• Reported GAAP EPS of $1.64 up 82.22% YoY • Reported revenue of $1.08B up 43.89% YoY • Teradyne, Inc. provided first quarter 2026 guidance for revenue of $1,150 million to $1,250 million, with GAAP net income per diluted share projected to be $1.82 to $2.19.
Bullish
Teradyne, Inc. exceeded Q4 guidance, driven by strong AI-related demand in compute and memory, contributing to 13% growth in 2025 and positive year-over-year growth expectations for 2026.
Bearish
Teradyne, Inc. faces risks from macroeconomic conditions, potential demand slowdowns, and supply chain shortages, alongside significant restructuring costs related to its Robotics segment.