VMS Asset Management Limited lifted its stake in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) by 96.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,516 shares of the company’s stock after purchasing an additional 9,565 shares during the period. Teradyne accounts for 3.1% of VMS Asset Management Limited’s holdings, making the stock its 11th biggest position. VMS Asset Management Limited’s holdings in Teradyne were worth $7,824,000 as of its most recent filing with the Securities & Exchange Commission.
Several other large investors also recently made changes to their positions in the stock. Ashurst Perkins Coie Trust Co acquired a new position in shares of Teradyne during the 3rd quarter worth about $176,000. Mather Group LLC. raised its holdings in shares of Teradyne by 7.9% in the 3rd quarter. Mather Group LLC. now owns 3,017 shares of the company’s stock valued at $1,210,000 after purchasing an additional 220 shares during the period. Fortune 45 LLC lifted its stake in Teradyne by 13.2% in the 3rd quarter. Fortune 45 LLC now owns 2,459 shares of the company’s stock valued at $986,000 after purchasing an additional 286 shares during the last quarter. Fortitude Family Office LLC lifted its stake in Teradyne by 127.3% in the 3rd quarter. Fortitude Family Office LLC now owns 250 shares of the company’s stock valued at $100,000 after purchasing an additional 140 shares during the last quarter. Finally, Strategy Asset Managers LLC acquired a new stake in Teradyne in the 3rd quarter valued at about $967,000. Institutional investors and hedge funds own 99.77% of the company’s stock.
Analyst Upgrades and Downgrades
Several analysts have issued reports on the company. Wall Street Zen lowered Teradyne from a “buy” rating to a “hold” rating in a research note on Monday, September 28th. Zacks Research cut Teradyne from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 28th. Evercore reiterated an “outperform” rating and set a $420.00 target price on shares of Teradyne in a research note on Thursday, July 30th. The Goldman Sachs Group reissued a “buy” rating and set a $465.00 target price on shares of Teradyne in a report on Tuesday, July 28th. Finally, Weiss Ratings raised Teradyne from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, September 29th. Eleven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Teradyne currently has an average rating of “Moderate Buy” and a consensus target price of $396.80.
Insider Buying and Selling at Teradyne
In related news, CEO Gregory Smith sold 4,000 shares of the company’s stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $337.83, for a total value of $1,351,320.00. Following the sale, the chief executive officer owned 108,495 shares in the company, valued at $36,652,865.85. This represents a 3.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.19% of the stock is owned by corporate insiders.
More Teradyne News
Here are the key news stories impacting Teradyne this week:
- Positive Sentiment: Teradyne launched its UltraFLEXplus S semiconductor test platform for complex, high-mix edge AI chips used in automotive, industrial and consumer applications. The product expands the company’s exposure to growing AI and advanced-chip testing demand. Teradyne (TER) Deepens Edge AI Test Push
- Positive Sentiment: Teradyne announced a broad technology partnership with FormFactor, including a planned $300 million equity investment. The companies aim to connect wafer-level and final semiconductor testing, potentially strengthening Teradyne’s competitive position in AI and advanced packaging workflows. Is Teradyne Using Edge AI Test Expansion To Redefine Its Long-Term Competitive Moat?
- Positive Sentiment: Argus raised its price target for Teradyne to $488, signaling continued confidence in the company’s earnings and AI-driven growth prospects. Argus Raises Target for Teradyne Stock
- Neutral Sentiment: Teradyne will report third-quarter 2026 results on October 27 after the market close. The upcoming report is a near-term catalyst, particularly because investors will seek evidence that semiconductor test demand is supporting the company’s premium valuation. Teradyne to Announce Third Quarter 2026 Results
- Positive Sentiment: Teradyne received TÜV Rheinland North America’s 2026 Safety and Sustainability Leadership Award, providing favorable recognition of its operational and sustainability practices. TÜV Rheinland Honors Teradyne
- Negative Sentiment: Investors are questioning whether Teradyne’s valuation is too high after an exceptional long-term rally. Commentary highlights that semiconductor testing generated substantially more revenue than robotics, while the stock’s high valuation leaves less room for earnings disappointments. AI Chips Need Testing, and Teradyne Is Winning. Is the Valuation Too High?
Teradyne Stock Down 5.5%
NASDAQ TER opened at $359.44 on Thursday. Teradyne, Inc. has a twelve month low of $135.83 and a twelve month high of $487.91. The company has a market cap of $56.19 billion, a price-to-earnings ratio of 49.31, a price-to-earnings-growth ratio of 0.77 and a beta of 1.75. The business’s fifty day moving average is $381.97 and its 200 day moving average is $373.85.
Teradyne (NASDAQ:TER – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $2.47 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.38. The firm had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.22 billion. Teradyne had a return on equity of 39.93% and a net margin of 25.77%. The business’s revenue for the quarter was up 103.9% on a year-over-year basis. During the same period last year, the firm posted $0.57 earnings per share. On average, research analysts anticipate that Teradyne, Inc. will post 9.11 earnings per share for the current fiscal year.
Teradyne Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Friday, September 25th. Stockholders of record on Friday, September 4th were given a dividend of $0.13 per share. The ex-dividend date of this dividend was Friday, September 4th. This represents a $0.52 annualized dividend and a dividend yield of 0.1%. Teradyne’s payout ratio is presently 7.13%.
Teradyne Company Profile
Teradyne, Inc is a global provider of automated test equipment and industrial automation solutions. Founded in 1960 and headquartered in North Reading, Massachusetts, the company develops systems that help manufacturers test the performance, quality, and reliability of electronic products and components.
Teradyne’s products include semiconductor test systems used to evaluate integrated circuits, memory devices, and other semiconductor components. The company also provides test solutions for wireless products, storage systems, and complex electronic systems, along with related software, services, and support.
Through its Industrial Automation segment, Teradyne offers collaborative robots from Universal Robots, autonomous mobile robots from Mobile Industrial Robots, and robotic arms and systems for manufacturing and other industrial applications.
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