Added to YB: 2025-08-20
Pitch date: 2025-08-19
TER [bullish]
Teradyne, Inc.
+7.45%
current return
Author Info
No bio for this author
Company Info
Teradyne, Inc. designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
$17.4B
Pitch Price
$110.04
Price Target
N/A
Dividend
0.44%
Sector
Semiconductors and Semiconductor Equipment
Category
value
Teradyne, Inc. (TER): Undervalued Robotics & Automation Leader
TER: Undervalued semiconductor test equipment supplier with emerging robotics franchise. Management's AI+automation+electrification vision underappreciated. Key catalysts: Amazon Vulcan deployment, EV plant automation, Nvidia-powered robotics AI. At $110, trades near multi-year lows at ~24x EV/EBITDA vs automation peers at 30-35x. Zero debt.
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