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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| CJ Muse | Cantor Fitzgerald | 12 | 17% |
| Tim Arcuri | UBS | 12 | 25% |
| Brian Chin | Stifel | 11 | 9% |
| Krish Sankar | TD Cowen | 10 | 0% |
| Mehdi Hosseini | Susquehanna | 10 | 10% |
| Shane Brett | Morgan Stanley | 9 | 11% |
| Jim Schneider | Goldman Sachs | 8 | 0% |
| Samik Chatterjee | JPMorgan | 8 | 13% |
| Dave Duley | Steelhead Securities | 7 | 0% |
| Vivek Arya | Bank of America | 6 | 50% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 2 | 12 | 0% |
| Cantor Fitzgerald | 1 | 12 | 17% |
| UBS | 1 | 12 | 25% |
| Stifel | 1 |
| 11 |
| 9% |
| Goldman Sachs | 2 | 10 | 0% |
| JPMorgan | 2 | 10 | 10% |
| Susquehanna | 1 | 10 | 10% |
| Morgan Stanley | 1 | 9 | 11% |
Teradyne shattered records with revenue surging 87% year-over-year and semi test crossing the $1 billion milestone for the first time, as non-GAAP EPS of $2.56 came above the high end of guidance. Merchant GPU production orders were secured with H2 2026 revenue expected, while silicon photonics and CPO expanded the addressable TAM. Management reiterated the $6 billion revenue and $9.50-$11 EPS target model, widening the first-half revenue weighting range to 55-60% from a 60% point estimate.
Revenue Growth | Demand | Cloud & AI | Competitive Dynamics | Innovation & R&D | Guidance Reliability | Margin | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 8 | 7 | 9 | 4 | 3 | 1 | 2 |
| 2025Q1 | 3 | 7 | 3 | 3 | 3 | 2 | 2 | 2 |
| 2025Q2 | 10 | 10 | 13 | 10 | 5 | 1 | 2 | 2 |
| 2025Q3 | 10 | 7 | 10 | 5 | 6 | 3 | 2 | |
| 2025Q4 | 14 | 5 | 7 | 11 | 1 | 6 | ||
| 2026Q1 | 7 | 3 | 5 | 4 | 4 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 3 | 10 | 10 | 14 | |
| Demand | 8 | 7 | 10 | 7 | 5 | 7 |
| Cloud & AI | 7 | 3 | 13 | 10 | 7 | 3 |
| Competitive Dynamics | 9 | 3 | 10 | 5 | 11 | 5 |
| Innovation & R&D | 4 | 3 | 5 | 6 | 1 | 4 |
| Guidance Reliability | 3 | 2 | 1 | 3 | 6 | 4 |
| Margin | 1 | 2 | 2 | 2 | 3 | |
| Capex Investment | 2 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TER Teradyne | 9 | +87.0% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TXN Texas Instruments | 9 | +18.6% |