Northland Securities Expects Higher Earnings for Teradyne

Teradyne, Inc. (NASDAQ:TER) – Northland Securities boosted their Q1 2026 EPS estimates for shares of Teradyne in a report released on Wednesday, February 4th. Northland Securities analyst G. Richard now expects that the company will post earnings of $2.09 per share for the quarter, up from their prior forecast of $1.20. Northland Securities has a “Market Perform” rating and a $270.00 price objective on the stock. The consensus estimate for Teradyne’s current full-year earnings is $3.88 per share. Northland Securities also issued estimates for Teradyne’s Q2 2026 earnings at $1.64 EPS, Q3 2026 earnings at $1.29 EPS, Q4 2026 earnings at $1.08 EPS, FY2026 earnings at $6.10 EPS and Q1 2027 earnings at $1.41 EPS.

Several other equities research analysts also recently weighed in on the stock. Bank of America upped their price objective on shares of Teradyne from $250.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Evercore boosted their price target on shares of Teradyne from $200.00 to $280.00 and gave the stock an “outperform” rating in a research report on Monday. Robert W. Baird set a $305.00 price objective on shares of Teradyne in a report on Wednesday. JPMorgan Chase & Co. raised their price objective on shares of Teradyne from $122.00 to $190.00 and gave the company a “neutral” rating in a research note on Thursday, October 30th. Finally, UBS Group boosted their target price on Teradyne from $200.00 to $275.00 and gave the stock a “buy” rating in a report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Teradyne presently has an average rating of “Moderate Buy” and an average price target of $255.18.

Teradyne Stock Performance

Shares of TER stock opened at $300.11 on Friday. Teradyne has a 1 year low of $65.77 and a 1 year high of $301.38. The firm has a market capitalization of $47.00 billion, a PE ratio of 86.24, a price-to-earnings-growth ratio of 1.73 and a beta of 1.83. The stock has a fifty day moving average of $217.59 and a two-hundred day moving average of $163.41.

Teradyne (NASDAQ:TER) last released its quarterly earnings results on Monday, February 2nd. The company reported $1.80 earnings per share for the quarter, beating analysts’ consensus estimates of $1.36 by $0.44. Teradyne had a return on equity of 22.68% and a net margin of 17.37%.The company had revenue of $1.08 billion for the quarter, compared to analysts’ expectations of $970.44 million. During the same quarter in the previous year, the company posted $0.95 earnings per share. The business’s revenue for the quarter was up 43.9% compared to the same quarter last year. Teradyne has set its Q1 2026 guidance at 1.890-2.250 EPS.

Teradyne Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 13th will be paid a dividend of $0.12 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. Teradyne’s dividend payout ratio is currently 13.79%.

Insider Activity at Teradyne

In other news, CEO Gregory Stephen Smith sold 1,108 shares of Teradyne stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $201.31, for a total value of $223,051.48. Following the transaction, the chief executive officer directly owned 93,409 shares of the company’s stock, valued at $18,804,165.79. This trade represents a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.16% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Teradyne

Large investors have recently made changes to their positions in the business. Bank of Nova Scotia boosted its holdings in Teradyne by 546.5% in the second quarter. Bank of Nova Scotia now owns 98,254 shares of the company’s stock worth $8,835,000 after purchasing an additional 83,055 shares in the last quarter. Thrivent Financial for Lutherans raised its holdings in Teradyne by 291.6% during the second quarter. Thrivent Financial for Lutherans now owns 24,995 shares of the company’s stock valued at $2,247,000 after buying an additional 18,612 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH lifted its position in shares of Teradyne by 9.2% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 91,120 shares of the company’s stock worth $12,542,000 after buying an additional 7,648 shares during the last quarter. Fort Washington Investment Advisors Inc. OH bought a new stake in shares of Teradyne during the 3rd quarter worth about $895,000. Finally, Teacher Retirement System of Texas boosted its stake in shares of Teradyne by 61.0% during the 3rd quarter. Teacher Retirement System of Texas now owns 39,513 shares of the company’s stock worth $5,439,000 after acquiring an additional 14,969 shares in the last quarter. Institutional investors and hedge funds own 99.77% of the company’s stock.

More Teradyne News

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Q4 beat and upbeat near-term guidance — Teradyne reported a clear earnings and revenue beat for the latest quarter and provided strong Q1 guidance, which underpins optimism about near-term cash flow and margins. Teradyne Trading Up on Earnings Beat
• Positive Sentiment: Zacks upgraded TER to a “Strong Buy” (Zacks Rank #1) after estimate momentum — the upgrade signals rising analyst conviction and likely attracts momentum buyers and quant models that follow Zacks ranks. Zacks Upgrade to Strong Buy
• Positive Sentiment: Strategic push into AI/data-center test market — Teradyne announced a new data‑center/AI test initiative, positioning it to capture rising demand for AI chip validation and cloud-scale test equipment, supporting longer-term growth expectations. Teradyne Leans Into AI Test Demand
• Neutral Sentiment: Analyst estimate revisions are mixed but trending higher for the year — several notes show sizeable upward revisions to Q1/Q2 and FY2026 numbers (and multi‑year estimates), reflecting earnings momentum; these reinforce bullish models but depend on sustained demand. Earnings Estimates Rising for Teradyne
• Negative Sentiment: Northland’s note is mixed and conservative — Northland keeps a “Market Perform” rating, cuts some Q3/Q4 2026 EPS forecasts and assigns a $270 price target (below the current market price), introducing near-term skepticism and a valuation cap for more conservative investors. Northland Market Perform Note

Teradyne Company Profile

Teradyne, Inc is a global supplier of automatic test equipment and related services principally used to test semiconductors, wireless products and complex electronic systems. Founded in 1960, the company is headquartered in North Reading, Massachusetts, and has a long history of developing capital equipment and software that help semiconductor manufacturers, electronics OEMs and contract manufacturers validate product performance and reliability during design and production.

The company’s product portfolio centers on automatic test equipment (ATE) and system-level test solutions that address chip- and board-level validation, burn-in and reliability screening.