NASDAQInformation TechnologySemiconductor Equipment & MaterialsSnapshot 2026-07-07
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Track TER free→Warn: Management is running behind on a stated commitment.
Teradyne's sales nearly doubled from $686M to $1.28B in one year. Profit grew from $121M to $473M in the same period. New contracts and partnerships support future sales growth. The company beats earnings estimates consistently.
The stock fell 29% from its high recently. Profit margins may weaken if costs rise. Growth could slow if demand for test equipment drops.
The price is about 19% above our fair value near $291. Analysts expect 29% revenue growth, which is priced in. Our fair value is below the Street median, so the market may be optimistic.
Breaks if: Gross profit falls below $600M next quarter
Enhance gross profit through operational efficiencies and cost management.
Stated in 4 of last 4 quarters. Gross profit grew from $415.34 million in 2025-Q1 to $780.95 million in 2026-Q1, indicating effective cost management and operational efficiencies. The trajectory is delivering on management's focus.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Gross profit reached $780.95 million.”
“Gross profit was $619.69 million.”
“Gross profit increased to $449.31 million.”
“Gross profit grew to $373.01 million.”
Breaks if: Operating income falls below $350M next quarter
Focus on increasing operating income through strategic cost controls and revenue growth.
Stated in 4 of last 4 quarters. Operating income grew from $120.80 million in 2025-Q1 to $473.00 million in 2026-Q1, reflecting successful strategic cost controls and revenue growth. The trajectory is delivering on management's priority.
“Operating income reached $473.00 million.”
“Operating income was $293.20 million.”
“Operating income increased to $145.30 million.”
“Operating income grew to $90.74 million.”
Breaks if: Revenue falls below ~$1.0B next quarter
Focus on growing revenue through strategic initiatives and market expansion.
Stated in 4 of last 4 quarters. Revenue grew from $685.68 million in 2025-Q1 to $1,282.49 million in 2026-Q1, showing a strong upward trajectory. Management's focus on revenue growth is delivering results, with consistent beats on guidance.
“Revenue reached $1,282 million, exceeding guidance.”
“Revenue of $1,083 million, above expectations.”
“Revenue increased to $769 million.”
“Revenue grew to $652 million.”
