TER Number of Guru Trades
TER Volume of Guru Trades
TER Daily Net ETF Flow
Dollars ETFs put into or pulled out of TER each day, net of sells, against the share price.
TER Daily Net ETF Share Flow
Shares ETFs added or removed each day, net, as a share of TER's shares outstanding, against the share price.
Gurus Latest Trades with NAS:TER
NAS:TER is held by these investors
Top ETF Buyers
What each ETF bought and sold in this stock over the period, from the same daily data as the charts above. Sorted by net amount, so sorting ascending brings the heaviest sellers to the top.
ETF Ownership
Every ETF holding the stock, largest position first. Change covers the gap between each fund's last two reports, so a fund that held still shows none.
Guru Commentaries on NAS:TER
Teradyne, a leader in semiconductor testing, continued to capitalize on the AI megatrend. Surging demand for its AI-focused testers drove bullish revenue guidance in the first-quarter results further emphasized by strategic market share gains at Nvidia. The company is well-positioned to benefit from the ongoing demand for AI infrastructure, which is reshaping competitive dynamics across multiple industries.
The portfolio maintained an overweight in semiconductor chip-testing company Teradyne, whose stock rose during the quarter on the back of improving semiconductor industry sentiment, expectations for a broader recovery in test spending and confidence that Teradyne is well-positioned to capitalize on rising complexity in next-generation processors.
The letter discusses Teradyne in the context of the broader semiconductor industry but does not provide a specific investment thesis or directional argument regarding Teradyne itself.
Teradyne is another beneficiary of the AI buildout. Strong demand for AI applications, particularly in system-on-a-chip and memory testing, is seen as a major growth driver, offsetting weaknesses in other segments like automotive and industrial. The company enables and supports the AI infrastructure buildout, which positions it well for future growth.
News about NAS:TER
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