Teradyne (NASDAQ:TER) Announces Quarterly Earnings Results

Teradyne (NASDAQ:TER) released its quarterly earnings data on Monday. The company reported $1.80 earnings per share for the quarter, beating analysts’ consensus estimates of $1.36 by $0.44, Zacks reports. Teradyne had a return on equity of 22.70% and a net margin of 17.37%.The firm had revenue of $1.08 billion during the quarter, compared to analyst estimates of $970.44 million. During the same quarter in the prior year, the firm posted $0.95 earnings per share. The business’s quarterly revenue was up 43.9% compared to the same quarter last year. Teradyne updated its Q1 2026 guidance to 1.890-2.250 EPS.

Teradyne Trading Up 13.4%

TER opened at $282.98 on Wednesday. The company has a market cap of $44.32 billion, a price-to-earnings ratio of 81.32, a price-to-earnings-growth ratio of 1.78 and a beta of 1.83. The stock has a fifty day simple moving average of $211.60 and a two-hundred day simple moving average of $160.46. Teradyne has a 12-month low of $65.77 and a 12-month high of $286.00.

Teradyne Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 13th will be issued a $0.12 dividend. The ex-dividend date is Friday, February 13th. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. Teradyne’s dividend payout ratio is 17.45%.

Analyst Ratings Changes

Several equities research analysts have weighed in on the stock. Zacks Research cut shares of Teradyne from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. Susquehanna reiterated a “positive” rating and set a $275.00 target price on shares of Teradyne in a report on Monday, January 12th. Evercore ISI boosted their price target on Teradyne from $200.00 to $280.00 and gave the company an “outperform” rating in a report on Monday. Weiss Ratings reiterated a “hold (c)” rating on shares of Teradyne in a report on Thursday, January 22nd. Finally, Northland Securities reissued a “market perform” rating and set a $270.00 target price on shares of Teradyne in a research note on Wednesday. Ten equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Teradyne has a consensus rating of “Moderate Buy” and an average target price of $242.53.

Key Stories Impacting Teradyne

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

Insider Buying and Selling at Teradyne

In related news, CEO Gregory Stephen Smith sold 1,108 shares of the stock in a transaction dated Friday, December 12th. The shares were 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 $18,804,165.79. This trade represents a 1.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.16% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Teradyne

Hedge funds have recently bought and sold shares of the company. CYBER HORNET ETFs LLC purchased a new position in Teradyne in the second quarter worth about $35,000. MUFG Securities EMEA plc bought a new stake in shares of Teradyne during the second quarter valued at approximately $43,000. Quarry LP purchased a new position in Teradyne in the 3rd quarter worth approximately $66,000. Brown Brothers Harriman & Co. lifted its position in Teradyne by 83.2% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 568 shares of the company’s stock valued at $78,000 after acquiring an additional 258 shares in the last quarter. Finally, Morse Asset Management Inc boosted its stake in Teradyne by 1,612.9% during the 3rd quarter. Morse Asset Management Inc now owns 1,062 shares of the company’s stock valued at $146,000 after purchasing an additional 1,000 shares during the last quarter. Institutional investors own 99.77% of the company’s stock.

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.