泰瑞达(TER)今日盘中大涨5.06%,引起了市场的广泛关注。
消息面上,公司此前公布的一季度业绩大幅超预期,营收超出预期5.5%,非GAAP每股收益超出预期21%,其中AI测试收入占比首次突破七成,显示强劲需求增长。此外,TD Cowen将公司目标价从325美元上调至400美元,进一步提振市场信心。公司全年营收指引同比增速高达30%至40%,创历史新高,在AI芯片、HBM存储及先进封装三重需求共振下,测试平台处于供不应求状态,为股价持续走强提供基本面支撑。
泰瑞达(TER)今日盘中大涨5.06%,引起了市场的广泛关注。
消息面上,公司此前公布的一季度业绩大幅超预期,营收超出预期5.5%,非GAAP每股收益超出预期21%,其中AI测试收入占比首次突破七成,显示强劲需求增长。此外,TD Cowen将公司目标价从325美元上调至400美元,进一步提振市场信心。公司全年营收指引同比增速高达30%至40%,创历史新高,在AI芯片、HBM存储及先进封装三重需求共振下,测试平台处于供不应求状态,为股价持续走强提供基本面支撑。
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