Mitsubishi UFJ Trust & Banking Corp Increases Stock Holdings in Teradyne, Inc. $TER

Mitsubishi UFJ Trust & Banking Corp lifted its stake in shares of Teradyne, Inc. (NASDAQ:TER) by 16.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 92,252 shares of the company’s stock after purchasing an additional 12,758 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Teradyne were worth $17,856,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in Teradyne by 2.1% in the 3rd quarter. Vanguard Group Inc. now owns 21,417,717 shares of the company’s stock valued at $2,947,935,000 after buying an additional 444,940 shares during the period. State Street Corp increased its holdings in Teradyne by 0.3% in the third quarter. State Street Corp now owns 7,017,649 shares of the company’s stock valued at $965,909,000 after buying an additional 24,154 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in Teradyne by 6.8% in the third quarter. Ameriprise Financial Inc. now owns 5,256,857 shares of the company’s stock valued at $723,600,000 after buying an additional 336,757 shares in the last quarter. Invesco Ltd. lifted its position in shares of Teradyne by 3.5% during the 3rd quarter. Invesco Ltd. now owns 2,959,330 shares of the company’s stock valued at $407,322,000 after acquiring an additional 99,864 shares during the period. Finally, Alkeon Capital Management LLC boosted its stake in shares of Teradyne by 48.6% during the 3rd quarter. Alkeon Capital Management LLC now owns 2,872,910 shares of the company’s stock worth $395,427,000 after acquiring an additional 940,000 shares in the last quarter. 99.77% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Morgan Stanley set a $387.00 price target on Teradyne in a report on Thursday. Northland Securities reiterated a “market perform” rating and set a $270.00 target price on shares of Teradyne in a research report on Wednesday, February 4th. Citigroup upped their target price on Teradyne from $325.00 to $400.00 and gave the company a “buy” rating in a report on Thursday. Royal Bank Of Canada set a $270.00 price target on Teradyne in a research report on Monday, February 2nd. Finally, Zacks Research lowered shares of Teradyne from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Eleven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, Teradyne presently has an average rating of “Moderate Buy” and an average target price of $339.80.

Teradyne Stock Performance

TER stock opened at $343.47 on Friday. The stock’s 50 day moving average price is $329.08 and its 200 day moving average price is $249.02. The firm has a market cap of $53.77 billion, a P/E ratio of 63.61, a PEG ratio of 1.77 and a beta of 1.79. Teradyne, Inc. has a 1 year low of $73.11 and a 1 year high of $422.11.

Teradyne (NASDAQ:TER) last released its quarterly earnings results on Tuesday, April 28th. The company reported $2.56 earnings per share for the quarter, topping the consensus estimate of $2.11 by $0.45. Teradyne had a return on equity of 31.79% and a net margin of 22.55%.The company had revenue of $1.28 billion during the quarter, compared to the consensus estimate of $1.20 billion. During the same quarter last year, the business posted $0.75 earnings per share. Teradyne’s revenue was up 87.0% compared to the same quarter last year. Teradyne has set its Q2 2026 guidance at 1.860-2.150 EPS. On average, research analysts predict that Teradyne, Inc. will post 6.33 earnings per share for the current year.

Teradyne News Roundup

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: JPMorgan upgraded Teradyne from Neutral to Overweight and set a $400 price target, highlighting the post‑earnings pullback as an attractive entry point. JPMorgan upgrade
• Positive Sentiment: Teradyne reported a strong Q1: EPS and revenue beat (record revenue, ~87% y/y growth), underpinned by AI‑driven demand — a fundamental positive that supports longer‑term growth expectations. Q1 earnings beat
• Positive Sentiment: Unusual options activity: heavy call buying (6,641 calls, ~16% above average) signals short‑term bullish positioning by traders (adds upside pressure).
• Positive Sentiment: Teradyne was listed among top momentum stocks (Zacks Rank #1), which can attract momentum and quant flows. Momentum stock listing
• Neutral Sentiment: Morgan Stanley characterized recent results as more an “expectations issue” than an operational miss, tempering but not negating the AI opportunity; this suggests sentiment (not fundamentals) drove part of the volatility. Morgan Stanley note
• Neutral Sentiment: Strategic partnership expansion with Flex to scale physical AI could boost long‑term market opportunity, but is more medium‑term than an immediate catalyst. Flex partnership
• Negative Sentiment: Management’s Q2 revenue guidance ($1.15B–$1.25B) and the mid‑cycle model for FY targets disappointed some investors who priced more aggressive growth, triggering the initial selloff. Guidance disappointment
• Negative Sentiment: Post‑earnings volatility included a steep intraday decline (double‑digit drops reported by several outlets) as momentum traders and algorithms reacted to the guidance vs. expectations mismatch. Post‑earnings selloff coverage

Teradyne Profile

Teradyne, Inc is a global supplier of automatic test equipment and related services principally used to test semiconductors, wireless products and complex electronic systems. Founded in 1960, the company is headquartered in North Reading, Massachusetts, and has a long history of developing capital equipment and software that help semiconductor manufacturers, electronics OEMs and contract manufacturers validate product performance and reliability during design and production.

The company’s product portfolio centers on automatic test equipment (ATE) and system-level test solutions that address chip- and board-level validation, burn-in and reliability screening.