Teradyne, IncNasdaq: TER
Information Technology · Semiconductor Materials & Equipment
$345.65
+0.63%
Vol: 2.2M
Research Digest
Friday, May 1, 2026
Teradyne reports record Q1 2026 revenue of $1.28 billion (up 87% YoY) with 70% tied to AI demand; stock surges 13.33% after JPMorgan Buy upgrade despite initial post-earnings selloff.
Teradyne reported first quarter 2026 revenue of $1.28 billion (up 87% YoY) and non-GAAP EPS of $2.56 (24% above consensus), with approximately 70% of revenue tied to AI-related demand. The stock initially dropped 12.91% after-hours following the earnings but surged 13.33% after JPMorgan upgraded the stock to Buy. The company provides Q2 guidance of $1.2 billion revenue at the midpoint and recently acquired TestInsight to enhance AI and data center software testing capabilities.
Previous Market Intelligence
13 daysApr 30Teradyne surged 13.33% after JPMorgan upgraded to Buy following Q1 earnings beat despite initial 19.4% decline on softer margin guidance.Mixed▶
Teradyne reported record Q1 2026 results with revenue of $1.28B (+86.6% YoY) and non-GAAP EPS of $2.75 (+241% YoY), beating consensus. However, the stock initially plunged 19.4% due to softer-than-expected margin guidance and guidance for Q2QoQ dip and 2.5 percentage-point margin decline. JPMorgan subsequently upgraded TER to Buy after the post-earnings selloff. About 70% of Q1 revenue was AI-related. The company acquired TestInsight on April 16. Despite recent volatility, the stock is up 58% year-to-date.
Apr 16Teradyne to announce Q1 2026 results on April 28 with 75% YoY revenue growth driven by AI demand.Positive▶
Teradyne will release Q1 2026 financial results on April 28, 2026, with management guidance of $1.15-1.25B revenue (34% above analyst consensus) marking a potential all-time record. AI-related demand drove over 70% of Q1 revenue, continuing from Q4's 60% AI contribution as hyperscalers accelerate data center buildouts. Stock up 61% year-to-date. Susquehanna raised price target to $415 from $335. Analysts expect strong continued growth momentum.
Apr 15Teradyne gains 78.3% YTD on AI robotics momentum; Q1 2026 earnings announced for April 29.Positive▶
Teradyne gained 0.58% in premarket on April 14 as AI robotics sector accelerates. Stock has surged 78.32% year-to-date with over 60% of revenue driven by AI applications. Q1 2026 results will be released April 28 with management conference call April 29. Company forecasts Q1 EPS of $2.08 (177.3% YoY increase) and revenue of $1.2 billion (75.3% YoY increase). Dividend increased to $0.13 per share.
Apr 14Teradyne rallies on analyst upgrades citing AI semiconductor demand tailwinds; stock near 52-week high.Positive▶
Teradyne surged 11.8% on April 8 following analyst target increases from Susquehanna (to $415) and Cantor Fitzgerald (to $400). Over 60% revenue exposure to AI applications with Photon 100 and Omnyx platform launches. Stock up 353% over past year. Q1 2026 earnings expected April 27 with $2.10 EPS estimate.
Apr 13Teradyne surges to all-time high as Susquehanna and Cantor raise price targets on AI-driven test equipment strength.Positive▶
Teradyne closed at record high of $358.29 with current price $369 after Susquehanna raised target to $415 and Cantor lifted to $400. Goldman Sachs calls TER the best semiconductor pick. Q4 2025 profit reached $257.2 million (up 75% YoY) with Q1 guidance above estimates. AI-driven demand accelerating with 60%+ of revenue linked to AI. 61% YTD stock gain.
Apr 10Teradyne surges to all-time high of $358.29 on Cantor Fitzgerald $400 price target and AI semiconductor momentum.Positive▶
Teradyne stock surged 11.8% on April 8, hitting all-time high of $358.29 after rising 373% from April 2025 lows. Cantor Fitzgerald raised price target to $400, noting significant shift toward artificial intelligence testing. Company launched Photon 100 platform for silicon photonics testing and Omnyx platform for data center circuit board testing. Over 60% of revenue linked to AI applications.
