Teradyne (TER) is up 10.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a strong second-quarter earnings report that beat the company’s own guidance and reinforced investor confidence in AI-related semiconductor test demand. Management also pointed to robust third-quarter demand and improving longer-term conditions tied to wafer fab equipment investment, which likely added to the rally.
Details:
Teradyne reported second-quarter 2026 revenue of $1.329 billion, above the high end of its prior guidance range of $1.15 billion to $1.25 billion.Non-GAAP earnings were $2.47 per share, while GAAP earnings were $2.38 per share, both sharply higher than the year-ago quarter.The company described the quarter as another record period, with memory revenue hitting a record level on continued DRAM strength and a rebound in NAND final test.Third-quarter guidance called for revenue of $1.2 billion to $1.3 billion, and management said near-term expectations reflect robust AI-related demand.Sources:
Teradyne Investor Relations, SEC, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TER Insider Trading Activity
$TER insiders have traded $TER stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $TER stock by insiders over the last 6 months:
- GREGORY STEPHEN SMITH (President and CEO) has made 0 purchases and 3 sales selling 16,597 shares for an estimated $6,031,571.
- MARILYN MATZ has made 0 purchases and 4 sales selling 3,600 shares for an estimated $1,346,392.
- MERCEDES JOHNSON has made 0 purchases and 6 sales selling 2,375 shares for an estimated $747,006.
- SHANNON JOHN POULIN (President, Semiconductor Test) has made 0 purchases and 2 sales selling 1,664 shares for an estimated $581,012.
- REGAN MILLS (President, Product Test) has made 0 purchases and 3 sales selling 1,056 shares for an estimated $341,078.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$TER Hedge Fund Activity
We have seen 696 institutional investors add shares of $TER stock to their portfolio, and 507 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 2,193,092 shares (-66.3%) from their portfolio in Q1 2026, for an estimated $650,164,054
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,084,738 shares (-49.6%) from their portfolio in Q1 2026, for an estimated $618,041,427
- LONE PINE CAPITAL LLC added 1,872,876 shares (+inf%) to their portfolio in Q1 2026, for an estimated $555,232,818
- CITADEL ADVISORS LLC removed 1,424,440 shares (-80.2%) from their portfolio in Q1 2026, for an estimated $422,289,482
- ASSENAGON ASSET MANAGEMENT S.A. removed 1,407,830 shares (-96.7%) from their portfolio in Q2 2026, for an estimated $681,164,467
- FMR LLC added 1,163,588 shares (+47.6%) to their portfolio in Q1 2026, for an estimated $344,957,298
- CURATED WEALTH PARTNERS LLC added 1,009,960 shares (+134841.1%) to their portfolio in Q2 2026, for an estimated $488,659,046
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$TER Government Contracts
We have seen $35,239,886 of award payments to $TER over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$TER Congressional Stock Trading
Members of Congress have traded $TER stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TER stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$TER Analyst Ratings
Wall Street analysts have issued reports on $TER in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 04/30/2026
To track analyst ratings and price targets for $TER, check out Quiver Quantitative's $TER forecast page.
$TER Price Targets
Multiple analysts have issued price targets for $TER recently. We have seen 10 analysts offer price targets for $TER in the last 6 months, with a median target of $443.0.
Here are some recent targets:
- James Schneider from Goldman Sachs set a target price of $465.0 on 07/06/2026
- Mehdi Hosseini from Susquehanna set a target price of $550.0 on 06/30/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $550.0 on 06/29/2026
- Richard Eastman from Baird set a target price of $446.0 on 06/23/2026
- Vivek Arya from B of A Securities set a target price of $525.0 on 06/23/2026
- Mark Lipacis from Evercore ISI Group set a target price of $370.0 on 04/30/2026
- Atif Malik from Citigroup set a target price of $400.0 on 04/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Teradyne jumps as record Q2 results and strong AI-driven outlook lift shares
Teradyne (TER) is up 10.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a strong second-quarter earnings report that beat the company’s own guidance and reinforced investor confidence in AI-related semiconductor test demand. Management also pointed to robust third-quarter demand and improving longer-term conditions tied to wafer fab equipment investment, which likely added to the rally.
Details:
Sources:
Teradyne Investor Relations, SEC, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TER Insider Trading Activity
$TER insiders have traded $TER stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $TER stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TER Hedge Fund Activity
We have seen 696 institutional investors add shares of $TER stock to their portfolio, and 507 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$TER Government Contracts
We have seen $35,239,886 of award payments to $TER over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$TER Congressional Stock Trading
Members of Congress have traded $TER stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TER stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$TER Analyst Ratings
Wall Street analysts have issued reports on $TER in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $TER, check out Quiver Quantitative's $TER forecast page.
$TER Price Targets
Multiple analysts have issued price targets for $TER recently. We have seen 10 analysts offer price targets for $TER in the last 6 months, with a median target of $443.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »