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Teradyne

Teradyne, Inc. Common Stock

Teradyne, Inc.

Teradyne provides testing equipment, including automated test equipment for semiconductors, system testing for hard disk drives, circuit boards, and electronics systems and wireless testing for devices. The firm entered the industrial automation market in 2015, into which it sells collaborative and autonomous robots for factory applications. Teradyne serves numerous end markets and geographies directly and indirectly with its products, but its most significant exposure is to semiconductor testing. Teradyne serves vertically integrated, fabless, and foundry chipmakers with its equipment.

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Japanese semiconductor testing equipment maker Advantest Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ATEYY#OTC">ATEYY</a>) has emerged as a key beneficiary of the artificial intelligence boom, with its stock showing a remarkable 0.93 correlation coefficient with NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) over the past three years, highlighting its strategic position in the AI chip supply chain.
What Happened: The company, which controls approximately 50% of the global chip testing market, has outpaced its primary competitor Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), which holds roughly 30% market share, <a href="https://asia.nikkei.com/Business/Tech/Semiconductors/This-rising-Japanese-chip-stock-has-a-close-correlation-with-Nvidia">reported</a> Nikkei Asia on Friday. This leadership position strengthened notably since 2022, coinciding with the surge in generative AI development.
In his 2025 New Year&#8217;s message, Advantest Group CEO Douglas Lefever emphasized the company&#8217;s growth trajectory, stating that &#8220;demand for AI chips will continue to increase&#8221; as semiconductor complexity rises. 
This outlook is supported by the company&#8217;s financial projections, with consolidated net profit expected to grow 96% to 122 billion yen ($813 million) for the fiscal year ending March 2025.
The company&#8217;s system-on-chip (SoC) testing equipment division, crucial for evaluating advanced AI processors, is forecasted to generate 324 billion yen ($2.1 billion) in sales, representing a 32% increase and accounting for over half of the projected consolidated revenue.
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/42904377/tesla-bull-gary-black-warns-against-inflated-optimus-robot-assumptions-get-pounded-each-time-i-try-to-right-size-expectations">Tesla Bull Gary Black Warns Against Inflated Optimus Robot Assumptions: Get Pounded Each Time &#8216;I Try To Right-Size Expectations&#8217;</a>
Why It Matters: Advantest&#8217;s commitment to innovation is reflected in its R&amp;D spending, which reached 13% of sales in fiscal 2024, surpassing industry peers. The company&#8217;s R&amp;D efficiency ratio of 3.02 demonstrates strong returns on these investments.
While trading at over 60 times forward earnings, analysts remain bullish. &#8220;It is difficult to imagine a sudden drop in demand,&#8221; notes Shoichiro Kamisaki of Tokai Tokyo Intelligence Laboratory, though potential risks include U.S. restrictions on chip exports to China. 
However, Nomura Securities analyst Atsushi Yoshioka indicates the company&#8217;s relatively low exposure to the Chinese market mitigates these concerns, according to the report.
Price Action: Advantest Corp&#8217;s stock is trading at 10,390 Japanese Yen ($65.68) on Friday, marking a gain of 5.23% for the day. Over the past year, the stock has surged significantly, rising by 108.80%.
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Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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U.S. stocks were higher, with the Dow Jones index gaining over 200 points on Monday.
Shares of fuboTV Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FUBO#NYSE">FUBO</a>) rose sharply during Monday's session after the company announced it entered into a definitive agreement for Disney to combine its Hulu with Fubo to form a <a href="https://www.benzinga.com/25/01/42816545/fubotv-and-disney-near-merger-to-create-second-largest-digital-tv-provider-shares-soar-report">virtual MVPD company.</a>
fuboTV shares jumped 140% to $3.4501 on Monday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Serve Robotics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SERV#NASDAQ">SERV</a>) surged 21.7% to $23.18 after the company announced it raised $86 million in funding for December and $167 million for 2024.</li>
<li>Paycor HCM, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYCR#NASDAQ">PYCR</a>) gained 21.5% to $22.52. Needham analyst Scott Berg reiterated Paycor HCM with a Buy and maintained a $20 price target.</li>
<li>Vuzix Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VUZI#NASDAQ">VUZI</a>) surged 21.4% to $5.33.</li>
<li>Amprius Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMPX#NYSE">AMPX</a>) rose 19% to $3.9000.</li>
<li>SolarEdge Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) gained 18.3% to $18.08 after the company revealed plans for 2025 including layoffs of approximately 400 employees and other spending reduction measures.</li>
<li>Ceragon Networks Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRNT#NASDAQ">CRNT</a>) rose 16.8% to $5.53.</li>
<li>LanzaTech Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LNZA#NASDAQ">LNZA</a>) gained 16% to $1.9500.</li>
<li>Quantum Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>) surged 14% to $19.96.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) rose 11% to $36.97.</li>
<li>Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) gained 10.5% to $99.29.</li>
<li>Plug Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) shares rose 10.5% to $2.9100.</li>
<li>BlackBerry Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BB#NYSE">BB</a>) gained 9% to $4.0124.</li>
<li>Rigetti Computing, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) shares gained 8.8% to $20.71.</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) rose 8% to $291.92.</li>
<li>Capri Holdings Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>) rose 7.9% to $21.88 after BMO Capital upgraded the stock from Market Perform to Outperform and raised its price target from $25 to $31.</li>
<li>Asana, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASAN#NYSE">ASAN</a>) rose 7.8% to $22.24 after Piper Sandler upgraded the stock from Neutral to Overweight and raised its price target from $19 to $27.</li>
<li>UiPath Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>) gained 6.9% to $14.19.</li>
<li>Teradyne, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TER#NYSE">TER</a>) surged 6.2% to $138.79 after Northland Capital Markets upgraded the stock from Market Perform to Outperform and raised its price target from $117 to $154.</li>
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FuboTV, Serve Robotics, SolarEdge Technologies And Other Big Stocks Moving Higher On Monday

