Verisk vs Teradyne
Verisk and Teradyne are the focus of this page, which compares business models, financial performance, and market context to help readers understand how the two companies operate within their sectors. Educational content, not financial advice.
Verisk and Teradyne are the focus of this page, which compares business models, financial performance, and market context to help readers understand how the two companies operate within their sectors....
Why It's Moving
Verisk Analytics draws fresh institutional interest amid Q3 earnings mix and upbeat FY2025 guidance.
- Natixis bought 32,955 VRSK shares this week, highlighting institutional optimism in the face of mixed Q3 results[1].
- Q3 EPS beat estimates at $1.72 versus $1.70 expected, though revenue of $768.3M fell short; FY2025 guidance of $6.80–$7.00 tops analyst consensus of $6.63, underscoring resilient growth outlook[1][4].
- Quarterly dividend hiked to $0.45 per share (payable Dec 31), affirming commitment to shareholder returns with a sustainable 27% payout ratio amid steady 5.9% revenue growth[1].
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]
Verisk Analytics draws fresh institutional interest amid Q3 earnings mix and upbeat FY2025 guidance.
- Natixis bought 32,955 VRSK shares this week, highlighting institutional optimism in the face of mixed Q3 results[1].
- Q3 EPS beat estimates at $1.72 versus $1.70 expected, though revenue of $768.3M fell short; FY2025 guidance of $6.80–$7.00 tops analyst consensus of $6.63, underscoring resilient growth outlook[1][4].
- Quarterly dividend hiked to $0.45 per share (payable Dec 31), affirming commitment to shareholder returns with a sustainable 27% payout ratio amid steady 5.9% revenue growth[1].
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]
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Explore BasketInvestment Analysis
Verisk
VRSK
Pros
- Verisk maintains a leading position in insurance data analytics with advanced AI and cloud-based solutions.
- The company demonstrates consistent revenue growth, supported by a robust subscription model and strong profit margins.
- Verisk is expanding internationally and into new segments through strategic acquisitions and product innovation.
Considerations
- Recent financial results have been mixed, with net income declining and FY25 sales guidance cut below estimates.
- Valuation metrics are elevated compared to sector averages, with a high P/E and price-to-sales ratio.
- The business faces execution risks from integrating recent acquisitions and evolving from a utility to a technology network.
Teradyne
TER
Pros
- Teradyne benefits from strong demand in semiconductor and electronics testing, driven by global technology trends.
- The company has a diversified product portfolio and a solid track record of innovation in automation solutions.
- Teradyne maintains healthy margins and a resilient business model, supported by recurring revenue streams.
Considerations
- Revenue and earnings are sensitive to semiconductor industry cycles, exposing Teradyne to cyclical downturns.
- The company faces intense competition from larger rivals and emerging players in the automation and testing space.
- Recent acquisitions have increased leverage, raising concerns about integration risks and return on capital.
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