Advertisement
AMD vs TER
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. Teradyne (TER) Stock Comparison
Key Takeaways
- Both AMD and TER have delivered exceptional year-to-date gains exceeding 60%, fueled by surging AI demand in semiconductors.
- AMD reported Q1 2026 revenue of $10.25 billion, up 38% year-over-year, driven by 57% data center growth.
- TER achieved record Q1 revenue of $1.282 billion, up 87% year-over-year, with AI-related sales comprising nearly 70%.
- AMD boasts a larger market cap around $588 billion versus TER's $56 billion, reflecting broader exposure but higher absolute volatility.
- Recent momentum shows AMD up over 70% in the past month on earnings beats, while TER trades with elevated P/E ratios around 66x trailing earnings.
- Both stocks benefit from AI tailwinds, but TER's focus on testing equipment offers niche leverage to chip validation cycles.
Introduction
Advanced Micro Devices (AMD) and Teradyne (TER) operate at the heart of the semiconductor ecosystem, powering and validating the AI chips driving the current market boom. AMD designs high-performance CPUs and GPUs essential for data centers, while TER provides automated test equipment (ATE) to ensure chip reliability. This stock comparison is particularly relevant for traders eyeing relative performance in the volatile tech sector and investors seeking exposure to AI infrastructure growth. With both delivering outsized returns amid recent earnings surges, understanding their business models, momentum, and risks aids informed positioning in today's market environment.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD), a leader in high-performance computing, designs CPUs, GPUs, and adaptive platforms for data centers, PCs, gaming, and embedded systems. In recent market activity, AMD stock has surged, with shares climbing over 70% in the past month and more than tripling over the last year, reflecting strong AI-driven demand. Q1 2026 results showcased revenue of $10.25 billion, up 38% year-over-year, propelled by a 57% jump in data center sales to $5.78 billion from EPYC processors and Instinct GPUs. Sentiment has shifted positively on analyst upgrades and confidence in multi-billion-dollar AI accelerator opportunities, though seasonal pressures in client and gaming segments introduced some volatility. Broader AI ecosystem partnerships, including with Oracle for Instinct GPUs, continue to bolster performance.
TER Overview and Recent Performance
Teradyne (TER), a key provider of automated test systems and robotics, focuses on semiconductor validation for automotive, cloud, and consumer applications. Recent weeks have seen TER stock advance sharply, with year-to-date gains over 80% and a one-year rise exceeding 350%, underscoring its role in AI chip testing. Q1 2026 marked a record, with revenue hitting $1.282 billion—up 87% year-over-year—and non-GAAP EPS of $2.56, as AI-related demand reached nearly 70% of sales. Analyst upgrades followed, highlighting strength in compute, memory, and GPU testing, though shares experienced pullbacks amid guidance for sequential declines. Robotics growth added diversification, supporting overall sentiment in a high-demand testing cycle.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the top 25 performers from over 350 AI trading bots that analyze thousands of tickers across stocks, ETFs, and crypto. These curated bots, selected for current market suitability, employ diverse strategies like trend trading, AI/ML pattern recognition, and take-profit/stop-loss corridors (e.g., TP 3%/SL 2%), operating on timeframes from 5 minutes to 60 minutes. Standouts include annualized returns up to +169%, win rates as high as 88%, and profit factors over 11, with some targeting semiconductors like AMD, TER, NVDA, and LRCX groups. Virtual and brokerage agents incorporate risk management for real-world trading. Explore these high performers to align with dynamic conditions—visit Trending AI Robots for signals and copy trading options.
Head-to-Head Comparison
AMD and TER share AI exposure but diverge in models: AMD fabricates compute chips (CPUs/GPUs) for end-use in data centers, while TER supplies ATE for quality assurance, creating dependency on chipmakers like AMD. Growth drivers contrast—AMD leverages direct hyperscaler deals, TER benefits from testing volume surges. Recent momentum favors AMD post-earnings (74% monthly gain), but TER shows superior one-year strength (+350%). Risk profiles differ: AMD (beta ~2.4) faces competition from Nvidia; TER (beta 1.79) risks cyclicality but diversifies via robotics. Both command premium valuations (AMD P/E implied ~90x forward, TER 66x trailing), with sector tailwinds offsetting volatility. Market sentiment tilts toward AMD's scale versus TER's purity.
Tickeron AI Verdict
Tickeron’s AI currently favors AMD for its trend consistency, larger scale, and accelerating data center catalysts amid relative strength in recent weeks. With superior revenue growth trajectory and ecosystem positioning, AMD exhibits higher probability of outperformance versus TER, though TER's testing niche provides defensive leverage in AI ramps.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMD is a Hold and TER is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMD’s FA Score shows that 3 FA rating(s) are green whileTER’s FA Score has 2 green FA rating(s).
