Scenarios that move TER

Teradyne, Inc. - Common Stock

Scenarios that move TER: 12 analyses, 10 positive, 2 negative.

  1. · TSMC says AI chip demand far exceeds available supply — ▲ · impact +42 · confidence low · horizon quarters
  2. · ASML cannot keep up with 2027 and 2028 demand — ▼ · impact -25 · confidence low · horizon quarters
  3. · SK Hynix conditions new US factory on China export access — ▲ · impact +22 · confidence low · horizon quarters
  4. · Marvell sets new $18 billion revenue target, reshaping outlook — ▲ · impact +25 · confidence low · horizon quarters
  5. · ASML reports €11.7 billion sales and €5.0 billion net income — ▲ · impact +35 · confidence low · horizon quarters
  6. · Micron raises buyback authorization to $35 billion — ▼ · impact -30 · confidence low · horizon quarters
  7. · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▲ · impact +56 · confidence medium · horizon quarters
  8. · Micron beats Q4 earnings and revenue estimates — ▲ · impact +45 · confidence low · horizon quarters
  9. · Camtek sees over $600 million in orders through 2027 — ▲ · impact +42 · confidence low · horizon quarters
  10. · Intel stock jumps 7.6% in today's trading session — ▲ · impact +46 · confidence medium · horizon quarters
  11. · Keysight reports 56% order growth and Q4 guidance focus — ▲ · impact +57 · confidence medium · horizon weeks
  12. · TXN data center sales double as growth continues into 2026 — ▲ · impact +22 · confidence low · horizon quarters

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