SanDisk vs Teradyne, Inc. — how do they compare? SanDisk trades at $1,760.3 (market cap $254.47B), while Teradyne, Inc. trades at $383.19 (market cap $55.82B). The key difference: SanDisk is far larger — about 4.6× Teradyne, Inc.'s market cap, and Teradyne, Inc. pays a 0.15% dividend while SanDisk pays none. Which is the better fit depends on your goals.
| SNDK | TER | |
|---|---|---|
Market Cap | $254.47B | $55.82B |
Sector | Technology | Technology |
52-Week High | $2.34K | $483.84 |
52-Week Low | $73.92 | $112.24 |
Enterprise Value | $249.89B | $55.56B |
Dividend Yield | — | 0.15% |
Signals from Pluang's Aura AI — not financial advice
SNDK trades at $1,737.99, down 0.12% on the day, with a neutral technical signal. The stock has surged over 500% in 2026, driven by AI-driven memory demand, and is set to join the S&P 500. Recent quarters show strong EPS beats, with Q2 2026 actual EPS of $39.25 surpassing the $34.96 estimate. Fundamentals are mixed, with a net loss in 2025 but a projected profit margin of 56.46% for 2026, supported by high gross margins and robust ROE of 91.64%.
Outlook is bullish due to AI memory supercycle tailwinds and contracted revenue floors, but risks include volatility from insider selling and valuation concerns. Analysts are overwhelmingly positive, with 87.5% buy ratings and a consensus price target of $2,330, implying 34% upside. Investors should weigh high growth potential against execution risks in a cyclical sector.
Teradyne (TER) trades at $372.06, up 4.21% on the day, with a bullish technical signal and strong fundamental performance. The stock has consistently beaten earnings estimates in recent quarters, with Q3 2026 results pending. Revenue grew to $3.19B in 2025, and net income margin stands at 25.77%. Analyst sentiment is positive, with a consensus price target of $474.78 and no sell ratings among 31 analysts. Recent news highlights surging demand for UltraFLEXplus systems driven by AI and data center growth.
The outlook for TER is favorable, supported by robust AI-driven demand, earnings momentum, and institutional accumulation. Key risks include competitive pressures from KLA and Cohu, reliance on semiconductor cycles, and execution challenges in scaling operations. The stock offers upside potential but remains sensitive to tech sector volatility and macroeconomic conditions affecting capital expenditure trends.
Trailing returns across standard periods
Latest headlines on both assets
Sandisk is a semiconductor memory company specializing in NAND flash technology. Its storage products support consumer devices, enterprise systems, and cloud and AI infrastructure.
Read more on SNDK →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 →