Teradyne - Quo vadis?

Teradyne hat eine starke Sparte für kollaborierende Roboter. Der Umsatzanteil ist noch klein. Aber die Nachfrage nach den Robotern läuft besser als erwartet. Das Segment steigerte nach neun Monaten den Umsatz um 67% (Ziel waren 50%).

Teradyne ist mit 5 Mrd. USD kapitalisiert. Hauptgeschäft der Firma ist automatisches Test-Equipment für Halbleiter-Hersteller. KGV17e ist 17.

Was meint ihr ?
 

mit 900 stück :) steig morgen entweder zusätzlich ein oder ganz aus jenachdem ob die zahlen gut oder schlecht sind  

leider erst heute. Tipp kam von Traderfox.  

One stock that might be an intriguing choice for investors right now is Teradyne, Inc. (TER  -  Free Report) . This is because this security in the Electronics - Testing Equipment space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective.

This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the Electronics - Testing Equipment space as it currently has a Zacks Industry Rank of 31 out of more than 250 industries, suggesting it is well-positioned from this perspective, especially when compared to other segments out there.

Meanwhile, Teradyne is actually looking pretty good on its own too. The firm has seen solid earnings estimate revision activity over the past month, suggesting analysts are becoming a bit more bullish on the firm’s prospects in both the short and long term.

Teradyne, Inc. Price and Consensus

Teradyne, Inc. Price and Consensus | Teradyne, Inc. Quote

In fact, over the past two months, current quarter estimates have risen from 28 cents per share to 37 cents per share, while current year estimates have risen from $1.51 per share to $1.62 per share. This has helped TER to earn a Zacks Rank #1(Strong Buy), further underscoring the company’s solid position. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

So, if you are looking for a decent pick in a strong industry, consider Teradyne. Not only is its industry currently in the top third, but it is seeing solid estimate revisions as of late, suggesting it could be a very interesting choice for investors seeking a name in this great industry segment.

Source:Zacks

Gute Trendfolge siehe Chart - 26/04/2017, ein sehr starkes Wachstum und die zu beliefernden Branchen z.B. Seminconductor auch stark - "Produkt Seminconductor Test". Allen viel Erfolg.

 

https://www.marketscreener.com/...dyne-3Q-Earnings-Snapshot-29437074/

http://investors.teradyne.com/news-releases/...toguide-mobile-robots/  

eine Position im mittleren 4-stelligen Bereich eröffnet.

Denke es sollte sich lohnen.
Aufwärtstrend seit 10 Jahren stabil.

Solche Aktien mag ich.  

Quelle: SeekingAlpha

JJ  

https://www.marketscreener.com/quote/stock/...ings-Snapshot-32292968/

Teradyne: 4Q Earnings Snapshot
01/27/2021 | 10:29pm GMT

NORTH READING, Mass. (AP) _ Teradyne Inc. (TER) on Wednesday reported fourth-quarter earnings of $196.3 million.

The North Reading, Massachusetts-based company said it had profit of $1.05 per share. Earnings, adjusted for one-time items, were $1.10 per share.

The results topped Wall Street expectations. The average estimate of nine analysts surveyed by Zacks Investment Research was for earnings of 99 cents per share.

The maker of wireless products, data storage and equipment to test semiconductors posted revenue of $759 million in the period, also surpassing Street forecasts. Five analysts surveyed by Zacks expected $719.5 million.

For the year, the company reported profit of $784.1 million, or $4.28 per share. Revenue was reported as $3.12 billion.

For the current quarter ending in April, Teradyne expects its per-share earnings to range from 95 cents to $1.11. Analysts surveyed by Zacks had forecast adjusted earnings per share of $1.01.

The company said it expects revenue in the range of $720 million to $780 million for the fiscal first quarter. Analysts surveyed by Zacks had expected revenue of $727.2 million.

Teradyne shares have climbed 8.5% since the beginning of the year. In the final minutes of trading on Wednesday, shares hit $130.11, a rise of 87% in the last 12 months.

This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TER at https://www.zacks.com/ap/TER

Copyright by Automated Insights, Inc. All rights reserved., source Associated Press News

https://www.marketscreener.com/quote/stock/...-Presentation-32299070/  

https://de.marketscreener.com/kurs/aktie/TERADYNE-INC-47342162/

https://aktien-mag.de/blog/...er-lynch-screener-gefunden-habe/p-57523

https://investiere-mit-zukunft.de/blog/...stsysteme-braucht-die-welt/  

https://www.marketscreener.com/quote/stock/...ings-Snapshot-35981348/

Teradyne: Q2 Earnings Snapshot
07/27/2021 | 10:17pm BST

NORTH READING, Mass. (AP) _ Teradyne Inc. (TER) on Tuesday reported second-quarter net income of $328.3 million.

