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Teradyne, Inc.NasdaqGS:TER Rapport sur les actions

Capitalisation boursière US$59.9b
Prix de l'action
US$359.77
US$415
13.3% sous-évalué décote intrinsèque
1Y360.8%
7D3.1%
Valeur du portefeuille
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Teradyne, Inc.

NasdaqGS:TER Rapport sur les actions

Capitalisation boursière : US$59.9b

Teradyne (TER) Aperçu de l'action

Teradyne, Inc. conçoit, développe, fabrique et vend des systèmes d'essai automatisés et des produits robotiques aux États-Unis, en Asie-Pacifique, en Europe, au Moyen-Orient et en Afrique. Plus de détails

TER analyse fondamentale
Score flocon de neige
Évaluation0/6
Croissance future5/6
Performances passées5/6
Santé financière6/6
Dividendes0/6

TER Community Fair Values

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See what 180 others think this stock is worth. Follow their fair value or set your own to get alerts.

Teradyne, Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Teradyne
Historique des cours de bourse
Prix actuel de l'actionUS$354.11
Plus haut sur 52 semainesUS$422.11
Plus bas sur 52 semainesUS$75.60
Bêta1.79
Variation sur 1 mois10.49%
Variation sur 3 mois17.99%
Variation sur 1 an360.84%
Variation sur 3 ans288.36%
Variation sur 5 ans202.04%
Évolution depuis l'introduction en bourse33,725.43%

Nouvelles et mises à jour récentes

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
Mise à jour de l'analyse 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.

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
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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%.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Nouvelle analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Article d'analyse 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 Alpha

Rendement pour les actionnaires

TERUS SemiconductorUS Marché
7D3.1%10.5%2.1%
1Y360.8%126.3%30.6%

Rendement vs Industrie: TER a dépassé le secteur US Semiconductor qui a rapporté 126.3 % au cours de l'année écoulée.

Rendement vs marché: TER a dépassé le marché US qui a rapporté 30.6 % au cours de l'année écoulée.

Volatilité des prix

Is TER's price volatile compared to industry and market?
TER volatility
TER Average Weekly Movement11.4%
Semiconductor Industry Average Movement10.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Cours de l'action stable: Le cours de l'action de TER a été volatil au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de TER ( 11% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.

À propos de l'entreprise

FondéeSalariésPDGSite web
19606,600Greg Smithwww.teradyne.com

Teradyne, Inc. se consacre à la conception, au développement, à la fabrication et à la vente de systèmes de test automatisés et de produits robotiques aux États-Unis, en Asie-Pacifique, en Europe, au Moyen-Orient et en Afrique. La société exerce ses activités dans les secteurs Semiconductor Test, Robotics et Other. Le segment Semiconductor Test offre des produits et des services pour les tests au niveau des plaquettes et des boîtiers, ainsi que pour les tests au niveau du système des dispositifs à semi-conducteurs dans les applications automobiles, industrielles, de communication, grand public, smartphones, cloud, jeux informatiques et électroniques, et autres.

Teradyne, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de Teradyne se comparent-ils à sa capitalisation boursière ?
TER statistiques fondamentales
Capitalisation boursièreUS$59.87b
Bénéfices(TTM)US$854.06m
Recettes(TTM)US$3.79b
64.9x
Ratio P/E
14.6x
Ratio P/S

Le site TER est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
TER compte de résultat (TTM)
RecettesUS$3.79b
Coût des recettesUS$1.56b
Marge bruteUS$2.22b
Autres dépensesUS$1.37b
Les revenusUS$854.06m

Derniers bénéfices déclarés

Mar 29, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)5.46
Marge brute58.70%
Marge bénéficiaire nette22.55%
Ratio dettes/capitaux propres0%

Quelles ont été les performances à long terme de TER?

Voir les performances historiques et les comparaisons

Dividendes

0.1%
Rendement actuel des dividendes
9%
Ratio de distribution

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 18:10
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/29
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Teradyne, Inc. est couverte par 34 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Steven LiuAletheia Analyst Network Limited
Quinn FredricksonBaird
Robert MasonBaird