Bull Harbor Capital LLC Acquires New Position in Teradyne, Inc. $TER

Bull Harbor Capital LLC bought a new position in Teradyne, Inc. (NASDAQ:TER) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 4,679 shares of the company’s stock, valued at approximately $1,387,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd purchased a new position in Teradyne during the fourth quarter valued at approximately $28,000. CYBER HORNET ETFs LLC bought a new position in shares of Teradyne in the second quarter worth approximately $35,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Teradyne in the fourth quarter worth $37,000. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Teradyne in the fourth quarter worth $41,000. Finally, Cornerstone Planning Group LLC raised its position in shares of Teradyne by 149.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 142 shares of the company’s stock valued at $42,000 after purchasing an additional 85 shares during the period. Institutional investors own 99.77% of the company’s stock.

More Teradyne News

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Quarterly results exceeded expectations: Q2 revenue rose 103.9% year over year to $1.33 billion, surpassing the $1.22 billion consensus estimate. Non-GAAP earnings reached $2.47 per share, versus expectations of approximately $2.09 and $0.57 a year earlier. Semiconductor Test revenue accounted for $1.12 billion of sales. Teradyne Reports Second Quarter 2026 Results
• Positive Sentiment: Strong outlook for Q3: Teradyne forecast revenue of $1.2 billion to $1.3 billion, with a midpoint well above Wall Street expectations near $1.0 billion. Adjusted EPS guidance of $1.85 to $2.15 also exceeded the consensus estimate of $1.43. The outlook suggests sustained demand for advanced chip-testing equipment used in AI data centers and other complex semiconductor applications. Teradyne forecasts upbeat revenue on strong chip equipment demand, shares jump
• Positive Sentiment: Analyst support remains favorable: Cantor Fitzgerald reaffirmed its “overweight” rating and set a $550 price target, reflecting confidence in Teradyne’s AI-related growth and semiconductor testing demand. Cantor Fitzgerald rating update
• Neutral Sentiment: Management indicated it will continue investing to support AI-driven growth. That may strengthen Teradyne’s competitive position, but could contribute to margin variability as spending and product mix change. Teradyne Q2 2026 Earnings Call Transcript
• Negative Sentiment: After a substantial prior rally, Teradyne’s elevated valuation and recent volatility leave the stock vulnerable to profit-taking, particularly if AI-related demand slows or semiconductor equipment spending becomes less robust. Broader weakness across some chip-equipment stocks also weighed on sentiment.

Teradyne Price Performance

NASDAQ TER opened at $319.41 on Thursday. Teradyne, Inc. has a 1-year low of $102.42 and a 1-year high of $487.91. The business has a 50 day simple moving average of $382.18 and a two-hundred day simple moving average of $335.81. The stock has a market capitalization of $50.00 billion, a PE ratio of 43.81, a P/E/G ratio of 0.93 and a beta of 1.74.

Teradyne (NASDAQ:TER) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.38. The business had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.22 billion. Teradyne had a return on equity of 41.96% and a net margin of 25.77%.The company’s revenue for the quarter was up 103.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.57 EPS. Teradyne has set its Q3 2026 guidance at 1.850-2.150 EPS. On average, analysts anticipate that Teradyne, Inc. will post 7.2 EPS for the current fiscal year.

Teradyne Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 12th. Investors of record on Thursday, May 21st were given a $0.13 dividend. This is a boost from Teradyne’s previous quarterly dividend of $0.12. This represents a $0.52 annualized dividend and a yield of 0.2%. The ex-dividend date was Thursday, May 21st. Teradyne’s dividend payout ratio (DPR) is presently 9.63%.

Insider Activity at Teradyne

In related news, VP Ryan Driscoll sold 680 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $377.60, for a total transaction of $256,768.00. Following the sale, the vice president owned 7,665 shares of the company’s stock, valued at $2,894,304. This represents a 8.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shannon John Poulin sold 656 shares of the stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $355.00, for a total transaction of $232,880.00. Following the transaction, the insider owned 15,722 shares of the company’s stock, valued at $5,581,310. This trade represents a 4.01% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 14,941 shares of company stock valued at $5,444,112 over the last 90 days. 0.19% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on TER. Robert W. Baird lifted their target price on shares of Teradyne from $350.00 to $446.00 and gave the company an “outperform” rating in a research note on Tuesday, June 23rd. Weiss Ratings lowered Teradyne from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, July 20th. Susquehanna increased their price target on Teradyne from $415.00 to $550.00 and gave the stock a “positive” rating in a research note on Tuesday, June 30th. Cantor Fitzgerald reissued an “overweight” rating and set a $550.00 price target on shares of Teradyne in a report on Wednesday. Finally, Stifel Nicolaus boosted their price objective on Teradyne from $325.00 to $390.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Teradyne presently has an average rating of “Moderate Buy” and an average price target of $394.53.

Teradyne Company 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.