US EditionTeradyne forecasts upbeat quarterly results on AI-driven demand
Teradyne’s AI-driven revenue nears 60% of Q4 mix with consensus projecting 30% year-over-year growth and nearly 50% EPS increase in 2026, driven by AI compute and memory test demand.
- On Feb. 2, Teradyne guided first-quarter revenue of $1.15 billion to $1.25 billion and adjusted EPS of $1.89 to $2.25, ahead of estimates, citing AI-driven demand.
- Teradyne said compute-related demand now shows higher test intensity from chiplet designs, larger die sizes, and tighter defect tolerances, while rising complexity and faster timelines prompt chipmakers to increase capital spending on testing equipment, and improving utilisation at major fabs often precedes new tester orders.
- Q4 revenue reached $1.08 billion, topping estimates as AI-driven revenue approached 60%, while HBM/memory test revenue more than doubled sequentially.
- Shares jumped over 20% in extended trading after Teradyne forecast stronger-than-expected Q1 results, while investors and analysts view the earnings call as a referendum on cycle visibility amid AI demand.
- CEO Greg Smith said `In 2026, we expect year-over-year growth across all of our businesses, with strong momentum in compute driven by AI` as FY 2026 estimates embed nearly 50% EPS growth and Teradyne formed a joint venture with MultiLane on Jan. 29.
11 Articles
11 Articles
Teradyne (NASDAQ:TER) Updates Q1 2026 Earnings Guidance
Teradyne (NASDAQ:TER) updated its first quarter 2026 earnings guidance. The company provided EPS guidance of 1.890-2.250 for the period, compared to the consensus estimate of 1.240. The company also issued revenue guidance of $1.2 billionillion-$1.3 billionillion, compared to the consensus estimate of $925.9 millionillion.
Live Earnings: Will Teradyne Beat Q4 Earnings?
Live Updates Teradyne's Q4 in Focus 56 minutes ago Live Teradyne’s 20% after-hours surge appears justified when measured against the guidance shock. The company projected Q1 revenue of $1.15 billion to $1.25 billion, a 24% to 34% beat versus the $930 million Wall Street expected. Adjusted EPS guidance of $1.89 to $2.25, demolished the $1.25 consensus by 51% to 80%. This isn’t hype meeting reality. Q4 delivered $1.80 in a…
Teradyne earnings jolt TER stock as AI-driven outlook clears Wall Street bar
Boston, Feb 2, 2026, 18:03 EST Teradyne shares jumped in after-hours trading Monday, boosted by a first-quarter forecast that topped Wall Street’s estimates. The company cited strong demand linked to artificial intelligence as the key driver behind sales and profits beating forecasts. The chip-test equipment maker expects Q1 revenue between $1.15 billion and $1.25 billion, with non-GAAP earnings per share in the $1.89 to $2.25 range. Analysts ha…
Teradyne: Q4 Earnings Snapshot - The Morning Sun
NORTH READING, Mass. (AP) — NORTH READING, Mass. (AP) — Teradyne Inc. (TER) on Monday reported fourth-quarter net income of $257.2 million. On a per-share basis, the North Reading, Massachusetts-based company said it had net income of $1.63. Earnings, adjusted for one-time gains and costs, were $1.80 per share. The results topped Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was for earnin…
Coverage Details
Bias Distribution
- 100% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
