Teradyne, Inc.

NasdaqGS:TER Stok Raporu

Piyasa değeri: US$52.9b

Teradyne Yönetim

Yönetim kriter kontrolleri 3/4

Teradyne CEO'su Greg Smith, Jul2022 tarihinde atandı, in görev süresi 3.83 yıldır. in toplam yıllık tazminatı $ 14.11M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.8% maaş ve 93.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.048% ine doğrudan sahiptir ve bu hisseler $ 25.34M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.3 yıl ve 3.5 yıldır.

Anahtar bilgiler

Greg Smith

İcra Kurulu Başkanı

US$14.1m

Toplam tazminat

CEO maaş yüzdesi6.80%
CEO görev süresi3.8yrs
CEO sahipliği0.05%
Yönetim ortalama görev süresi1.3yrs
Yönetim Kurulu ortalama görev süresi3.5yrs

Son yönetim güncellemeleri

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
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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%.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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

CEO Tazminat Analizi

Greg Smith'un ücretlendirmesi Teradyne'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 29 2026n/an/a

US$854m

Dec 31 2025US$14mUS$959k

US$554m

Sep 28 2025n/an/a

US$443m

Jun 29 2025n/an/a

US$469m

Mar 30 2025n/an/a

US$577m

Dec 31 2024US$12mUS$925k

US$542m

Sep 29 2024n/an/a

US$513m

Jun 30 2024n/an/a

US$496m

Mar 31 2024n/an/a

US$429m

Dec 31 2023US$10mUS$850k

US$449m

Oct 01 2023n/an/a

US$504m

Jul 02 2023n/an/a

US$559m

Apr 02 2023n/an/a

US$637m

Dec 31 2022US$3mUS$645k

US$716m

Oct 02 2022n/an/a

US$767m

Jul 03 2022n/an/a

US$840m

Apr 03 2022n/an/a

US$971m

Dec 31 2021US$2mUS$500k

US$1b

Oct 03 2021n/an/a

US$987m

Jul 04 2021n/an/a

US$953m

Apr 04 2021n/an/a

US$813m

Dec 31 2020US$2mUS$400k

US$784m

Sep 27 2020n/an/a

US$713m

Jun 28 2020n/an/a

US$626m

Mar 29 2020n/an/a

US$535m

Dec 31 2019US$2mUS$400k

US$467m

Tazminat ve Piyasa: Greg 'ın toplam tazminatı ($USD 14.11M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.79M ).

Tazminat ve Kazançlar: Greg 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Greg Smith (61 yo)

3.8yrs
Görev süresi
US$14,107,588
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Gregory Smith
President3.8yrsUS$14.11m0.048%
$ 25.3m
Michelle Turner
VP, CFOless than a yearUS$9.32m0.000070%
$ 37.0k
Ryan Driscoll
Vice President2.3yrsUS$2.41m0.0013%
$ 661.2k
Sanjay Mehta
Executive Advisorless than a yearUS$5.50m0.0042%
$ 2.2m
Shannon Poulin
President of Semiconductor Test Divisionless than a yearUS$6.04m0.0013%
$ 703.5k
Regan Mills
President of Product Test Group1.3yrsUS$1.30m0.0029%
$ 1.5m
Shannon Gath
VP & Chief Information Officer1.3yrsVeri yokVeri yok
Jim Mahon
VP & Chief Human Resources Officer3.3yrsVeri yokVeri yok
Jean-Pierre Hathout
President of the Teradyne Robotics3.3yrsVeri yok0.0016%
$ 856.9k
James Davidson
Chief Artificial Intelligence Officer2yrsVeri yokVeri yok
Shantnu Sharma
Chief Development Officerless than a yearVeri yokVeri yok
Amy McAndrews
Vice President of Corporate Affairsno dataVeri yokVeri yok
1.3yrs
Ortalama Görev Süresi
54.5yo
Ortalama Yaş

Deneyimli Yönetim: TER 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.3 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Gregory Smith
President3.3yrsUS$14.11m0.048%
$ 25.3m
Mercedes Johnson
Independent Director11.8yrsUS$350.02k0.0053%
$ 2.8m
Paul Tufano
Independent Chairman of the Board21.2yrsUS$420.02k0.0034%
$ 1.8m
Ernest Maddock
Independent Director3.5yrsUS$320.02k0.0014%
$ 740.5k
Necip Sayiner
Independent Directorless than a yearUS$263.47k0%
$ 0
Peter Herweck
Independent Director5.5yrsUS$340.02k0.00062%
$ 327.9k
Bridget van Kralingen
Independent Director2.3yrsUS$320.02k0.0036%
$ 1.9m
Marilyn Matz
Independent Director8.8yrsUS$335.02k0.012%
$ 6.5m
Andrew Henry
Independent Directorless than a yearUS$263.47k0%
$ 0
3.5yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TER 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.5 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/18 04:32
Gün Sonu Hisse Fiyatı2026/05/15 00:00
Kazançlar2026/03/29
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Teradyne, Inc. 35 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Steven LiuAletheia Analyst Network Limited
Quinn FredricksonBaird
Robert MasonBaird