Teradyne Inc

TER: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Teradyne Earnings: All Aboard the AI Equipment Cycle

William Kerwin

Feb 3, 2026

Teradyne's fourth-quarter results were strong, and guidance into 2026 was even more impressive. First-quarter revenue guidance was nearly 25% above FactSet consensus estimates, and Teradyne's updated long-term financial model implies significant share gains in compute chip testing.

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Teradyne Inc

Teradyne Earnings: All Aboard the AI Equipment Cycle

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