AXT Inc vs Teradyne, Inc. — how do they compare? AXT Inc trades at $78.21 (market cap $4.83B), while Teradyne, Inc. trades at $402.55 (market cap $59.34B). The key difference: Teradyne, Inc. is far larger — about 12.3× AXT Inc's market cap, and Teradyne, Inc. pays a 0.14% dividend while AXT Inc pays none. Which is the better fit depends on your goals.
| AXTI | TER | |
|---|---|---|
Market Cap | $4.83B | $59.34B |
Sector | Technology | Technology |
52-Week High | $140.83 | $483.84 |
52-Week Low | $2.05 | $109.30 |
Enterprise Value | $4.50B | $59.09B |
Dividend Yield | — | 0.14% |
Signals from Pluang's Aura AI — not financial advice
AXTI is trading at $76.84, up 4.11% with strong bullish momentum following better-than-expected Q2 2026 earnings. The stock shows bullish technical signals with support at $72 and resistance at $77. Recent financials indicate a turnaround with Q2 EPS of $0.19 beating estimates and revenue growth driven by record indium phosphide demand for AI data centers.
The outlook appears positive with strong AI-driven demand and capacity expansion plans, though valuation metrics remain elevated with P/S of 30.53. Key risks include execution challenges in meeting demand and competitive pressures in the semiconductor substrate market. Analyst consensus is strongly bullish with 73% buy ratings and $72.50 price target.
Teradyne (TER) trades at $365.10, down 3.75% on the day despite strong Q2 2026 earnings that beat expectations with EPS of $2.47 versus $2.09 forecast. The stock shows neutral technical signals with support at $358 and resistance at $380, while fundamentals remain robust with 25.77% net margins and 36.66% ROE. Recent news highlights AI-driven semiconductor test demand fueling record revenues.
Outlook remains positive with analyst consensus price target of $481.63 (32% upside) and no sell ratings. Key risks include premium valuation (P/E 52.14) and dependence on semiconductor cycle volatility. Strong institutional ownership and consistent earnings beats support bullish sentiment for long-term growth in AI and robotics markets.
Trailing returns across standard periods
Latest headlines on both assets
AXT develops and manufactures high-performance compound semiconductor wafer substrates. Its products, like indium phosphide and gallium arsenide, are essential for data centers, 5G, and consumer electronics.
Read more on AXTI →Teradyne provides testing equipment, including automated test equipment for semiconductors, system testing for hard disk drives, circuit boards, and electronics systems and wireless testing for devices. The firm entered the industrial automation market in 2015, into which it sells collaborative and autonomous robots for factory applications. Teradyne serves numerous end markets and geographies directly and indirectly with its products, but its most significant exposure is to semiconductor testing, which made up 71% of 2021 sales. Teradyne serves vertically integrated, fabless, and foundry chipmakers with its equipment.
Read more on TER →