Teradyne（TER）株式概要
テラダイン社は、米国、アジア太平洋地域、欧州、中東、アフリカにおいて、自動テストシステムおよびロボット製品の設計、開発、製造、販売を行っている。 詳細
TER Community Fair Values
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Analyst Price Targets
Teradyne, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$375.74 |
| 52週高値 | US$487.91 |
| 52週安値 | US$109.56 |
| ベータ | 1.79 |
| 1ヶ月の変化 | 7.38% |
| 3ヶ月変化 | 4.83% |
| 1年変化 | 225.88% |
| 3年間の変化 | 262.05% |
| 5年間の変化 | 206.48% |
| IPOからの変化 | 35,791.58% |
最新ニュース
Seeking Alpha • Aug 20
Teradyne: Upgraded Buy As Chips Grow In Volume/Density - Potential Dip Ahead
Summary Higher chip testing cadence is natural, given the insatiable compute/memory demand, growing data center footprint, and expanding chip volume/complexity. These have contributed to the higher WFE/ATE ratio and TER's robust, multi-year AI-driven growth tailwinds, as observed in the promising medium-term targets. The premium P/E of 48.74x has been justified by the rich adj. EPS growth prospects, while unlocking an excellent upside potential to my LTPT of $529. Short-term risks include insider selling, elevated short interest, and potential for further correction through seasonally softer trading months. TER is upgraded to Buy, with the ongoing stock consolidation implying an excellent dip buying opportunity near the thrice defended trading floor of $320s. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 13
TER: AI Test Hype Will Likely Expose Unsustainable Spending Risk
Teradyne's analyst fair value estimate has been reset from $141.40 to $350.00 as analysts respond to a wave of higher price targets that cite stronger long term earnings potential, updated semiconductor industry models, and growing confidence in test demand tied to AI and data center spending. Analyst Commentary Recent Street research on Teradyne centers on how much earnings power the company could deliver over the next several years and what level of test demand tied to AI and data center spending is realistic.
ナラティブ更新 • Jul 30
TER: AI Test And Robotics Will Benefit From Extended Backlog Visibility
Teradyne's updated analyst price target has shifted to $442.20, with analysts pointing to stronger Q2 results, robust guidance, and expectations for sustained testing demand tied to AI infrastructure and semiconductor equipment spending as key factors supporting the new level. Analyst Commentary Recent analyst commentary on Teradyne centers on how the company is positioned for AI driven semiconductor demand, the depth of its order backlog, and the implications of higher long term industry forecasts for its valuation and growth profile.Recent updates
Seeking Alpha • Aug 20
Teradyne: Upgraded Buy As Chips Grow In Volume/Density - Potential Dip Ahead
Summary Higher chip testing cadence is natural, given the insatiable compute/memory demand, growing data center footprint, and expanding chip volume/complexity. These have contributed to the higher WFE/ATE ratio and TER's robust, multi-year AI-driven growth tailwinds, as observed in the promising medium-term targets. The premium P/E of 48.74x has been justified by the rich adj. EPS growth prospects, while unlocking an excellent upside potential to my LTPT of $529. Short-term risks include insider selling, elevated short interest, and potential for further correction through seasonally softer trading months. TER is upgraded to Buy, with the ongoing stock consolidation implying an excellent dip buying opportunity near the thrice defended trading floor of $320s. Read the full article on Seeking Alphaナラティブ更新 • Aug 13
TER: AI Test Hype Will Likely Expose Unsustainable Spending Risk
Teradyne's analyst fair value estimate has been reset from $141.40 to $350.00 as analysts respond to a wave of higher price targets that cite stronger long term earnings potential, updated semiconductor industry models, and growing confidence in test demand tied to AI and data center spending. Analyst Commentary Recent Street research on Teradyne centers on how much earnings power the company could deliver over the next several years and what level of test demand tied to AI and data center spending is realistic.ナラティブ更新 • Jul 30
TER: AI Test And Robotics Will Benefit From Extended Backlog Visibility
Teradyne's updated analyst price target has shifted to $442.20, with analysts pointing to stronger Q2 results, robust guidance, and expectations for sustained testing demand tied to AI infrastructure and semiconductor equipment spending as key factors supporting the new level. Analyst Commentary Recent analyst commentary on Teradyne centers on how the company is positioned for AI driven semiconductor demand, the depth of its order backlog, and the implications of higher long term industry forecasts for its valuation and growth profile.
