随着Susquehanna上调价格目标，Teradyne跃升，理由是2026年增长

2025-09-22 22:51

Teradyne (NASDAQ:TER) was in focus on Monday as Susquehanna upped its price target on the semiconductor manufacturing equipment maker, citing growth in 2026 and beyond.
Shares rose 8.8% in early trading, and were on track for their fourth straight day of gains.
“Recent checks in Taiwan with key players in the AI compute supply chain indicate TER is gaining meaningful traction at TSMC, particularly for GPU wafer sort testing,” analysts led by Mehdi Hosseini wrote in a note to clients. “TSMC is expecting to begin acquiring TER's [system-on-a-chip] testers for this purpose, with additional units to be purchased and consigned to OSA partners in 2026. While we don't anticipate a material incremental revenue contribution from this win xuntil 2026, TER's growing presence across multiple test insertion points — wafer sort and potential adoption at System Level Test (SLT) — is a positive and incremental development that we believe is not entirely reflected in the current share price.”
Susquehanna has a Positive rating on Teradyne and upped its price target to $200 from $133.

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