Teradyne vs AST SpaceMobile
Teradyne Inc. and AST SpaceMobile are presented here to help readers compare their business models, financial performance, and market context. The page outlines how each company creates value, approaches growth, and faces industry dynamics, while remaining neutral and accessible for a broad audience. Educational content, not financial advice.
Teradyne Inc. and AST SpaceMobile are presented here to help readers compare their business models, financial performance, and market context. The page outlines how each company creates value, approac...
Why It's Moving
Teradyne dips amid broader market gains as investors eye upcoming earnings and mixed AI momentum.
- Stock lagged market after recent session, closing lower despite positive analyst upgrades highlighting AI-driven EPS hikes for 2025-2027.
- Upcoming earnings forecast signals strong growth: $969M revenue, up 29%, underscoring UltraFLEXplus platform's role in high-margin AI testing.
- Consensus 'Buy' rating from 14 analysts reflects confidence in semiconductor test demand, offsetting softer robotics end-market trends.
Teradyne dips amid broader market gains as investors eye upcoming earnings and mixed AI momentum.
- Stock lagged market after recent session, closing lower despite positive analyst upgrades highlighting AI-driven EPS hikes for 2025-2027.
- Upcoming earnings forecast signals strong growth: $969M revenue, up 29%, underscoring UltraFLEXplus platform's role in high-margin AI testing.
- Consensus 'Buy' rating from 14 analysts reflects confidence in semiconductor test demand, offsetting softer robotics end-market trends.
Investment Analysis
Teradyne
TER
Pros
- Teradyne reported robust Q3 2025 revenue of $769 million, marking a 4% increase year-over-year, driven primarily by strong semiconductor test demand.
- The company benefits from sustained AI-related demand in compute and memory sectors, expected to grow further in Q4 2025.
- Teradyne has a diverse product portfolio including semiconductor test, product test, and robotics, supporting resilience and growth potential.
Considerations
- Despite strong recent performance, Teradyne's stock trades at a high P/E ratio near 68, indicating a potentially expensive valuation relative to earnings.
- Analyst price targets show significant variance with an average target suggesting a potential near-term price decline around 20%, reflecting some market caution.
- The company faces cyclicality risks tied to semiconductor industry demand fluctuations and technological shifts which could impact future results.
AST SpaceMobile
ASTS
Pros
- AST SpaceMobile is pioneering the development of space-based cellular broadband, targeting a large and potentially underserved global market.
- The company's innovative technology aims to provide direct-to-cellphone satellite connectivity, potentially disrupting traditional telecom infrastructure.
- Strategic partnerships and regulatory progress are advancing AST SpaceMobile’s commercial deployment of its constellation and service offerings.
Considerations
- AST SpaceMobile is currently pre-revenue and heavily reliant on successful satellite launches and deployments to realise commercial viability.
- The business model faces high execution risks including technical challenges, funding requirements, and competitive pressures from established telecom and satellite providers.
- Significant regulatory and spectrum licensing hurdles remain, which could delay or restrict rollout and affect growth timelines.
Teradyne (TER) Next Earnings Date
Teradyne (TER) is scheduled to report its next earnings on February 2, 2026, covering the Q4 2025 period. This date aligns with consensus estimates from multiple analyst sources, following the company's typical late-January or early-February pattern for fiscal year-end releases. The earnings conference call is expected shortly thereafter.
Teradyne (TER) Next Earnings Date
Teradyne (TER) is scheduled to report its next earnings on February 2, 2026, covering the Q4 2025 period. This date aligns with consensus estimates from multiple analyst sources, following the company's typical late-January or early-February pattern for fiscal year-end releases. The earnings conference call is expected shortly thereafter.
Which Baskets Do They Appear In?
AI Robotics Stocks After SoftBank ABB Deal 2025
SoftBank is acquiring ABB's robotics division for $5.38 billion, a landmark deal that merges a global robotics leader with a visionary AI investor. This strategic acquisition is set to accelerate the integration of AI into industrial automation, creating growth opportunities for companies that supply the critical technologies powering the next generation of intelligent robots.
Published: October 8, 2025
Explore BasketTesla European Suppliers: Production Boost vs Risks
Tesla is boosting production at its German factory, signaling confidence in its European and global sales outlook. This creates a potential investment opportunity in the network of suppliers and component manufacturers that support its European EV production.
Published: September 15, 2025
Explore BasketProductivity Plays For A Cautious Economy
Recent data shows U.S. jobless claims are falling, but overall hiring remains slow, pointing to a cautious "no hire/no fire" economy. This creates a potential investment opportunity in companies focused on automation and productivity solutions, which help businesses grow without expanding their workforce.
Published: August 29, 2025
Explore BasketWhich Baskets Do They Appear In?
AI Robotics Stocks After SoftBank ABB Deal 2025
SoftBank is acquiring ABB's robotics division for $5.38 billion, a landmark deal that merges a global robotics leader with a visionary AI investor. This strategic acquisition is set to accelerate the integration of AI into industrial automation, creating growth opportunities for companies that supply the critical technologies powering the next generation of intelligent robots.
