Teradyne, Inc.

NasdaqGS:TER 주식 리포트

시가총액: US$56.3b

Teradyne 향후 성장

Future 기준 점검 5/6

Teradyne (는) 각각 연간 22.3% 및 15.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 39.4% 로 예상됩니다.

핵심 정보

22.3%

이익 성장률

23.11%

EPS 성장률

Semiconductor 이익 성장25.8%
매출 성장률15.9%
향후 자기자본이익률39.37%
애널리스트 커버리지

Good

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

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...

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
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 25

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

Vestra has increased revenue growth from 10.1% to 17.3%.
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.
새 내러티브 • 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.
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.
분석 기사 • 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...
분석 기사 • 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

이익 및 매출 성장 예측

NasdaqGS:TER - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,6472,0081,8212,24110
12/31/20275,4521,4671,1401,43518
12/31/20264,4591,1171,1541,37616
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

애널리스트 향후 성장 전망

수입 대 저축률: TER 의 연간 예상 수익 증가율(22.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: TER 의 연간 수익(22.3%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: TER 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: TER 의 수익(연간 15.9%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: TER 의 수익(연간 15.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TER의 자본 수익률은 3년 후 39.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 14:26
종가2026/05/08 00:00
수익2026/03/29
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
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주요 개발10년
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분석가 소스

Teradyne, Inc.는 34명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Steven LiuAletheia Analyst Network Limited
Quinn FredricksonBaird
Robert MasonBaird