SupermicroTeradyne

Supermicro vs Teradyne

Supermicro vs Teradyne: this page compares their business models, financial performance, and market context in a clear, neutral way. Explore how each company approaches growth, innovation, operations,...

Why It's Moving

Teradyne

Teradyne Hits 52-Week High on Analyst Upgrade and AI Test Demand Surge

  • Stifel upgraded TER to Buy from Hold on Dec 2, hiking price target to $225 from $162, citing expanding AI opportunities in semiconductor test equipment.[4]
  • Stock surged to $205 on Dec 9 with heavy volume of 2.1M shares, reflecting technical strength and outperforming peers in the tech sector.[3]
  • Semiconductor Test revenues jumped 7% YoY and 23% sequentially in Q3 2025, driven by new ETS-800 D20 tester for power semiconductors amid AI boom.[2]
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

China's AI Chip Access

China's AI Chip Access

This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.

Published: July 15, 2025

Explore Basket

Investment Analysis

Supermicro

Pros

  • Supermicro's revenue grew significantly by 46.59% in 2025 to $21.97 billion, driven by strong demand in AI, cloud, storage, and 5G/Edge markets.
  • The company holds a strong cash position with $5.2 billion in cash equivalents as of mid-2025, supporting liquidity and operational flexibility.
  • Supermicro is a leader in AI infrastructure with advanced liquid cooling technology, helping it capture market share in high-performance computing.

Considerations

  • Despite revenue growth, Supermicro's earnings declined by 9% in 2025, indicating margin pressure and profitability challenges.
  • The stock has experienced a recent sharp decline of over 28% within a month, reflecting volatility and investor concerns.
  • Supermicro faces execution risks amid intense competition and ongoing GPU platform transitions that could pressure margins in the short term.
Teradyne

Pros

  • Teradyne has steady earnings prospects with analyst estimates indicating an earnings increase next quarter of $0.51 per share.
  • The company operates in the semiconductor equipment industry, benefiting from the ongoing demand for semiconductor manufacturing tools.
  • Teradyne has a large market presence with a market capitalization close to $30 billion, indicating scale and industry importance.

Considerations

  • Teradyne's return on equity (ROE) is extremely low at 0.04%, suggesting limited profitability compared to peers.
  • Analysts anticipate a slight earnings decrease this year, reflecting some near-term challenges in its financial performance.
  • The company's stock growth has been relatively muted with less prominent catalysts compared to technology hardware peers like Supermicro.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

SupermicroWipro

Supermicro vs Wipro

Supermicro vs Wipro: A stock comparison

SupermicroMettler Toledo

Supermicro vs Mettler Toledo

Supermicro vs Mettler Toledo: Stock comparison

SupermicroMongoDB

Supermicro vs MongoDB

Supermicro vs MongoDB

Frequently asked questions