Teradyne Stock Soars 7.88% to Monthly High on AI Infrastructure Momentum, Analyst Upgrades

The share price rose to its highest level so far this month today, with an intraday gain of 7.88%.

Analysts at Bank of America and Cantor Fitzgerald have reinforced their bullish stance on Teradyne, raising price targets to $235 and $240, respectively. The upgrades reflect confidence in the company’s role in the AI infrastructure boom, driven by surging demand for semiconductor testing solutions. Teradyne’s automated test equipment is critical for validating advanced chips used in AI hardware, positioning it to benefit from long-term industry tailwinds. The Philadelphia Semiconductor Index’s outperformance in 2025, attributed to early-stage AI demand, further underscores the sector’s strength.

While short-term volatility remains a risk, the 8–10-year AI bull run projected by Bank of America highlights Teradyne’s strategic alignment with infrastructure modernization. The firm noted that rapid advancements in large language models and AI manufacturing hubs could mitigate near-term ROI scrutiny. With its diversified portfolio spanning semiconductor testing and robotics, Teradyne is well-positioned to capitalize on sustained demand as enterprises transition to AI-optimized systems. Analysts caution that execution quality will differentiate performers, but Teradyne’s core competencies suggest resilience amid sector-wide growth.