ナラティブ更新 • Jul 16
TER: AI Infrastructure And WFE Cycle Will Drive Next Repricing Wave
Analysts have raised their price target on Teradyne to $550 from $470, citing updated models that reflect stronger SCE backlog visibility, higher projected wafer fab equipment spending, and larger long term estimates for the semiconductor industry’s addressable market. Analyst Commentary Recent research on Teradyne points to a cluster of higher price targets and updated models that lean on longer SCE backlog visibility, wafer fab equipment (WFE) assumptions and larger semiconductor industry addressable market forecasts.ナラティブ更新 • Jul 02
TER: AI Test And Robotics Will Balance Backlog Visibility With Execution Risk
The analyst price target on Teradyne has been raised from $374.82 to $416.65, with analysts linking their higher expectations to stronger SCE backlog visibility, updated semiconductor industry growth forecasts, and higher long term assumptions for revenue growth and future P/E multiples. Analyst Commentary Recent research on Teradyne points to a cluster of higher price targets and refreshed industry models that focus on semiconductor capital spending, AI infrastructure, and long term addressable market forecasts.ナラティブ更新 • Jun 18
TER: AI Data Center Test Cycle Will Drive Next Repricing Wave
Teradyne's analyst fair value estimate has shifted from $415 to $470 as analysts factor in recent price target increases and updated expectations around revenue growth, profitability and valuation multiples following a series of upward revisions across major research firms. Analyst Commentary Recent Street research around Teradyne highlights a clear shift in tone, with multiple bullish analysts raising price targets and, in some cases, upgrading the stock following their latest reviews.分析記事 • Jun 16
Teradyne (TER) Stock Could Be 15% Overvalued After Its Sharp Run Higher
Teradyne stock: recent performance snapshot Teradyne (TER) has drawn attention after its share price closed at $432.41, with recent returns of 7.2% over the past day, 15.4% over the past week, and around 28% over the past month. See our latest analysis for Teradyne. Beyond the latest daily move, Teradyne stock has shown strong momentum, with a 30 day share price return of 28% and a year to date share price return of 108.3%, alongside a 1 year total shareholder return of very close to 4x. If...ナラティブ更新 • Jun 03
TER: AI Test Demand And Robotics Expansion Will Shape Future Earnings Expectations
Teradyne's analyst price targets have been lifted by multiple firms, leading to a higher internal fair value estimate of about $375 per share. Analysts cite updated assumptions around revenue growth, profit margins, and future P/E expectations.ナラティブ更新 • May 04
TER: AI Test Demand And Robotics Expansion Will Shape Balanced Future Earnings Power
Teradyne’s analyst price target has been updated by $62 to reflect fresh research that cites Street price target increases from several firms and modest adjustments to long term growth, profitability, and valuation assumptions by analysts. Analyst Commentary Recent Street research on Teradyne shows a cluster of price target changes and rating moves, with most firms lifting their targets and a smaller group expressing caution around valuation.分析記事 • May 01
Earnings Beat: Teradyne, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Teradyne, Inc. ( NASDAQ:TER ) just released its quarterly report and things are looking bullish. The company beat...ナラティブ更新 • Apr 20
TER: AI Data Center Test Demand Will Support Next Cycle Repricing
The analyst price target for Teradyne has been raised from $376.32 to $415.00, reflecting analyst views that modest adjustments to revenue growth, profit margin expectations, and a higher future P/E multiple are warranted following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Teradyne shows a cluster of higher price targets from bullish analysts, alongside a valuation driven downgrade from Northland.ナラティブ更新 • Apr 06
TER: AI Test Demand And WFE Upswing Will Support Future Cycle
Analysts have nudged the Teradyne fair value estimate slightly higher to about $376, supported by a series of recent price target increases that cite stronger multi-year demand expectations, healthier industry spending plans, and improved profitability assumptions, even as some valuation-driven downgrades and caution flags remain. Analyst Commentary Recent research on Teradyne tilts positive overall, with a cluster of higher price targets and constructive views on multi year demand, semiconductor capital spending, and free cash flow potential, offset by valuation driven caution and a few downgrades.ナラティブ更新 • Mar 23
