Amova Asset Management Americas Inc. Sells 62,599 Shares of Teradyne, Inc. $TER

Amova Asset Management Americas Inc. lowered its stake in shares of Teradyne, Inc. (NASDAQ:TER) by 3.7% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 1,627,446 shares of the company’s stock after selling 62,599 shares during the period. Teradyne makes up approximately 2.2% of Amova Asset Management Americas Inc.’s portfolio, making the stock its 10th biggest holding. Amova Asset Management Americas Inc. owned about 1.04% of Teradyne worth $223,937,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of Teradyne by 2.1% during the third quarter. Vanguard Group Inc. now owns 21,417,717 shares of the company’s stock valued at $2,947,935,000 after buying an additional 444,940 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in Teradyne by 3.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 4,920,100 shares of the company’s stock valued at $442,413,000 after acquiring an additional 143,058 shares in the last quarter. Federated Hermes Inc. boosted its holdings in Teradyne by 79.7% during the 2nd quarter. Federated Hermes Inc. now owns 3,785,067 shares of the company’s stock worth $340,353,000 after acquiring an additional 1,679,215 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its holdings in Teradyne by 11.4% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 3,473,173 shares of the company’s stock worth $490,134,000 after acquiring an additional 354,876 shares during the last quarter. Finally, Primecap Management Co. CA grew its stake in shares of Teradyne by 58.6% in the 2nd quarter. Primecap Management Co. CA now owns 3,047,558 shares of the company’s stock worth $274,036,000 after acquiring an additional 1,125,868 shares in the last quarter. 99.77% of the stock is owned by hedge funds and other institutional investors.

Key Teradyne News

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Recent earnings momentum: analysts and market write-ups note TER has risen since its quarterly report (posted Feb 3) after an upside EPS/revenue print and strong year-over-year revenue growth — a key reason for bullish sentiment. Teradyne (TER) Up 7.5% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: Product/market expansion into 5G FR2 Open RAN: Teradyne’s LitePoint unit announced a three‑way collaboration (Aethertek, Metanoia) to speed development of high‑bandwidth FR2 Open RAN radio units — a tangible commercial push into next‑gen 5G infrastructure that can support longer‑term TAM expansion. Teradyne’s 5G FR2 Open RAN Push Faces Rich Valuation Question
• Positive Sentiment: Demand uptick cited by asset managers: a Carillon Tower letter highlighted stronger demand trends that benefited Teradyne’s performance, supporting near‑term revenue visibility. Teradyne (TER) Rose Following Demand Uptick
• Positive Sentiment: High‑profile endorsement: Jim Cramer mentioned Teradyne among top semiconductor names in recent commentary, which can boost retail/institutional attention and short‑term flows. Jim Cramer Says “Qnity Has Become One of My Favorite New Stocks”
• Neutral Sentiment: Investor presentations and transcripts: Teradyne presented at the Morgan Stanley TMT conference (transcript available), offering management commentary that investors will parse for guideposts on bookings and end‑market demand. Teradyne, Inc. (TER) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Fair‑value moves: coverage of stocks with Q4 fair‑value estimate increases included names that reported stronger results — this supports analysts’ upward revisions but is not a direct catalyst absent fresh guidance. 10 US stocks with largest fair value estimate increases during Q4 earnings
• Negative Sentiment: Sector volatility and short‑term pullbacks: TER fell with peers during a semiconductor sell‑off tied to macro/energy concerns in South Korea — such sector moves can temporarily erase gains even when company fundamentals remain strong. FormFactor, Amkor, Teradyne, and Entegris Stocks Trade Down, What You Need To Know
• Negative Sentiment: Valuation caution: some market commentaries flag TER’s large run (up ~183% over 12 months) and rich multiples, which raises the risk of multiple compression if growth expectations slip. Up 183% Over the Past Year, Does Teradyne Stock Have More Room to Run?

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Robert W. Baird set a $305.00 price target on shares of Teradyne in a research report on Wednesday, February 4th. Susquehanna restated a “positive” rating and issued a $335.00 target price on shares of Teradyne in a research note on Wednesday, February 4th. Northland Securities reaffirmed a “market perform” rating and issued a $270.00 target price on shares of Teradyne in a report on Wednesday, February 4th. Weiss Ratings reiterated a “hold (c)” rating on shares of Teradyne in a report on Thursday, January 22nd. Finally, Stifel Nicolaus set a $325.00 price objective on Teradyne in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $256.24.

Insider Activity

In other Teradyne news, CEO Gregory Stephen Smith sold 1,108 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $201.31, for a total value of $223,051.48. Following the completion of the transaction, the chief executive officer owned 93,409 shares in the company, valued at $18,804,165.79. This trade represents a 1.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.16% of the company’s stock.

Teradyne Stock Up 0.3%

Shares of NASDAQ:TER opened at $305.20 on Thursday. The firm has a market capitalization of $47.78 billion, a PE ratio of 87.70, a P/E/G ratio of 1.89 and a beta of 1.76. The company has a 50-day moving average price of $261.51 and a two-hundred day moving average price of $190.87. Teradyne, Inc. has a twelve month low of $65.77 and a twelve month high of $344.92.

Teradyne (NASDAQ:TER) last announced its quarterly earnings results on Tuesday, February 3rd. The company reported $1.80 EPS for the quarter, beating analysts’ consensus estimates of $1.36 by $0.44. Teradyne had a net margin of 17.37% and a return on equity of 22.68%. The company had revenue of $1.08 billion for the quarter, compared to analysts’ expectations of $970.44 million. During the same period in the prior year, the company posted $0.95 EPS. Teradyne’s revenue was up 43.9% compared to the same quarter last year. Analysts anticipate that Teradyne, Inc. will post 3.88 earnings per share for the current fiscal year.

Teradyne Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 13th will be given a $0.12 dividend. The ex-dividend date is Friday, February 13th. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. Teradyne’s payout ratio is 14.94%.

Teradyne 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.