Insider Trading July 16, 2026 01:27 PM

Teradyne CEO Smith Executes $1.43M Stock Sale Under Pre-Arranged Plan

Gregory Smith's transaction follows a 273% annual return, with valuation metrics and strategic partnerships providing broader context for the executive's activity.

By Nina Shah
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Gregory Stephen Smith, President and CEO of Teradyne, Inc. (NASDAQ: TER), executed a sale of 4,000 shares on July 15, 2026, under a Rule 10b5-1 plan established in February 2026. The transaction, valued at $1,425,240, occurs as the company's stock retreats from its sale price of $356.31 to $323.41, with analysis suggesting the stock may be trading above fair value. This move follows a significant 273% annual return for Teradyne shares. Post-transaction, Smith retains a direct holding of 116,495.4075 shares, including recent acquisitions from the Employee Stock Purchase Plan. The sale takes place amid broader corporate developments, including a major U.S. Department of War contract and a strategic AI chip testing collaboration with Tokyo Electron.

Teradyne CEO Smith Executes $1.43M Stock Sale Under Pre-Arranged Plan
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Key Points

  • Teradyne CEO Gregory Smith sold 4,000 shares worth $1.43 million under a Rule 10b5-1 plan established in February 2026, retaining over 116,000 shares post-transaction.
  • The company secured a $139.9 million U.S. Department of War contract for diagnostic test station kits and announced a strategic AI chip testing partnership with Tokyo Electron.
  • Teradyne shares have retreated from their sale price to $323.41, with analysis suggesting the stock may be overvalued relative to fair value despite a 273% annual return.

Gregory Stephen Smith, President and Chief Executive Officer of Teradyne, Inc. (NASDAQ: TER), executed a sale of the company's common stock on July 15, 2026. The transaction involved the disposition of 4,000 shares, generating total proceeds of $1,425,240. The sale was priced at $356.31 per share and was conducted under a Rule 10b5-1 trading plan that Mr. Smith adopted on February 12, 2026.

This executive activity follows a period of substantial market appreciation for Teradyne, which delivered a 273% return over the past year. Despite this strong performance, the stock has recently retraced, falling to $323.41 from the price at which Mr. Smith executed his sale. Market analysis indicates that the stock may currently be trading overvalued relative to its fair value, which provides context for the timing of this insider transaction.

Following the completion of this transaction, Mr. Smith's direct holdings in Teradyne common stock stand at 116,495.4075 shares. This total includes 25.8346 shares that were acquired through the company's Employee Stock Purchase Plan on June 30, 2026. The executive's retained stake remains significant, reflecting ongoing alignment with shareholder interests despite the recent divestiture.

Teradyne continues to advance its operational and strategic objectives across multiple fronts. The company recently secured a $139.9 million firm-fixed-price contract from the U.S. Department of War. This agreement involves the delivery of diagnostic automatic test station kits, with work to be performed at Robins Air Force Base in Georgia. This contract highlights Teradyne's continued relevance in defense and aerospace testing applications.

In the technology sector, Teradyne announced a collaboration with Tokyo Electron to launch an integrated test cell solution designed for AI chip screening. This partnership combines Teradyne's UltraFLEXplus platform with Tokyo Electron's Prexa SDP, addressing growing demand in semiconductor testing for artificial intelligence applications. Analysts at Aletheia have noted potential growth opportunities for Teradyne through its expansion in merchant GPU and co-packaged optics technology.

Corporate governance developments also marked the company's recent activities. At Teradyne's 2026 annual meeting, shareholders elected all nominated directors and approved key proposals. Additionally, the company declared a quarterly cash dividend of $0.13 per share. This dividend is payable on June 12, 2026, to shareholders of record as of May 21, 2026, demonstrating continued commitment to shareholder returns.

Market data indicates Teradyne's stock trading at $322.30, reflecting a decline of $19.82 or 5.79%. The stock's performance over various timeframes, including 1-day, 1-week, 1-month, 6-month, 1-year, 5-year, and maximum periods, shows significant volatility and growth trajectories. The company's valuation metrics and recent strategic partnerships suggest ongoing business activities and initiatives aimed at capitalizing on technological advancements and government contracts.

InvestingPro offers comprehensive analysis tools, including 18 additional ProTips and Pro Research Reports covering over 1,400 US equities. These resources provide deeper insights into Teradyne's valuation and performance, helping investors evaluate the company's position within the broader market context.

Risks

  • Teradyne's stock has recently pulled back significantly from the CEO's sale price, and analysis indicates it may be trading overvalued relative to fair value, suggesting potential downside risk for investors.
  • The company faces competitive pressures in the semiconductor testing sector, particularly in AI chip screening and merchant GPU technologies, as it expands into co-packaged optics and collaborates with industry peers like Tokyo Electron.
  • Regulatory and execution risks are inherent in large government contracts, such as the $139.9 million U.S. Department of War agreement, which requires precise delivery of diagnostic automatic test station kits at Robins Air Force Base.

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