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Teradyne shares are trading higher after Northland Capital Markets upgraded the stock from Market Perform to Outperform and raised its price target from $117 to $154.

Teradyne (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) has been analyzed by 6 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $133.0, a high estimate of $158.00, and a low estimate of $111.00. Observing a 0.76% increase, the current average has risen from the previous average price target of $132.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1736168472_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The standing of Teradyne among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Gus Richard</td>
<td>Northland Capital Markets</td>
<td>Raises</td>
<td>Outperform</td>
<td>$154.00</td>
<td>$117.00</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$158.00</td>
<td>$145.00</td>
</tr>
<tr>
<td>Christian Schwab</td>
<td>Craig-Hallum</td>
<td>Lowers</td>
<td>Hold</td>
<td>$111.00</td>
<td>$124.00</td>
</tr>
<tr>
<td>Gus Richard</td>
<td>Northland Capital Markets</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$117.00</td>
<td>$126.00</td>
</tr>
<tr>
<td>Brian Chin</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$125.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Richard Eastman</td>
<td>Baird</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$133.00</td>
<td>$140.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Teradyne. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Teradyne compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Teradyne's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Teradyne's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/TER/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Teradyne analyst ratings.</a>
<h2>Delving into Teradyne's Background</h2>
Teradyne provides testing equipment, including automated test equipment for semiconductors, system testing for hard disk drives, circuit boards, and electronics systems and wireless testing for devices. The firm entered the industrial automation market in 2015, into which it sells collaborative and autonomous robots for factory applications. Teradyne serves numerous end markets and geographies directly and indirectly with its products, but its most significant exposure is to semiconductor testing. Teradyne serves vertically integrated, fabless, and foundry chipmakers with its equipment.
<h3>Teradyne: Delving into Financials</h3>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Teradyne's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 4.77%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 19.75%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Teradyne's ROE stands out, surpassing industry averages. With an impressive ROE of 5.17%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Teradyne's ROA stands out, surpassing industry averages. With an impressive ROA of 3.94%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Teradyne's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.03.
<h2>What Are Analyst Ratings?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Teradyne Stock: A Deep Dive Into Analyst Perspectives (6 Ratings)

Northland Capital Markets analyst Gus Richard upgrades Teradyne (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) from Market Perform to Outperform and raises the price target from $117 to $154.

