Teradyne (NASDAQ:TER) Sets New 1-Year High Following Earnings Beat

Teradyne, Inc. (NASDAQ:TER) reached a new 52-week high on Monday after the company announced better than expected quarterly earnings. The stock traded as high as $255.20 and last traded at $247.0820, with a volume of 3699389 shares changing hands. The stock had previously closed at $251.87.

The company reported $1.80 EPS for the quarter, topping analysts’ consensus estimates of $1.36 by $0.44. The company had revenue of $1.08 billion during the quarter, compared to the consensus estimate of $970.44 million. Teradyne had a net margin of 17.37% and a return on equity of 22.70%. The company’s quarterly revenue was up 43.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.95 EPS. Teradyne has set its Q1 2026 guidance at 1.890-2.250 EPS.

Teradyne Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 13th will be given 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 dividend yield of 0.2%. Teradyne’s payout ratio is 17.45%.

More Teradyne News

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Q4 results materially beat expectations — Non-GAAP EPS $1.80 vs. $1.36 consensus and revenue $1.083B (≈+44% YoY), showing broad strength across segments. Teradyne Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management and news reports point to AI-driven demand (GPUs, HBM memory, data‑center buildouts) as the core growth engine — demand is pushing test-equipment orders and revenue up sharply. Teradyne forecasts upbeat quarterly revenue
• Positive Sentiment: Very strong forward guidance — Q1 EPS guidance of about $1.89–$2.25 and revenue guide well above Street estimates (company cited ~$1.2–$1.3B vs. much lower consensus), signaling the upside is expected to continue into the new quarter. Teradyne’s ‘blowout’ guidance sees stock surge
• Positive Sentiment: Operational milestones: first billion‑dollar quarter since 2021, expanding margins and higher profits — validates leverage to the AI cycle and supports multiple expansion. Billion-Dollar Quarter Pushes Robotics Stock to Records
• Neutral Sentiment: Analyst and media coverage is upbeat; several outlets highlighted the beat and raised tone — helpful for momentum but increases reliance on continued execution. Teradyne (TER) Stock: AI Demand Sparks Explosive Earnings Beat
• Neutral Sentiment: Market positioning note — investors show heavy interest (large options activity reported ahead of earnings), which can amplify moves in either direction. Teradyne Q4 Earnings Beat Estimates
• Negative Sentiment: High valuation and crowded positioning raise downside risk if AI capex slows or guidance disappoints — TER’s forward multiples are elevated versus history. Teradyne Stock Surges After Earnings Show How Testing Company Is Riding the AI Boom
• Negative Sentiment: Concentration risk — high institutional ownership and prior quarter selling by some institutions could trigger distribution if sentiment reverses. Teradyne Inc. (TER) MarketBeat Coverage

Wall Street Analyst Weigh In

TER has been the subject of several recent analyst reports. Northland Securities reiterated a “market perform” rating and issued a $270.00 target price on shares of Teradyne in a research note on Wednesday. The Goldman Sachs Group reissued a “buy” rating and issued a $300.00 target price on shares of Teradyne in a research report on Tuesday. Morgan Stanley set a $288.00 price target on Teradyne in a research note on Tuesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Teradyne in a research report on Thursday, January 22nd. Finally, Industrial Alliance Securities set a $175.00 target price on shares of Teradyne in a research report on Tuesday, October 28th. Ten investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $242.53.

Insider Transactions at Teradyne

In other Teradyne news, CEO Gregory Stephen Smith sold 1,108 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $201.31, for a total value of $223,051.48. Following the completion of the transaction, the chief executive officer directly owned 93,409 shares in the company, valued at approximately $18,804,165.79. This trade represents a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.16% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Teradyne

Institutional investors and hedge funds have recently made changes to their positions in the stock. Root Financial Partners LLC bought a new stake in Teradyne in the third quarter valued at approximately $31,000. Davidson Capital Management Inc. acquired a new position in shares of Teradyne in the 3rd quarter worth approximately $31,000. CYBER HORNET ETFs LLC acquired a new stake in shares of Teradyne during the second quarter worth $35,000. Hemington Wealth Management raised its stake in Teradyne by 43.2% during the third quarter. Hemington Wealth Management now owns 262 shares of the company’s stock worth $36,000 after buying an additional 79 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. acquired a new position in Teradyne in the fourth quarter valued at $37,000. Institutional investors and hedge funds own 99.77% of the company’s stock.

Teradyne Stock Up 13.4%

The stock’s 50-day simple moving average is $211.60 and its 200 day simple moving average is $160.46. The firm has a market cap of $44.32 billion, a P/E ratio of 81.32, a PEG ratio of 1.78 and a beta of 1.83.

Teradyne Company Profile

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.