Teradyne Falls as Chip Selloff Appears to Outweigh Recent Strong Results

Teradyne, Inc. (TER) is down 5.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is a broad semiconductor and AI-related selloff rather than a new company-specific setback. This could be because rising Treasury yields have been pressuring high-multiple technology stocks, and Teradyne had also rallied sharply after its late-July earnings beat, making it vulnerable to profit-taking.

Details:

Teradyne recently posted very strong second-quarter 2026 results, with revenue more than doubling year over year and management guiding for another solid quarter, so today’s drop does not appear tied to a weak earnings update.

Recent market action has been especially hard on semiconductor names as investors reprice growth stocks when long-term bond yields move higher.

Teradyne trades at a premium valuation after a major run tied to AI-driven semiconductor test demand, which can amplify swings when sentiment turns risk-off.

No major negative Teradyne press release or fresh earnings warning was easy to identify around today’s move, which makes a sector-driven decline the most plausible read.

Sources:

Teradyne Investor Relations, SEC, AP News

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TER Insider Trading Activity

$TER insiders have traded $TER stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.

Here’s a breakdown of recent trading of $TER stock by insiders over the last 6 months:

GREGORY STEPHEN SMITH (President and CEO) has made 0 purchases and 4 sales selling 20,597 shares for an estimated $7,731,571.
MARILYN MATZ has made 0 purchases and 5 sales selling 4,800 shares for an estimated $1,856,392.
SHANNON JOHN POULIN (President, Semiconductor Test) has made 0 purchases and 2 sales selling 1,664 shares for an estimated $581,012.
MERCEDES JOHNSON has made 0 purchases and 5 sales selling 1,750 shares for an estimated $580,144.
REGAN MILLS (President, Product Test) has made 0 purchases and 3 sales selling 1,056 shares for an estimated $341,078.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$TER Hedge Fund Activity

We have seen 815 institutional investors add shares of $TER stock to their portfolio, and 638 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 5,570,053 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,695,014,443
INVESCO LTD. added 4,162,514 shares (+165.1%) to their portfolio in Q2 2026, for an estimated $2,013,990,773
BLACKROCK, INC. added 3,131,834 shares (+19.2%) to their portfolio in Q2 2026, for an estimated $1,515,306,562
POINT72 ASSET MANAGEMENT, L.P. removed 1,826,008 shares (-79.9%) from their portfolio in Q2 2026, for an estimated $883,495,710
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,774,075 shares (+16127954.5%) to their portfolio in Q2 2026, for an estimated $858,368,448
ASSENAGON ASSET MANAGEMENT S.A. removed 1,407,830 shares (-96.7%) from their portfolio in Q2 2026, for an estimated $681,164,467
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 1,075,607 shares (-96.7%) from their portfolio in Q2 2026, for an estimated $520,421,690

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$TER Government Contracts

We have seen $35,960,860 of award payments to $TER over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

THIS REQUIREMENT IS FOR THE PROCUREMENT OF KITS, REQUIRED TO ASSEMBLE VDATS, IN ACCORDANCE WITH THE ATTACHE...: $4,374,363
DELIVERY ORDER 22: $859,264

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$TER Congressional Stock Trading

Members of Congress have traded $TER stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $TER stock by members of Congress over the last 6 months:

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$TER Analyst Ratings

Wall Street analysts have issued reports on $TER in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Evercore ISI Group issued a "Outperform" rating on 04/30/2026

To track analyst ratings and price targets for $TER, check out Quiver Quantitative's $TER forecast page.

$TER Price Targets

Multiple analysts have issued price targets for $TER recently. We have seen 10 analysts offer price targets for $TER in the last 6 months, with a median target of $443.0.

Here are some recent targets:

James Schneider from Goldman Sachs set a target price of $465.0 on 07/06/2026
Mehdi Hosseini from Susquehanna set a target price of $550.0 on 06/30/2026
C.J. Muse from Cantor Fitzgerald set a target price of $550.0 on 06/29/2026
Richard Eastman from Baird set a target price of $446.0 on 06/23/2026
Vivek Arya from B of A Securities set a target price of $525.0 on 06/23/2026
Mark Lipacis from Evercore ISI Group set a target price of $370.0 on 04/30/2026
Atif Malik from Citigroup set a target price of $400.0 on 04/30/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.