Teradyne Rises After Analyst's Upbeat Forecast For 2025 Growth
Teradyne Rises After Analyst's Upbeat Forecast For 2025 Growth
Shares of Teradyne Inc (NASDAQ:TER) climbed in early trading on Monday.
泰瑞達公司（納斯達克：TER）的股票在週一早盤交易中上漲。
Growth of the semiconductor test total addressable market is likely to accelerate further in 2025, according to JPMorgan.
根據摩根大通的說法，半導體測試的總可尋址市場的增長可能在2025年進一步加速。
Analyst Samik Chatterjee upgraded the rating for Teradyne from Neutral to Overweight, while raising the price target from $145 to $158.
分析師薩米克·查特吉將泰瑞達的評級從中立上調至增持，同時將目標價從145美元上調至158美元。
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.
查特吉在升級說明中表示，相關公司的半導體測試市場在2025年可能達到64億美元，並在2026年進一步加速至76億美元。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
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.
分析師表示，泰瑞達可能在驗證IP ASIC市場中獲得更高的市場份額，並增加其高帶寬內存市場的份額，這將推動公司營業收入的增長在2025年達到低20%，在2026年達到高20%。
"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.
「我們對總可尋址市場的更新展望使我們預測2026年泰瑞達的營業收入將達到44億美元，接近其早先設定的39億至46億美元的目標範圍的高端，我們現在預測2026年的每股收益爲6.75美元，接近設定範圍的高端5.50至7.50美元，」他進一步寫道。
TER Price Action: Shares of Teradyne were up 4.2% to $128.51 at the time of publication Monday.
TER價格動態：在週一發佈時，泰瑞達的股票上漲4.2%，至128.51美元。
- 2025 Investment Themes: AI, Energy, Defense Redefine US Markets
- 2025年投資主題：人工智能、能源、軍工股重塑美國市場
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。