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TER

Teradyne, Inc.

NASDAQ · Technology · Semiconductors · US

$357.03
+5.45%
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Research · Sep 3, 2026

[TER] Teradyne Thesis 2026: AI Test Demand Becomes Majority of Business, Revenue Target Set

Teradyne FY25 (Dec 31, 2025) at $3.19B revenue (+13%). NI $554M; EPS $3.48 (+5%). Q4 sequential +41% revenue + 100% non-GAAP earnings; AI >60% of Q4 revenue, expected >70% in Q1 FY26. SoC test +23% on networking + VIP compute; HBM share gains. Q1 FY26 sales $1.15-$1.25B / EPS $1.89-$2.25. New target model: $6B revenue, GM 59-61%, OpEx 27-29% (ATE TAM $12-14B).

Research · Apr 27, 2026

AMAT, LRCX, KLAC, ASML: AI Chip Tool Demand Surges

ASM International's Q3 beat and raised FY24 guidance spotlight the AI chip production surge, boosting demand for advanced tools from US-listed leaders like AMAT, LRCX, and ASML. These six equipment firms show strong positioning via record backlogs and AI-tied growth, with ASML and AMAT topping conviction rankings. Investors should track foundry capex updates amid potential geopolitical risks.