Teradyne

Teradyne Robotics and AI specialist Sereact are joining forces to scale intelligent robotics solutions for retail, logistics and manufacturing. At Zalando in Germany and Poland, Universal Robots systems are already being combined with Sereact’s AI platform Cortex for autonomous returns processing. The partnership is intended to strengthen Teradyne’s offering for automated returns handling and similar applications and to unlock growth potential in the e‑commerce sector. » Mere på finanzen.net

Teradyne shares fell about 13% on Monday amid a broad sell-off in semiconductor and chip-equipment stocks; the stock is down roughly 35% from its high. Weighing on the stock were a downgrade from Baird and profit-taking after a year-to-date gain of more than 60%. Technically, the 50- and 100-day moving averages were breached, and the 200-day line at $321.40 is seen as key support. Despite the correction, valuation remains high (P/E 2027: 37, P/S: 9). » Mere på deraktionaer.de

Teradyne presented a broad AI strategy at the Goldman Sachs Communacopia + Technology Conference that links semiconductor testing, robotics and system tests from wafer to data center. CEO Greg Smith highlighted strong market-share gains in compute, custom AI silicon, memory and robotics, forecast gross margins of 59–61% and limited OpEx growth to create operating leverage. Management sees considerable upside for 2027+, but cautions about intense competition and non-linear growth patterns. » Mere på de.investing.com

Teradyne announced a quarterly cash dividend of $0.13 per share. The payment will be made on September 25, 2026, to shareholders registered at the close of business on September 4, 2026. Teradyne develops and manufactures automated test equipment and robotics systems for semiconductors, electronics manufacturing, logistics and data centers. » Mere på de.investing.com

Teradyne shares fell about 3.9% intraday after Baird downgraded the stock from “Outperform” to “Neutral” and set a $420 price target. Baird justified the move by citing an excessive valuation, the view that the test business for commercial GPUs is already priced in, and uncertainty about the sustainability of AI and hyperscaler investments. The bank identified silicon photonics and co‑packaged optics as the next relevant growth drivers but expects their importance only in 2028/2029, so they do not support the current valuation. The price decline is company‑specific, while US indexes are trading higher. » Mere på de.investing.com