Why Teradyne (TER) Stock Is Up Today

Teradyne (TER) is up 5.8% today. Here is some analysis on what might have caused this price movement.

Analysis: A single fresh company-specific catalyst is not obvious, so the move looks tied to a rebound in semiconductor names and renewed interest in AI infrastructure plays. This could be because investors are refocusing on Teradyne’s strong AI-driven semiconductor test demand, recent product and software expansion moves, and the approach of its July 28, 2026 earnings report.

Details:

Teradyne said in its first-quarter 2026 results that Semiconductor Test posted record performance, with AI-related demand across compute and memory pushing segment revenue above $1.0 billion for the first time.

The company also said Robotics logged a fourth straight quarter of sequential revenue growth, adding another support point for investors looking beyond the core chip-test business.

Recent strategic moves expanded its AI and data-center positioning, including the April acquisition of TestInsight and an integrated test solution introduced in June with Tokyo Electron for AI and data-center devices.

Teradyne is scheduled to report second-quarter 2026 results on July 28, which may be driving positioning after a sharp pullback in semiconductor stocks over the past month and a broader rebound in the group today.

Sources:

Teradyne Investor Relations, SEC, MarketBeat

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 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 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 3 sales selling 16,597 shares for an estimated $6,031,571.
MARILYN MATZ has made 0 purchases and 4 sales selling 3,600 shares for an estimated $1,346,392.
MERCEDES JOHNSON has made 0 purchases and 5 sales selling 2,209 shares for an estimated $687,554.
SHANNON JOHN POULIN (President, Semiconductor Test) has made 0 purchases and 2 sales selling 1,664 shares for an estimated $581,012.
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 633 institutional investors add shares of $TER stock to their portfolio, and 463 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 2,193,092 shares (-66.3%) from their portfolio in Q1 2026, for an estimated $650,164,054
PRICE T ROWE ASSOCIATES INC /MD/ removed 2,084,738 shares (-49.6%) from their portfolio in Q1 2026, for an estimated $618,041,427
LONE PINE CAPITAL LLC added 1,872,876 shares (+inf%) to their portfolio in Q1 2026, for an estimated $555,232,818
CITADEL ADVISORS LLC removed 1,424,440 shares (-80.2%) from their portfolio in Q1 2026, for an estimated $422,289,482
ASSENAGON ASSET MANAGEMENT S.A. removed 1,407,830 shares (-96.7%) from their portfolio in Q2 2026, for an estimated $681,164,467
FMR LLC added 1,163,588 shares (+47.6%) to their portfolio in Q1 2026, for an estimated $344,957,298
CURATED WEALTH PARTNERS LLC added 1,009,960 shares (+134841.1%) to their portfolio in Q2 2026, for an estimated $488,659,046

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 $34,402,686 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 Analyst Ratings

Wall Street analysts have issued reports on $TER in the last several months. We have seen 3 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
Cantor Fitzgerald issued a "Overweight" rating on 02/02/2026
Stifel issued a "Buy" rating on 01/30/2026

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.