On a per-share basis, the North Reading, Massachusetts-based company said it had profit of $1.76. Earnings, adjusted for one-time gains and costs, were $1.91 per share.

The results exceeded Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was for earnings of $1.74 per share.

The maker of wireless products, data storage and equipment to test semiconductors posted revenue of $1.09 billion in the period, also beating Street forecasts. Three analysts surveyed by Zacks expected $1.05 billion.

For the current quarter ending in October, Teradyne expects its per-share earnings to range from $1.29 to $1.55. Analysts surveyed by Zacks had forecast adjusted earnings per share of $1.38.

The company said it expects revenue in the range of $880 million to $960 million for the fiscal third quarter. Analysts surveyed by Zacks had expected revenue of $931.1 million.

Teradyne shares have risen 3% since the beginning of the year. In the final minutes of trading on Tuesday, shares hit $123.46, a rise of 40% in the last 12 months.

This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TER at https://www.zacks.com/ap/TER

Copyright by Automated Insights, Inc. All rights reserved., source Associated Press News  

https://de.marketscreener.com/kurs/aktie/...ungen-zuruck-er-37653108/  

 

wirklich Krass. Und übertrieben wie ich finde.  

Outlook nochmal für alle:

"Guidance for the first quarter of 2022 is revenue of $700 million to $770 million, with GAAP net income of $0.71 to $0.93 per diluted share and non-GAAP net income of $0.76 to $0.98 per diluted share. Non-GAAP guidance excludes acquired intangible asset amortization, non-cash convertible debt interest and includes the related tax impact on non-GAAP adjustments."

“We enter 2022 with strong long-term test and automation demand trends in place and we’ve increased the mid-point of the revenue and non-GAAP earnings per share estimates in our 2024 earnings model to $4.9 billion and $8.00 respectively. However, in 2022, we expect a slower technology transition in one of our major end markets to result in lower System-on-a Chip test demand for Teradyne before accelerating again during the ramp of 3nm production in 2023. In Industrial Automation, we expect high growth to continue in 2022 on the strength of favorable global economic trends and the powerful value our automation products provide to customers.”


Der Outlook ist völlig inakzeptabel... FY 2021 Umsatz von 3.7 $B. Sie guiden damit im Prinzip Umsatzverlust und davon nicht zu wenig. Mag sein, dass sich die Wachstumdynamik ab H2 FY 2022 dann auch wieder beschleunigt, wie sie zumindest sagen und woran ich auch glaube. Nichtsdestotrotz ist hier erst einmal mehr downside angesagt. Einen schönen long-term outlook kann sich jeder ausdenken; short-term sieht das mau aus. Wir sind hier noch immer bei p/e = 19 unter Berücksichtigung des FY 2021 EPS von 5.55 USD. Im Outlook liegen wir in Q1 ein gutes Stück unter diesem EPS und ein p/e von 25 halte ich für sehr sportlich mit dem Geschäftsausblick.. 15+ % downside.

Gerne eure Meinungen dazu. Grüße

 

Was denkt ihr wie heftig es Teradyne trifft, wenn wir in eine Rezession Schlittern?
Vermutlich wird es einen Ausrüster wie teradyne noch heftiger treffen als eine Nvidia, Tsmc und Co. oder?
Ich mein investiert während einer Kriese überhaupt noch jemand in Testsysteme für chips?  

https://www.finanzen.net/nachricht/aktien/...letzten-quartal-11837383


Teradyne hat am 26.10.2022 die Bücher zum am 30.09.2022 abgelaufenen Quartal geöffnet.

Das EPS wurde auf 1,15 USD beziffert. Im Vorjahresquartal hatten 1,59 USD je Aktie in den Büchern gestanden.

Der Umsatz ging im Vorjahresvergleich um 12,99 Prozent zurück. Hier wurden 827,1 Millionen USD gegenüber 950,5 Millionen USD im Vorjahreszeitraum generiert.

Redaktion finanzen.net  

https://www.marketscreener.com/quote/stock/...ings-Snapshot-42814418/

Teradyne: Q4 Earnings Snapshot
01/25/2023 | 10:57pm GMT

NORTH READING, Mass. (AP) _ Teradyne Inc. (TER) on Wednesday reported fourth-quarter net income of $172.3 million.

The North Reading, Massachusetts-based company said it had net income of $1.04 per share. Earnings, adjusted for non-recurring gains, came to 92 cents per share.

The results exceeded Wall Street expectations. The average estimate of 10 analysts surveyed by Zacks Investment Research was for earnings of 74 cents per share.

