[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-teradyne-ter-stock-valuation-2028-forecast-ES":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":258,"relatedPosts":265,"suggestedPosts":340},{"id":224,"title":225,"date":226,"modified":226,"excerpt":227,"content":228,"wordCount":229,"lang":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":238,"editor":244,"categories":249,"relatedPosts":255,"seo":256},129089,"Con un aumento del 199% en el último año, ¿Todavía tiene espacio para crecer la acción de Teradyne hasta 2028?","2026-09-07T13:48:44","\u003Cp>TER cotiza cerca de $357 tras un trimestre excepcional impulsado por la IA. Consulta el modelo de valoración de TIKR, los supuestos clave y los escenarios alcista\u002Fbase\u002Fbajista.\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">\u003Cstrong>Conclusiones clave:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Impulso impulsado por la IA:\u003C\u002Fstrong> Más del 60% de los ingresos de Teradyne están ahora vinculados a la IA, y los ingresos totales de la empresa se más que duplicaron interanual en el T2 de 2026. \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Proyección de precio:\u003C\u002Fstrong> Según la ejecución actual, la acción TER podría alcanzar los $562 para diciembre de 2028. \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Ganancias potenciales:\u003C\u002Fstrong> Este objetivo implica una rentabilidad total del 58% desde el precio actual de $357. \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Rentabilidad anual:\u003C\u002Fstrong> Los inversores podrían ver un crecimiento anualizado aproximado del 22% durante los próximos 2,3 años.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Ya disponible: Descubre cuánto potencial alcista podrían tener tus acciones favoritas usando el nuevo Modelo de Valoración de TIKR (Es gratis)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Teradyne (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=94728&tid=2657481&ref=49x9sy\">TER\u003C\u002Fa>) acaba de publicar su segundo trimestre consecutivo de ingresos récord. Los ingresos totales de la empresa superaron los $1.300 millones en el T2 de 2026, un aumento de más del 100% interanual, mientras que el BPA no GAAP se disparó más del 300% a $2,47.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El CEO Greg Smith dice que la IA es la razón. Los tres grupos de negocio de Teradyne, Semi Test, Product Test y Robotics, crecieron tanto interanual como trimestral, y los ingresos impulsados por la IA ahora representan más del 60% del total.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El punto más importante que Smith destacó en la llamada: el gasto de capital en semiconductores, especialmente en equipos de fabricación de obleas (wafer fab), se está acelerando, y la proporción de ese gasto destinada a equipos de prueba ha aumentado del 4% en 2023 al 8% hasta ahora en 2026.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La acción TER cotiza alrededor de $357 hoy, y tras una fuerte subida, el mercado parece estar descontando un crecimiento continuo en lugar de una desaceleración.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Consulta las previsiones y estimaciones de crecimiento completas de los analistas para la acción TER (Es gratis) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-model-says-for-teradyne-stock\" class=\"wp-block-heading\">Lo que dice el modelo para la acción de Teradyne\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Teradyne fabrica equipos automatizados de prueba, las máquinas que verifican los chips y la memoria antes de su envío. A medida que los chips de IA se vuelven más complejos, necesitan más pruebas, no menos, y ese es el núcleo de la tesis alcista aquí.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Semi Test, el segmento más grande, superó los $1.000 millones en ingresos trimestrales por segundo trimestre consecutivo. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Dentro de eso, los ingresos por computación (chips utilizados en servidores de IA) crecieron casi un 600% interanual, impulsados por un nuevo cliente de GPU merchant y un segundo hyperscaler que ahora califica el equipo de Teradyne.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Las pruebas de memoria también están funcionando a pleno rendimiento. Los ingresos allí alcanzaron los $212 millones, un tercer trimestre consecutivo por encima de los $200 millones, impulsados por la demanda de pruebas de HBM y DRAM más una recuperación en la memoria flash NAND.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Utilizando una previsión de crecimiento de ingresos anual del 27,5% y márgenes operativos del 33,7%, nuestro modelo proyecta que la acción podría subir a $562 en 2,3 años. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Esto supone un múltiplo precio-beneficio de 35,9x, por debajo del promedio de un año propio de Teradyne de 45,2x.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-our-valuation-assumptions\" class=\"wp-block-heading\">Nuestros supuestos de valoración\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3570\" height=\"3980\" data-public-id=\"images\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3570,h_3980,c_scale\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA\" alt=\"\" class=\"wp-post-129089 wp-image-129103\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788787424\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA 3570w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1338,c_scale\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1561,c_scale\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_334,c_scale\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3570px) 100vw, 3570px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Modelo de Valoración de la Acción TER (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Estima el valor razonable de una empresa al instante (Gratis con TIKR) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-our-valuation-assumptions-0\" class=\"wp-block-heading\">Nuestros supuestos de valoración\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El Modelo de Valoración de TIKR te permite introducir tus propios supuestos para el \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers?ref=tikrblog\">crecimiento de ingresos\u003C\u002Fa>, los \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula?ref=tikrblog\">márgenes operativos\u003C\u002Fa> y el \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio?ref-tikrblog\">múltiplo P\u002FE\u003C\u002Fa> de una empresa, y calcula las rentabilidades esperadas de la acción.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Esto es lo que usamos para la acción TER:\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-1-revenue-growth-27-5\" class=\"wp-block-heading\">\u003Cstrong>1. Crecimiento de ingresos\u003C\u002Fstrong>: \u003Cstrong>27,5%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Teradyne creció sus ingresos un 13,1% en el último año, pero eso subestima dónde está el negocio ahora. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Los ingresos del primer semestre de 2026 aumentaron casi un 100% interanual. La dirección espera que el mercado de equipos de fabricación de obleas (wafer fab) se acerque a los $250.000 millones para finales de la década, y el CEO Greg Smith dijo que el mercado total de equipos de prueba podría alcanzar o superar los $20.000 millones. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Estamos asumiendo que el crecimiento se modera desde el ritmo explosivo de este año pero se mantiene muy por encima de las normas históricas.\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-2-operating-margins-33-7\" class=\"wp-block-heading\">\u003Cstrong>2. Márgenes operativos\u003C\u002Fstrong>: \u003Cstrong>33,7%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El margen operativo de los últimos doce meses se sitúa en el 22,3%, pero solo el T2 de 2026 fue del 33,7%, impulsado por un fuerte volumen impulsado por la IA. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El margen bruto se expandió 250 puntos básicos interanual al 59,8% debido a una mejor combinación de productos. \u003C\u002Fp>\n\n\n\n\u003Cli>\u003Cstrong>CFO\u003C\u002Fstrong> Michelle Turner espera una inversión continua en I+D y en estrategias de comercialización (go-to-market) para apoyar el crecimiento de 2027, pero el apalancamiento operativo de volúmenes más altos debería mantener los márgenes cerca de los niveles actuales.\u003C\u002Fli>\n\n\n\n\u003Ch3 id=\"h-3-exit-p-e-multiple-35-9x\" class=\"wp-block-heading\">\u003Cstrong>3. Múltiplo P\u002FE de salida: 35,9x\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TER cotiza actualmente a 36,6x los beneficios futuros. Estamos asumiendo una ligera compresión a 35,9x, aproximadamente en línea con el promedio de tres años, a medida que el mercado se asienta en una visión más normalizada del crecimiento impulsado por la IA en lugar de descontar ganancias triples perpetuas. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Eso sigue estando muy por encima del promedio de 10 años de 25,9x, reflejando la trayectoria de crecimiento estructuralmente más alta vinculada a la demanda de pruebas de chips de IA.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Construye tu propio Modelo de Valoración para valorar cualquier acción (¡Es gratis!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happens-if-things-go-better-or-worse\" class=\"wp-block-heading\">¿Qué pasa si las cosas van mejor o peor?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Las acciones de equipos de semiconductores se mueven en ciclos, y Teradyne no es una excepción. Así es como la acción TER podría comportarse bajo diferentes escenarios hasta diciembre de 2030:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Caso bajo:\u003C\u002Fstrong> Si el crecimiento de ingresos se estabiliza en el 24,1% y los márgenes de beneficio neto se sitúan en el 25,6%, los inversores aún podrían ver una rentabilidad total del 75,7%, o aproximadamente un 13,9% anual.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Caso medio:\u003C\u002Fstrong> Con un crecimiento del 26,7% y márgenes del 27,3%, esperamos una rentabilidad total del 136,8%, o aproximadamente un 22,0% anual.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Caso alto:\u003C\u002Fstrong> Si la demanda de IA se mantiene tan fuerte, impulsando el crecimiento de ingresos al 29,4% y los márgenes al 28,6%, las rentabilidades podrían alcanzar un total del 210,1%, o aproximadamente un 29,9% anual.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full is-resized\">\u003Cimg width=\"4875\" height=\"4080\" data-public-id=\"images\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4875,h_4080,c_scale\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA\" alt=\"\" class=\"wp-post-129089 wp-image-129104\" style=\"width:840px;height:auto\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788787507\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA 4875w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1004,c_scale\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1172,c_scale\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_251,c_scale\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4875px) 100vw, 4875px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Modelo de Valoración de la Acción TER (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Consulta qué piensan los analistas sobre la acción TER ahora mismo (Gratis con TIKR) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La diferencia entre estos resultados depende en gran medida de cómo se desarrolle el ciclo de calificación de doble proveedor con los principales clientes de computación, y de si el gasto en equipos de fabricación de obleas (wafer fab) sigue acelerándose como la dirección espera durante el resto de la década.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-teradyne-stock-have-from-here\" class=\"wp-block-heading\">¿Cuánto potencial alcista tiene la acción de Teradyne desde aquí?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Con la \u003Cstrong>nueva herramienta Modelo de Valoración\u003C\u002Fstrong> de TIKR, puedes estimar el precio potencial de una acción en menos de un minuto.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Todo lo que se necesita son tres entradas simples:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Crecimiento de ingresos\u003C\u002Fli>\n\n\n\n\u003Cli>Márgenes operativos\u003C\u002Fli>\n\n\n\n\u003Cli>Múltiplo P\u002FE de salida\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Si no estás seguro de qué introducir, TIKR rellena automáticamente cada entrada utilizando las estimaciones consensuadas de los analistas, dándote un punto de partida rápido y confiable.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">A partir de ahí, TIKR calcula el precio potencial de la acción y las rentabilidades totales bajo escenarios \u003Cstrong>Alcista, Base y Bajista\u003C\u002Fstrong> para que puedas ver rápidamente si una acción parece infravalorada o sobrevalorada.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Descubre el valor real de una acción en menos de 60 segundos (Gratis con TIKR) >>>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>¿Buscas nuevas oportunidades?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Descubre qué acciones están comprando \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>los inversores multimillonarios\u003C\u002Fstrong>\u003C\u002Fa> para que puedas seguir al dinero inteligente.