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Auster (OUST) stock is up 9% on Tuesday as momentum in the Robotics and Leaders sector is building in March.
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Teradyne ( TER ) stock is up 2.68% this afternoon, with many Wall Street analysts raising their prices for January 2026, citing AI testing demand and robotics optimism.
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Stocks of Ouster and Teradyne are both up nearly 190% over the past year, reflecting the market’s sharp resurgence in automation and AI infrastructure play.
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Shares pull out ( NASDAQ:OUST ) is up 8% to 9% in Tuesday morning trading, pushing above $22 on the day. Theridin (NASDAQ: TER ) stock is also up, up 3% and hovering near $306. The robotics and automation sector is clearly on the move today.
Oster reported Q4 2025 earnings on March 2, and the numbers were staggering. Revenue came in at $62.18 million versus an estimate of $41.09 million, a surprise of more than 51%. Revenue was up 106.6% year-over-year, driven in part by nearly $21 million in one-time IP royalties that boosted results with a record 8,100 sensor shipments.
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The company posted a GAAP gross margin of 60% and GAAP net income of $3.98 million, a nearly $28 million swing from last year. CEO Angus Pekala summed it up clearly: “2025 was a year of exceptional execution.” It’s not just a talking point when you post triple-digit revenue growth and your first profitable quarter.
Ouster also acquired camera and vision technology company Stereolabs during Q4, expanding its capabilities beyond Lidar into a wider sensor suite. For Q1 2026, Ouster guided for revenue of $45 million to $48 million, and the company set a long-term framework targeting 30% to 50% annual revenue growth. Analysts note, the consensus price target of $39.67 is close to today’s price of $22, and six buy ratings and zero sells on the street.
Think of Oster lidar sensors as the eyes of each independent system. Warehouses, robotics, smart city infrastructure, and industrial robots all need to “see carefully” the physical world. Oster provides the visibility layer, and the demand signal from its customer base in warehouse automation, robotics, and mapping is accelerating. The stock has gained 194.64% over the past year, but it’s still at a 52-week high of $41.65.
As for Theridan’s story, this is a two-part article. The company dominates semiconductor test equipment, which means every artificial intelligence (AI) chip produced needs Teradyne tools before it goes on the ship. Its semiconductor testing segment generated $883 million in Q4 2025 revenue alone. Additionally, its robotics division, home to Universal Robots’ “cobot” (collaborative robot) business, contributed $89 million to Q4 revenue.
Teradyne’s Q4 2025 results, reported February 3, 2026, showed total revenue of $1.083 billion, compared to estimates of $968.9 million. Non-GAAP EPS came in at $1.80, compared to estimates of $1.38. CEO Greg Smith set the tone for the earnings year 2026: “In 2026, we expect year-over-year growth across all of our businesses, with AI-driven computing power.” This is a firm stance on a company guiding Q1 2026 revenue of $1.15 billion to $1.25 billion.
Wall Street has been steadily increasing its outlook on Teradin this year. Stifel raised its price target to $270 on January 14, 2026, maintaining a buy rating. Susquehanna raised its price target to $275 on January 12, maintaining a positive rating, while Bank of America Securities raised its price target to $250 on January 13. The consensus target now stands at $307.41, and Teradyne trades at a close P/E ratio and is much higher than the market at 85x compared to Plasmine. Disclosure
The broader context is important here. Bank of America framed 2026 as the “midpoint of a decade-long AI infrastructure transformation” in a note updating its semiconductor price targets. This framework applies directly to both Ouster and Teradyne. Provides a sensor that works as an autonomous system; Others are testing chips that power AI and operate “cobots” that replace repetitive human work on factory floors.
For an in-depth look at how both stocks fit into the robotics investment landscape, “Beyond Tesla and Nvidia: 2 Overlooked Robotics Stocks Just Destroying Earnings” lays out the fundamental case in detail. Effectively, Teradin stock is up 57.53% year-to-date and 191.41% higher year-to-date. The stock outside, meanwhile, has risen 16.07% in just the past month.
Today’s session is worth noting that robotics and business automation is not a one-day story. Whether Oster’s product revenue growth can maintain its pace without a one-time royalty increase — and whether Teradin’s robotics division begins to close gaps in its dominant semiconductor testing business — are the key metrics analysts are looking at for the rest of 2026.
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