Teradyne Inc (TER) Shares Up 3.03% on Feb 20
Shares of Teradyne Inc (TER) saw a 3.03% increase on Feb 20, reaching an intraday high of $325.49. While this is close to its 52-week high, Wall Street analysts project an average target price of $302.33, implying a potential downside. GuruFocus estimates a fair value of $176.65 for TER, suggesting an even more significant downside.
Teradyne (TER) NASDAQ $315.90 pre-mkt Feb 20 2026: AI demand could lift guidance
Teradyne (TER) stock is trading at $315.90 pre-market, driven by stronger-than-expected Q4 results and bullish Q1 2026 guidance linked to AI chip demand, despite a high valuation. Meyka AI rates TER with a "BUY" score of 76.48, though short-term forecasts suggest potential consolidation. Analysts generally hold a "Moderate Buy" consensus, with a wide range of price targets reflecting the stock's growth prospects alongside its valuation risks.
TERADYNE, INC SEC 10-K Report
Teradyne, Inc. has released its 2025 10-K report, detailing a year of strong financial growth, strategic acquisitions, and operational achievements, particularly in AI-driven semiconductor test. The company reported total revenues of $3,190.0 million, a 13.1% increase from 2024, and returned $778.4 million to shareholders. Teradyne outlined its future focus on AI-related demand, leveraging recent acquisitions, and managing identified challenges including customer concentration, currency fluctuations, and global competition.
Cathie Wood’s ARK sees major stock shifts with Recursion and PagerDuty
Cathie Wood's ARK ETFs made significant portfolio adjustments on February 18th, 2026, increasing their stake in Recursion Pharmaceuticals Inc. with a purchase of 1,251,270 shares and CRISPR Therapeutics AG. Concurrently, ARK reduced positions in PagerDuty Inc., Teradyne Inc., DraftKings Inc., Twist Bioscience Corp., and Salesforce Inc., signaling a strategic shift towards promising biotech firms while trimming other tech and betting sector holdings. These moves highlight ARK's active management in response to market dynamics.
Piper Sandler raises Analog Devices stock price target on AI strength
Piper Sandler has increased its price target for Analog Devices (ADI) to $360 from $250, while maintaining a Neutral rating, citing strong performance in AI and data center segments. The firm noted exceptional January 2026 quarter results and an optimistic guide that surpassed expectations, driven by Automatic Test Equipment and DC Power. Despite the stock trading near its 52-week high with a P/E ratio suggesting it may be overvalued, other analysts like KeyBanc, Needham, Raymond James, and Stifel have also raised their price targets due to ADI's strong results and future potential.
Camtek Ltd. (NASDAQ:CAMT) Q4 2025 Earnings Call Transcript
Camtek Ltd. (NASDAQ:CAMT) reported record Q4 and full-year 2025 results, with revenues reaching $128 million for Q4 and $496 million for the full year, driven significantly by AI-related products. The company expects continued double-digit growth in 2026, particularly in the second half, supported by increased orders, improved visibility, and the strong performance of their Hawk and Eagle Gen 5 systems, especially as the industry transitions to HBM4. Camtek also anticipates an improvement in gross margins throughout 2026 due to efficiency measures and increased volume, alongside strategic R&D investments.
Itron Shares Jump 8% on Q4 Earnings Beat, Revenues Fall Y/Y
Itron Inc. (ITRI) reported non-GAAP EPS of $2.46 for Q4 2025, beating estimates by 12.3%, despite revenues declining 7% year-over-year to $572 million. The company's shares jumped 7.9% following the earnings beat, driven by higher non-GAAP operating income and tax benefits. Itron also strengthened its utility-resiliency strategy with the acquisitions of Urbint and Locusview, forming a new Resiliency Solutions segment expected to contribute significantly to future revenues.
Teradyne (TER) rockets 24% as 11 analysts hike PT after strong earnings
This article reports that Teradyne (TER) shares surged 24% following its strong earnings, which prompted 11 analysts to raise their price targets for the stock. This positive market reaction indicates strong investor confidence and a bullish outlook from financial professionals.
