TER Teradyne, Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
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17:40
Sep 01
Sep 01
UBS raises WFE forecasts; equipment names flagged.
UBS raises 2026-2028 WFE forecasts (2026 to $158B, +36% Y/Y); semiconductor equipment suppliers are flagged as beneficiaries, with no explicit buy/sell direction.
MED
23:59
Aug 31
Aug 31
Teradyne near-monopoly testing business.
Teradyne is a near-monopoly semiconductor testing equipment company that has cooled off; Cramer agrees it is right to own with a great, unassailable business not quite a monopoly.
MED
03:00
Aug 27
Aug 27
Buy Japanese semiconductor ETFs for packaging exposure.
The transition to larger AI chips like Rubin is driving massive demand for advanced ABF substrates and testing equipment. While global leaders like Advantest, Teradyne, and Ibiden dominate this space, Ibiden's valuation is currently stretched. A Japanese semiconductor equipment and materials ETF offers the best risk-adjusted exposure to this structural supply shortage without the hassle of buying individual Japanese stocks.
HIGH
09:55
Aug 21
Aug 21
Freedom Broker, KeyBanc, Baird, Morgan Stanley, Rothschild Redburn, JPMorgan, Citi.
Freedom Broker, KeyBanc, Baird, Morgan Stanley, Rothschild Redburn, JPMorgan, Citi, and Wells Fargo issue multiple upgrades while JPMorgan, Baird, HSBC, and DZ Bank issue downgrades across various stocks with mixed price target changes.
20:49
Aug 14
Aug 14
Bernstein projects CY28 WFE reaching $300+ billion.
Notes Bernstein's projection of CY28 WFE reaching $300+ billion driven by AMAT's capacity scaling, with no directional view stated.
MED
09:14
Aug 12
Aug 12
TER cited as diversified semi-test option
Author describes TER as a diversified option for semiconductor test theme exposure, contrasting it with AEHR's concentrated wafer-level burn-in focus; no personal position disclosed.
MED
02:00
Aug 12
Aug 12
Bernstein raises WFE estimates through 2028
Bernstein WFE upward revisions across memory and logic segments; TER explicitly tagged as a WFE-exposed name in the note summary.
MED
05:24
Aug 11
Aug 11
TER ATE demand rises with SiPh complexity
Author flags TER as a key ATE name where electrical-optical interface complexity increases test demands as SiPh scales, potentially making test a harder capacity constraint.
MED
05:33
Aug 08
Aug 08
Author holds TER as robotics play
Author discloses a current position in Teradyne (TER) as their robotics-space pick, responding to a question about whether it's too early to invest in robotics; low-conviction disclosure with no specific catalyst stated.
MED
22:45
Aug 06
Aug 06
Watch semi-cap equipment names on PDFS read-through
PDF Solutions' Q2 read-through points to continued H2 2026 semi-cap equipment and test strength. Keep these affected names on watch; the author frames this as sector analysis, not personal ownership.
MED
22:45
Aug 06
Aug 06
Watch test/packaging suppliers on back-end complexity
Watch test and packaging equipment suppliers; secureWISE expansion into back-end facilities confirms rising complexity and inspection intensity in advanced packaging and test.
MED
22:40
Aug 05
Aug 05
"Watch high-speed test names on complexity."
Watch high-speed test vendors as 800G/1.6T, CPO, and Ultra Ethernet increase test content; Viavi's broader portfolio also creates competitive share pressure. Wireless softness is a separate constraint for KEYS. No position stated.
MED
17:38
Aug 05
Aug 05
Direct test/metrology suppliers favored by VPG signal
Watch test and metrology suppliers; VPG's record orders from semi equipment OEMs and custom test-system builders point to AI-driven process complexity and test intensity, but this is a read-through, not an author position.
MED
12:30
Aug 05
Aug 05
TER +30% post-earnings, peer testing sector context
Author cites TER gaining ~30% post-earnings as part of a peer group of testing names that gapped up sharply, used as supporting context for VIAV's setup.
MED
00:48
Aug 05
Aug 05
Author highlights VIAV's strong earnings track record and 38% downside from highs ahead.
