Teradyne (TER)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-15
$332.85+1.11%
Close 2026-09-15 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-15
Research Workspace
Put TER beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductor Materials & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue grows to about $1.2 billion next quarter: Q3 rev $1.25B vs $1.2B target; Q4 rev $1.25B vs $1.0B trip.
View ThesisRevenue growth is accelerating — up about 58% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, guidance credibility, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 34% in its worst 12-month stretch.
View RiskTeradyne's growth depends on its ability to drive revenue through AI-related demand. Revenue grew 104% year over year, and the last quarter beat expectations. It trades at 43× P/E versus a peer median of 44×. This suggests the price reflects less growth than forecasted. A specific risk is the potential for guidance cuts, with an 11% miss probability. Peer multiples imply a price about 22% below where it trades. The thesis is on watch due to recent price movements.
Trailing returns as of 2026-09-15. TER is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering TER (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for TER in the last 4 months.
Continue this research
Compare TER with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TER Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductor Materials & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put TER next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Restructure Robotics segment to enhance efficiency and growth
Expansion supports Robotics segment restructuring and growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $332.85
The last 12 months of price, then the range of analyst 12-month targets from today’s $332.85.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive revenue growth through AI-related demand
New office enhances AI-related demand and revenue growth.
Advances: Drive revenue growth through AI-related demand
Highlights AI demand supporting revenue growth objective.
Dividend signals financial stability and growth potential.
Advances: Maintain disciplined capital allocation including share repurchases
New credit line supports AI capital allocation.
Advances: Drive revenue growth through AI-related demand
Earnings call highlights strong AI-related demand driving growth.
Advances: Drive revenue growth through AI-related demand
Strong demand aligns with AI growth objective.
Advances: Drive revenue growth through AI-related demand
Rising chip complexity supports AI-related demand.