As previously reported, Stifel upgraded Teradyne (TER) to Buy from Hold with a price target of $225, up from $162. Looking toward 2026 and beyond, the firm expects growth to accelerate given a favorable, structural shift in Teradyne’s test revenue composition, even before considering potential share gain in the AI GPU and ASIC market, the analyst tells investors. While growth in AI training and inference supports an improved memory outlook, the firm thinks Teradyne’s positioning and growth dynamics in AI networking remain “somewhat under-appreciated,” the analyst added.
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