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Teradyne Rallies as Investors React to New AI Test Products and FormFactor Collaboration

Investivoq PriceTracker

Teradyne, Inc. (TER) is up 7.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a fresh wave of AI-focused product and partnership news that reinforced Teradyne’s role in semiconductor test equipment. Most notably, the company unveiled new edge-AI and data-center test offerings and entered a strategic collaboration with FormFactor that includes a planned $300 million equity investment, which likely strengthened expectations for future demand.

Details:

  • Teradyne and FormFactor announced a broad collaboration to speed development and production deployment for next-generation semiconductor devices, including high-performance computing, advanced packaging, high-bandwidth memory, and silicon photonics.
  • As part of that agreement, Teradyne agreed to make a $300 million strategic equity investment in FormFactor, subject to customary closing conditions and regulatory approvals.
  • Teradyne also launched the UltraFLEXplus S series for edge AI applications, highlighting floor-space efficiency and lower operating costs for high-mix semiconductor manufacturing.
  • Earlier in the month, the company introduced enhanced burn-in capabilities on its Titan HP platform for advanced AI data-center devices, extending its coverage across the AI chip test flow.

    • Sources:

    Teradyne, FormFactor, SEC filing

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $TER Insider Trading Activity

    TER Insider Trades

    $TER insiders have traded $TER stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.

    Here’s a breakdown of recent trading of $TER stock by insiders over the last 6 months:

    • GREGORY STEPHEN SMITH (President and CEO) has made 0 purchases and 6 sales selling 28,597 shares for an estimated $10,448,011.
    • MARILYN MATZ has made 0 purchases and 8 sales selling 6,800 shares for an estimated $2,540,124.
    • SHANNON JOHN POULIN (President, Semiconductor Test) has made 0 purchases and 2 sales selling 1,664 shares for an estimated $581,012.
    • MERCEDES JOHNSON has made 0 purchases and 5 sales selling 834 shares for an estimated $322,300.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $TER Hedge Fund Activity

    We have seen 775 institutional investors add shares of $TER stock to their portfolio, and 613 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 5,570,053 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,695,014,443
    • INVESCO LTD. added 4,162,514 shares (+165.1%) to their portfolio in Q2 2026, for an estimated $2,013,990,773
    • BLACKROCK, INC. added 3,131,834 shares (+19.2%) to their portfolio in Q2 2026, for an estimated $1,515,306,562
    • POINT72 ASSET MANAGEMENT, L.P. removed 1,826,008 shares (-79.9%) from their portfolio in Q2 2026, for an estimated $883,495,710
    • T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,774,075 shares (+16127954.5%) to their portfolio in Q2 2026, for an estimated $858,368,448
    • ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 1,075,607 shares (-96.7%) from their portfolio in Q2 2026, for an estimated $520,421,690
    • ASSENAGON ASSET MANAGEMENT S.A. added 1,027,146 shares (+2171.0%) to their portfolio in Q3 2026, for an estimated $411,793,102

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $TER Government Contracts

    We have seen $48,638,995 of award payments to $TER over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    • DROP ORDER ON TERADYNE CONTRACT FA8579-26-D-0004 FOR VDATS PROGRAM.: $15,473,970

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $TER Analyst Ratings

    Wall Street analysts have issued reports on $TER in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Evercore ISI Group issued a "Outperform" rating on 04/30/2026

    To track analyst ratings and price targets for $TER, check out Investivoq's $TER forecast page.

    $TER Price Targets

    Multiple analysts have issued price targets for $TER recently. We have seen 9 analysts offer price targets for $TER in the last 6 months, with a median target of $446.0.

    Here are some recent targets:

    • James Schneider from Goldman Sachs set a target price of $465.0 on 07/06/2026
    • Mehdi Hosseini from Susquehanna set a target price of $550.0 on 06/30/2026
    • C.J. Muse from Cantor Fitzgerald set a target price of $550.0 on 06/29/2026
    • Richard Eastman from Baird set a target price of $446.0 on 06/23/2026
    • Vivek Arya from B of A Securities set a target price of $525.0 on 06/23/2026
    • Mark Lipacis from Evercore ISI Group set a target price of $370.0 on 04/30/2026
    • Atif Malik from Citigroup set a target price of $400.0 on 04/30/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.