The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.

Teradyne's revenue rebounded from roughly $651.8M in 2025Q2 to about $1.3B in 2026Q3, and operating margin expanded from 13.9% to 36.9% in 2026Q1 before easing to 30.8%, suggesting operating leverage has been strong during the upcycle.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue climbed from $651.8M in 2025Q2 to about $1.3B in 2026Q3 while gross margin held within a 57.2% to 60.9% band, indicating pricing and mix resilience through a wide revenue swing.
Teradyne, Inc.'s share was trading at $249.53 with trailing and forward P/E ratios of 90.74 and 47.17, respectively, indicating strong financial performance.
Teradyne is the wide-moat leader in semiconductor test equipment, a critical sector for technology growth.
The company has a significant presence in collaborative robotics, a high-growth industry with expanding applications.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $2.29+9.6% vs $2.09 | $1.3B+3.0% vs $1.3B |
Q3 2026 Jul 28, 2026 | $2.47+18.2% vs $2.09 | $1.3B+9.0% vs $1.2B |
Q2 2026 Apr 28, 2026 | $2.56+21.3% vs $2.11 | $1.3B+6.9% vs $1.2B |
Q1 2026 Feb 2, 2026 | $1.80+30.4% vs $1.38 | $1.1B+10.9% vs $977M |
The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.

Teradyne (TER) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
AI-related revenues now exceed 60% of Teradyne's top-line, with compute, industrial, and robotics segments showing strong YoY growth and expanding capacity supporting further upside. There are further opportunities from the foundries'/hyperscalers' diversification to dual vendor strategies, as observed in the ramping up qualification cadence. While Advantest outperforms in SoC growth and compute market share, TER's higher memory exposure and anticipated fab ramps position it for outsized 2027 growth.
Teradyne stock rallies 53% in a year, driven by strong AI infrastructure demand, semiconductor testing growth, and robotics momentum, supporting a positive outlook.

Benchmark TER against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Teradyne, Inc. (TER)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $218.22 | $34.16B | 62.71 | 13.13% | 17.37% | 19.73% | 0.22% | |
| $332.72 | $264.16B | 38.42 | 4.39% | 30.05% | 40.44% | 0.51% | |
| $138.49 | $180.91B | 37.84 | 11.71% | 36.25% | 87.02% | 0.58% | |
| $38.49 | $1.82B | -24.21 | 12.74% | -3.97% | -2.9% | — | |
| $99.24 | $3.05B | 26.12 | -17.57% | 10.71% | 8.91% | — | |
| $173.28 | $8.62B | 62.33 | 1.82% | 11.84% | 6.5% | — |
Teradyne, Inc. (TER) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Teradyne, Inc. (TER) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Jul 29, 2026·SEC
May 11, 2026·SEC
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Teradyne, Inc. (TER) stock FAQ — growth, dividends, profitability & financials explained
Teradyne, Inc. (TER) reported $5.00B in revenue over the trailing twelve months. Revenue was $3.19B in fiscal year 2025. That is 172% more than the $1.17B of fiscal year 1996.
Teradyne, Inc. (TER) grew revenue by 13.1% in fiscal year 2025, compared with the prior fiscal year.
Yes. Teradyne, Inc. (TER) earned $1.37B in net income over the trailing twelve months (a 27.5% net margin).
Yes. Teradyne, Inc. (TER) pays a dividend that yields 0.22% at the current price, a small yield.
Teradyne, Inc. (TER) had a return on equity (ROE) of 19.7% in fiscal year 2025. That is above the market's typical 10-15%.
Teradyne, Inc. (TER) generated $1.02B in free cash flow over the trailing twelve months.