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, and the competitive landscape, with accessibility and readability kept in focus. Educational content, not financial advice.
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 surges to 52-week high on tech sector rotation and AI optimism.
- Sector rotation drives gains as investors pile into tech amid Nasdaq-100's 0.39% rise, highlighting TER's strength in semiconductor testing.
- BofA hikes price target to $235 with Buy rating, viewing 2026 as key midpoint in AI infrastructure upgrade cycle boosting demand.
- Analyst upgrades signal robust growth outlook, offsetting choppy AI scrutiny with faster large language model and AI factory builds.
Teradyne surges to 52-week high on tech sector rotation and AI optimism.
- Sector rotation drives gains as investors pile into tech amid Nasdaq-100's 0.39% rise, highlighting TER's strength in semiconductor testing.
- BofA hikes price target to $235 with Buy rating, viewing 2026 as key midpoint in AI infrastructure upgrade cycle boosting demand.
- Analyst upgrades signal robust growth outlook, offsetting choppy AI scrutiny with faster large language model and AI factory builds.
Investment Analysis
Supermicro
SMCI
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
TER
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.
Related Market Insights
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Related Market Insights
China's AI Chip Access: The Semiconductor Opportunity That Just Reopened
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Teradyne (TER) Next Earnings Date
Teradyne (TER) is scheduled to report its next earnings for Q4 2025 after market close on Monday, February 2, 2026. The earnings conference call will follow on Tuesday, February 3, 2026, at 8:30 AM ET. This aligns with the company's historical pattern of early February releases for its fiscal year-end quarter.
Teradyne (TER) Next Earnings Date
Teradyne (TER) is scheduled to report its next earnings for Q4 2025 after market close on Monday, February 2, 2026. The earnings conference call will follow on Tuesday, February 3, 2026, at 8:30 AM ET. This aligns with the company's historical pattern of early February releases for its fiscal year-end quarter.
Which Baskets Do They Appear In?
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 BasketWhich Baskets Do They Appear In?
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 BasketBuy SMCI or TER in Nemo
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