Author highlights VIAV's strong earnings track record and 38% downside from highs ahead of tomorrow's report, framing it as a bullish setup with a full preview.
LOW
23:10
Aug 01
Aug 01
Named as a direct competitor to AEM in packaged-device test equipment.
Named as a direct competitor to AEM in packaged-device test equipment; no directional view expressed.
LOW
20:00
Aug 01
Aug 01
Author outlines controversial bullish theses on crypto outperforming AI, EV comeback.
Author outlines controversial bullish theses on crypto outperforming AI, EV comeback, and AI enabler/beneficiary dynamics, with explicit long calls on COIN, HOOD, MSTR, RIVN, and NIO while framing most other tickers as watchlist or forecast context.
LOW
05:00
Jul 31
Jul 31
Author celebrates COHU's earnings beat and expects strong performance from COHU and VIAV.
Author celebrates COHU's earnings beat and expects strong performance from COHU and VIAV, while noting testing sector outperformance across AEHR, TER, and FORM.
LOW
22:43
Jul 30
Jul 30
Watch Teradyne as industrial test utilization above 80% triggers capacity additions.
Watch Teradyne as industrial test utilization above 80% triggers capacity additions, benefiting test equipment makers over multiple quarters.
MED
22:43
Jul 30
Jul 30
Teradyne sees moderate positive demand read-through from rising test content.
Teradyne sees moderate positive demand read-through from rising test content, but not an author pick.
MED
17:03
Jul 30
Jul 30
Teradyne is named as a peer whose recent earnings message aligns with Cohu's last quarter and the broader industry themes of rising device complexity and AI test demand.
Teradyne is named as a peer whose recent earnings message aligns with Cohu's last quarter and the broader industry themes of rising device complexity and AI test demand.
Risk: Same as above.
08:44
Jul 30
Jul 30
Oversold semi equipment bounce on earnings.
Oversold US semiconductor equipment stocks (Lam Research, Applied Materials, Teradyne) can bounce after strong earnings and guidance, providing a catalyst amid market pressure.
MED
20:47
Jul 29
Jul 29
Author expresses strong bullish conviction on FormFactor after blowout earnings and record.
Author expresses strong bullish conviction on FormFactor after blowout earnings and record results, while speculating on potential follow-through in other test equipment names.
LOW
15:12
Jul 29
Jul 29
Watch TER as the primary beneficiary of rising test intensity per wafer/die/package driven.
Watch TER as the primary beneficiary of rising test intensity per wafer/die/package driven by AI infrastructure buildout, though near-term compute tester shipments may moderate.
MED
12:30
Jul 29
Jul 29
Despite Q3 guidance being sequentially lower, management explicitly calls 2027 another healthy growth year on structural tailwinds, reinforcing a positive multi-year outlook.
HIGH
12:25
Jul 29
Jul 29
Author analyzes Teradyne's strong earnings and Cohu's potential read-through but explicitly.
Author analyzes Teradyne's strong earnings and Cohu's potential read-through but explicitly states no position in either, making it a research watch.
LOW
11:47
Jul 29
Jul 29
US pre-market movers report shows mixed earnings reactions with Meta and Microsoft slightly.
US pre-market movers report shows mixed earnings reactions with Meta and Microsoft slightly higher while NXPI, SWKS, VRT, VFC, HUM, and PG decline and STX, TER, F, BE, GEHC, GFS, JCI, and GRMN gain on their respective results and guidance.
00:46
Jul 29
Jul 29
Teradyne's profit surge is reported as a factual earnings result without an explicit.
Teradyne's profit surge is reported as a factual earnings result without an explicit forward-looking trade call from the author.
LOW
00:31
Jul 29
Jul 29
Reports strong earnings beat and post-market gains for $TER; no directional view from speaker.
LOW
About TER Analyst Coverage
Buzzberg tracks TER (Teradyne, Inc. Common Stock) across 44 sources. 25 bullish vs 2 bearish calls from 49 analysts. Sentiment: predominantly bullish (19%). 121 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: pequityresearch, Jim Cramer, Park Jun-young.