Teradyne Beheer
Beheer criteriumcontroles 3/4
De CEO Teradyne is Greg Smith, benoemd in Jul2022, heeft een ambtstermijn van 3.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 14.11M, bestaande uit 6.8% salaris en 93.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.048% van de aandelen van het bedrijf, ter waarde $ 25.34M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.3 jaar en 3.5 jaar.
Belangrijke informatie
Greg Smith
Algemeen directeur
US$14.1m
Totale compensatie
| Percentage CEO-salaris | 6.80% |
| Dienstverband CEO | 3.8yrs |
| Eigendom CEO | 0.05% |
| Management gemiddelde ambtstermijn | 1.3yrs |
| Gemiddelde ambtstermijn bestuur | 3.5yrs |
Recente managementupdates
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
Narratiefupdate • 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.Analyseartikel • 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...
Narratiefupdate • 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%.
Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$854m |
| Dec 31 2025 | US$14m | US$959k | US$554m |
| Sep 28 2025 | n/a | n/a | US$443m |
| Jun 29 2025 | n/a | n/a | US$469m |
| Mar 30 2025 | n/a | n/a | US$577m |
| Dec 31 2024 | US$12m | US$925k | US$542m |
| Sep 29 2024 | n/a | n/a | US$513m |
| Jun 30 2024 | n/a | n/a | US$496m |
| Mar 31 2024 | n/a | n/a | US$429m |
| Dec 31 2023 | US$10m | US$850k | US$449m |
| Oct 01 2023 | n/a | n/a | US$504m |
| Jul 02 2023 | n/a | n/a | US$559m |
| Apr 02 2023 | n/a | n/a | US$637m |
| Dec 31 2022 | US$3m | US$645k | US$716m |
| Oct 02 2022 | n/a | n/a | US$767m |
| Jul 03 2022 | n/a | n/a | US$840m |
| Apr 03 2022 | n/a | n/a | US$971m |
| Dec 31 2021 | US$2m | US$500k | US$1b |
| Oct 03 2021 | n/a | n/a | US$987m |
| Jul 04 2021 | n/a | n/a | US$953m |
| Apr 04 2021 | n/a | n/a | US$813m |
| Dec 31 2020 | US$2m | US$400k | US$784m |
| Sep 27 2020 | n/a | n/a | US$713m |
| Jun 28 2020 | n/a | n/a | US$626m |
| Mar 29 2020 | n/a | n/a | US$535m |
| Dec 31 2019 | US$2m | US$400k | US$467m |
Compensatie versus markt: De totale vergoeding ($USD 14.11M ) Greg } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.79M ).
Compensatie versus inkomsten: De vergoeding van Greg is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Greg Smith (61 yo)
3.8yrs
Tenure
US$14,107,588
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 3.8yrs | US$14.11m | 0.048% $ 25.3m | |
| VP, CFO | less than a year | US$9.32m | 0.000070% $ 37.0k | |
| Vice President | 2.3yrs | US$2.41m | 0.0013% $ 661.2k | |
| Executive Advisor | less than a year | US$5.50m | 0.0042% $ 2.2m | |
| President of Semiconductor Test Division | less than a year | US$6.04m | 0.0013% $ 703.5k | |
| President of Product Test Group | 1.3yrs | US$1.30m | 0.0029% $ 1.5m | |
| VP & Chief Information Officer | 1.3yrs | geen gegevens | geen gegevens | |
| VP & Chief Human Resources Officer | 3.3yrs | geen gegevens | geen gegevens | |
| President of the Teradyne Robotics | 3.3yrs | geen gegevens | 0.0016% $ 856.9k | |
| Chief Artificial Intelligence Officer | 2yrs | geen gegevens | geen gegevens | |
| Chief Development Officer | less than a year | geen gegevens | geen gegevens | |
| Vice President of Corporate Affairs | no data | geen gegevens | geen gegevens |
1.3yrs
Gemiddelde duur
54.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van TER wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.3 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 3.3yrs | US$14.11m | 0.048% $ 25.3m | |
| Independent Director | 11.8yrs | US$350.02k | 0.0053% $ 2.8m | |
| Independent Chairman of the Board | 21.2yrs | US$420.02k | 0.0034% $ 1.8m | |
| Independent Director | 3.5yrs | US$320.02k | 0.0014% $ 740.5k | |
| Independent Director | less than a year | US$263.47k | 0% $ 0 | |
| Independent Director | 5.5yrs | US$340.02k | 0.00062% $ 327.9k | |
| Independent Director | 2.3yrs | US$320.02k | 0.0036% $ 1.9m | |
| Independent Director | 8.8yrs | US$335.02k | 0.012% $ 6.5m | |
| Independent Director | less than a year | US$263.47k | 0% $ 0 |
3.5yrs
Gemiddelde duur
63yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van TER wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.5 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/17 00:07 |
| Aandelenkoers aan het einde van de dag | 2026/05/15 00:00 |
| Inkomsten | 2026/03/29 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Teradyne, Inc. wordt gevolgd door 35 analisten. 18 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |