beträgt 27.2%, und die Nettomargen liegen bei 22.6%.
Wichtige Informationen
-13.52%
Wachstumsrate der Gewinne
-12.41%
EPS-Wachstumsrate
| Semiconductor Wachstum der Industrie | 27.66% |
| Wachstumsrate der Einnahmen | -3.44% |
| Eigenkapitalrendite | 27.17% |
| Netto-Marge | 22.55% |
| Letzte Ertragsaktualisierung | 29 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • May 08
Teradyne: Market Command And Heavy Demand
Summary Teradyne is rated a buy, driven by record Q1 2026 results and dominant positioning in AI-related semiconductor testing. Q1 revenue surged 87% YoY to $1.28B, with adjusted EPS at $2.56 and 70% of revenue from AI demand. TER commands a high-barrier duopoly in automated test equipment, leading in AI compute chips and benefiting from robust industry tailwinds. While near-term guidance is muted and valuation elevated, long-term forecasts and margin strength support sustained outperformance. Read the full article on Seeking Alpha
Narrativ-Update • May 04
TER: AI Test Demand And Robotics Expansion Will Shape Balanced Future Earnings Power
Teradyne’s analyst price target has been updated by $62 to reflect fresh research that cites Street price target increases from several firms and modest adjustments to long term growth, profitability, and valuation assumptions by analysts. Analyst Commentary Recent Street research on Teradyne shows a cluster of price target changes and rating moves, with most firms lifting their targets and a smaller group expressing caution around valuation.Analyseartikel • May 01
Earnings Beat: Teradyne, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Teradyne, Inc. ( NASDAQ:TER ) just released its quarterly report and things are looking bullish. The company beat...
Narrativ-Update • Apr 25
Teradyne (TER): The AI Quality Gatekeeper Faces a High-Stakes Valuation Test
Vestra has increased revenue growth from 10.1% to 17.3%.
Narrativ-Update • Apr 20
TER: AI Data Center Test Demand Will Support Next Cycle Repricing
The analyst price target for Teradyne has been raised from $376.32 to $415.00, reflecting analyst views that modest adjustments to revenue growth, profit margin expectations, and a higher future P/E multiple are warranted following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Teradyne shows a cluster of higher price targets from bullish analysts, alongside a valuation driven downgrade from Northland.Narrativ-Update • Apr 06
TER: AI Test Demand And WFE Upswing Will Support Future Cycle
Analysts have nudged the Teradyne fair value estimate slightly higher to about $376, supported by a series of recent price target increases that cite stronger multi-year demand expectations, healthier industry spending plans, and improved profitability assumptions, even as some valuation-driven downgrades and caution flags remain. Analyst Commentary Recent research on Teradyne tilts positive overall, with a cluster of higher price targets and constructive views on multi year demand, semiconductor capital spending, and free cash flow potential, offset by valuation driven caution and a few downgrades.Neues Narrativ • Mar 29
Teradyne: The "Physical AI" Inflection and the $1.25 Billion Quarterly Record
Teradyne, Inc. (TER) has successfully evolved from a cyclical semiconductor tester into a dual-engine powerhouse, combining dominant chip-testing tech with a rapidly scaling robotics division.Narrativ-Update • Mar 23
TER: AI Test Demand And Wafer Fab Upswing Will Drive Future Cycle
The updated analyst price target for Teradyne reflects a reset in fair value from $397.65 to $374.36, as analysts balance richer valuations with still constructive views supported by multiple target hikes across recent research. Analyst Commentary Recent research on Teradyne reflects a broad mix of views, but the price target revisions skew toward more constructive expectations even as some firms flag valuation risks.Narrativ-Update • Mar 07
TER: AI Test Demand And Robotics Expansion Will Support Higher Long Term Earnings Power
Analysts have raised their implied fair value estimate for Teradyne by about $115, reflecting updated assumptions for revenue growth, profit margins and future P/E, even as recent research shows a mix of higher price targets and valuation-driven downgrades across the Street. Analyst Commentary Recent Street research on Teradyne shows a mix of optimism and caution, with several firms lifting price targets and a few moving to more neutral stances as valuation and expectations become key talking points.Narrativ-Update • Feb 20
TER: AI Test Demand And Wafer Fab Spending Upswing Will Drive Outlook
Our Teradyne fair value estimate edges up by about $1 to $397.65 as analysts lift price targets on expectations for stronger semiconductor capital equipment demand, partially offset by a few valuation driven downgrades. Analyst Commentary Recent Street research on Teradyne has been active, with several firms adjusting views and price targets in both directions.Narrativ-Update • Feb 06
TER: AI Test Demand And Robotics Expansion Will Drive Bullish Outlook
Our updated fair value estimate for Teradyne rises from US$240.00 to about US$396.82. This reflects analysts' higher price targets across multiple firms and their rationale tied to stronger industry spending expectations, while incorporating a slightly lower discount rate and adjusted assumptions for revenue growth, profit margins and future P/E.Analyseartikel • Jan 29
Teradyne, Inc. (NASDAQ:TER) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Teradyne, Inc. ( NASDAQ:TER ) shares have continued their recent momentum with a 27% gain in the last month alone. The...
Narrativ-Update • Jan 22
TER: AI Test Cycle Optimism Will Likely Face Negative Catalyst Watch Risks
We are trimming our Teradyne analyst price target by about $11 to US$141 as analysts factor in higher modeled revenue growth and margins, but apply a lower future P/E multiple while balancing recent target hikes against cautions such as the Negative Catalyst Watch. Analyst Commentary Recent Street research around Teradyne shows a mix of optimism on long term demand drivers and caution about how much good news is already reflected in the share price.Narrativ-Update • Jan 08
TER: AI Chip Testing And Robotics Hub Will Shape Balanced Outlook
Narrative Update: Teradyne Analysts have lifted their fair value estimate for Teradyne from $126.95 to $240.00, citing higher long term revenue growth and profit margin assumptions, a richer future P/E of about 39.48, and stronger expected demand tied to AI driven semiconductor testing, high bandwidth memory, and industrial automation. Analyst Commentary Recent Street research on Teradyne has shifted toward a more positive tone, with several bullish analysts lifting price targets and, in some cases, upgrading their ratings.Narrativ-Update • Dec 25
TER: AI Test Cycle Euphoria Will Likely Pressure Future Returns
Analysts have sharply raised their price targets on Teradyne, effectively doubling their fair value estimate to about $153 per share. They cite a multiyear, AI-driven acceleration in semiconductor test demand, stronger robotics growth, and higher long-term assumptions for revenue growth, margins, and valuation.Narrativ-Update • Dec 11
TER: AI Test Demand And Robotics Expansion Will Drive Measured Upside Through 2027
Analysts have lifted their fair value estimate for Teradyne from $184.69 to $192.38, citing stronger multiyear AI testing demand, improving revenue growth and margins, and higher expected future earnings power reflected in a richer forward P E multiple. Analyst Commentary Recent Street research updates point to a sharp improvement in sentiment around Teradyne, with multiple firms raising price targets and, in some cases, upgrading ratings as AI driven test demand and Industrial Automation momentum become more visible through 2026 and beyond.Narrativ-Update • Nov 27
TER: AI Semiconductor Test Complexity And Robotics Expansion Will Drive Upside Through 2027
Analysts have raised their price target for Teradyne from $172.63 to $184.69, citing accelerating demand in AI-enabled semiconductor testing, greater manufacturing complexity, and a more positive outlook in industrial automation and robotics segments. Analyst Commentary Recent analyst updates reflect a revealing mix of optimism about Teradyne's prospects within the AI-driven semiconductor industry, as well as measured caution regarding potential headwinds and expectations.Narrativ-Update • Nov 05
TER: Multi-Year AI Chip Testing Demand And Robotics Expansion Will Support Measured Upside
Teradyne's fair value estimate has risen significantly from $139.38 to $172.63 as analysts cite accelerating AI-driven semiconductor testing demand, expanding margins, stronger robotics growth, and a robust multi-year outlook for upgraded price targets. Analyst Commentary Recent Street research has spotlighted Teradyne's strong performance and evolving prospects, with several firms updating their outlooks and price targets in response to the company's quarterly results and the broader semiconductor landscape.Narrativ-Update • Oct 22
Analysts Lift Teradyne Targets on AI Demand and Product Wins Amid Cautious Optimism
Teradyne's analyst price target has been raised significantly from $124.69 to $139.38. This reflects analyst optimism driven by anticipated gains in AI computing demand, test capacity expansion, and new opportunities with major semiconductor customers.Analyseartikel • Oct 10
Teradyne, Inc.'s (NASDAQ:TER) P/E Is Still On The Mark Following 26% Share Price Bounce
Despite an already strong run, Teradyne, Inc. ( NASDAQ:TER ) shares have been powering on, with a gain of 26% in the...Narrativ-Update • Oct 08
AI, Robotics And Automation Will Expand Silicon Photonics Testing
Teradyne's analyst price target has been raised from $120.25 to $124.69. Analysts point to stronger test demand from AI accelerators and memory, along with increasing optimism for gains at major supply chain partners.Narrativ-Update • Sep 23
AI, Robotics And Automation Will Expand Silicon Photonics Testing
Teradyne’s consensus price target has been raised to $120.25, reflecting stronger analyst conviction driven by momentum in AI compute and memory testing—including traction with TSMC and HBM4 designs—and optimism for potential expansion into Nvidia GPU testing, despite some lingering caution on estimate revisions. Analyst Commentary Bullish analysts highlight meaningful traction for Teradyne in AI compute supply chain, notably with TSMC for GPU wafer sort testing, and anticipated SoC tester purchases extending into 2026.Analyseartikel • Aug 26
Investors Appear Satisfied With Teradyne, Inc.'s (NASDAQ:TER) Prospects As Shares Rocket 30%
Teradyne, Inc. ( NASDAQ:TER ) shares have continued their recent momentum with a 30% gain in the last month alone. Not...Analyseartikel • Jul 10
Market Participants Recognise Teradyne, Inc.'s (NASDAQ:TER) Earnings
With a price-to-earnings (or "P/E") ratio of 25.8x Teradyne, Inc. ( NASDAQ:TER ) may be sending bearish signals at the...Seeking Alpha • Mar 14
Teradyne: Tariffs, Short-Term Headwinds, But Undervalued
Summary Initiated a position in Teradyne at $108 due to its narrow to strong economic moat, despite not being significantly undervalued, and used a partial hedge strategy. Teradyne's revised revenue growth outlook for 2025 is 5%-10%, with mid-term growth expected at 12%-18% through 2028. Base case DCF derived Fair Value is $115.7 (33% upside from the current price); if they miss their mid-term targets by 20%-30%, Fair Value would be $90. Position adjustment according to economic moat and rating and a partial Covered Call helped me get ~9% return in ~3 months, even with the stock down ~20%. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Teradyne Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 29 Mar 26 | 3,787 | 854 | 661 | 522 |
| 31 Dec 25 | 3,190 | 554 | 651 | 505 |
| 28 Sep 25 | 2,860 | 443 | 640 | 490 |
| 29 Jun 25 | 2,828 | 469 | 627 | 482 |
| 30 Mar 25 | 2,906 | 577 | 624 | 476 |
| 31 Dec 24 | 2,820 | 542 | 616 | 461 |
| 29 Sep 24 | 2,738 | 513 | 605 | 435 |
| 30 Jun 24 | 2,704 | 496 | 590 | 422 |
| 31 Mar 24 | 2,659 | 429 | 581 | 416 |
| 31 Dec 23 | 2,676 | 449 | 583 | 418 |
| 01 Oct 23 | 2,738 | 504 | 560 | 425 |
| 02 Jul 23 | 2,861 | 559 | 553 | 432 |
| 02 Apr 23 | 3,017 | 637 | 547 | 438 |
| 31 Dec 22 | 3,155 | 716 | 536 | 441 |
| 02 Oct 22 | 3,308 | 767 | 557 | 442 |
| 03 Jul 22 | 3,432 | 840 | 556 | 437 |
| 03 Apr 22 | 3,677 | 971 | 557 | 435 |
| 31 Dec 21 | 3,703 | 1,015 | 547 | 428 |
| 03 Oct 21 | 3,577 | 987 | 536 | 418 |
| 04 Jul 21 | 3,446 | 953 | 521 | 406 |
| 04 Apr 21 | 3,199 | 813 | 494 | 390 |
| 31 Dec 20 | 3,121 | 784 | 476 | 375 |
| 27 Sep 20 | 3,017 | 713 | 471 | 361 |
| 28 Jun 20 | 2,780 | 626 | 460 | 344 |
| 29 Mar 20 | 2,505 | 535 | 456 | 331 |
| 31 Dec 19 | 2,295 | 467 | 446 | 323 |
| 29 Sep 19 | 2,160 | 486 | 417 | 311 |
| 30 Jun 19 | 2,145 | 470 | 409 | 310 |
| 31 Mar 19 | 2,107 | 474 | 399 | 304 |
| 31 Dec 18 | 2,101 | 452 | 388 | 302 |
| 30 Sep 18 | 2,061 | 202 | 393 | 279 |
| 01 Jul 18 | 1,997 | 186 | 377 | 279 |
| 01 Apr 18 | 2,167 | 259 | 368 | 286 |
| 31 Dec 17 | 2,137 | 258 | 344 | 307 |
| 01 Oct 17 | 2,037 | 430 | 355 | 286 |
| 02 Jul 17 | 1,944 | 390 | 349 | 281 |
| 02 Apr 17 | 1,779 | -8 | 340 | 274 |
| 31 Dec 16 | 1,753 | -43 | 332 | 273 |
| 02 Oct 16 | 1,692 | -110 | 335 | 276 |
| 03 Jul 16 | 1,747 | -103 | 334 | 279 |
| 03 Apr 16 | 1,728 | 224 | 329 | 278 |
| 31 Dec 15 | 1,640 | 206 | 323 | 276 |
| 04 Oct 15 | 1,644 | 103 | 318 | 300 |
| 05 Jul 15 | 1,656 | 115 | 313 | 298 |
Qualität der Erträge: TER hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: TERDie aktuellen Gewinnspannen (22.6%) sind höher als im letzten Jahr (19.9%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: TERDie Erträge des Unternehmens sind in den letzten 5 Jahren um 13.5% pro Jahr zurückgegangen.
Beschleunigtes Wachstum: TERDas Gewinnwachstum des Unternehmens im letzten Jahr (48.1%) übertrifft seinen 5-Jahres-Durchschnitt (-13.5% pro Jahr).
Erträge im Vergleich zur Industrie: TER Das Gewinnwachstum im vergangenen Jahr (48.1%) übertraf das der Branche Semiconductor 14.5% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: TERDie Eigenkapitalrendite des Unternehmens (27.2%) wird als hoch angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/18 17:38 |
| Aktienkurs zum Tagesende | 2026/05/15 00:00 |
| Gewinne | 2026/03/29 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Teradyne, Inc. wird von 35 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |