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Teradyne, Inc. Stock Price

NasdaqGS:TER Community·US$59.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 193 Fair Values set on narratives written by author

TER Share Price Performance

US$359.77
282.35 (364.70%)
US$415.00
Fair Value
US$359.77
282.35 (364.70%)
13.3% undervalued intrinsic discount
US$415.00
Fair Value
Price US$359.77
AnalystHighTarget US$415.00
AnalystConsensusTarget US$369.53
AnalystLowTarget US$141.40

TER Community Narratives

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Fair Value US$415 14.7% undervalued intrinsic discount

AI And Robotics Trends Will Drive Testing Market Expansion

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Fair Value US$369.53 4.2% undervalued intrinsic discount

Analysts Lift Teradyne Targets on AI Demand and Product Wins Amid Cautious Optimism

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Fair Value US$141.4 150.4% overvalued intrinsic discount

AI Investment Will Erode Semiconductor Margins Despite Weak Upside

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US$369.53
4.2% undervalued intrinsic discount
Revenue
20.9% p.a.
Profit Margin
30.27%
Future PE
35.37x
Price in 2029
US$494.28
US$415
14.7% undervalued intrinsic discount
Revenue
31.51% p.a.
Profit Margin
29.94%
Future PE
37.37x
Price in 2029
US$557.85
US$141.4
150.4% overvalued intrinsic discount
Revenue
17.87% p.a.
Profit Margin
24.28%
Future PE
23.84x
Price in 2029
US$190.57

Trending Discussion

Updated Narratives

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

Fair Value: US$369.53 4.2% undervalued intrinsic discount
87 users have set this as their fair value
0 users have commented on this narrative
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TER: AI Data Center Test Demand Will Support Next Cycle Repricing

Fair Value: US$415 14.7% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
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TER: AI Test Cycle Optimism Will Likely Face Negative Catalyst Watch Risks

Fair Value: US$141.4 150.4% overvalued intrinsic discount
5 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
2 Rewards

Teradyne, Inc. Key Details

US$3.8b

Revenue

US$1.6b

Cost of Revenue

US$2.2b

Gross Profit

US$1.4b

Other Expenses

US$854.1m

Earnings

Last Reported Earnings
Mar 29, 2026
Next Reporting Earnings
n/a
5.46
58.70%
22.55%
0%
View Full Analysis

About TER

Founded
1960
Employees
6600
CEO
Gregory Smith
WebsiteView website
www.teradyne.com

Teradyne, Inc. engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa. The company operates through Semiconductor Test, Robotics, and Other segments. The Semiconductor Test segment offers products and services for wafer level and device package testing, and system level testing of semiconductor devices in automotive, industrial, communications, consumer, smartphones, cloud, computer and electronic game, and other applications. This segment also provides FLEX test platform systems; J750 test system to address the volume semiconductor devices, including microcontrollers; Magnum platform that tests memory devices, such as flash memory and DRAM; and ETS platform for semiconductor manufacturers, and assembly and test subcontractors in the analog/mixed signal markets. It serves integrated device manufacturers that integrate the fabrication of silicon wafers into their business; fabless companies that outsource the manufacturing of silicon wafers; foundries; and semiconductor assembly and test providers. The Robotics segment provides collaborative robotic arms and autonomous mobile robots for manufacturing, logistics, and industrial customers. It also provides product test instruments which includes operations related to the design, manufacturing and marketing of products and services for defense/aerospace test, circuit-board test, wireless test systems, and silicon photonics testing. Teradyne, Inc. was incorporated in 1960 and is headquartered in North Reading, Massachusetts.

Recent TER News & Updates

Seeking Alpha 22h

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
Narrative Update 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.

Recent updates

No updates