Teradyne (NASDAQ:TER) Announces Quarterly Earnings Results, Beats Expectations By $0.44 EPS

Teradyne (NASDAQ:TER) released its quarterly earnings data on Monday. The company reported $1.80 earnings per share for the quarter, beating the consensus estimate of $1.36 by $0.44, Zacks reports. The business had revenue of $1.08 billion for the quarter, compared to analyst estimates of $970.44 million. Teradyne had a return on equity of 18.04% and a net margin of 15.49%.Teradyne’s revenue was up 43.9% compared to the same quarter last year. During the same period last year, the firm posted $0.95 earnings per share. Teradyne updated its Q1 2026 guidance to 1.890-2.250 EPS.

Teradyne Trading Up 3.5%

NASDAQ TER opened at $249.53 on Tuesday. The firm has a market capitalization of $39.08 billion, a PE ratio of 90.74, a price-to-earnings-growth ratio of 1.73 and a beta of 1.84. The business’s 50-day moving average price is $209.29 and its two-hundred day moving average price is $159.13. Teradyne has a 12 month low of $65.77 and a 12 month high of $255.20.

Teradyne Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 13th will be issued a dividend of $0.12 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $0.48 annualized dividend and a yield of 0.2%. Teradyne’s payout ratio is presently 18.91%.

Insider Activity

In related news, CEO Gregory Stephen Smith sold 1,108 shares of Teradyne stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $201.31, for a total value of $223,051.48. Following the transaction, the chief executive officer directly owned 93,409 shares of the company’s stock, valued at $18,804,165.79. The trade was a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.16% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. CIBC Private Wealth Group LLC boosted its position in shares of Teradyne by 5.3% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,619 shares of the company’s stock valued at $498,000 after purchasing an additional 183 shares in the last quarter. CIBC Bancorp USA Inc. acquired a new position in Teradyne in the third quarter valued at approximately $3,027,000. Captrust Financial Advisors boosted its holdings in shares of Teradyne by 6.2% during the 3rd quarter. Captrust Financial Advisors now owns 11,996 shares of the company’s stock worth $1,651,000 after buying an additional 702 shares in the last quarter. Coldstream Capital Management Inc. boosted its holdings in shares of Teradyne by 439.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 18,314 shares of the company’s stock worth $2,521,000 after buying an additional 14,920 shares in the last quarter. Finally, Danske Bank A S acquired a new stake in shares of Teradyne during the 3rd quarter worth approximately $11,322,000. 99.77% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. UBS Group upped their price objective on shares of Teradyne from $200.00 to $275.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Royal Bank Of Canada set a $270.00 target price on shares of Teradyne in a research note on Monday. Susquehanna reiterated a “positive” rating and issued a $275.00 price target on shares of Teradyne in a research note on Monday, January 12th. Evercore ISI reissued an “outperform” rating and set a $280.00 price objective on shares of Teradyne in a report on Monday. Finally, Citigroup boosted their price objective on Teradyne from $117.00 to $215.00 and gave the stock a “buy” rating in a research report on Wednesday, November 12th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Teradyne currently has an average rating of “Moderate Buy” and an average target price of $218.06.

More Teradyne News

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Q4 results materially beat expectations — revenue $1.083B, non‑GAAP EPS $1.80 and GAAP profit up to $257.2M year/year; strong top- and bottom-line beats underpin the rally. Businesswire Release
• Positive Sentiment: Very aggressive Q1 guidance — EPS $1.89–2.25 and revenue $1.2–$1.3B versus much lower consensus; guidance signals continued AI-driven capital spending from hyperscalers and pushed the stock higher. Reuters: Forecasts Upbeat Revenue
• Positive Sentiment: AI and data-center expansion cited as the primary demand driver for semiconductor test equipment — investors view Teradyne as a beneficiary of multibillion-dollar AI capex cycles. WSJ: Profit Rises on AI Demand
• Positive Sentiment: Bullish positioning and analyst updates — heavy call-option buying ahead of results and several analysts raising estimates ahead of the release point to investor conviction and helped lift the stock. Benzinga: Analyst Revisions
• Neutral Sentiment: Market coverage and roundups summarize the beat and outlook; useful for context but add little new information beyond the company release. MarketWatch: Stocks to Watch
• Negative Sentiment: Some post‑earnings profit‑taking / “sell‑the‑news” pressure was noted in trading and transcripts; combined with a stretched valuation (high P/E), this could cap near‑term upside despite the strong print. MSN: Earnings Call Transcript & Stock Reaction

About Teradyne

Teradyne, Inc is a global supplier of automatic test equipment and related services principally used to test semiconductors, wireless products and complex electronic systems. Founded in 1960, the company is headquartered in North Reading, Massachusetts, and has a long history of developing capital equipment and software that help semiconductor manufacturers, electronics OEMs and contract manufacturers validate product performance and reliability during design and production.

The company’s product portfolio centers on automatic test equipment (ATE) and system-level test solutions that address chip- and board-level validation, burn-in and reliability screening.