TER: AI Test Demand And Wafer Fab Upswing Will Drive Future Cycle
The updated analyst price target for Teradyne reflects a reset in fair value from $397.65 to $374.36, as analysts balance richer valuations with still constructive views supported by multiple target hikes across recent research. Analyst Commentary Recent research on Teradyne reflects a broad mix of views, but the price target revisions skew toward more constructive expectations even as some firms flag valuation risks.ナラティブ更新 • Mar 07
TER: AI Test Demand And Robotics Expansion Will Support Higher Long Term Earnings Power
Analysts have raised their implied fair value estimate for Teradyne by about $115, reflecting updated assumptions for revenue growth, profit margins and future P/E, even as recent research shows a mix of higher price targets and valuation-driven downgrades across the Street. Analyst Commentary Recent Street research on Teradyne shows a mix of optimism and caution, with several firms lifting price targets and a few moving to more neutral stances as valuation and expectations become key talking points.ナラティブ更新 • Feb 20
TER: AI Test Demand And Wafer Fab Spending Upswing Will Drive Outlook
Our Teradyne fair value estimate edges up by about $1 to $397.65 as analysts lift price targets on expectations for stronger semiconductor capital equipment demand, partially offset by a few valuation driven downgrades. Analyst Commentary Recent Street research on Teradyne has been active, with several firms adjusting views and price targets in both directions.ナラティブ更新 • Feb 06
TER: AI Test Demand And Robotics Expansion Will Drive Bullish Outlook
Our updated fair value estimate for Teradyne rises from US$240.00 to about US$396.82. This reflects analysts' higher price targets across multiple firms and their rationale tied to stronger industry spending expectations, while incorporating a slightly lower discount rate and adjusted assumptions for revenue growth, profit margins and future P/E.分析記事 • Jan 29
Teradyne, Inc. (NASDAQ:TER) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Teradyne, Inc. ( NASDAQ:TER ) shares have continued their recent momentum with a 27% gain in the last month alone. The...ナラティブ更新 • Jan 22
TER: AI Test Cycle Optimism Will Likely Face Negative Catalyst Watch Risks
We are trimming our Teradyne analyst price target by about $11 to US$141 as analysts factor in higher modeled revenue growth and margins, but apply a lower future P/E multiple while balancing recent target hikes against cautions such as the Negative Catalyst Watch. Analyst Commentary Recent Street research around Teradyne shows a mix of optimism on long term demand drivers and caution about how much good news is already reflected in the share price.ナラティブ更新 • Jan 08
TER: AI Chip Testing And Robotics Hub Will Shape Balanced Outlook
Narrative Update: Teradyne Analysts have lifted their fair value estimate for Teradyne from $126.95 to $240.00, citing higher long term revenue growth and profit margin assumptions, a richer future P/E of about 39.48, and stronger expected demand tied to AI driven semiconductor testing, high bandwidth memory, and industrial automation. Analyst Commentary Recent Street research on Teradyne has shifted toward a more positive tone, with several bullish analysts lifting price targets and, in some cases, upgrading their ratings.ナラティブ更新 • Dec 25
TER: AI Test Cycle Euphoria Will Likely Pressure Future Returns
Analysts have sharply raised their price targets on Teradyne, effectively doubling their fair value estimate to about $153 per share. They cite a multiyear, AI-driven acceleration in semiconductor test demand, stronger robotics growth, and higher long-term assumptions for revenue growth, margins, and valuation.ナラティブ更新 • Dec 11
TER: AI Test Demand And Robotics Expansion Will Drive Measured Upside Through 2027
Analysts have lifted their fair value estimate for Teradyne from $184.69 to $192.38, citing stronger multiyear AI testing demand, improving revenue growth and margins, and higher expected future earnings power reflected in a richer forward P E multiple. Analyst Commentary Recent Street research updates point to a sharp improvement in sentiment around Teradyne, with multiple firms raising price targets and, in some cases, upgrading ratings as AI driven test demand and Industrial Automation momentum become more visible through 2026 and beyond.ナラティブ更新 • Nov 27
TER: AI Semiconductor Test Complexity And Robotics Expansion Will Drive Upside Through 2027