- AMD’s FA Score: 3 green, 2 red.
- TER’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMD’s TA Score shows that 3 TA indicator(s) are bullish while TER’s TA Score has 5 bullish TA indicator(s).
- AMD’s TA Score: 3 bullish, 3 bearish.
- TER’s TA Score: 5 bullish, 4 bearish.
Price Growth
AMD (@Semiconductors) experienced а +26.19% price change this week, while TER (@Electronic Production Equipment) price change was +0.38% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +7.79%. For the same industry, the average monthly price growth was +46.60%, and the average quarterly price growth was +84.58%.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +2.43%. For the same industry, the average monthly price growth was +26.78%, and the average quarterly price growth was +142.59%.
Reported Earning Dates
AMD is expected to report earnings on Aug 04, 2026.
TER is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Semiconductors (+7.79% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
@Electronic Production Equipment (+2.43% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| AMD | TER | AMD / TER | |
| Capitalization | 731B | 56.1B | 1,303% |
| EBITDA | 8.09B | 1.14B | 710% |
| Gain YTD | 109.325 | 85.266 | 128% |
| P/E Ratio | 149.43 | 66.50 | 225% |
| Revenue | 37.5B | 3.79B | 990% |
| Total Cash | 12.3B | 246M | 5,000% |
| Total Debt | 3.87B | 82.4M | 4,698% |
AMD | TER | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 25 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 14 | 23 | |
SMR RATING 1..100 | 77 | 34 | |
PRICE GROWTH RATING 1..100 | 2 | 36 | |
P/E GROWTH RATING 1..100 | 12 | 5 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TER's Valuation (78) in the Electronic Production Equipment industry is in the same range as AMD (85) in the Semiconductors industry. This means that TER’s stock grew similarly to AMD’s over the last 12 months.
AMD's Profit vs Risk Rating (14) in the Semiconductors industry is in the same range as TER (23) in the Electronic Production Equipment industry. This means that AMD’s stock grew similarly to TER’s over the last 12 months.
TER's SMR Rating (34) in the Electronic Production Equipment industry is somewhat better than the same rating for AMD (77) in the Semiconductors industry. This means that TER’s stock grew somewhat faster than AMD’s over the last 12 months.
AMD's Price Growth Rating (2) in the Semiconductors industry is somewhat better than the same rating for TER (36) in the Electronic Production Equipment industry. This means that AMD’s stock grew somewhat faster than TER’s over the last 12 months.
TER's P/E Growth Rating (5) in the Electronic Production Equipment industry is in the same range as AMD (12) in the Semiconductors industry. This means that TER’s stock grew similarly to AMD’s over the last 12 months.
| AMD | TER | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 67% | 1 day ago 61% |
| Stochastic ODDS (%) | N/A | 1 day ago 70% |
| Momentum ODDS (%) | N/A | 1 day ago 73% |
| MACD ODDS (%) | N/A | 1 day ago 67% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 77% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 70% |
| Advances ODDS (%) | 3 days ago 78% | 3 days ago 77% |
| Declines ODDS (%) | 16 days ago 75% | 15 days ago 67% |
| BollingerBands ODDS (%) | 1 day ago 67% | 1 day ago 86% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 79% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VUG | 86.56 | -0.25 | -0.29% |
| Vanguard Growth ETF | |||
| ROKT | 116.65 | -0.84 | -0.71% |
| Stt Strt® SPDR® S&PKenshoFnlFrntrsETF | |||
| FLSP | 26.97 | -0.20 | -0.74% |
| Franklin Systematic Style Premia ETF | |||
| HAIL | 38.71 | -0.67 | -1.71% |
| Stt Strt® SPDR®S&PKenshoSmrtMbltyETF | |||
| QQXL | 57.05 | -1.00 | -1.73% |
| ProShares Ultra QQQ TOP 30 | |||
AMD and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMD has been closely correlated with LRCX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMD jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To AMD | 1D Price Change % | ||
|---|---|---|---|---|
| AMD | 100% | -2.29% | ||
| LRCX - AMD | 75% Closely correlated | -2.30% | ||
| KLAC - AMD | 71% Closely correlated | -1.83% | ||
| FORM - AMD | 71% Closely correlated | -12.80% | ||
| ENTG - AMD | 71% Closely correlated | -2.57% | ||
| AMAT - AMD | 70% Closely correlated | -2.80% | ||
More | ||||