| TER |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$1,245M vs. cons $1,216M (+2.4%) |
MEDIUM |
| TER |
Report |
Non-GAAP EPS (Q2 2026) |
BEAT |
pred ~$2.15 vs. cons $2.05 (+4.9%) |
MEDIUM |
| TER |
Report |
Memory Test Revenue (Q2 2026) |
BEAT |
pred ~$195M vs. cons $187M (+4.1%) |
MEDIUM |
| TER |
Guide |
Q3 2026 Revenue Guide (Q3 2026) |
BETTER |
guide ~$1.05B midpoint vs. cons ~$993M implied UNVERIFIED (+5.8%) |
LOW |
| TER |
Guide |
FY 2026 1H Weighting Language (FY 2026) |
UNCHANGED |
guide 57-60% (narrows) vs. current 55-60% guidance |
MEDIUM |
| TER |
Guide |
Merchant GPU FY Ramp (FY 2026) |
UNCHANGED |
guide confirms $50M FY target, no upside vs. $50M management guide |
MEDIUM |
| TER |
Guide |
Memory Test H2 Trajectory (H2 2026) |
BETTER |
qualitative: back-half weighted confirmed, HBM stronger than January view |
MEDIUM |
| TER |
Return |
Day-1 residual (stock − beta × S&P 500) |
+10.0% |
— |
MEDIUM |
| TER |
Return |
5-day cumulative residual |
+10.0% (STABILIZE) |
STABILIZE — relief rally holds; H2 uncertainty caps re-expansion; estimate revisions modest as Q3 guide in-line with implied FY math |
MEDIUM |