The shares fell on the mutation of artificial intelligence chips and strong expectations – Magic Post

The shares fell on the mutation of artificial intelligence chips and strong expectations

 – Magic Post

Terradin today

Teadyne, Inc. Logo Stock
135.31 dollars +2.44 (+1.84 %)

As of 09/26/2025 04:00 pm

52 weeks
65.77 dollars

144.16 dollars

Profit
0.35 %

P/E ratio.
46.82

The target price
118.63 dollars

A modern leap in Terradin Nasdak: Ter The shares, which witnessed more than 12 % in one trading session, caused the market attention. Such a step is important for the company with a market value of $ 21 billion.

The question arises: Why does a company specializing in semiconductor test equipment that suddenly shows this strong momentum?

A closer look reveals that this is not a temporary rise, but it wakes up in the market to a deeper reality: Teradyne has become an indispensable and founding player in the AI’s Revolution (AI).

While a lot of focus in the space of artificial intelligence on prominent chips designers, the success of the entire industry depends on the ability to produce incredibly complex devices that operate in an improper way. This is the place where Teradyne provides its value.

The company works as a classic selection and compliments, providing the basic tools needed to ensure gold rush in artificial intelligence devices.

The performance of the last shares indicates that investors have begun to understand and appreciate the value of the person who sells the tools.

Falsifying the tools of artificial intelligence

The main strength behind the renewed Tyraradine momentum is the explosive growth of artificial intelligence devices and complexity. When artificial intelligence models become more sophisticated, the chips that work with it develops into an unprecedented technological miracle and complexity.

This creates a decisive challenge for manufacturers: guarantee of quality and return. The cost of one defect in the AI ​​Multi -Thousands of dollars is enormous, making a strict test of a crucial quality control step and economic necessity.

This is where the demand for advanced tendyne equipment is ignited. In the company’s profit call in the second quarter of 2025, CEO Greg Smith affirmed this shift, noting that he is expected that the artificial intelligence account is the prevailing driver for the basic semiconductor testing work for the rest of the year.

The company supports this strategy with the target innovation. The recently launched Magnum 7H Memory Test is a major example.

This system is specifically designed to deal with the unique challenges of the HBM Termination Memory Test, which is a high -speed memory directly stacked on high -performance AI graphics processing units.

With Magnum 7h’s charging already to the main HBM manufacturers, TERADYNE has a direct line of profit from every new AI server that is built.

This is also supported by strategic moves, such as quantitative photo acquisition, which enhances its location in another important AI component test: optical silicone.

The Teradyne strategy meets the final result

These strategic sites in the supply chain of artificial intelligence are already into strong financial performance. While the second quarter revenues decreased on an annual basis, a reflection of the remaining weakness in consumer and cars markets, the company’s front guidance indicates a strong recovery moved by artificial intelligence.

The main financial scales highlight this transformation point:

  • Hitting expectations: For Q2 2025, Teradyne has recorded revenues of $ 651.8 million and profits other than the generally accepted accounting principles (EPS) of $ 0.57, comfortably exceeding analysts’ estimates.
  • Strong instructions forward: For Q3 2025, administrative projects revenue ranges between 710 million dollars and $ 770 million. At the center point, this represents a strong serial growth rate of 14 %, which gives a concrete financial weight for management optimism.
  • Profitability and evaluation: The company’s indirect operating profit reached 15.1 % in the second quarter and is expected to expand to 19.5 % in the middle of Q3 guidelines. With the price ratio (P/E) of about 46, the shares are evaluated for their growth capabilities, which are expected to be offered next quarter.
  • The returns of shareholders: This financial force supports proper shareholders, including consistent quarterly distributions of $ 0.12 per share and the active shares program, which removed $ 119 million from the market from the market in the second quarter alone.

The Wall Street Re -Classification begins

TERADYNE Stock Expectations today

The stock price expectations for 12 months:
118.63 dollars
Moderate purchase
Based on 18 analyst classifications
The current price 135.31 dollars
High expectations 200.00 dollars
Average expectations 118.63 dollars
Low expectations 85.00 dollars

Teradyne’s stock forecast details

After the last rise to the share, investors ask what comes after that. The Wall Street activity review indicates that re -evaluation is in its early stages. According to data from 18 analysts, Teradyne carries a moderate classification to purchase consensus.

While its average target price of $ 118.63 is less than the current trading price, the old goals weigh this number.

However, the latest analysts review shows a bullish direction. For example, Susquehanna recently strengthened its target price to $ 200, citing AI’s chances. This type of review indicates that some analysts are re -classifying the stock capabilities as the story of artificial intelligence growth becomes more clear.

The collapse of 11 evaluation of purchase, 5 categories of reservation, and 2 sale reviews indicate that positive feelings are strong, although the goal of consensus is still less than the last procedure of the share.

Johar for Amnesty International Infrastructure

The last mutation of Teradyne is more than just a moment reaction in the market; It reflects a fundamental shift in her business. It has put it in the company’s deep experience in the complex electronics test at the most important technological transition center.

As Amnesty International’s infrastructure continues to be built, demand for more complex and powerful chips will not grow. However, the need for the critical test technology provided by the tendyne will become more clear.

For investors looking for a founding method to participate in Ai Megatrend, Teadyne goes beyond its periodic identity to semiconductors and emerging as a secular growth story, making it a convincing consideration of any technology -focused portfolio.

Before you think about tendyne, you will want to hear this.

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