Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
NASDAQ · US · Semiconductor Equipment & Materials

TER Teradyne

SoC test plus Universal Robots cobots

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$315.4
+2.11% today
1W
−6.0%
1M
−20.8%
3M
−1.6%
YTD
+63.1%
1Y
+119.0%
Off 52w high
−34.8%
Next earnings (est.): 2026-10-27
Market cap$48.29B
P/E (trailing)42.4Forward 26.3
EV / sales10.8×EV/EBITDA 31.9×
Revenue (TTM)$4.46BGrowth 103.9% y/y
Margins59.2%gross · op 33.2%
Free cash flow$437MCash $355M · debt $100M
Analyst target$445.5+41.3% upside · 15 analysts · buy
Riskβ 1.75Short 6.4% of float · yield 0.17%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

TER · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-28EarningsBeat / raise

    Reported EPS 2.47 vs 2.05 expected (+20.3% surprise).

  2. 7
    2026-04-28EarningsBeat / raise

    Reported EPS 2.56 vs 2.12 expected (+20.9% surprise).

  3. 6
    2026-02-02EarningsBeat / raise

    Reported EPS 1.8 vs 1.38 expected (+30.1% surprise).

  4. 5
    2025-10-28EarningsBeat / raise

    Reported EPS 0.85 vs 0.79 expected (+7.5% surprise).

  5. 4
    2025-07-29EarningsBeat / raise

    Reported EPS 0.57 vs 0.54 expected (+4.9% surprise).

  6. 3
    2025-04-28EarningsBeat / raise

    Reported EPS 0.75 vs 0.62 expected (+21.7% surprise).

  7. 2
    2025-01-29EarningsBeat / raise

    Reported EPS 0.95 vs 0.91 expected (+4.5% surprise).

  8. 1
    2024-10-23EarningsBeat / raise

    Reported EPS 0.9 vs 0.79 expected (+14.2% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-282.052.47+20.3%
2026-04-282.122.56+20.9%
2026-02-021.381.8+30.1%
2025-10-280.790.85+7.5%
2025-07-290.540.57+4.9%
2025-04-280.620.75+21.7%
2025-01-290.910.95+4.5%
2024-10-230.790.9+14.2%
2024-07-240.770.86+11.8%
2024-04-240.330.51+55.5%
2024-01-300.720.79+10.0%
2023-10-260.730.8+9.7%
2023-07-260.660.79+20.1%
2023-04-260.440.55+24.0%
2023-01-250.750.92+22.6%
2022-10-251.041.15+10.5%
2022-07-261.141.21+5.7%
2022-04-260.890.98+10.6%
2022-01-261.291.37+5.8%
2021-10-261.441.59+10.5%
2021-07-271.751.91+9.0%
2021-04-271.051.11+5.9%
2021-01-271.011.1+9.1%
2020-10-201.121.18+5.6%

About Teradyne

Website ↗

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 s…

6,600 employees · North Reading, United States

Bigger dies, more chiplets and HBM stacks multiply test time. SoC and memory testers become a quiet throughput gate for every accelerator shipped.

Wafer probe→Final test→Burn-in→Ship

What would prove us wrong. Weakens if tester lead times shorten while accelerator unit volumes rise.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6857.T
Advantest
SoC and memory testers for AI accelerators and HBM ¥31,070−3.93%−6.0%+58.5%
FORM
FormFactor
Probe cards incl. HBM wafer probe $103.1+4.66%−20.5%+84.8%
AEHR
Aehr Test Systems
Wafer-level burn-in $58.29+5.39%−44.2%+188.7%
COHU
Cohu
Test handlers and interface $50.14+4.55%−25.2%+115.5%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.