Teradyne, Inc. (TER)

Teradyne's stock price has declined in the past six months. In February 2025, the company provided soft guidance for Q1 2025, projecting a sequential decline in sales. In March 2025, Teradyne lowered its guidance due to uncertainty from tariffs and trade restrictions. In April 2025, Q1 2025 results met guidance, but Q2 guidance implied a weak quarter. In April 2025, Teradyne announced a stock buyback program. In July 2025, JPMorgan Chase & Co. downgraded Teradyne's stock due to concerns about economic uncertainties impacting customer investments in semiconductor equipment.

Demand for Teradyne's products is influenced by capital expenditure cycles of semiconductor manufacturers and global economic conditions. The semiconductor test market can experience seasonal strength in the second quarter. The Robotics segment typically experiences seasonal weakness in Q1, but consistent quarterly growth is projected. The System and Wireless Test businesses have been affected by weak end-market conditions, with the Wireless Test business expected to return to growth in 2025.

Teradyne, Inc. is an American designer and manufacturer of automatic test equipment (ATE) and robotics solutions, headquartered in North Reading, Massachusetts. The company operates within the Electronic Technology sector, specifically in the Electronic Production Equipment and Electrical Products industries. Teradyne's product portfolio includes semiconductor test systems used for testing semiconductor devices, industrial automation solutions including collaborative robots and autonomous mobile robots, system test solutions for testing complex electronic systems, and wireless test solutions for the development and manufacturing of wireless devices.

Teradyne has a significant global presence, with operations and customers in the United States, Korea, Taiwan, China, Japan, Europe, Philippines, Singapore, Thailand, and Malaysia. Major markets include North America, Asia (particularly China, Taiwan, and South Korea), and Europe. The company has expanded its presence in emerging markets, especially in Asia.

Teradyne maintains a strong brand reputation, recognized for its technological leadership and extensive customer base. The company was recognized as a "Recognized Employer" by VETS Indexes for three consecutive years, including 2025. Teradyne is the supplier of robotic arms for Amazon's new warehouse robot, Vulcan.

Teradyne's ownership structure is predominantly institutional, with approximately 70.48% to 95% of the company's stock held by institutional investors such as Vanguard Group Inc. and BlackRock, Inc. Individual investors and public companies hold around 4.73% to 29.31% of the stock, while insiders own a smaller portion, approximately 0.21% to 0.27%.