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.
泰瑞达公司（纳斯达克：TER）的股票在周一早盘交易中上涨。
Growth of the semiconductor test total addressable market is likely to accelerate further in 2025, according to JPMorgan.
根据摩根大通的说法，半导体测试的总可寻址市场的增长可能在2025年进一步加速。
Analyst Samik Chatterjee upgraded the rating for Teradyne from Neutral to Overweight, while raising the price target from $145 to $158.
分析师萨米克·查特吉将泰瑞达的评级从中立上调至增持，同时将目标价从145美元上调至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.
查特吉在升级说明中表示，相关公司的半导体测试市场在2025年可能达到64亿美元，并在2026年进一步加速至76亿美元。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
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.
分析师表示，泰瑞达可能在验证IP ASIC市场中获得更高的市场份额，并增加其高带宽内存市场的份额，这将推动公司营业收入的增长在2025年达到低20%，在2026年达到高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.
“我们对总可寻址市场的更新展望使我们预测2026年泰瑞达的营业收入将达到44亿美元，接近其早先设定的39亿至46亿美元的目标范围的高端，我们现在预测2026年的每股收益为6.75美元，接近设定范围的高端5.50至7.50美元，”他进一步写道。
TER Price Action: Shares of Teradyne were up 4.2% to $128.51 at the time of publication Monday.
TER价格动态：在周一发布时，泰瑞达的股票上涨4.2%，至128.51美元。
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Photo: Shutterstock
Photo: shutterstock
