Teradyne, Inc.

NasdaqGS:TER 株式レポート

時価総額:US$66.9b

Teradyne 将来の成長

Future 基準チェック /56

Teradyne利益と収益がそれぞれ年間22.4%と16%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に39.4% 23.1%なると予測されています。

主要情報

22.4%

収益成長率

23.14%

EPS成長率

Semiconductor 収益成長27.2%
収益成長率16.0%
将来の株主資本利益率39.37%
アナリストカバレッジ

Good

最終更新日23 Jun 2026

今後の成長に関する最新情報

分析記事 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...

Recent updates

ナラティブの更新 Jun 18

TER: AI Data Center Test Cycle Will Drive Next Repricing Wave

Teradyne's analyst fair value estimate has shifted from $415 to $470 as analysts factor in recent price target increases and updated expectations around revenue growth, profitability and valuation multiples following a series of upward revisions across major research firms. Analyst Commentary Recent Street research around Teradyne highlights a clear shift in tone, with multiple bullish analysts raising price targets and, in some cases, upgrading the stock following their latest reviews.
分析記事 Jun 16

Teradyne (TER) Stock Could Be 15% Overvalued After Its Sharp Run Higher

Teradyne stock: recent performance snapshot Teradyne (TER) has drawn attention after its share price closed at $432.41, with recent returns of 7.2% over the past day, 15.4% over the past week, and around 28% over the past month. See our latest analysis for Teradyne. Beyond the latest daily move, Teradyne stock has shown strong momentum, with a 30 day share price return of 28% and a year to date share price return of 108.3%, alongside a 1 year total shareholder return of very close to 4x. If...
Seeking Alpha Jun 16

Teradyne: Runaway AI Train At Hefty Premiums - Reiterate Hold

Summary AI-related demand now comprises 70% of Teradyne's revenues, thanks to their strategic partnership with numerous foundries and the ongoing share gains in the HBM/DRAM/SSD segments. Given the double beat FQ1'26 performance/promising FQ2'26 guidance, the management appears well on track to achieving their long-term growth target against the consensus' more aggressive estimates. TER's asset-light operations, strong cash flow, and healthy balance sheet allow the management to return great value to long-term shareholders through share retirement/dividend payouts. Pending further clarity on the upcoming FQ2'26 earnings call in July 2026, the stock trades at an inflated P/E of 52.67x while offering an underwhelming dividend yield. TER remains a Hold here, with the robust AI-driven growth prospects negated by the overly done rally since the April 2025 bottom. Read the full article on Seeking Alpha
ナラティブの更新 Jun 03

TER: AI Test Demand And Robotics Expansion Will Shape Future Earnings Expectations

Teradyne's analyst price targets have been lifted by multiple firms, leading to a higher internal fair value estimate of about $375 per share. Analysts cite updated assumptions around revenue growth, profit margins, and future P/E expectations.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...

業績と収益の成長予測

NasdaqGS:TER - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20286,7302,0071,9042,24110
12/31/20275,4601,4681,1681,43518
12/31/20264,4961,1101,1621,37616
3/29/20263,787854553778N/A
12/31/20253,190554450674N/A
9/28/20252,860443457675N/A
6/29/20252,828469569793N/A
3/30/20252,906577608827N/A
12/31/20242,820542474672N/A
9/29/20242,738513453638N/A
6/30/20242,704496479646N/A
3/31/20242,659429411573N/A
12/31/20232,676449426585N/A
10/1/20232,738504370520N/A
7/2/20232,861559463617N/A
4/2/20233,017637429590N/A
12/31/20223,155716415578N/A
10/2/20223,308767568726N/A
7/3/20223,432840829977N/A
4/3/20223,6779719301,068N/A
12/31/20213,7031,0159661,098N/A
10/3/20213,5779878861,028N/A
7/4/20213,446953672847N/A
4/4/20213,199813676864N/A
12/31/20203,121784684869N/A
9/27/20203,017713639825N/A
6/28/20202,780626522681N/A
3/29/20202,505535458604N/A
12/31/20192,295467N/A579N/A
9/29/20192,160486N/A549N/A
6/30/20192,145470N/A590N/A
3/31/20192,107474N/A577N/A
12/31/20182,101452N/A477N/A
9/30/20182,061202N/A438N/A
7/1/20181,997186N/A507N/A
4/1/20182,167259N/A606N/A
12/31/20172,137258N/A626N/A
10/1/20172,037430N/A516N/A
7/2/20171,944390N/A408N/A
4/2/20171,779-8N/A358N/A
12/31/20161,753-43N/A455N/A
10/2/20161,692-110N/A458N/A
7/3/20161,747-103N/A436N/A
4/3/20161,728224N/A411N/A
12/31/20151,640206N/A423N/A
10/4/20151,644103N/A548N/A
7/5/20151,656115N/A502N/A

アナリストによる今後の成長予測

収入対貯蓄率: TERの予測収益成長率 (年間22.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TERの収益 ( 22.4% ) はUS市場 ( 18.4% ) よりも速いペースで成長すると予測されています。

高成長収益: TERの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TERの収益 ( 16% ) US市場 ( 12.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: TERの収益 ( 16% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: TERの 自己資本利益率 は、3年後には高くなると予測されています ( 39.4 %)


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/25 04:08
終値2026/06/25 00:00
収益2026/03/29
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Teradyne, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
Steven LiuAletheia Analyst Network Limited
Quinn FredricksonBaird
Robert MasonBaird