Published: October 8, 2025
Explore BasketTesla European Suppliers: Production Boost vs Risks
Tesla is boosting production at its German factory, signaling confidence in its European and global sales outlook. This creates a potential investment opportunity in the network of suppliers and component manufacturers that support its European EV production.
Published: September 15, 2025
Explore BasketProductivity Plays For A Cautious Economy
Recent data shows U.S. jobless claims are falling, but overall hiring remains slow, pointing to a cautious "no hire/no fire" economy. This creates a potential investment opportunity in companies focused on automation and productivity solutions, which help businesses grow without expanding their workforce.
Published: August 29, 2025
Explore BasketHyundai's American Industrial Build-Out
Hyundai Motor Group is boosting its U.S. investment to $26 billion, targeting automotive, steel, and robotics. This move creates a significant opportunity for American companies that supply, support, and innovate within these expanding industrial sectors.
Published: August 26, 2025
Explore BasketThe Great American Chip Reshoring
President Trump's proposal to impose tariffs of up to 300% on imported semiconductors aims to force a shift in global manufacturing. This creates a potential investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to gain from the drive to onshore production.
Published: August 16, 2025
Explore BasketRise Of The Machines: The Robotics Revolution
This basket focuses on companies at the forefront of the robotics and automation revolution. It provides exposure to both the hardware manufacturers and the software developers driving this technological shift.
Published: August 12, 2025
Explore BasketPowering Tesla's AI Ambitions
Following the approval of a new $29 billion pay package for Elon Musk, Tesla is poised to accelerate its transition into an AI-first company. This theme focuses on the ecosystem of companies that will support and benefit from Tesla's intensified push into AI and robotics.
Published: August 5, 2025
Explore BasketIndustrial Automation: Thriving In A Manufacturing Slowdown
The continued contraction of the U.S. manufacturing sector highlights a critical need for operational efficiency. This situation creates a potential investment opportunity in companies providing automation, robotics, and other cost-saving technologies to the industrial sector.
Published: August 2, 2025
Explore BasketEDA Underdogs
This collection features carefully selected companies in the electronic design automation (EDA) and semiconductor IP space. Our professional analysts have identified these stocks as potential beneficiaries of the changing competitive landscape following Synopsys' massive $35 billion acquisition of Ansys.
Published: July 15, 2025
Explore BasketChina'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 BasketRobotic Vision and Perception
This carefully selected group of stocks represents companies at the forefront of helping machines see and understand the world. With Intel's recent $50 million investment in its RealSense spin-off, the market for advanced computer vision is gaining serious momentum. These expert-picked companies are positioned to benefit as robots and AI systems increasingly need to perceive their environments.
Published: July 14, 2025
Explore BasketIntel's RealSense Spin-Off: The 3D Vision Revolution
This carefully selected group of stocks represents companies poised to benefit from Intel's RealSense becoming an independent company. Handpicked by professional analysts, these companies span computer vision, robotics, and automation, all set to thrive in the expanding 3D perception technology market.
Published: July 14, 2025
Explore BasketFoldable Future
This carefully selected group of stocks represents companies at the forefront of the foldable phone revolution. With Samsung launching new AI-powered foldables including a budget option, these specialized component suppliers are positioned to benefit as this innovative technology goes mainstream.
Published: July 11, 2025
Explore BasketThe Automated Warehouse
Amazon just deployed its one millionth warehouse robot, triggering an automation arms race across the entire logistics industry. These carefully selected stocks represent the companies building and benefiting from the automated warehouses of tomorrow.
Published: July 2, 2025
Explore BasketEuropean Wage Boost
With European wages rising 4.12%, we've carefully selected companies set to benefit from this economic shift. Our professional analysts have identified both consumer-facing brands capturing increased spending and automation leaders helping businesses manage higher labor costs.
Published: June 30, 2025
Explore BasketSatellite-Edge Backbone
A new communications infrastructure is being built in low Earth orbit, creating a blanket of high-speed connectivity around our planet. This collection features carefully selected companies positioned to benefit from the entire satellite-to-ground ecosystem powering our next generation of global data services.
Published: June 17, 2025
Explore BasketHuman Productivity Portfolio
Discover companies at the forefront of amplifying our most valuable resource—human ingenuity. These carefully selected stocks represent businesses creating significant economic value by helping people achieve more with less effort, from AI-powered software to advanced robotics.
Published: June 17, 2025
Explore BasketSpace
Houston, we've got an investing opportunity! This collection features carefully selected companies powering the next space race through satellite technology, defense innovation, and commercial space travel. Handpicked by our professional analysts for their potential in an industry projected to reach $1.4 trillion by 2030.
Published: May 13, 2025
Explore BasketBuy TER or ASTS in Nemo
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
Teradyne vs Wipro
Teradyne vs Wipro: comparing business models
Vodafone vs AST SpaceMobile
Vodafone vs AST SpaceMobile
Supermicro vs AST SpaceMobile
Supermicro vs AST SpaceMobile