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>Analiza acciones en tan solo 5 minutos\u003C\u002Fstrong>\u003C\u002Fa> con la plataforma todo en uno y fácil de usar de TIKR.\u003C\u002Fli>\n\n\n\n\u003Cli>Cuanto más investigues... más oportunidades descubrirás. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>Busca entre más de 100K acciones globales, las carteras de los principales inversores globales y más con TIKR.\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">Descargo de responsabilidad:\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Ten en cuenta que los artículos en TIKR no pretenden servir como consejo de inversión o financiero de TIKR o nuestro equipo de contenido, ni son recomendaciones para comprar o vender acciones. Creamos nuestro contenido basándonos en los datos de inversión de TIKR Terminal y las estimaciones de los analistas. Nuestro análisis podría no incluir noticias recientes de la empresa o actualizaciones importantes. TIKR no tiene posición en ninguna de las acciones mencionadas. ¡Gracias por leer y felices inversiones!\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",1081,"es","\u002Fblog\u002Fteradyne-ter-stock-valuation-2028-forecast","teradyne-ter-stock-valuation-2028-forecast","images\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788787091\u002Fimages\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva.png?_i=AA",{"altText":236,"imageCredit":237},"Up 199% Over the Last Year, Does Teradyne Stock Still Have Room to Run Through 2028?","@undefined from Getty Images Pro via Canva, @Aaron Hawkins from Getty Images via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Aditya Raghunath","adityatikr","author","",[],{"name":245,"slug":246,"role":247,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":248},"David Hanson","davidtikr","editor",[],[250],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},"Valoración","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",0,[],{"title":236,"metaDesc":257,"opengraphDescription":257,"twitterTitle":236,"twitterDescription":257},"TER trades near $357 after a blowout AI-driven quarter. See TIKR’s valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios.",{"title":236,"description":259,"twitterTitle":236,"twitterDescription":259,"author":239,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":226,"twitterLabel1":261,"twitterData1":262,"ogTitle":236,"ogDescription":259,"ogUrl":231,"ogImage":234,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":234,"ogImageAlt":236,"twitterImage":234},"TER trades near $357 after a blowout AI-driven quarter. See TIKR’s valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios.","TIKR.com","Tiempo de lectura estimado","8 minutes",1200,630,[266,281,296,310,325],{"id":254,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":278,"relatedPosts":280},"¿Puede la acción de Monday.com dar la vuelta a la situación para 2028 tras caer un 52% en los últimos 12 meses?","2026-09-07 13:48:05","MNDY cotiza cerca de $91 tras un año difícil. Consulta el modelo de valoración de TIKR, los supuestos clave y los escenarios alcista\u002Fbase\u002Fbajista para las acciones de monday.com.",1057,"\u002Fblog\u002Fmonday-com-mndy-stock-valuation-2028-forecast","monday-com-mndy-stock-valuation-2028-forecast","images\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788785282\u002Fimages\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva.png?_i=AA",{"altText":267},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":277},[],[279],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":293,"relatedPosts":295},"Con una caída de casi un 3% en los últimos 12 meses, ¿puede la acción de Moody's recuperarse para 2028?","2026-09-07 12:51:18","MCO cotiza cerca de $494 tras un sólido segundo trimestre. Consulta el modelo de valoración de TIKR, los supuestos clave y los escenarios alcista\u002Fbase\u002Fbajista para las acciones de Moody's.",1051,"\u002Fblog\u002Fmoodys-mco-stock-valuation-2028-forecast","moodys-mco-stock-valuation-2028-forecast","images\u002FMCO-stock_12907910dc1\u002FMCO-stock_12907910dc1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788777469\u002Fimages\u002FMCO-stock_12907910dc1\u002FMCO-stock_12907910dc1.png?_i=AA",{"altText":282},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":292},[],[294],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":297,"date":298,"excerpt":299,"wordCount":263,"uri":300,"slug":301,"cloudinaryAssetId":302,"featuredImageOriginalUrl":303,"featuredImageMetadata":304,"author":305,"categories":307,"relatedPosts":309},"Con una caída del 16% en los últimos 12 meses, ¿puede la acción de IDEXX recuperarse en 2027?","2026-09-07 12:50:27","La acción de IDEXX cae a pesar del fuerte crecimiento en diagnósticos. Esto es lo que dice el modelo de valoración de TIKR sobre su precio objetivo hasta 2028.","\u002Fblog\u002Fidexx-idxx-stock-valuation-2027-price-target","idexx-idxx-stock-valuation-2027-price-target","images\u002FIDXX-stock_129056d2db7\u002FIDXX-stock_129056d2db7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788775298\u002Fimages\u002FIDXX-stock_129056d2db7\u002FIDXX-stock_129056d2db7.png?_i=AA",{"altText":297},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":306},[],[308],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":311,"date":312,"excerpt":313,"wordCount":314,"uri":315,"slug":316,"cloudinaryAssetId":317,"featuredImageOriginalUrl":318,"featuredImageMetadata":319,"author":320,"categories":322,"relatedPosts":324},"¿Puede la acción de Domino's Pizza recuperarse en 2027 tras una caída del 23% en los últimos 12 meses?","2026-09-07 12:49:28","La acción de Domino's cae bruscamente a pesar del fuerte crecimiento de pedidos. Esto es lo que el modelo de valoración de TIKR dice sobre su precio objetivo hasta 2028.",1151,"\u002Fblog\u002Fdominos-pizza-dpz-stock-valuation-2027-price-target","dominos-pizza-dpz-stock-valuation-2027-price-target","images\u002FDPZ-stock_128908c596b\u002FDPZ-stock_128908c596b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788670110\u002Fimages\u002FDPZ-stock_128908c596b\u002FDPZ-stock_128908c596b.png?_i=AA",{"altText":311},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":321},[],[323],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":326,"date":327,"excerpt":328,"wordCount":329,"uri":330,"slug":331,"cloudinaryAssetId":332,"featuredImageOriginalUrl":333,"featuredImageMetadata":334,"author":335,"categories":337,"relatedPosts":339},"La acción de Vicor ha subido un 263% en el último año; ¿Todavía tiene espacio para seguir subiendo hasta 2031?","2026-09-05 12:48:45","El negocio de licencias de VICR y sus chips de potencia para IA están impulsando un crecimiento enorme. Esto es lo que el modelo de TIKR dice sobre el potencial alcista de la acción hasta 2031.",1122,"\u002Fblog\u002Fvicr-stock-vicor-valuation-2031","vicr-stock-vicor-valuation-2031","images\u002FVICR-stock_128833b8ae1\u002FVICR-stock_128833b8ae1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788600796\u002Fimages\u002FVICR-stock_128833b8ae1\u002FVICR-stock_128833b8ae1.png?_i=AA",{"altText":326},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":336},[],[338],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],[341,359,375,390,404,419,439,456,471,486,501,519,534,549,564],{"id":254,"title":342,"date":343,"excerpt":344,"wordCount":345,"uri":346,"slug":347,"cloudinaryAssetId":348,"featuredImageOriginalUrl":349,"featuredImageMetadata":350,"author":351,"categories":353,"relatedPosts":358},"SpaceX, el rival alemán de Rocket, alcanza la órbita por primera vez","2026-09-07 12:51:43","Isar Aerospace alcanza la órbita por primera vez, pero las acciones de SpaceX aún dominan con el 80-90% de la masa de lanzamiento global a órbita.",803,"\u002Fblog\u002Fspacex-spcx-stock-german-rival-isar-aerospace-orbit","spacex-spcx-stock-german-rival-isar-aerospace-orbit","images\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva_1290832dea0\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva_1290832dea0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788782152\u002Fimages\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva_1290832dea0\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva_1290832dea0.png?_i=AA",{"altText":342},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":352},[],[354],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},"Inversión General","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":254,"title":360,"date":361,"excerpt":362,"wordCount":363,"uri":364,"slug":365,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":366,"featuredImageMetadata":367,"author":368,"categories":372,"relatedPosts":374},"Las Ganancias del T3 de Ciena Muestran Márgenes Récord. La Historia del Backlog Es Más Grande.","2026-09-07 10:30:30","El backlog de Ciena aumentó $800 millones en un solo trimestre hasta $8.5 mil millones, y la gerencia afirma que la demanda aún supera a la oferta.",993,"\u002Fblog\u002Fcienas-q3-earnings-show-record-margins-the-backlog-story-is-bigger","cienas-q3-earnings-show-record-margins-the-backlog-story-is-bigger","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1543-600x360.png",{"altText":360},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":371},"Gian Estrada","giantikr",[],[373],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":376,"date":377,"excerpt":378,"wordCount":379,"uri":380,"slug":381,"cloudinaryAssetId":382,"featuredImageOriginalUrl":383,"featuredImageMetadata":384,"author":385,"categories":387,"relatedPosts":389},"¿Por qué las acciones de UiPath cayeron un 17% la semana pasada a pesar de superar las estimaciones?","2026-09-07 10:30:00","La acción de UiPath cayó un 17% la semana pasada a pesar de superar las estimaciones de ingresos y elevar sus previsiones para el año completo. El verdadero culpable fue un pronóstico de crecimiento para el tercer trimestre que se redujo a casi la mitad de la noche a la mañana.",1179,"\u002Fblog\u002Fwhy-uipath-stock-fell-17-last-week-despite-beating-estimates","why-uipath-stock-fell-17-last-week-despite-beating-estimates","images\u002FFEATURED-IMAGE-MAKER-1542\u002FFEATURED-IMAGE-MAKER-1542","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788775958\u002Fimages\u002FFEATURED-IMAGE-MAKER-1542\u002FFEATURED-IMAGE-MAKER-1542.png?_i=AA",{"altText":376},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":386},[],[388],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":391,"date":392,"excerpt":242,"wordCount":393,"uri":394,"slug":395,"cloudinaryAssetId":396,"featuredImageOriginalUrl":397,"featuredImageMetadata":398,"author":399,"categories":401,"relatedPosts":403},"Las acciones de Lululemon se desplomaron un 17% el viernes. El recorte en las previsiones fue la verdadera razón.","2026-09-07 10:00:00",1277,"\u002Fblog\u002Flululemon-stock-crashed-17-on-friday-the-guidance-cut-was-the-real-story","lululemon-stock-crashed-17-on-friday-the-guidance-cut-was-the-real-story","images\u002FFEATURED-IMAGE-MAKER-1541\u002FFEATURED-IMAGE-MAKER-1541","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788763363\u002Fimages\u002FFEATURED-IMAGE-MAKER-1541\u002FFEATURED-IMAGE-MAKER-1541.png?_i=AA",{"altText":391},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":400},[],[402],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":405,"date":406,"excerpt":407,"wordCount":408,"uri":409,"slug":410,"cloudinaryAssetId":411,"featuredImageOriginalUrl":412,"featuredImageMetadata":413,"author":414,"categories":416,"relatedPosts":418},"Las acciones de CNH Industrial subieron un 23% la semana pasada. Esta es la razón por la que Baird las actualizó a 'Outperform'.","2026-09-07 09:00:00","Dos mejoras de calificación de analistas y un acuerdo de financiación inicial impulsaron las acciones de CNH Industrial un 23% la semana pasada. ¿Podrá el repunte superar a un mercado que aún está tratando de ponerse al día?",1343,"\u002Fblog\u002Fcnh-industrial-stock-jumped-23-last-week-heres-why-baird-upgraded-it-to-outperform","cnh-industrial-stock-jumped-23-last-week-heres-why-baird-upgraded-it-to-outperform","images\u002FFEATURED-IMAGE-MAKER-1540\u002FFEATURED-IMAGE-MAKER-1540","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788756072\u002Fimages\u002FFEATURED-IMAGE-MAKER-1540\u002FFEATURED-IMAGE-MAKER-1540.png?_i=AA",{"altText":405},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":415},[],[417],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":420,"date":421,"excerpt":422,"wordCount":423,"uri":424,"slug":425,"cloudinaryAssetId":426,"featuredImageOriginalUrl":427,"featuredImageMetadata":428,"author":429,"categories":433,"relatedPosts":438},"Lululemon Cayó un 18% Tras los Resultados. Así Es Cuánto Podría Subir la Acción en 2026","2026-09-07 07:29:20","Las acciones de Lululemon Athletica cayeron aproximadamente un 18% tras la publicación de resultados, hasta alrededor de $100 por acción, después de que los resultados del segundo trimestre fiscal mostraran una demanda más débil en sus mayores mercados y generaran nuevas preocupaciones sobre la durabilidad de su recuperación.",981,"\u002Fblog\u002Flululemon-fell-18-after-earnings-heres-how-much-the-stock-could-rise-in-2026","lululemon-fell-18-after-earnings-heres-how-much-the-stock-could-rise-in-2026","images\u002F@mimagephotography-via-Canva-@breakermaximus-from-Getty-Images-via-Canva\u002F@mimagephotography-via-Canva-@breakermaximus-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788765775\u002Fimages\u002F@mimagephotography-via-Canva-@breakermaximus-from-Getty-Images-via-Canva\u002F@mimagephotography-via-Canva-@breakermaximus-from-Getty-Images-via-Canva.png?_i=AA",{"altText":420},{"name":430,"slug":431,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":432},"Nikko Henson","nikkotikr",[],[434],{"name":435,"slug":436,"uri":437,"description":242,"postsCount":254},"Reseñas de Acciones","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":254,"title":440,"date":441,"excerpt":442,"wordCount":443,"uri":444,"slug":445,"cloudinaryAssetId":446,"featuredImageOriginalUrl":447,"featuredImageMetadata":448,"author":449,"categories":453,"relatedPosts":455},"La acción de Snap está un 33% más baja este año. Su flujo de caja libre acaba de alcanzar un máximo histórico.","2026-09-06 16:03:00","El mercado ha estado castigando a Snap durante años. El negocio subyacente está generando silenciosamente más efectivo que nunca.",1015,"\u002Fblog\u002Fsnaps-stock-is-down-33-this-year-its-free-cash-flow-just-hit-an-all-time-high","snaps-stock-is-down-33-this-year-its-free-cash-flow-just-hit-an-all-time-high","images\u002FSnapchat-Featured_12900433f3d\u002FSnapchat-Featured_12900433f3d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788699767\u002Fimages\u002FSnapchat-Featured_12900433f3d\u002FSnapchat-Featured_12900433f3d.png?_i=AA",{"altText":440},{"name":450,"slug":451,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":452},"David Beren","davidberentikr",[],[454],{"name":435,"slug":436,"uri":437,"description":242,"postsCount":254},[],{"id":254,"title":457,"date":458,"excerpt":459,"wordCount":460,"uri":461,"slug":462,"cloudinaryAssetId":463,"featuredImageOriginalUrl":464,"featuredImageMetadata":465,"author":466,"categories":468,"relatedPosts":470},"Quantum Computing Inc. Ha Caído un 37% Desde Su Máximo. La Tecnología Es Real. Los Ingresos Aún No.","2026-09-06 14:48:00","QUBT tiene contratos gubernamentales, una asociación de fabricación con Samsung y aproximadamente $930 millones en efectivo neto. Los ingresos comerciales siguen estando a meses de distancia.",1007,"\u002Fblog\u002Fquantum-computing-inc-is-down-37-from-its-peak-the-technology-is-real-the-revenue-isnt-yet","quantum-computing-inc-is-down-37-from-its-peak-the-technology-is-real-the-revenue-isnt-yet","images\u002FQuantum-Computing-Featured_1289911c0ee\u002FQuantum-Computing-Featured_1289911c0ee","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788698853\u002Fimages\u002FQuantum-Computing-Featured_1289911c0ee\u002FQuantum-Computing-Featured_1289911c0ee.png?_i=AA",{"altText":457},{"name":450,"slug":451,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":467},[],[469],{"name":435,"slug":436,"uri":437,"description":242,"postsCount":254},[],{"id":254,"title":472,"date":473,"excerpt":474,"wordCount":475,"uri":476,"slug":477,"cloudinaryAssetId":478,"featuredImageOriginalUrl":479,"featuredImageMetadata":480,"author":481,"categories":483,"relatedPosts":485},"Ford está elevando sus previsiones mientras reporta una pérdida. He aquí por qué ambas cosas son ciertas.","2026-09-06 13:33:00","Eliminando los cargos únicos, el negocio central de Ford está generando más efectivo que en años.",1094,"\u002Fblog\u002Fford-is-raising-guidance-while-reporting-a-loss-heres-why-both-things-are-true","ford-is-raising-guidance-while-reporting-a-loss-heres-why-both-things-are-true","images\u002FFord-Featred\u002FFord-Featred","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788697950\u002Fimages\u002FFord-Featred\u002FFord-Featred.png?_i=AA",{"altText":472},{"name":450,"slug":451,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":482},[],[484],{"name":435,"slug":436,"uri":437,"description":242,"postsCount":254},[],{"id":254,"title":487,"date":488,"excerpt":489,"wordCount":490,"uri":491,"slug":492,"cloudinaryAssetId":493,"featuredImageOriginalUrl":494,"featuredImageMetadata":495,"author":496,"categories":498,"relatedPosts":500},"Esto es lo que impulsó la caída del 17% de las acciones de SPX Technologies en los últimos tres meses","2026-09-06 10:11:36","La acción de SPX Technologies cayó un 17% en tres meses, a pesar de que Wall Street elevó su precio objetivo promedio a $272 tras un informe de resultados del segundo trimestre que superó las expectativas y elevó las previsiones.",1040,"\u002Fblog\u002Fheres-what-drove-spx-technologies-stocks-17-slide-over-the-past-three-months","heres-what-drove-spx-technologies-stocks-17-slide-over-the-past-three-months","images\u002FFEATURED-IMAGE-MAKER-1536\u002FFEATURED-IMAGE-MAKER-1536","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788689196\u002Fimages\u002FFEATURED-IMAGE-MAKER-1536\u002FFEATURED-IMAGE-MAKER-1536.png?_i=AA",{"altText":487},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":497},[],[499],{"name":435,"slug":436,"uri":437,"description":242,"postsCount":254},[],{"id":254,"title":502,"date":503,"excerpt":504,"wordCount":505,"uri":506,"slug":507,"cloudinaryAssetId":508,"featuredImageOriginalUrl":509,"featuredImageMetadata":510,"author":511,"categories":513,"relatedPosts":518},"La acción de Ambarella se dispara tras superar los ingresos del segundo trimestre fiscal gracias a una demanda récord de IA en el edge","2026-09-04 13:48:46","La acción de Ambarella subió después de que los ingresos del segundo trimestre fiscal superaran las previsiones gracias a una demanda récord de IA en el edge, con una previsión de mercado a 5 años revisada al alza.",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":502},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":512},[],[514],{"name":515,"slug":516,"uri":517,"description":242,"postsCount":254},"Resultados actualizados","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":254,"title":520,"date":521,"excerpt":522,"wordCount":523,"uri":524,"slug":525,"cloudinaryAssetId":526,"featuredImageOriginalUrl":527,"featuredImageMetadata":528,"author":529,"categories":531,"relatedPosts":533},"Lululemon supera las estimaciones de EBIT en el segundo trimestre. Un recorte en las previsiones borró las buenas noticias.","2026-09-04 09:30:00","El EPS GAAP de Lululemon alcanzó los $2.92 gracias a un reembolso arancelario único de $134.5 millones, pero el EPS ajustado cayó un 34% hasta los $2.06, ya que las previsiones se recortaron drásticamente.",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":520},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":530},[],[532],{"name":515,"slug":516,"uri":517,"description":242,"postsCount":254},[],{"id":254,"title":535,"date":536,"excerpt":537,"wordCount":538,"uri":539,"slug":540,"cloudinaryAssetId":541,"featuredImageOriginalUrl":542,"featuredImageMetadata":543,"author":544,"categories":546,"relatedPosts":548},"Samsara 2026: Las Ganancias del Segundo Trimestre Confirman un Cuarto Trimestre Consecutivo de Beneficio GAAP","2026-09-04 09:00:00","Samsara agregó 242 nuevos clientes de más de $100,000 en un solo trimestre. El ARR acaba de superar los $2.1 mil millones.",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":535},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":545},[],[547],{"name":515,"slug":516,"uri":517,"description":242,"postsCount":254},[],{"id":254,"title":550,"date":551,"excerpt":552,"wordCount":553,"uri":554,"slug":555,"cloudinaryAssetId":556,"featuredImageOriginalUrl":557,"featuredImageMetadata":558,"author":559,"categories":561,"relatedPosts":563},"Las ganancias del Q4 de Zscaler superaron las expectativas en todas las líneas. Las previsiones para el año fiscal 2027 no cumplieron con las expectativas.","2026-09-04 08:30:00","Los ingresos de Zscaler en el cuarto trimestre alcanzaron los 898 millones de dólares, un aumento del 25%, superando las estimaciones de la calle en cada métrica del tablero.",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":550},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":560},[],[562],{"name":515,"slug":516,"uri":517,"description":242,"postsCount":254},[],{"id":254,"title":565,"date":566,"excerpt":567,"wordCount":568,"uri":569,"slug":570,"cloudinaryAssetId":571,"featuredImageOriginalUrl":572,"featuredImageMetadata":573,"author":574,"categories":576,"relatedPosts":578},"Las Ganancias del Q2 de DocuSign Superan las Expectativas en Todas las Líneas. La Plataforma IAM Es la Razón.","2026-09-04 08:00:00","La plataforma IAM de DocuSign saltó al 15.1% de su ARR en un solo trimestre, financiando unas previsiones revisadas al alza y 307 millones de dólares en recompras de acciones.",956,"\u002Fblog\u002Fdocusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","docusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","images\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501374\u002Fimages\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518.png?_i=AA",{"altText":565},{"name":369,"slug":370,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":575},[],[577],{"name":515,"slug":516,"uri":517,"description":242,"postsCount":254},[]]