Key Takeaways ADI's Industrial segment rose 23% year over year in Q3 fiscal 2025.Growth came from AI-driven test equipment, aerospace and double-digit automation.Partnerships with Teradyne and NVIDIA expand ADI's robotics and simulation footprint.Analog Devices’ (ADI) Industrial segment is experiencing massive growth on the back of demand for its offerings across instrumentation, automation, health care, aerospace and defense and energy management businesses, as mentioned in their recent earnings call. The ...

公司评级与目标价 - 对Teradyne Inc (TER)的初始评级为强力买入 目标价113美元 [1] 公司业务概述 - Teradyne从事半导体、系统、工业自动化和无线领域的自动测试设备设计与制造 [1] 盈利预测 - 2025财年稀释后每股收益(EPS)预测为3.36美元 同比增长1% [1] 研究机构方法论 - 采用结构化可重复框架识别具有持久商业模式的公司 [1] - 重点分析被低估现金流潜力和明智资本配置的企业 [1] - 估值基于行业相关倍数 强调可比性和简洁性 [1] - 研究覆盖偏好经历结构性变化或暂时错位的被低估公司 [1]