Equities Analysts Set Expectations for Teradyne Q1 Earnings

Teradyne, Inc. (NASDAQ:TER) – Analysts at Northland Securities lifted their Q1 2026 earnings per share estimates for Teradyne in a report released on Wednesday, February 4th. Northland Securities analyst G. Richard now anticipates that the company will post earnings per share of $2.09 for the quarter, up from their prior estimate of $1.20. Northland Securities currently has a “Market Perform” rating and a $270.00 target price on the stock. The consensus estimate for Teradyne’s current full-year earnings is $3.88 per share. Northland Securities also issued estimates for Teradyne’s Q2 2026 earnings at $1.64 EPS, Q3 2026 earnings at $1.29 EPS, Q4 2026 earnings at $1.08 EPS, FY2026 earnings at $6.10 EPS and Q1 2027 earnings at $1.41 EPS.

Teradyne (NASDAQ:TER) last released its quarterly earnings results on Monday, February 2nd. The company reported $1.80 EPS for the quarter, beating the consensus estimate of $1.36 by $0.44. Teradyne had a net margin of 17.37% and a return on equity of 22.68%. The business had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $970.44 million. During the same period in the prior year, the company posted $0.95 earnings per share. Teradyne’s revenue was up 43.9% compared to the same quarter last year. Teradyne has set its Q1 2026 guidance at 1.890-2.250 EPS.

Other equities research analysts also recently issued reports about the stock. Citigroup lifted their price target on shares of Teradyne from $215.00 to $325.00 and gave the company a “buy” rating in a research report on Wednesday. Industrial Alliance Securities set a $175.00 price objective on Teradyne in a research note on Tuesday, October 28th. Cantor Fitzgerald lifted their price objective on Teradyne from $240.00 to $270.00 and gave the company an “overweight” rating in a report on Monday. Evercore ISI upped their target price on Teradyne from $200.00 to $280.00 and gave the company an “outperform” rating in a research report on Monday. Finally, Susquehanna restated a “positive” rating and issued a $335.00 price target on shares of Teradyne in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $255.18.

Teradyne Stock Up 0.8%

NASDAQ TER opened at $271.13 on Friday. The firm has a 50-day moving average price of $215.23 and a two-hundred day moving average price of $161.98. Teradyne has a 12-month low of $65.77 and a 12-month high of $295.50. The company has a market capitalization of $42.46 billion, a P/E ratio of 77.91, a P/E/G ratio of 1.85 and a beta of 1.83.

Teradyne Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 13th will be paid a $0.12 dividend. The ex-dividend date is Friday, February 13th. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. Teradyne’s dividend payout ratio (DPR) is presently 14.94%.

Insider Activity

In other news, CEO Gregory Stephen Smith sold 1,108 shares of the business’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $201.31, for a total transaction of $223,051.48. Following the completion of the transaction, the chief executive officer owned 93,409 shares of the company’s stock, valued at approximately $18,804,165.79. The trade was a 1.17% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.16% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of TER. Integrated Wealth Concepts LLC lifted its holdings in shares of Teradyne by 12.8% in the first quarter. Integrated Wealth Concepts LLC now owns 4,136 shares of the company’s stock worth $342,000 after acquiring an additional 468 shares during the last quarter. Caxton Associates LLP bought a new stake in shares of Teradyne during the 1st quarter valued at approximately $297,000. KLP Kapitalforvaltning AS increased its position in Teradyne by 1.8% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 55,800 shares of the company’s stock worth $5,018,000 after purchasing an additional 1,000 shares in the last quarter. Maryland State Retirement & Pension System increased its position in Teradyne by 7.1% during the 2nd quarter. Maryland State Retirement & Pension System now owns 7,816 shares of the company’s stock worth $703,000 after purchasing an additional 516 shares in the last quarter. Finally, Vontobel Holding Ltd. lifted its stake in Teradyne by 1.0% in the 2nd quarter. Vontobel Holding Ltd. now owns 20,909 shares of the company’s stock valued at $1,880,000 after purchasing an additional 202 shares during the last quarter. Institutional investors own 99.77% of the company’s stock.

Teradyne News Summary

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Q4 results beat expectations — Teradyne reported ~$1.08B revenue with EPS ahead of consensus, driven by strong semiconductor test demand from AI/GPU buildouts; this is the core catalyst lifting sentiment. Teradyne reports Q4 revenue of $1.08B, driven by AI demand
• Positive Sentiment: Management gave very strong forward commentary (AI expected to drive ~70% of Q1 sales; company modeling much higher revenue and EPS scenarios), which pushed investor expectations for sustained growth. Teradyne targets $6B revenue and $9.50–$11 EPS model with AI driving 70% of Q1 sales
• Positive Sentiment: Analyst/market upgrades and bullish coverage increased after the results — Zacks moved TER to a #1 (Strong Buy) and multiple outlets highlighted the stock as an attractive post-earnings idea. Teradyne (TER) Upgraded to Strong Buy: Here’s What You Should Know
• Positive Sentiment: Market momentum/coverage pieces point to Teradyne as a key beneficiary of the AI boom, noting the stock touched record highs on the earnings and guidance beat. Teradyne (TER) Touches All-Time High on Stellar Earnings
• Neutral Sentiment: Some sell-side work is conservative — Northland Securities reiterated a “Market Perform” rating with a $270 target and published updated quarterly/annual EPS estimates; their guidance keeps a floor under expectations but is not aggressive. Teradyne (NASDAQ:TER) Given Market Perform Rating at Northland Securities
• Negative Sentiment: Valuation and positioning risk flagged — bullish write-ups also warn that heavy institutional ownership, rapid price appreciation and stretched targets could trigger profit-taking or a sharp correction if growth expectations slip. Teradyne Inc: Sky’s the Limit for This Market, Until It Isn’t

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.