DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Semiconductors
Author Program NEWCreate Narrative
TER logo

Teradyne, Inc. Stock Price

NasdaqGS:TER Community·US$60.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 236 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

TER Share Price Performance

US$370.19
254.63 (220.34%)
​
US$442.20
Fair Value
US$370.19
254.63 (220.34%)
16.3% undervalued intrinsic discount
US$442.20
Fair Value
Price US$370.19
AnalystConsensusTarget US$442.20
AnalystHighTarget US$550.00
AnalystLowTarget US$350.00
Thu, 30 Jul 26
Fair ValueUS$442.20
Share Pricen/a

TER Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$442.2 16.3% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
105users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$550 32.7% undervalued intrinsic discount

AI And Robotics Trends Will Drive Testing Market Expansion

0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$350 5.8% overvalued intrinsic discount

AI Investment Will Erode Semiconductor Margins Despite Weak Upside

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
TER logo
Teradyne
16.3% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 30 Jul
Read Narrative
TER logo
Teradyne
32.7% undervalued intrinsic discount

AI And Robotics Trends Will Drive Testing Market Expansion

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 16 Jul
Read Narrative
TER logo
Teradyne
5.8% overvalued intrinsic discount

AI Investment Will Erode Semiconductor Margins Despite Weak Upside

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 13 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
TER logo

TER: AI Test Hype Will Likely Expose Unsustainable Spending Risk

Fair Value: US$350 5.8% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
TER logo

TER: AI Test And Robotics Will Benefit From Extended Backlog Visibility

Fair Value: US$442.2 16.3% undervalued intrinsic discount
105 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
TER logo

TER: AI Infrastructure And WFE Cycle Will Drive Next Repricing Wave

Fair Value: US$550 32.7% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
3 Rewards
View Full Analysis

Teradyne, Inc. Key Details

US$4.5b

Revenue

US$1.8b

Cost of Revenue

US$2.6b

Gross Profit

US$1.5b

Other Expenses

US$1.2b

Earnings

Last Reported Earnings
Jun 28, 2026
Next Reporting Earnings
n/a
7.36
59.24%
25.77%
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. The company has a strategic collaboration with Tokyo Electron Limited for the development of a test cell solution for device screening in AI and data center applications. Teradyne, Inc. was incorporated in 1960 and is headquartered in North Reading, Massachusetts.

Recent TER News & Updates

Seeking Alpha • Aug 27

Teradyne: AI Is Turning Test Into A Structural Growth Market

Summary Teradyne is well-positioned to benefit from rising AI-driven test complexity across compute, memory, and photonics, supporting a BUY rating. TER's diversified test platforms and early qualification in AI, HBM, and optical testing provide durable growth opportunities beyond a single accelerator cycle. Recent results show strong operating leverage, with AI-related revenue exceeding 60% and management guiding for robust growth into 2026 and 2027. Valuation is elevated but justified by the potential for sustained earnings growth, market share gains, and broadening test intensity across the semiconductor industry. Read the full article on Seeking Alpha

Recent updates

No updates

Teradyne, Inc. Competitors

INTC logo

Intel

Symbol: NasdaqGS:INTC
Market cap: US$558.2b
LRCX logo

Lam Research

Symbol: NasdaqGS:LRCX
Market cap: US$395.2b
AMAT logo

Applied Materials

Symbol: NasdaqGS:AMAT
Market cap: US$372.1b
ARM logo

Arm Holdings

Symbol: NasdaqGS:ARM
Market cap: US$282.2b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide