TER Teradyne, Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
22:13
Jul 14
Jul 14
ASML strength lifts US semi equipment stocks.
ASML's upcoming earnings are expected to be strong, driven by massive expansion in semiconductor fab construction. This should provide positive momentum for the entire US semiconductor equipment space. Stocks like Applied Materials, Lam Research, KLA, and Teradyne are likely to gain as the capex super-cycle continues.
MED
19:12
Jul 02
Jul 02
Author dismisses a Bloomberg-driven semi selloff as overblown, arguing Meta's capex signals real demand, but lists only price drops and a factual rebuttal without stating any current positions.
LOW
03:34
Jul 02
Jul 02
The author notes strength in test equipment companies but questions why TRT is not participating, without taking a directional position.
LOW
16:42
Jul 01
Jul 01
Author acknowledges TER will likely rise on humanoid hype but explicitly dislikes the humanoid thesis and is not buying it; mild bullish acknowledgment without a position.
MED
03:44
Jun 30
Jun 30
Speaker references TER’s mid-2025 position as a comparison baseline, no directional view on TER.
LOW
05:45
Jun 29
Jun 29
Cited alongside TSLA as a primary humanoid robotics buyer; author says it is not the time to buy into these names, citing hype-cycle dynamics.
LOW
11:21
Jun 27
Jun 27
Profitable robotics exposure via Universal Robots and MiR subsidiaries plus semiconductor test business; chip-cycle tailwind cited; robotics still minority of revenue noted.
MED
22:13
Jun 25
Jun 25
AI capex surge lifts all equipment makers.
US GDP data shows that investment in equipment, particularly IT equipment, AI servers, and data center hardware, is accelerating sharply and driving economic growth. This capex wave directly benefits the semiconductor equipment sector, with stocks like Applied Materials, Lam Research, KLA, ASML, and Teradyne all rising 100-160% this year and likely to continue outperforming as the cycle extends.
HIGH
19:06
Jun 25
Jun 25
Own AI infrastructure industrial stocks.
The AI capex theme is dominating this year, but the hyperscalers are the spenders and are not getting the benefit; instead, AI infrastructure and industrial companies are the real winners. Specific stocks moving include Corning, Flex, Applied Materials, Teradyne, Caterpillar, Western Digital, and the DRAM ETF is up 9%.
HIGH
00:32
Jun 25
Jun 25
Watch test-equipment suppliers as read-throughs from rising HBM/DRAM complexity and volume.
MED
10:52
Jun 22
Jun 22
TER joins the Nasdaq-100 effective this morning; passive ETF forced buying creates mechanical demand catalyst at open.
MED
09:57
Jun 19
Jun 19
Watch the supply chain beneficiary basket (equipment, test, EDA, memory, OSATs) as the most diversified monetization path for hybrid bonding, CoWoS, and HBM scaling.
MED
04:58
Jun 19
Jun 19
Speaker highlights these semi-equipment names as potential beneficiaries of a compute commoditization trend, referencing an article.
LOW
22:50
Jun 18
Jun 18
Reports TER joining Nasdaq-100 on June 22; historical data shows added stocks underperform index post-inclusion. No directional view stated.
MED
18:26
Jun 16
Jun 16
Hold Teradyne for AI prospects
Teradyne (TER) is a long-term holding in the growth strategy, up 124% this year due to AI prospects. Despite a compressed free cash flow yield to 1.6%, the stock still has amazing AI-related prospects, and the firm continues to hold it, adding for new portfolios while managing position size.
MED
16:30
Jun 14
Jun 14
The author provides a detailed research breakdown of U.S. public-company beneficiaries of panel-level packaging and glass substrates, but the post is a factual supply-chain map without any personal position disclosure or explicit bullish call.
LOW
13:24
Jun 12
Jun 12
Teradyne joins the Nasdaq-100 effective June 22; index inclusion is a passive-flow event to monitor, but no author position language present.
MED
12:48
Jun 12
Jun 12
Pre-market movers include SpaceX-related stocks rising, several names set to join the Nasdaq 100, Adobe falling on CFO departure, Lennar missing revenue estimates, Nvidia providing a Vera CPU update, and AMD upgraded at Citi.
06:12
Jun 12
Jun 12
Co-addition to Nasdaq-100 on June 22 alongside NBIS; same index-inclusion forced-buying mechanics apply, no individual analysis provided.
LOW
01:48
Jun 12
Jun 12
Nasdaq announces the addition of ALAB, CRWV, NBIS, RKLB, and TER to the Nasdaq-100 while removing CHTR, CTSH, INSM, VRSK, and ZS as part of its quarterly rebalance effective June 22, 2026.
00:53
Jun 12
Jun 12
Watch TER as it joins the Nasdaq-100 on June 22; index inclusion will drive passive fund buying. No author position disclosed.
MED
00:29
Jun 12
Jun 12
Nasdaq 100 addition drives expected passive buying; mechanical catalyst reported without personal position.
MED
00:20
Jun 12
Jun 12
Buy TER on NASDAQ-100 inclusion; passive index funds tracking the NASDAQ-100 are forced buyers during the rebalancing event.
MED
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
About TER Analyst Coverage
Buzzberg tracks TER (Teradyne, Inc. Common Stock) across 28 sources. 17 bullish vs 2 bearish calls from 31 analysts. Sentiment: predominantly bullish (23%). 65 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Park Se-ik, aleabitoreddit, crux_capital_.