Upgrades

Price Target

Northland Capital Markets Upgrades Teradyne to Outperform, Raises Price Target to $154

Goldman Sachs research kicked off the new year with bold stock picks and a spotlight on five investment themes poised to <a href="https://www.benzinga.com/general/biotech/24/12/42710358/veteran-investor-bets-big-on-sp-500-hitting-7000-by-end-of-2025-these-sectors-could-lead-the-charge">shape markets in 2025.</a>
What Happened: In a note shared Thursday, the analyst team led by Steven Kron shuffled its &#8220;Conviction List&#8221; — a carefully curated portfolio of top investment ideas.
Goldman Sachs added Belden Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDC#NYSE">BDC</a>), Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>), and Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) to the list. These companies replaced Fox Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), Parker Hannifin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PH#NYSE">PH</a>), and TPG Inc. (TPG).
See Also: <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/42777236/investors-dump-long-dated-treasury-etf-at-record-pace-ahead-of-trumps-white-house-return">Investors Dump Long-Dated Treasury ETF At Record Pace Ahead Of Trump&#8217;s White House Return</a>
Why It Matters: Industrial tech is back in vogue. Analyst Mark Delaney sees Belden riding a cyclical industrial recovery while expanding its high-margin software solutions business. Delaney models earnings per share (EPS) above consensus estimates for both 2025 and 2026, making this a standout pick in the industrial space.
Cruises are sailing into a stronger 2025. Analyst Lizzie Dove cites accelerating Net Purchase Intent (NPI) data and cost savings from a 2023 management shuffle. Dove expects Norwegian to widen its yield-to-unit-cost spread by 2.5 percentage points, bringing its valuation closer to peer Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>).
Analyst Eric Sheridan remains bullish on Uber despite skepticism over its mobility business and the rise of autonomous vehicles. He forecasts a robust 39% compound annual growth rate (CAGR) in adjusted EBITDA from 2023-2026. According to the bank, Uber is set to deliver $3.50 in GAAP EPS by 2026—a projection that sits 7% above consensus. Goldman Sachs holds a 12-month price target of $96 on Uber stock, implying a nearly 60% upside from current market levels.
<h3 class="wp-block-heading">Key Themes For 2025: AI, M&amp;A, Deglobalization, And More</h3>
The investment bank also outlined five key themes to track as we enter the new year.
<ul>
<li>Artificial Intelligence: Goldman's Kash Rangan expects AI investment to shift in 2025, moving from infrastructure spending to platforms and applications. In a recent note, Rangan highlighted the increasing integration of AI into enterprise software. Stocks with exposure to this trend include Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) and Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>).</li>
</ul>
<ul>
<li>De-regulation, M&amp;A, And Capital Markets Rebound: Regulatory changes under a potential second Trump administration could accelerate M&amp;A activity, Goldman analysts say. Financial firms like Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), Evercore Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>), and S&amp;P Global (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) are positioned to benefit. Analyst Richard Ramsden recently indicated a more favorable environment for banks and financial advisors.</li>
</ul>
<ul>
<li>Re-powering America: Carly Davenport flagged the surging power demands of data centers and AI compute, noting this trend is driving sustained growth in utilities capex. Her team stressed the importance of energy infrastructure to support the transportation electrification. Stocks like DBA Sempra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>) is Goldman&#8217;s top pick here.</li>
</ul>
<ul>
<li>Deglobalization: The era of tariff wars is far from over. Jan Hatzius and economics team expect a 20 percentage point hike in tariffs on Chinese imports and new duties on European autos and Mexican EVs. Companies like Vulcan Materials Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMC#NYSE">VMC</a>) and Woodward Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>) are well-positioned to adapt to supply chain disruptions caused by these policies.</li>
</ul>
<ul>
<li>Resilient US Consumers: Despite macro concerns, Goldman Sachs continues to paint another strong year for U.S. consumers. Discretionary cash flow is expected to grow by 5.2% in 2025, up from 4.4% in 2024, supported by higher savings rates. Stocks to watch include Norwegian Cruise Line, Uber, Burlington Stores Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>), and Pinterest Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>).</li>
</ul>
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Image: Shutterstock

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Shares of semiconductor companies are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

Shares of Teradyne Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) <a href="https://www.benzinga.com/quote/ter">climbed in early trading on Monday</a>.
Growth of the semiconductor test total addressable market is likely to accelerate further in 2025, according to JPMorgan.
<a href="https://www.benzinga.com/24/11/42145521/netapp-analysts-raise-their-forecasts-after-strong-earnings">Analyst Samik Chatterjee</a> upgraded the rating for Teradyne from Neutral to Overweight, while raising the price target from $145 to $158.
The Teradyne Thesis: The semiconductor test TAM that is relevant to the company is likely to reach $6.4 billion in 2025 and accelerate further to $7.6 billion in 2026, Chatterjee said in the upgrade note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Teradyne is likely to gain a higher share in the verification IP ASIC market and increase its share of the high bandwidth memory market, which would drive an acceleration in the company's revenue growth to low-20% in 2025 and high-20% in 2026, the analyst stated.
"Our updated outlook for the TAM leads us to forecast Teradyne revenues tracking to $4.4 bn in 2026, towards the high-end of its earlier outlined target for a range of $3.9-$4.6 bn of revenue, and we now forecast EPS of $6.75 in 2026 towards the higher-end of the outlined range of $5.50-$7.50, he further wrote.
TER Price Action: Shares of Teradyne were up 4.2% to $128.51 at the time of publication Monday.
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</ul>
Photo: Shutterstock

Movers

Teradyne Rises After Analyst's Upbeat Forecast For 2025 Growth

Teradyne shares are trading higher. JP Morgan upgraded its rating on the stock from Neutral to Overweight and raised its price target from $145 to $158.

JP Morgan analyst Samik Chatterjee upgrades Teradyne (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) from Neutral to Overweight and raises the price target from $145 to $158.

JP Morgan Upgrades Teradyne to Overweight, Raises Price Target to $158

U.S. competitiveness takes center stage in 2025 with four key investment themes—energy independence, defense innovation, infrastructure, and automation—poised to bolster portfolio growth. Global X's 2025 Investment Outlook, led by Scott Helfstein, highlights these transformative trends as critical drivers of resilience <a href="https://www.benzinga.com/topic/us-economy">in the coming year.</a>
<h2 class="wp-block-heading">Infrastructure Gets A Glow-Up</h2>
America&#8217;s infrastructure renaissance is going full throttle, with $700 billion in spending set to energize construction, equipment, and materials companies. This may bode well for investors in the Industrial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>).
These stalwarts of the old economy are reinventing themselves with cutting-edge tech to expand margins—all while trading at attractive valuations compared to the broader S&amp;P 500.
<h2 class="wp-block-heading">The Defense Play: Beyond Jets &amp; Ships</h2>
Global tensions are driving a pivot from traditional defense platforms to high-tech solutions like AI-driven drones and cybersecurity systems. 
Palantir Technologies Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) Artificial Intelligence Platform and International Business Machines Corp&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) WatsonX AI come to mind here.
Defense revenues are expected to jump nearly 10%, with margins climbing from 5.2% to 7.6%. Success will favor those adopting automation and next-generation technologies in this competitive landscape.
Read Also: <a href="https://www.benzinga.com/news/small-cap/24/12/42438879/manufacturing-tariffs-small-cap-could-steal-the-show-in-2025">Manufacturing Comeback? Strategist Expects Tariffs To Help Small-Cap Stocks But Weigh On Consumers</a>
<h2 class="wp-block-heading">Automation &amp; Onshoring: A Tech Revolution</h2>
With the U.S. accelerating its onshoring efforts, automation and AI are emerging as the driving forces powering the shift.
Software companies and data centers are prepping for a revenue surge, with mega-cap tech upping its spending on data centers to $250 billion in 2025. 
Robotics and IoT hardware could also rebound from a sales plateau, making the automation sector one to watch. Companies enabling robotics and automation such as Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Intuitive Surgical (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>), ABB (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ABBNY#OTC">ABBNY</a>), Rockwell Automation&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROK#NYSE">ROK</a>), Zebra Technologies&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZBRA#NASDAQ">ZBRA</a>), Teradyne (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) and UiPath (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>) come to mind.
<h2 class="wp-block-heading">Energy Independence Goes Nuclear</h2>
Energy's next frontier? Nuclear. With mega-cap tech giants eyeing modular nuclear reactors as a green and reliable power source, demand for uranium is heating up. Beyond the U.S., countries like Japan and Germany are also jumping on the nuclear bandwagon, signaling a global shift toward energy resilience.
U.S. companies such as Constellation Energy&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>), Cameco&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) and NuScale Power&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) come to mind.
Helfstein's roadmap suggests a year of targeted strategies. By aligning portfolios with these U.S.-centric themes, investors might not just weather volatility—they could thrive in the chaos.
Read Next: 
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<li><a href="https://www.benzinga.com/etfs/specialty-etfs/24/12/42437267/berkshire-palantir-etfs-add-high-octane-trading-options-with-direxions-launch">Berkshire, Palantir ETFs Add High-Octane Trading Options With Direxion&#8217;s Launch</a></li>
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Photo: Shutterstock