Apr 9Teradyne Hits All-Time High at $344.99, AI Revenue Now 60% of TotalPositive▶
Teradyne Inc. reached an all-time high of $344.99 with stock up 373% over the past year, driven by robust AI demand in semiconductor testing and robotics. Company announced Photon 100 automated test platform for silicon photonics and Omnyx platform for AI data center PCB assemblies. Q4 2025 revenue $1,083M (+13% YoY), with AI now comprising 60% of revenues and expected to reach 70% in early 2026. Q1 2026 guidance above expectations. Analyst consensus Buy with 12-month target $258.17, though current price at $312 suggests market pricing in strong near-term momentum.
Apr 8Teradyne launches Photon 100 and Omnyx platforms, Cantor raises PT to $330 amid 334% annual gainPositive▶
Teradyne launched the Photon 100, an automated test platform for silicon photonics and co-packaged optics manufacturing, and Omnyx, a test platform for AI and data center PCB assemblies. Cantor Fitzgerald raised its PT to $330 (Overweight), and Morgan Stanley increased its target to $306. AI now accounts for 60%+ of Teradyne's revenues as of Q4 2025. Director Johnson Mercedes sold 625 shares April 6 at $312.20. Cathie Wood's ARK ETFs cut TER exposure on April 6 while adding Tesla. Q1 2026 earnings date is April 29. Stock up 61% YTD and 334% annually. Product launches support AI infrastructure thesis but elevated valuation and insider selling raise caution flags.
Apr 7Baird raises Teradyne PT to $332 from $305 citing AI-driven demand.Positive▶
Baird raised Teradyne PT to $332 from $305, Outperform rating. Strong AI-related demand and earnings growth. Q2 earnings April 28. Stock $315.43 (+1.88%). Buy consensus from 11 of 13 analysts.
Apr 6Teradyne shares surge 61% YTD as AI and robotics demand drives premium valuation.Positive▶
Teradyne is experiencing significant momentum with shares up 61% year-to-date as the company transforms from a mobile-focused cyclical business to a core AI infrastructure test and automation provider. Current stock price stands at $308.16 with a 52-week range of $290.00-$313.49. The strong performance reflects robust demand in AI and robotics sectors, with Teradyne positioned as a critical provider of test and measurement solutions for semiconductor AI infrastructure. Baird analyst Quinn Fredrickson recently raised the price target to $332 from $305 with an Outperform rating. Recent company announcements include participation in SEMICON China 2026 (March 25-27) and new test platform product launches for the semiconductor industry, reinforcing its position in AI infrastructure testing.
Apr 3Teradyne set to report Q1 2026 earnings on April 27 with 177% YoY EPS growth expected, driven by AI chip test demand surge.Positive▶
Teradyne is expected to report Q1 2026 earnings on April 27 with EPS of approximately $2.10, representing 177% year-over-year growth. Revenue is projected at $1.15-$1.25 billion (75% YoY growth), with AI accounting for 70%+ of Q1 revenue. The company has topped earnings estimates in four consecutive quarters. Among 17 analysts, 11 recommend Strong Buy with mean PT of $311.20.
Apr 2Baird raises Teradyne price target to $332 from $305 with Outperform rating, citing AI testing demand.Positive▶
Baird analyst Quinn Fredrickson raised the price target on Teradyne to $332 from $305 while maintaining an Outperform rating. The stock is benefiting from strong AI chip testing demand, with the company reporting Q1 2026 EPS of $1.80 and revenue of $1.08 billion, up 43.9% YoY. Valuation remains elevated with trailing P/E near 77-79. Earnings are scheduled for April 29, 2026. The company continues to navigate geopolitical tensions and supply chain concerns.
Apr 1Teradyne beat Q4 earnings; Baird raises PT to $332 on March 31 citing AI chip testing demand, stock up 247% over past yearPositive▶
Teradyne delivered strong Q4 fiscal 2025 results. 2025 revenue of $3.19 billion, up 13.13% YoY. Baird analyst raised the price target to $332 from $305 with Outperform rating on March 31, 2026. Teradyne is experiencing significant growth from AI chip testing demand with 44.0% YoY sales growth.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| LRCXLAM | $257.03 | -0.32% | +16.9% | 32.7x | 1.79 | $322.5B |
| AMATAPPLIED | $389.63 | -1.23% | +11.9% | 28.0x | 1.64 | $313.1B |
| KLACKLA | $1,726.75 | -1.35% | +13.7% | 36.3x | 1.44 | $230.0B |
| TERTERADYNE | $345.65 | +0.63% | +8.9% | 36.3x | 1.79 | $53.8B |
| QQNITY | $143.40 | +1.94% | +18.3% | 32.1x | — | $29.5B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
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