Cathie Wood Buys Broadcom, AMD, and Coinbase While Selling $13M of Teradyne
Cathie Wood's ARK Invest made several significant trades on February 17, 2026, buying shares in Broadcom, AMD, and Coinbase. The firm also notably sold $13.3 million worth of Teradyne and $6.3 million of Twist Bioscience. These moves indicate ARK's current investment strategy, increasing stakes in tech and crypto while divesting from other holdings.
British American Tobacco Cancels 111,000 Shares After Latest Buyback
British American Tobacco repurchased 111,147 ordinary shares on February 17, 2026, as part of its ongoing buyback program and plans to cancel them. This move will reduce the free float of shares, which is expected to support earnings per share and capital return metrics. Analysts currently rate GB:BATS stock as a Buy with a £52.00 price target.
Vodafone Adds 20.4 Million Shares to Treasury in Ongoing Buyback
Vodafone has repurchased 20.4 million ordinary shares through its ongoing buyback program, adding them to its treasury. This action, part of its capital management strategy, raises the total treasury holding to 1.65 billion shares. The move aims to enhance capital structure flexibility, potentially support earnings per share, and demonstrate a focus on shareholder returns.
Massachusetts robotics firm expands in Silicon Valley with 200-employee facility
Teradyne, a Massachusetts-based robotics firm, is expanding its operations in Silicon Valley with a new 200-employee facility in San Jose. This move follows a 13% increase in revenue for the automated test equipment maker, which anticipates continued growth across all its business lines. The expansion highlights the company's commitment to the region and its future growth prospects.
Inside Lam Research's Boise bet on America's memory chip hub
Lam Research (NASDAQ: LRCX) has opened a new 9,200 sq. ft. office in Boise, Idaho, to bolster its support for U.S. semiconductor manufacturing, particularly for memory customers like Boise-headquartered Micron. This expansion, housing approximately 150 personnel, is part of a multi-year strategy to accelerate R&D and high-volume manufacturing capabilities for the AI-era chipmaking, building on Lam's three decades of presence in Boise. The move was celebrated with U.S. Senator Jim Risch and Micron representatives, emphasizing the critical role of American-made semiconductors in the economy and national security.
KLA stock steadies on ex-dividend day as chip-tool names track Fed-rate bets
KLA stock saw a slight increase of 0.7% to $1,473.71 on its ex-dividend day, mirroring gains in other chip equipment stocks like Lam Research and Applied Materials, as investors tracked Federal Reserve interest rate expectations. The stability in chip-tool names is seen as a key indicator for the AI expansion and the impact of financial conditions. Despite the ex-dividend trading and recent Fed signals suggesting sustained tight policy, KLA's previous strong earnings and outlook continue to support its position in the market.
Teradyne’s AI Test And Robotics Push Fuels Debate On Rich Valuation
Teradyne (NasdaqGS:TER) is experiencing significant growth driven by its involvement in AI infrastructure through a joint venture with MultiLane for high-speed AI data center test solutions and strong performance in its Robotics segment. This growth, reflected in substantial stock returns over various periods, has led to a debate on its rich valuation. While the company demonstrates strong momentum and strategic positioning in the AI market, its share price is currently flagged as overvalued by Simply Wall St compared to its estimated fair value and peers.
Analysts Estimate Westlake (WLK) to Report a Decline in Earnings: What to Look Out for
Analysts expect Westlake (WLK) to report a year-over-year decline in earnings and lower revenues for the quarter ended December 2025. The company is projected to post a quarterly loss of $1.33 per share and revenues of $2.57 billion. Westlake's Earnings ESP is -0.58% combined with a Zacks Rank of #4, making it difficult to confidently predict an earnings beat.
Zacks Investment Ideas feature highlights SanDisk, Western Digital and Teradyne
Zacks Investment Research highlights SanDisk (SNDK), Western Digital (WDC), and Teradyne (TER) as top-performing S&P 500 stocks in 2026, all holding a Zacks Rank #1 (Strong Buy). These companies are benefiting significantly from the soaring demand for AI-driven storage and chip testing, with SanDisk up over 160% and Western Digital and Teradyne seeing substantial gains due to their crucial roles in the AI ecosystem. Despite broader tech sector fluctuations, these three stocks have shown strong revenue growth and positive investor sentiment.
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 87.9% in the last three months, outperforming its sector and peers, driven by strong AI infrastructure demand. The company is benefiting from AI-related investments in its semiconductor test and robotics divisions, with AI-driven applications accounting for a significant portion of its revenue. Teradyne's positive Q1 2026 guidance, expanding portfolio, and a Zacks Rank #1 (Strong Buy) suggest continued growth, despite its current premium valuation.
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 88% in the last three months, outperforming competitors and the sector, largely due to strong demand for AI infrastructure. The company benefits from increased AI-driven applications in its semiconductor test and robotics divisions, and it expects continued growth with positive Q1 2026 guidance. Despite trading at a premium valuation, its strong growth prospects and diversified portfolio have earned it a Zacks Rank #1 (Strong Buy).
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 87.9% in the last three months, outperforming the sector due to strong AI-related demand, particularly in its Semiconductor Test and Robotics divisions. The company's focus on AI-driven applications, strategic acquisitions, and a new joint venture with MultiLane are key growth drivers, leading to positive guidance for Q1 2026 and a "Strong Buy" Zacks Rank, despite its current premium valuation.
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 87.9% in the last three months, outperforming peers and the sector, driven by strong AI-related demand across its semiconductor test and robotics divisions. The company is benefiting from strategic acquisitions and a joint venture aimed at accelerating high-speed test solutions for AI data centers. Despite trading at a premium, Teradyne projects robust revenue and earnings growth for Q1 2026, earning it a Zacks Rank #1 (Strong Buy).
Pre-market TER Teradyne (NASDAQ) $314.66 16 Feb 2026: AI stocks momentum to watch
Teradyne (TER) stock opened pre-market at $314.66, up 1.21%, driven by AI-related demand and strong earnings. While analysts have a "Moderate Buy" consensus with an average target of $256.24, Meyka AI issues a "BUY" grade but forecasts a significant downside to $152.39, highlighting concerns about stretched valuations. Investors are advised to monitor momentum and upcoming earnings carefully due to the stock's high valuation multiples.
How Strong 2025 Results and Kim Family Share Sale Will Impact Amkor Technology (AMKR) Investors
Amkor Technology (AMKR) recently reported strong Q4 and full-year 2025 results, alongside a secondary offering of shares by a Kim family investment vehicle. Despite the share sale, the Kim family retains over 49% ownership and a 180-day lock-up, signaling continued control. The article discusses how these factors, combined with Amkor's role in semiconductor packaging and testing, shape the company's investment outlook, emphasizing earnings delivery and the impact of the concentrated ownership on governance.
Rhumbline Advisers Sells 7,814 Shares of Teradyne, Inc. $TER
Rhumbline Advisers reduced its stake in Teradyne, Inc. by 2.6% in the third quarter, selling 7,814 shares, but still holds 296,858 shares valued at approximately $40.86 million. Institutional investors collectively own nearly 99.77% of the company. Analysts have issued "buy" ratings and increased price targets for Teradyne, which recently reported strong quarterly results with EPS and revenue significantly beating expectations and guided for strong Q1 earnings.
Cibc World Market Inc. Boosts Stake in Teradyne, Inc. $TER
Cibc World Market Inc. significantly increased its holdings in Teradyne, Inc. (NASDAQ:TER) by 68.9% in Q3, bringing its stake to 41,466 shares valued at $5.71 million. Other institutional investors also boosted their positions, leading to 99.77% institutional ownership. Teradyne has shown strong financial performance, beating Q4 earnings expectations with $1.80 EPS and $1.08 billion in revenue, and has a "Moderate Buy" consensus analyst rating with a target price of $256.24.
Teradyne, Inc. $TER Stock Holdings Lifted by Public Sector Pension Investment Board
Public Sector Pension Investment Board significantly increased its stake in Teradyne, Inc. (NASDAQ:TER) by 996.9% in Q3, now owning 165,626 shares worth $22.8 million. This comes as institutional investors hold nearly all of the company's stock. Teradyne recently reported strong Q4 earnings, beating estimates with $1.80 EPS and $1.08 billion in revenue, and analysts maintain a "Moderate Buy" rating with a $256.24 price target.
Why FormFactor (FORM) Is Up 7.1% After Margin-Focused Q4 Results And 2026 Guidance Update
FormFactor Inc. reported strong Q4 2025 results and issued Q1 2026 guidance, with shares rising 7.1% due to improved margins driven by efficiency gains. While operational improvements are positive, the company's dependency on cyclical DRAM and HBM demand, along with a concentrated customer base, remains a key risk. Future margins could be impacted by mix shifts and ramp costs despite ongoing efficiency efforts.
These 3 Zacks 'Strong Buy' Stocks Reflect the Hottest S&P 500 Stocks of 2026
The article highlights three Zacks Rank #1 (Strong Buy) stocks—SanDisk (SNDK), Western Digital (WDC), and Teradyne (TER)—that are identified as the hottest S&P 500 stocks in 2026 due to their significant gains in the new year. All three companies are benefiting directly or indirectly from the surge in AI demand, particularly in areas like storage, data solutions, and chip testing equipment. SanDisk and Western Digital are seeing increased demand for storage driven by AI data centers, while Teradyne is profiting from the need to test complex AI chips.
Teradyne MultiLane Venture Targets AI Data Centers As Valuation Stretches
Teradyne (NasdaqGS:TER) and MultiLane have formed a joint venture to provide advanced testing solutions for AI data centers, aiming to meet the demand for high-speed testing of AI equipment. This partnership combines MultiLane’s specialized assets with Teradyne’s global reach. While the venture aligns with Teradyne's core expertise, its valuation is currently considered stretched, trading 83% above estimated fair value and 6% above analyst targets.
Aehr test systems director Posedel sells $420k in shares
Rhea J. Posedel, a Director at AEHR Test Systems, sold 13,998 shares for over $420k on February 13, 2026. This transaction comes amidst the company's recent report of declining revenue and a net loss for fiscal year 2026, despite securing a significant order for AI processor testing systems. Analysts have adjusted price targets and maintained "Hold" or "Market Perform" ratings due to a weaker revenue outlook.
TER Teradyne, Inc. (NASDAQ) $314.05 intraday 13 Feb 2026: AI demand guides outlook
Teradyne (TER) experienced a 2.30% intraday decline to $314.05 on February 13, 2026, amid profit-taking after a rally and sector rotation towards AI chip demand. Despite this, the stock shows strong long-term appreciation with its exposure to AI hardware cycles through its Semiconductor Test and Industrial Automation segments. Meyka AI rates TER as a "BUY" with a B+ grade (76.51/100), balancing its high valuation against strong cash generation and low leverage, though its forecasting model projects short-term downside.
These 3 Zacks 'Strong Buy' Stocks Reflect the Hottest S&P 500 Stocks of 2026
This article highlights three Zacks #1 (Strong Buy) rated stocks—SanDisk (SNDK), Western Digital (WDC), and Teradyne (TER)—that are performing exceptionally well in 2026, largely due to the surging demand fueled by artificial intelligence. SanDisk and Western Digital benefit from increased storage needs for AI data centers, while Teradyne profits from the complex testing requirements of AI chips. These companies demonstrate significant revenue growth and strong stock performance, contrasting with other potentially struggling segments of the technology sector.
ProShare Advisors LLC Sells 17,139 Shares of Teradyne, Inc. $TER
ProShare Advisors LLC reduced its stake in Teradyne, Inc. by 25.9% in the third quarter, selling 17,139 shares and retaining 49,034 shares valued at $6.75 million. Teradyne recently reported strong earnings, exceeding analyst expectations, and provided optimistic Q1 2026 guidance. The company also announced a quarterly dividend of $0.12 per share, yielding 0.2% annually, and holds a "Moderate Buy" consensus rating from analysts with an average target price of $256.24.
ARKQ Rebalances Toward Physical AI and Autonomous Hardware
The ARK Autonomous Technology & Robotics ETF (ARKQ) is strategically rebalancing its portfolio, shifting focus towards physical AI and autonomous hardware. This involves profit-taking from established positions like Teradyne and increasing investments in specialized autonomous logistics players, such as Kodiak AI. The fund's strategy emphasizes "Physical AI" and aims to capitalize on the increasing integration of AI chips into robotic systems.
ARK Robotics ETF: Gezielte Umschichtung
The ARK Robotics ETF is strategically reallocating its portfolio, taking profits from long-held positions like Teradyne and reinvesting in promising areas such as autonomous logistics and physical AI. This active management approach aims to capitalize on technological shifts, particularly focusing on companies like Kodiak AI and the integration of AI chips into robotic systems. The move reflects a broader strategy to position the ETF for the next phase of industrial automation.
Teradyne, Inc. $TER Holdings Reduced by Illinois Municipal Retirement Fund
The Illinois Municipal Retirement Fund significantly reduced its stake in Teradyne, Inc. (NASDAQ:TER) by 15.8% in the third quarter, now holding 103,883 shares valued at approximately $14.3 million. Despite this reduction and other institutional adjustments, 99.77% of Teradyne's stock is owned by institutional investors. The company recently reported strong quarterly earnings, beating expectations with an EPS of $1.80, and analysts maintain a "Moderate Buy" rating with an average price target of $256.24.
Steven Cohen's Strategic Moves: Teradyne Inc. Leads with a 0.92% Portfolio Impact
Steven Cohen's Point72 Asset Management made significant adjustments in its Q3 2025 13F filing. The firm added 503 stocks, with notable new buys in ASML Holding NV, T-Mobile US Inc, and The Home Depot Inc. Cohen also increased stakes in 397 stocks, with Teradyne Inc. and Meta Platforms Inc. seeing the largest increases, while completely exiting 411 holdings, including The Walt Disney Co and Cisco Systems Inc.
Teradyne Stock Soars 66% in 2026 as AI Chip Testing Demand Surges
Teradyne (TER) stock has surged 66.07% year-to-date in 2026, making it the second-best performing stock in the S&P 500, driven by booming demand for AI infrastructure and chip testing. The company reported strong Q4 results, surpassing revenue and earnings estimates, with AI chip testing accounting for over 60% of revenue and projected to reach 70% in Q1 2026. While management expects record Q1 revenue, they also cautioned about the "lumpiness" of AI infrastructure spending and a potential "digestion period" after an initial surge.
Krilogy Financial LLC Sells 4,105 Shares of Teradyne, Inc. $TER
Krilogy Financial LLC has reduced its stake in Teradyne, Inc. by 22.2% in the third quarter, selling 4,105 shares and now holding 14,419 shares valued at $1.985 million. Despite this, other institutional investors have increased their positions in Teradyne, and the company recently reported strong earnings, exceeding analyst estimates, and declared a quarterly dividend. Teradyne's stock has seen significant price performance, and analysts generally have a "Moderate Buy" rating with a consensus price target of $256.24.
Why Cathie Wood Dumped Millions in Airbnb and Teradyne
Cathie Wood's ARK Invest ETFs recently sold significant holdings in Airbnb (ABNB) and Teradyne (TER). Wood offloaded 186,757 shares of Airbnb for $22.33 million ahead of its Q4FY25 earnings, which are expected to show an 8.2% year-over-year decline in adjusted earnings. She also sold 59,101 shares of Teradyne for nearly $19 million after the stock surged, with analysts maintaining a Moderate Buy consensus despite potential downside from current levels.
U.S. review ends over China shipments as Applied Materials pays $252.5M
Applied Materials (NASDAQ: AMAT) has reached a civil settlement with the U.S. Department of Commerce, agreeing to pay $252.5 million to resolve allegations regarding certain shipments to China between November 2020 and July 2022. The Department of Justice and SEC have closed their related investigations without taking action. This resolution concludes the U.S. government's review, allowing Applied Materials to focus on its technology roadmap and export-control compliance.
Teradyne stock hits all-time high at 316.99 USD By Investing.com
Teradyne (TER) stock has reached an all-time high of $316.99, marking a 183.03% increase over the past year due to strong investor confidence and growth in the semiconductor testing equipment market. Analyst firms such as Cantor Fitzgerald and Stifel have raised their price targets, citing Teradyne's shift towards AI, which now accounts for over 60-70% of its revenues, while Northland downgraded the stock due to valuation concerns despite raising its price target. This performance highlights the significant impact of AI on the company's outlook.
Understanding Momentum Shifts in (TER)
This article analyzes momentum shifts for Teradyne Inc. (TER) using AI models, identifying strong sentiment across all horizons but also elevated downside risk. It provides three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and key findings for investors.
Teradyne Inc (TER) Stock Price Up 3.67% on Feb 11
Shares of Teradyne Inc (TER) rose 3.67% to $316.08 in mid-day trading on February 11, placing it just below its 52-week high. Analysts have an average target price of $294.24 for TER, indicating a potential downside, while GuruFocus estimates a fair value of $175.42. The stock has an average brokerage recommendation of 2.2, signaling an "Outperform" status.
TER stock: Teradyne (TER) NASDAQ intraday at $310.01 on 11 Feb 2026 — what to watch next
Teradyne (TER) stock closed at $310.01 on NASDAQ with above-average volume, driven by semiconductor test demand and industrial automation growth. While the company shows strong margins, its high valuation (PE of 87.61, P/S of 15.18) reflects investor expectations for continued AI chip and automation demand, but also presents downside risk. Meyka AI gives TER a B+ "BUY" rating but forecasts a significant potential downside for monthly ($218.56) and yearly ($145.29) price levels, advising traders to watch order flow, guidance, and volume spikes.
Wall Street Bulls Look Optimistic About Teradyne (TER): Should You Buy?
Wall Street analysts show optimism for Teradyne (TER) with an average brokerage recommendation (ABR) of 1.65, leaning towards a Strong Buy. Despite this, the article cautions against relying solely on ABR due to potential analyst bias, instead recommending the use of the proprietary Zacks Rank, which for Teradyne is currently a Strong Buy (#1) due to positive earnings estimate revisions.
Morgan Stanley raises Teradyne stock price target to $306 on networking growth By Investing.com
Morgan Stanley has raised its price target for Teradyne (NASDAQ:TER) to $306 from $288, maintaining an Equalweight rating, due to stronger networking growth forecasts. The firm revised its FY26 and FY27 estimates upward, projecting Teradyne’s networking revenue to double in 2026. This optimism aligns with other analysts who have also adjusted their targets, while some express valuation concerns despite the company's strong performance, particularly in AI-related revenues.
Ex-Dividend Reminder: Teradyne, MSA Safety and Cintas
Teradyne (TER), MSA Safety (MSA), and Cintas (CTAS) are set to trade ex-dividend on February 13, 2026. This means investors buying shares on or after this date will not receive their upcoming quarterly dividend payments. The article provides details on the dividend amounts, payment dates, and the estimated stock price dip for each company due to the ex-dividend trade.
Madison Asset Management LLC Sells 493,789 Shares of Arista Networks, Inc. $ANET
Madison Asset Management LLC has reduced its stake in Arista Networks (NYSE:ANET) by 40.4% during Q3, selling 493,789 shares and now owning 728,558 shares valued at $106.16 million. Despite this, several other institutional investors increased their holdings in Arista Networks. Insider activity shows significant share sales by Director Charles H. Giancarlo and insider Kenneth Duda, while analysts maintain a "Moderate Buy" rating with an average target price of $166.00.
Prospera Financial Services Inc Sells 8,894 Shares of Take-Two Interactive Software, Inc. $TTWO
Prospera Financial Services Inc. reduced its stake in Take-Two Interactive Software, Inc. by 25.7% in the third quarter, selling 8,894 shares and holding 25,704 shares valued at $6,641,000. Despite this, other institutional investors like Vanguard Group Inc. and State Street Corp. increased their holdings. Analysts maintain a "Buy" rating for Take-Two Interactive Software with a consensus price target of $283.94, and company insiders have recently sold shares.
