Added to YB: 2026-01-14
Pitch date: 2025-11-08
TER [bullish]
Teradyne, Inc.
+21.8%
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
$35.1B
Pitch Price
$188.23
Price Target
210.00 (-6%)
Dividend
0.21%
EV/EBITDA
52.97
P/E
81.47
EV/Sales
12.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Teradyne, Inc. - $TER
TER: Dominant ATE supplier (50% mkt share duopoly w/ Advantest) benefiting from AI chip boom driving HBM/DRAM test demand surge. Q3 EPS +49% QoQ on 18% revenue growth. Memory test revenue doubled QoQ. Gaining logic test share vs Advantest. 38x NTM P/E justified by 25% EPS CAGR potential thru 2030.
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