Long Ideas

Sector ETFs

ETFs

ABBNY

ISRG

PLTR

ZBRA

2025 Investment Themes: AI, Energy, Defense Redefine US Markets

AVGO

FORM

ICHR

LAES

NVTS

SQNS

WOLF

Shares of semiconductor companies are trading higher. The Biden administration plans on limiting China's access to advanced chips, chipmaking tools and memory technology due to alleged national security concerns and AI's military potential.

Shares of semiconductor and chip stocks are trading lower in sympathy with Applied Materials, which fell after its Q1 financial results.

Buybacks

Teradyne Plans To Repurchase Up To Additional $100M Of Common Stock In The Remainder Of 2024 As Part Of Its Previously Announced $2B Share Repurchase Program

AEIS

ANET

AWRE

BELFB

BOXL

CAMT

CGNX

CLMB

CMTL

CNXN

COHR

CSCO

DGII

DIOD

EVLV

EXTR

FFIV

FLEX

FRSH

IONQ

IPGP

KEYS

KODK

LASR

LITE

NOVT

NTAP

NTCT

NVEC

Next Technology Holding Inc. - Ordinary Shares

NXTT

OSIS

PLUS

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TTMI

VIAV

Shares of companies within the broader technology sector are trading higher in sympathy with overall market strength after Donald Trump was elected president of the United States.

SWKS

Shares of semiconductor stocks are trading lower. The sector may be under pressure following recent earnings from multiple companies in the sector.

