Teradyne, Inc. $TER Stock Position Increased by Pictet Asset Management Holding SA

Pictet Asset Management Holding SA increased its position in shares of Teradyne, Inc. (NASDAQ:TER) by 60.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,568,516 shares of the company’s stock after buying an additional 590,800 shares during the period. Pictet Asset Management Holding SA owned 1.00% of Teradyne worth $628,884,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. acquired a new position in Teradyne during the 2nd quarter worth $9,404,408,000. State Street Corp boosted its holdings in Teradyne by 4.6% during the second quarter. State Street Corp now owns 7,290,460 shares of the company’s stock valued at $3,527,416,000 after acquiring an additional 320,034 shares during the period. Van ECK Associates Corp grew its position in shares of Teradyne by 5.0% in the second quarter. Van ECK Associates Corp now owns 2,607,914 shares of the company’s stock valued at $1,261,813,000 after purchasing an additional 123,549 shares during the last quarter. ABS Investment Management LLC acquired a new stake in shares of Teradyne in the second quarter valued at about $1,006,387,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Teradyne by 0.6% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,978,124 shares of the company’s stock valued at $957,096,000 after purchasing an additional 12,659 shares during the last quarter. 99.77% of the stock is currently owned by institutional investors and hedge funds.

Teradyne News Roundup

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Teradyne’s AI growth case is supported by strong exposure to AI-related revenue, anticipated memory and fab investment, and expanding capacity. One analysis also highlights growth across compute, industrial and robotics, while noting potential benefits from customers qualifying multiple suppliers. Teradyne: Profit Taking Continues – AI Meltdown Is A Contrarian Gift
• Positive Sentiment: Robotics profitability is being presented as an additional growth driver beyond semiconductor testing, broadening the investment case. Teradyne Robotics has also partnered with Sereact to apply physical AI in logistics and retail, with deployments already operating at European fulfillment hubs. Teradyne stock: Robotics profitability broadens AI growth case Is Teradyne Changing The Robotics Story With Its New Physical AI Push?
• Positive Sentiment: Teradyne was included in a Zacks list of Strong Buy AI stocks, with the article citing demand for AI infrastructure and semiconductors as a potential opportunity amid the technology selloff. 4 Strong Buy AI Stocks to Consider Amid the Tech Selloff
• Neutral Sentiment: Coverage says Teradyne and other semiconductor-related shares surged, but the headline does not identify a specific company catalyst. A separate article notes that memory-market expectations are holding up even as AI sentiment poses a risk. Micron, FormFactor, Amkor, Teradyne, and Nvidia shares skyrocket Teradyne stock faces AI sentiment risk as memory outlook holds
• Negative Sentiment: The broader semiconductor sector has faced sharp volatility. A reported Nasdaq selloff was tied to concerns that political shifts could bring tougher AI regulation and slow data-center construction. Jefferies characterized the reaction as emotional rather than a fundamental reset, but the uncertainty may pressure TER alongside other chip stocks. Oversold AI and chip stocks after the Nasdaq’s worst day since 2020

Teradyne Price Performance

NASDAQ TER opened at $218.21 on Friday. The firm has a market capitalization of $34.07 billion, a price-to-earnings ratio of 25.05, a P/E/G ratio of 0.43 and a beta of 1.73. The company’s fifty day moving average is $351.61 and its two-hundred day moving average is $348.76. Teradyne, Inc. has a 52-week low of $151.52 and a 52-week high of $487.91.

Teradyne (NASDAQ:TER) last announced its quarterly earnings data on Tuesday, October 27th. The company reported $2.29 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.20. Teradyne had a net margin of 27.46% and a return on equity of 43.81%. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.27 billion. During the same quarter in the prior year, the business earned $0.85 earnings per share. The firm’s revenue for the quarter was up 69.8% on a year-over-year basis. As a group, sell-side analysts expect that Teradyne, Inc. will post 9.41 earnings per share for the current fiscal year.

Teradyne Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 25th. Investors of record on Friday, September 4th were paid a dividend of $0.13 per share. This represents a $0.52 annualized dividend and a yield of 0.2%. The ex-dividend date was Friday, September 4th. Teradyne’s payout ratio is currently 5.97%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on TER. Morgan Stanley lifted their price objective on Teradyne from $387.00 to $397.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 30th. Cantor Fitzgerald restated an “overweight” rating and set a $550.00 target price on shares of Teradyne in a research note on Wednesday, July 29th. Robert W. Baird lowered Teradyne from an “outperform” rating to a “neutral” rating and set a $420.00 target price on the stock. in a report on Friday, August 21st. Weiss Ratings raised Teradyne from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, September 29th. Finally, The Goldman Sachs Group set a $440.00 price target on Teradyne in a research report on Wednesday, October 28th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Teradyne presently has an average rating of “Moderate Buy” and a consensus price target of $405.86.

Insider Buying and Selling

In other Teradyne news, CEO Gregory Smith sold 4,000 shares of the company’s stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $341.28, for a total value of $1,365,120.00. Following the completion of the transaction, the chief executive officer owned 104,495 shares of the company’s stock, valued at $35,662,053.60. This represents a 3.69% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 12,000 shares of company stock valued at $4,416,440. Corporate insiders own 0.19% of the company’s stock.

Teradyne Company Profile

Teradyne, Inc develops and supplies automated test equipment and robotics used by manufacturers around the world. Its test systems help customers evaluate the performance and reliability of semiconductor devices, electronic products, wireless components and storage products.

The company’s offerings include semiconductor test systems, system-level test equipment and wireless test solutions. Teradyne also serves industrial automation markets through Universal Robots, which makes collaborative robots, and Mobile Industrial Robots, which develops autonomous mobile robots for moving materials in factories and other facilities.

Founded in 1960 and headquartered in North Reading, Massachusetts, Teradyne serves customers across global markets.