3 Intriguing Stocks to Watch After Q4 Earnings: AMD, SPG, TER

There are several intriguing and portfolio-worthy stocks that investors will want to pay attention to this week after beating their Q4 expectations.

In a week highlighted by Mag 7 quarterly results from Alphabet GOOGL and Amazon AMZN, these top-rated stocks are also standing out as they sport a Zacks Rank #2 (Buy).

Their post-earnings performance has created unique opportunities, including a buy-the-dip scenario for a top tech company and an income-producing stock that appears to be in store for higher highs.

AMD’s Buy the Dip Opportunity

There was a lot of excitement for AMD AMD stock going into its Q4 report yesterday evening, as the chipmaker has continued to strengthen its position in the semiconductor market as an alternative to Nvidia’s NVDA AI hardware ecosystem.

Despite impressively exceeding top and bottom line expectations, AMD stock dropped 17% in Wednesday's trading session. More aggressive guidance appears to have been wanted, with AMD stock still up an exhilarating +100% in the last year at $200 a share.

However, AMD’s Q1 revenue guidance of $9.8 billion ± $300 million still came in above Wall Street’s consensus of $9.33 billion (Current Qtr below). This would equate to at least 27% growth, with AMD expected to post high-double-digit sales and EPS expansion in FY26 and FY27 as well.

Profit-taking is also attributed to today’s selloff, but AMD’s Q4 sales of $10.27 billion and EPS of $1.53 were up 34% and 40% year over year, while beating expectations by 6% and nearly 16%, respectively.

The issue that some investors may have with AMD’s guidance is that it represents a sequential decline from Q4 in what was notably a quarterly sales record, disappointing those who expected further “all-time” acceleration.

Simon Property’s "Eustress"  

Hitting a fresh 52-week high after exceeding Q4 expectations on Monday, Simon Property Group's SPG stock has continued to create a positive cognitive response to stress that is healthy or fulfilling.

At $195 a share, it’s tempting to take profits as Real Estate Investment Trusts (REITs) don’t typically have the explosive growth catalysts like other areas of the market, but taking a look at a five-year view, SPG‘s gains of +100% have pleasantly topped the S&P 500 and the Nasdaq.

A pullback would present a much-desired opportunity to gain exposure to SPG’s large-scale real estate assets that generate steady, recurring cash flow as the world's largest shopping mall operator.

On the other hand, paying up for SPG stock could start to be the norm again. To that point, SPG still trades at a very reasonable 14X forward earnings multiple with an enticing 4.65% annual dividend yield that should certainly keep income-seeking investors engaged.

Further igniting the eustress and making it a challenging decision to take profits or not is that when including dividends, SPG’s total return in the last five years is over +160%.

Teradyne’s Electronics Leadership

Rounding out the list, surging AI-related demand helped drive Teradyne’s TER strong Q4 results on Monday as a U.S.-based company that designs and manufactures automated test equipment (ATE) and advanced robotics systems, serving semiconductor, electronics, and industrial automation customers.

Teradyne delivered a record Q4 in terms of revenue and EPS. Most intriguing, Q4 sales climbed 44% YoY and 41% sequentially at $1.08 billion. Teradyne’s key growth drivers were strong AI-related demand in the compute and memory parts of its semiconductor test business, leading to revenue of $883 million. Robotics and Product Tests segments saw pleasant sequential growth as well at a combined $110 million.

Furthermore, Teradyne’s Q4 EPS of $1.80 more than doubled YoY and crushed estimates by 32%. 

Like AMD, Teradyne’s expansion has been captivating and is expected to continue in FY26 and FY27. TER popped +13% in yesterday's trading session but fell over 4% on Wednesday.  

It’s noteworthy that strong institutional buying has led to Teradyne’s stock rallying +150% in the last year, with TER being one of the market’s top performers to start 2026. 

Bottom Line

These top-rated stocks have been suitable candidates for the portfolio and are certainly going to draw investors' interest after their favorable Q4 results, whether it be SPG for the potential of higher highs and its juicy dividend, or AMD and Teradyne as high-growth tech stocks that may be able to sustain their blazing performances despite a pullback from their peaks.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research