Reddit: MixedAttention: Watching

The Story

News Summary

Teradyne benefits from AI-driven chip testing demand

May 21:Teradyne's UltraFLEXplus shipments more than doubled due to AI-driven demand.
May 19:Teradyne reports booming demand in AI chip-testing, generating significant revenues.
May 15:Teradyne shares fell 5.2% amid market fluctuations.

Sentiment: 90% bullish / 10% neutral (early) → 50% bearish / 30% neutral / 20% bullish (late)

Impact: The narrative shifted from strong growth driven by AI demand to concerns over recent stock price declines amid broader market volatility.

Analyst ConsensusBuy (31 analysts)

Target: $351 avg

20 Buy · 11 Hold · 0 Sell

Signal

Divided

Confidence

65%

Based on curated news sources (not retail comments)

Over the last 7 days: TER shows strong growth potential in AI chip testing but faces recent stock price declines.

SentimentNeutral

AnalysisHype

✓Teradyne rides on booming AI chip-testing demand as the SemiTest segment generates $1B revenues, outpacing Cisco Systems in earnings growth and upside potential.
✓UltraFLEXplus shipments more than doubled in the past nine months as AI-driven demand boosts growth in chip testing.

✗Shares fell 5.2% to a current price of $339.75, adding to a 1-week drop of 5.6% and a 1-month decrease of 6.9%.

Earnings

EPS: $7.37 → $9.96 (2026 vs 2027)

▲ Expected to grow 35%

Insiders (90d)

0 buys, 9 sells

Last: SELL May 22· 22d ago

▼Net selling $4.4M

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$TER