The maker of wireless products, data storage and equipment to test semiconductors posted revenue of $731.8 million in the period, also exceeding Street forecasts. Eight analysts surveyed by Zacks expected $710.3 million.

For the year, the company reported profit of $715.5 million, or $4.22 per share. Revenue was reported as $3.16 billion.

For the current quarter ending in March, Teradyne expects its per-share earnings to range from 28 cents to 52 cents.

The company said it expects revenue in the range of $550 million to $630 million for the fiscal first quarter. Analysts surveyed by Zacks had expected revenue of $687.9 million.

This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TER at https://www.zacks.com/ap/TER  

https://www.marketscreener.com/quote/stock/...ings-Snapshot-43652015/

Teradyne: Q1 Earnings Snapshot
04/26/2023 | 10:37pm BST

NORTH READING, Mass. (AP) — NORTH READING, Mass. (AP) — Teradyne Inc. (TER) on Wednesday reported first-quarter earnings of $83.5 million.

On a per-share basis, the North Reading, Massachusetts-based company said it had net income of 50 cents. Earnings, adjusted for non-recurring costs, came to 55 cents per share.

The results exceeded Wall Street expectations. The average estimate of 10 analysts surveyed by Zacks Investment Research was for earnings of 42 cents per share.

The maker of wireless products, data storage and equipment to test semiconductors posted revenue of $617.5 million in the period, also surpassing Street forecasts. Eight analysts surveyed by Zacks expected $591.7 million.

For the current quarter ending in June, Teradyne expects its per-share earnings to range from 55 cents to 74 cents.

The company said it expects revenue in the range of $625 million to $685 million for the fiscal second quarter. Analysts surveyed by Zacks had expected revenue of $687.9 million.  

https://investors.teradyne.com/news-releases/...-quarter-2023-results

NORTH READING, Mass., July 26, 2023 (GLOBE NEWSWIRE) -- Teradyne, Inc. (NASDAQ: TER) reported revenue of $684 million for the second quarter of 2023 of which $475 million was in Semiconductor Test, $94 million in System Test, $44 million in Wireless Test and $72 million in Robotics. GAAP net income for the second quarter was $120.1 million or $0.73 per diluted share. On a non-GAAP basis, Teradyne’s net income in the second quarter was $129.0 million, or $0.79 per diluted share, which excluded restructuring and other charges, acquired intangible asset amortization, and included the related tax impact on non-GAAP adjustments.

“We delivered revenue at the high end of our guidance range with higher semiconductor test shipments which more than offset weaker robotics demand in the quarter while profits exceeded plan on higher gross margins,” said Teradyne CEO Greg Smith. “As we enter Q3, test demand for DRR5 and HBM memory devices for data center applications remains strong and SOC test demand for automotive applications is incrementally stronger. In robotics, we expect order rates to decline as customers navigate slowing global industrial activity and macro-economic headwinds.”

Guidance for the third quarter of 2023 is revenue of $650 million to $710 million, with GAAP net income of $0.57 to $0.77 per diluted share and non-GAAP net income of $0.61 to $0.81 per diluted share. Non-GAAP guidance excludes acquired intangible asset amortization, restructuring and other charges and includes the related tax impact on non-GAAP adjustments.  

https://de.marketscreener.com/kurs/aktie/...Ausblick-fur-Q4-45151933/

Teradyne's Q3 Non-GAAP Gewinn, Umsatzrückgang; setzt Ausblick für Q4
Am 25. Oktober 2023 um 23:27 Uhr

(MT Newswires) -- Teradyne (TER) meldete am späten Mittwoch einen Non-GAAP-Gewinn für das 3. Quartal von $0,80 pro verwässerter Aktie, nach $1,15 im Vorjahr.
Die von Capital IQ befragten Analysten hatten ein normalisiertes EPS von $0,73 erwartet.

Der Umsatz für das Quartal, das am 1. Oktober endete, lag bei 703,7 Mio. $, verglichen mit 827,1 Mio. $ im Vorjahresquartal.

Die von Capital IQ befragten Analysten hatten 683,6 Millionen Dollar erwartet.

Das Unternehmen rechnet für das vierte Quartal mit einem Non-GAAP-Gewinn je Aktie von $0,61 bis $0,81. Die von Capital IQ befragten Analysten erwarten $0,75.

Das Unternehmen rechnet für das laufende Quartal mit einem Umsatz von 640 bis 700 Mio. Dollar. Die von Capital IQ befragten Analysten rechnen mit $687,3 Millionen.

Die Aktien des Unternehmens gaben im nachbörslichen Handel um weniger als 1% nach.

Kurs: 87.4, Veränderung: -0.51, Prozentuale Veränderung: -0.58

 

https://de.marketscreener.com/kurs/aktie/...ch-Chip-Testing-45844976/