These ten large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol>
<li>ICON plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLR#NASDAQ">ICLR</a>) shares plummeted 25.95% after the company reported <a href="https://www.benzinga.com//node/41500867" target="_blank" rel="noreferrer noopener">worse-than-expected results</a>. Several analysts also cut the <a href="https://www.benzinga.com/quote/iclr/analyst-ratings" target="_blank" rel="noreferrer noopener">price target on the stock</a>.</li>
<li>Genuine Parts Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPC#NYSE">GPC</a>) stock tumbled 20.21% after it reported mixed third-quarter results and cut its <a href="https://www.benzinga.com//node/41455012" target="_blank" rel="noreferrer noopener">FY24 EPS below estimates</a>. Multiple analysts cut the <a href="https://www.benzinga.com/quote/gpc/analyst-ratings" target="_blank" rel="noreferrer noopener">price target on the stock</a>.</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>) shares dipped 15.97% after the company reported <a href="https://www.benzinga.com//node/41503948" target="_blank" rel="noreferrer noopener">third-quarter financial results</a>. Analysts trimmed the <a href="https://www.benzinga.com/quote/nem/analyst-ratings" target="_blank" rel="noreferrer noopener">stock&#8217;s price target</a>.</li>
<li>Tenet Healthcare Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) stock lost 14.71% last week. Several healthcare stocks and hospital operators fell in possible sympathy with HCA Healthcare, which declined on Q3 earnings.</li>
<li>Universal Health Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>) stock fell 14.33% last week after the company reported <a href="https://www.benzinga.com//node/41530333" target="_blank" rel="noreferrer noopener">Q3 financial results</a>.</li>
<li>HCA Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) stock fell 12.51% after reporting <a href="https://www.benzinga.com//node/41544243" target="_blank" rel="noreferrer noopener">worse-than-expected Q3 financial results</a>. The company expects Hurricane Helene&#8217;s impact to continue in 2025.</li>
<li>TopBuild Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLD#NYSE">BLD</a>) stock lost 11.48% last week as homebuilding stocks <a href="https://www.benzinga.com//node/41317881" target="_blank" rel="noreferrer noopener">took a beating</a> due to Hurricane Milton&#8217;s impact.</li>
<li>Carlisle Companies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CSL#NYSE">CSL</a>) fell 11.45% last week on <a href="https://www.benzinga.com//node/41529849" target="_blank" rel="noreferrer noopener">worse-than-expected Q3 performance</a>.</li>
<li>Teradyne, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) stock declined 11.34% after it reported <a href="https://www.benzinga.com//node/41503363" target="_blank" rel="noreferrer noopener">third-quarter financial results</a>. Some analysts trimmed the <a href="https://www.benzinga.com/quote/ter/analyst-ratings" target="_blank" rel="noreferrer noopener">price target on the stock</a>.</li>
<li>Comfort Systems USA, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>) stock declined 11.27% after the company reported <a href="https://www.benzinga.com//node/41530044" target="_blank" rel="noreferrer noopener">worse-than-expected Q3 sales results</a>.</li>
</ol>
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/24/10/41560908/tesla-li-auto-and-microstrategy-are-among-top-10-large-cap-gainers-last-week-oct-21-oct-25-are-the">Tesla, Li Auto And MicroStrategy Are Among Top 10 Large Cap Gainers Last Week (Oct 21-Oct 25): Are The Others In Your Portfolio?</a></li>
</ul>

Large Cap

ICLR

Genuine Parts Company, Universal Health Services, And TopBuild Are Among Top 10 Large Cap Losers Last Week (Oct 21-Oct 25): Are The Others In Your Portfolio?

Craig-Hallum analyst Christian Schwab maintains Teradyne (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) with a Hold and lowers the price target from $124 to $111.

Craig-Hallum Maintains Hold on Teradyne, Lowers Price Target to $111

Applied Materials, Lam Research, KLA see price target cuts as Citi reduces 2025 wafer fab equipment estimates

Aehr Test Systems Shines With AI Order Boost: Is It Time To Buy?

Cathie Wood's asset management firm, Ark Invest, has once again offloaded shares of EV giant Tesla&nbsp;($TSLA). According to the most recent tradi...

Cathie Wood's Ark Invest Offloads Tesla (TSLA) Shares Worth $63M

Goldman Sachs analyst Toshiya Hari reiterated a Buy rating on Teradyne (TER – Research Report) today. The company's shares closed last Tuesday at $...

New Buy Rating for Teradyne (TER), the Technology Giant

As previously reported, Northland analyst Gus Richard upgraded Teradyne (TER) to Outperform from Market Perform with a $154 price target Teradyne b...

Teradyne upgraded to Outperform at Northland on advanced packaging transition

Northland upgraded Teradyne (TER) to Outperform from Market Perform with a $154 price target Published first on TheFly – the ultimate source for re...

Teradyne upgraded to Outperform from Market Perform at Northland

Notable gainers among liquid option names this morning include Super Micro (SMCI) $37.91 +4.59, Micron (MU) $98.62 +8.75, Teradyne (TER) $138.55 +7...

Early notable gainers among liquid option names on January 6th

Semiconductors Winners And Losers At The Start Of 2025

An update from Teradyne ( ($TER) ) is now available. Ford Tamer, a member of Teradyne's Board of Directors, has decided not to stand for re-electio...

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