Teradyne (TER) 주식 개요
는 미국, 아시아 태평양, 유럽, 중동 및 아프리카에서 자동화 테스트 시스템 및 로봇 공학 제품의 설계, 개발, 제조 및 판매에 종사하고 있습니다. 자세히 보기
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Analyst Price Targets
Teradyne, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$375.74 |
| 52주 최고가 | US$487.91 |
| 52주 최저가 | US$109.56 |
| 베타 | 1.79 |
| 1개월 변동 | 1.70% |
| 3개월 변동 | 4.83% |
| 1년 변동 | 225.88% |
| 3년 변동 | 262.05% |
| 5년 변동 | 206.48% |
| IPO 이후 변동 | 35,791.58% |
최근 뉴스 및 업데이트
Seeking Alpha • Aug 20
Teradyne: Upgraded Buy As Chips Grow In Volume/Density - Potential Dip Ahead
Summary Higher chip testing cadence is natural, given the insatiable compute/memory demand, growing data center footprint, and expanding chip volume/complexity. These have contributed to the higher WFE/ATE ratio and TER's robust, multi-year AI-driven growth tailwinds, as observed in the promising medium-term targets. The premium P/E of 48.74x has been justified by the rich adj. EPS growth prospects, while unlocking an excellent upside potential to my LTPT of $529. Short-term risks include insider selling, elevated short interest, and potential for further correction through seasonally softer trading months. TER is upgraded to Buy, with the ongoing stock consolidation implying an excellent dip buying opportunity near the thrice defended trading floor of $320s. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 13
TER: AI Test Hype Will Likely Expose Unsustainable Spending Risk
Teradyne's analyst fair value estimate has been reset from $141.40 to $350.00 as analysts respond to a wave of higher price targets that cite stronger long term earnings potential, updated semiconductor industry models, and growing confidence in test demand tied to AI and data center spending. Analyst Commentary Recent Street research on Teradyne centers on how much earnings power the company could deliver over the next several years and what level of test demand tied to AI and data center spending is realistic.
내러티브 업데이트 • Jul 30
TER: AI Test And Robotics Will Benefit From Extended Backlog Visibility
Teradyne's updated analyst price target has shifted to $442.20, with analysts pointing to stronger Q2 results, robust guidance, and expectations for sustained testing demand tied to AI infrastructure and semiconductor equipment spending as key factors supporting the new level. Analyst Commentary Recent analyst commentary on Teradyne centers on how the company is positioned for AI driven semiconductor demand, the depth of its order backlog, and the implications of higher long term industry forecasts for its valuation and growth profile.Recent updates
Seeking Alpha • Aug 20
Teradyne: Upgraded Buy As Chips Grow In Volume/Density - Potential Dip Ahead
Summary Higher chip testing cadence is natural, given the insatiable compute/memory demand, growing data center footprint, and expanding chip volume/complexity. These have contributed to the higher WFE/ATE ratio and TER's robust, multi-year AI-driven growth tailwinds, as observed in the promising medium-term targets. The premium P/E of 48.74x has been justified by the rich adj. EPS growth prospects, while unlocking an excellent upside potential to my LTPT of $529. Short-term risks include insider selling, elevated short interest, and potential for further correction through seasonally softer trading months. TER is upgraded to Buy, with the ongoing stock consolidation implying an excellent dip buying opportunity near the thrice defended trading floor of $320s. Read the full article on Seeking Alpha내러티브 업데이트 • Aug 13
TER: AI Test Hype Will Likely Expose Unsustainable Spending Risk
Teradyne's analyst fair value estimate has been reset from $141.40 to $350.00 as analysts respond to a wave of higher price targets that cite stronger long term earnings potential, updated semiconductor industry models, and growing confidence in test demand tied to AI and data center spending. Analyst Commentary Recent Street research on Teradyne centers on how much earnings power the company could deliver over the next several years and what level of test demand tied to AI and data center spending is realistic.내러티브 업데이트 • Jul 30
TER: AI Test And Robotics Will Benefit From Extended Backlog Visibility
Teradyne's updated analyst price target has shifted to $442.20, with analysts pointing to stronger Q2 results, robust guidance, and expectations for sustained testing demand tied to AI infrastructure and semiconductor equipment spending as key factors supporting the new level. Analyst Commentary Recent analyst commentary on Teradyne centers on how the company is positioned for AI driven semiconductor demand, the depth of its order backlog, and the implications of higher long term industry forecasts for its valuation and growth profile.
내러티브 업데이트 • Jul 16
TER: AI Infrastructure And WFE Cycle Will Drive Next Repricing Wave
Analysts have raised their price target on Teradyne to $550 from $470, citing updated models that reflect stronger SCE backlog visibility, higher projected wafer fab equipment spending, and larger long term estimates for the semiconductor industry’s addressable market. Analyst Commentary Recent research on Teradyne points to a cluster of higher price targets and updated models that lean on longer SCE backlog visibility, wafer fab equipment (WFE) assumptions and larger semiconductor industry addressable market forecasts.내러티브 업데이트 • Jul 02
TER: AI Test And Robotics Will Balance Backlog Visibility With Execution Risk
The analyst price target on Teradyne has been raised from $374.82 to $416.65, with analysts linking their higher expectations to stronger SCE backlog visibility, updated semiconductor industry growth forecasts, and higher long term assumptions for revenue growth and future P/E multiples. Analyst Commentary Recent research on Teradyne points to a cluster of higher price targets and refreshed industry models that focus on semiconductor capital spending, AI infrastructure, and long term addressable market forecasts.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.주주 수익률
| TER | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | -10.3% | -5.5% | -1.5% |
| 1Y | 225.9% | 55.8% | 17.9% |
수익률 대 산업: TER은 지난 1년 동안 55.8%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: TER은 지난 1년 동안 17.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| TER volatility | |
|---|---|
| TER Average Weekly Movement | 13.4% |
| Semiconductor Industry Average Movement | 12.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: TER의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: TER의 주간 변동성(13%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1960 | 6,600 | Greg Smith | www.teradyne.com |
Teradyne, Inc.는 미국, 아시아 태평양, 유럽, 중동 및 아프리카 지역에서 자동화 테스트 시스템 및 로봇 제품의 설계, 개발, 제조 및 판매 사업을 영위하고 있습니다. 이 회사는 반도체 테스트, 로봇, 기타 부문으로 사업을 운영하고 있습니다. 반도체 테스트 부문은 자동차, 산업, 통신, 소비자 가전, 스마트폰, 클라우드, 컴퓨터 및 전자 게임, 기타 응용 분야에서 웨이퍼 레벨 및 디바이스 패키지 테스트, 그리고 반도체 디바이스의 시스템 레벨 테스트를 위한 제품과 서비스를 제공합니다.
Teradyne, Inc. 기초 지표 요약
| TER 기초 통계 | |
|---|---|
| 시가총액 | US$59.90b |
| 순이익 (TTM) | US$1.15b |
| 매출 (TTM) | US$4.46b |
51.1x
주가수익비율(P/E)13.2x
주가매출비율(P/S)TER는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TER 손익계산서 (TTM) | |
|---|---|
| 매출 | US$4.46b |
| 매출원가 | US$1.82b |
| 총이익 | US$2.64b |
| 기타 비용 | US$1.49b |
| 순이익 | US$1.15b |
최근 보고된 실적
Jun 28, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 7.36 |
| 총이익률 | 59.24% |
| 순이익률 | 25.77% |
| 부채/자본 비율 | 0% |
TER의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.1%
현재 배당 수익률7%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/21 11:37 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/06/28 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Teradyne, Inc.는 35명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |