Teradyne (TER) Rose Following Demand Uptick

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter can be downloaded here. The fourth quarter of 2025 saw mixed results for midcap stocks. Among the style indexes, the Russell Midcap® Growth Index decreased by 3.70%, while the Russell Midcap® Value Index rose by 1.41%. In the growth index, materials achieved the highest absolute return at 17.51%. However, due to their smaller weight in the index, their contribution to overall returns was limited. The healthcare (up 1.13%) and real estate (up 0.24%) sectors were the only other positive contributing sectors. Midcap stocks generated positive returns in 2025 but trailed their 2024 annual returns. The Russell Midcap Growth Index rose by 8.66%, trailing the Russell Midcap Value Index’s 11.04% return. In the growth index, utilities recorded the highest absolute return among all sectors, up 29.40%. The firm anticipates a favorable year ahead for equity markets. The letter outlined potential opportunities in Cyclicals, Healthcare, Information Technology, Financials, and Consumer Spending sectors through 2026. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Teradyne, Inc. (NASDAQ:TER) as one of its leading contributors. Teradyne, Inc. (NASDAQ:TER) is a manufacturer of automated test systems and robotics products. On March 03, 2026, Teradyne, Inc. (NASDAQ:TER) stock closed at $304.22 per share. One-month return of Teradyne, Inc. (NASDAQ:TER) was 13.06%, and its shares gained 176.04% over the past 52 weeks. Teradyne, Inc. (NASDAQ:TER) has a market capitalization of $47.627 billion.

Carillon Eagle Mid Cap Growth Fund stated the following regarding Teradyne, Inc. (NASDAQ:TER) in its fourth quarter 2025 investor letter:

"Teradyne, Inc. (NASDAQ:TER) is a semiconductor testing equipment supplier. Shares rose after the company reported very strong results on the back of strong demand for test equipment for artificial intelligence (AI)-related semiconductors. The company is also seeing potential market share gains that likewise could support revenue growth in 2026."

Teradyne, Inc. (NASDAQ:TER) is not on our list of 40 Most Popular Stocks Among Hedge Funds. According to our database, 77 hedge fund portfolios held Teradyne, Inc. (NASDAQ:TER) at the end of the fourth quarter, up from 58 in the previous quarter. While we acknowledge the potential of Teradyne, Inc. (NASDAQ:TER) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Teradyne, Inc. (NASDAQ:TER) and shared a list of stocks Jim Cramer discussed. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.