Teradyne, Inc.

NasdaqGS:TER 株式レポート

時価総額:US$52.9b

Teradyne マネジメント

マネジメント 基準チェック /34

Teradyneの CEO はGreg Smithで、 Jul2022年に任命され、 の在任期間は 3.83年です。 の年間総報酬は$ 14.11Mで、 6.8%給与と93.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.048%を直接所有しており、その価値は$ 25.34M 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と3.5年です。

主要情報

Greg Smith

最高経営責任者

US$14.1m

報酬総額

CEO給与比率6.80%
CEO在任期間3.8yrs
CEOの所有権0.05%
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間3.5yrs

経営陣の近況

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
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 25

Teradyne (TER): The AI Quality Gatekeeper Faces a High-Stakes Valuation Test

Vestra has increased revenue growth from 10.1% to 17.3%.
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.
新しいナラティブ 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.
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...
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

CEO報酬分析

Teradyne の収益と比較して、Greg Smith の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 29 2026n/an/a

US$854m

Dec 31 2025US$14mUS$959k

US$554m

Sep 28 2025n/an/a

US$443m

Jun 29 2025n/an/a

US$469m

Mar 30 2025n/an/a

US$577m

Dec 31 2024US$12mUS$925k

US$542m

Sep 29 2024n/an/a

US$513m

Jun 30 2024n/an/a

US$496m

Mar 31 2024n/an/a

US$429m

Dec 31 2023US$10mUS$850k

US$449m

Oct 01 2023n/an/a

US$504m

Jul 02 2023n/an/a

US$559m

Apr 02 2023n/an/a

US$637m

Dec 31 2022US$3mUS$645k

US$716m

Oct 02 2022n/an/a

US$767m

Jul 03 2022n/an/a

US$840m

Apr 03 2022n/an/a

US$971m

Dec 31 2021US$2mUS$500k

US$1b

Oct 03 2021n/an/a

US$987m

Jul 04 2021n/an/a

US$953m

Apr 04 2021n/an/a

US$813m

Dec 31 2020US$2mUS$400k

US$784m

Sep 27 2020n/an/a

US$713m

Jun 28 2020n/an/a

US$626m

Mar 29 2020n/an/a

US$535m

Dec 31 2019US$2mUS$400k

US$467m

報酬と市場: Gregの 総報酬 ($USD 14.11M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Gregの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Greg Smith (61 yo)

3.8yrs
在職期間
US$14,107,588
報酬

Mr. Gregory Stephen Smith, also known as Greg, is Non-Independent Director of Technoprobe S.p.A. He serves as President at Teradyne, Inc. since July 1, 2022 and is its Chief Executive Officer and Director...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Gregory Smith
President3.8yrsUS$14.11m0.048%
$ 25.3m
Michelle Turner
VP, CFOless than a yearUS$9.32m0.000070%
$ 37.0k
Ryan Driscoll
Vice President2.3yrsUS$2.41m0.0013%
$ 661.2k
Sanjay Mehta
Executive Advisorless than a yearUS$5.50m0.0042%
$ 2.2m
Shannon Poulin
President of Semiconductor Test Divisionless than a yearUS$6.04m0.0013%
$ 703.5k
Regan Mills
President of Product Test Group1.3yrsUS$1.30m0.0029%
$ 1.5m
Shannon Gath
VP & Chief Information Officer1.3yrsデータなしデータなし
Jim Mahon
VP & Chief Human Resources Officer3.3yrsデータなしデータなし
Jean-Pierre Hathout
President of the Teradyne Robotics3.3yrsデータなし0.0016%
$ 856.9k
James Davidson
Chief Artificial Intelligence Officer2yrsデータなしデータなし
Shantnu Sharma
Chief Development Officerless than a yearデータなしデータなし
Amy McAndrews
Vice President of Corporate Affairsno dataデータなしデータなし
1.3yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: TERの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Gregory Smith
President3.3yrsUS$14.11m0.048%
$ 25.3m
Mercedes Johnson
Independent Director11.8yrsUS$350.02k0.0053%
$ 2.8m
Paul Tufano
Independent Chairman of the Board21.2yrsUS$420.02k0.0034%
$ 1.8m
Ernest Maddock
Independent Director3.5yrsUS$320.02k0.0014%
$ 740.5k
Necip Sayiner
Independent Directorless than a yearUS$263.47k0%
$ 0
Peter Herweck
Independent Director5.5yrsUS$340.02k0.00062%
$ 327.9k
Bridget van Kralingen
Independent Director2.3yrsUS$320.02k0.0036%
$ 1.9m
Marilyn Matz
Independent Director8.8yrsUS$335.02k0.012%
$ 6.5m
Andrew Henry
Independent Directorless than a yearUS$263.47k0%
$ 0
3.5yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: TERの 取締役会経験豊富 であると考えられます ( 3.5年の平均在任期間)。


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2026/05/18 10:55
終値2026/05/15 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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。35

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