Teradyne’s Robot Revolution & AI Synergy Make It a Must-Buy for 2025!

Teradyne, Inc. reported a mixed financial performance for the first quarter of 2025. The company achieved revenue of $686 million, which was towards the high end of their guidance, and non-GAAP earnings per share (EPS) of $0.75, surpassing their guidance of $0.68. The gross margin of 60.6% also exceeded expectations due to a favorable product mix. The company’s Semi Test segment was a standout, primarily driven by strong System on Chip (SOC) demand in the mobile segment, leading to year-over-year growth. However, this demand is seen as temporary, linked to supply chain transitions rather than a recovery in end-market demand. The Compute sector also witnessed growth, particularly with increased loading on AI accelerator testers.