TER Teradyne, Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
18:42
Jun 02
Jun 02
Watch TER/COHU as comparable test equipment peers to AEHR; mentioned as competitive context in the research map, not as author-owned positions.
MED
12:11
Jun 01
Jun 01
Watch TER as a comparable semiconductor test equipment player mentioned in the context of AEHR's competitive landscape; no author position stated.
MED
19:49
May 28
May 28
Watch TER as an additional name in the CPO testing exposure basket. Author flags it alongside Advantest and Chroma ATE as further research candidates for the testing bottleneck theme ahead of 2026 CPO volume production.
MED
05:33
May 23
May 23
Teradyne is positioned as a key bottleneck in the test segment of the AI infrastructure cycle, though equipment companies lack explosive moves.
MED
18:13
May 22
May 22
Author explicitly states buying CIEN with a bullish forward view while quoting a position update that mentions CRDO, TER, and INTC without endorsing those trades.
HIGH
13:28
May 22
May 22
Analyst upgrade with a $400 price target on Teradyne; factual report without speaker endorsement.
MED
18:33
May 21
May 21
Buy industrial AI beneficiaries.
I am inclined to buy more industrial plays exposed to AI infrastructure, specifically Rockwell Automation (ROK), Teradyne (TER), Quanta Services (PWR), Eaton (ETN), Caterpillar (CAT), and Vertiv (VRT). The thesis: Nvidia's data center revenue (up 115% hyperscale, 74% AI cloud/industrial), physical AI at $9B, supports robotics and industrial automation. Backlogs at these companies are up 34% Y/Y vs historical 3-5%, providing extreme visibility.
HIGH
12:45
May 19
May 19
Teradyne dominates collaborative robotics (Universal Robots, Mobile Industrial Robots) with Q1 2026 robotics revenue $91M. Its ‘Cognitive Cobots’ powered by NVIDIA AI accelerators bridge pre-programme
Teradyne dominates collaborative robotics (Universal Robots, Mobile Industrial Robots) with Q1 2026 robotics revenue $91M. Its ‘Cognitive Cobots’ powered by NVIDIA AI accelerators bridge pre-programmed arms to adaptive systems, offering 20%+ growth runway and high-margin recurring revenue.
HIGH
21:11
May 16
May 16
The tweet provides a detailed list of inferred and confirmed SpaceX supply chain tickers but offers no forward-looking trade thesis, only factual mapping and research suggestions.
HIGH
15:49
May 12
May 12
The tweet argues that HBM scaling is driving a structural shift-left in test intensity, benefiting HBM suppliers with superior yield learning and ATE vendors, while creating multiplicative yield risks for AI accelerator makers.
14:45
May 07
May 07
Long back-end equipment suppliers Cohu, Teradyne, Advantest, DISCO, Camtek, Onto as KLIC's ramp signals a broad capex cycle benefiting packaging, test, and inspection.
HIGH
22:49
May 04
May 04
Long physical AI and robotics plays as durable embedded semi demand vector emerges, benefiting automation hardware and analog/control suppliers.
HIGH
07:39
May 03
May 03
Author highlights Teradyne's Photon 100 platform, Quantifi Photonics acquisition, and dual-sided probing integration as key to capturing CPO test platform and wafer-level KGD bottlenecks. Direct benef
Author highlights Teradyne's Photon 100 platform, Quantifi Photonics acquisition, and dual-sided probing integration as key to capturing CPO test platform and wafer-level KGD bottlenecks. Direct beneficiary of early CPO infrastructure capex.
Risk: CPO-specific revenue not yet broken out; significant existing ATE exposure to memory/SoC cycles may dilute pure-play optics thesis.
03:47
May 01
May 01
Jukan expresses disappointment in Teradyne's CPO testing outlook and considers adding Advantest, while GFHK's analysis highlights low TSMC SoIC yields reducing near-term CPO shipment forecasts.
HIGH
03:42
May 01
May 01
Long TER for long-term AI and CPO testing growth; near-term transition limits catalysts, but $381 target offers upside from current levels.
HIGH
23:53
Apr 30
Apr 30
Semiconductor testing demand strong
Teradyne is a semiconductor test and measurement play that has been a tremendous performer during the data center buildout because chip testing is critical and no one can afford errors.
LOW
23:24
Apr 30
Apr 30
The tweet is a reply with only ticker mentions and no directional opinion, market context, or forward-looking thesis to assess sentiment or impact.
LOW
12:16
Apr 30
Apr 30
Buy TER for merchant GPU revenue ramp from $50M initially and potential share gain from low single-digit to 30-70%, an incremental growth catalyst.
HIGH
22:51
Apr 29
Apr 29
Long Teradyne as it can still participate in future CPO test insertions, though the initial ramp is less directly tied.
HIGH
22:51
Apr 29
Apr 29
Long Teradyne as HBM test complexity drives demand for high-parallelism test solutions, benefiting the broader test ecosystem.
MED
22:01
Apr 29
Apr 29
Avoid TER due to large cap exposure to non-AI segments and competitive pressure from Advantest; prefer pure plays.
HIGH
21:48
Apr 29
Apr 29
The author cryptically praises $TER as "amazing" in a reply, but the sarcastic tone and lack of directional thesis make it a watch rather than a trade call.
HIGH
15:46
Apr 29
Apr 29
Long TER as ATE TAM expands and GPU dual-sourcing favors share gains, with first merchant GPU orders confirming platform qualification.
HIGH
15:46
Apr 29
Apr 29
Long TER as a direct beneficiary of physical AI; robotics revenue growing with AI exposure at 15%, and strong engagement across e-commerce, electronics, and semi end markets.
HIGH
15:08
Apr 29
Apr 29
Kyle highlights a 30% drop in Teradyne after Citrini sold his position following the stock exceeding his bull case price target, reflecting profit-taking and downside risk.
HIGH
11:37
Apr 29
Apr 29
The tweet provides a comprehensive macro and market briefing highlighting a structural energy bid from the Hormuz blockade, stagflationary pressures in Europe, extreme AI momentum crowding, and hyperscaler earnings as the pivotal risk for crowded longs.
HIGH
07:20
Apr 29
Apr 29
Author argues that Teradyne's test equipment becomes more critical as AI chips get bigger and more complex, shifting from cyclical ATE to structural test infrastructure. The recent drop may be a valua
Author argues that Teradyne's test equipment becomes more critical as AI chips get bigger and more complex, shifting from cyclical ATE to structural test infrastructure. The recent drop may be a valuation reset rather than a cycle peak, potentially offering a long-term opportunity if the structural thesis holds.
Risk: Cyclical downturn or digestion period if AI capex slows; Q2 guidance suggests near-term peak, and the stock's high valuation amplifies downside risk.
04:00
Apr 29
Apr 29
The author describes closing a profitable TER position after the stock exceeded their bull case target, but expresses no forward-looking view on the ticker.
HIGH
15:02
Apr 28
Apr 28
Long TER as a dominant test player in CPO/SoIC, gaining extra momentum from CPO qualification bottlenecks and optical test complexity.
MED
22:22
Apr 26
Apr 26
Long TER on AI/SoC test strength dominating, with Q1 results and guide needing to show data center momentum.
HIGH
About TER Analyst Coverage
Buzzberg tracks TER (Teradyne, Inc. Common Stock) across 17 sources. 8 bullish vs 0 bearish calls from 18 analysts. Sentiment: predominantly bullish (23%). 35 total trade ideas tracked.