Analysts have raised their price target for Teradyne from $172.63 to $184.69, citing accelerating demand in AI-enabled semiconductor testing, greater manufacturing complexity, and a more positive outlook in industrial automation and robotics segments. Analyst Commentary Recent analyst updates reflect a revealing mix of optimism about Teradyne's prospects within the AI-driven semiconductor industry, as well as measured caution regarding potential headwinds and expectations.ナラティブ更新 • Nov 05
TER: Multi-Year AI Chip Testing Demand And Robotics Expansion Will Support Measured Upside
Teradyne's fair value estimate has risen significantly from $139.38 to $172.63 as analysts cite accelerating AI-driven semiconductor testing demand, expanding margins, stronger robotics growth, and a robust multi-year outlook for upgraded price targets. Analyst Commentary Recent Street research has spotlighted Teradyne's strong performance and evolving prospects, with several firms updating their outlooks and price targets in response to the company's quarterly results and the broader semiconductor landscape.ナラティブ更新 • Oct 22
Analysts Lift Teradyne Targets on AI Demand and Product Wins Amid Cautious Optimism
Teradyne's analyst price target has been raised significantly from $124.69 to $139.38. This reflects analyst optimism driven by anticipated gains in AI computing demand, test capacity expansion, and new opportunities with major semiconductor customers.分析記事 • Oct 10
Teradyne, Inc.'s (NASDAQ:TER) P/E Is Still On The Mark Following 26% Share Price Bounce
Despite an already strong run, Teradyne, Inc. ( NASDAQ:TER ) shares have been powering on, with a gain of 26% in the...ナラティブ更新 • Oct 08
AI, Robotics And Automation Will Expand Silicon Photonics Testing
Teradyne's analyst price target has been raised from $120.25 to $124.69. Analysts point to stronger test demand from AI accelerators and memory, along with increasing optimism for gains at major supply chain partners.ナラティブ更新 • Sep 23
AI, Robotics And Automation Will Expand Silicon Photonics Testing
Teradyne’s consensus price target has been raised to $120.25, reflecting stronger analyst conviction driven by momentum in AI compute and memory testing—including traction with TSMC and HBM4 designs—and optimism for potential expansion into Nvidia GPU testing, despite some lingering caution on estimate revisions. Analyst Commentary Bullish analysts highlight meaningful traction for Teradyne in AI compute supply chain, notably with TSMC for GPU wafer sort testing, and anticipated SoC tester purchases extending into 2026.株主還元
| TER | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -10.3% | -5.5% | -1.5% |
| 1Y | 225.9% | 55.8% | 17.8% |
業界別リターン: TER過去 1 年間で55.8 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: TER過去 1 年間で17.8 % の収益を上げたUS市場を上回りました。
価格変動
| TER volatility | |
|---|---|
| TER Average Weekly Movement | 13.5% |
| Semiconductor Industry Average Movement | 12.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TERの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: TERの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1960 | 6,600 | Greg Smith | www.teradyne.com |
Teradyne, Inc. は、米国、アジア太平洋地域、欧州、中東、およびアフリカにおいて、自動試験システムおよびロボット製品の設計、開発、製造、販売を行っています。同社は、半導体試験、ロボット、およびその他の各事業セグメントを通じて事業を展開しています。 「半導体テスト」セグメントは、自動車、産業用、通信、民生用、スマートフォン、クラウド、コンピュータおよび電子ゲーム、その他の用途における半導体デバイスのウェーハレベルおよびデバイスパッケージテスト、ならびにシステムレベルテスト向けの製品およびサービスを提供しています。 また、このセグメントでは、FLEXテストプラットフォームシステム、マイクロコントローラを含む量産型半導体デバイス向けのJ750テストシステム、フラッシュメモリやDRAMなどのメモリデバイスをテストするMagnumプラットフォーム、およびアナログ／ミックスドシグナル市場における半導体メーカーや組立・テスト受託業者向けのETSプラットフォームも提供している。 同セグメントは、シリコンウェーハの製造を自社事業に統合している集積デバイスメーカー、シリコンウェーハの製造を外部委託しているファブレス企業、ファウンドリ、および半導体組立・テストプロバイダーにサービスを提供しています。 ロボティクス部門は、製造、物流、および産業分野の顧客向けに、協働ロボットアームや自律移動ロボットを提供しています。また、防衛・航空宇宙用テスト、回路基板テスト、ワイヤレステストシステム、およびシリコンフォトニクステスト向けの製品・サービスの設計、製造、マーケティングに関連する業務を含む、製品テスト機器も提供しています。 同社は、AIおよびデータセンター用途におけるデバイススクリーニング向けのテストセルソリューションの開発について、東京エレクトロン株式会社と戦略的提携を結んでいる。テラダイン社は1960年に設立され、マサチューセッツ州ノース・リーディングに本社を置いている。
Teradyne, Inc. 基礎のまとめ
| TER 基礎統計学 | |
|---|---|
| 時価総額 | US$58.74b |
| 収益（TTM） | US$1.15b |
| 売上高(TTM) | US$4.46b |
51.1x
PER（株価収益率13.2x
P/SレシオTER は割高か？
公正価値と評価分析を参照収益と収入
| TER 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.46b |
| 売上原価 | US$1.82b |
| 売上総利益 | US$2.64b |
| その他の費用 | US$1.49b |
| 収益 | US$1.15b |
直近の収益報告
Jun 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 7.36 |
| グロス・マージン | 59.24% |
| 純利益率 | 25.77% |
| 有利子負債／自己資本比率 | 0% |
TER の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.1%
現在の配当利回り7%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/23 13:02 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/28 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Teradyne, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |