3 AI Infrastructure Stocks to Buy in July

Joel South

Tue, July 7, 2026 astatine 7:30 AM CDT 5 min read

Quick Read

• Teradyne (TER) surged 140% YTD connected Q1 gross of $1.28B, up 87% YoY, portion Ouster (OUST) climbed 150% arsenic grounds sensor shipments accelerated.

• VPG's humanoid robotics orders topped $37M successful FY2025, but its P/E of 284 and expert statement people of $95 beryllium 35% beneath its $148 price.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Teradyne didn't marque the cut. Grab the names FREE today.

Robotics and AI infrastructure stocks person ripped higher successful 2026, and the way of slightest absorption inactive points up arsenic humanoid pilots standard and AI information halfway walk keeps compounding. Three names springiness investors differentiated vulnerability to the buildout: chip-test elephantine Teradyne, lidar cognition specializer Ouster and precision-sensor shaper Vishay Precision Group. Each ran hard into July, each is tied to a factual AI oregon robotics catalyst, and each carries a valuation that demands scrutiny.

Teradyne (TER)

Teradyne (NASDAQ:TER) has go the cleanest axenic play connected AI semiconductor test, with a robotics concern riding shotgun. The banal trades astatine $381.46 arsenic of July 6, up 84% twelvemonth to day and 321% implicit the past year, with a marketplace headdress adjacent $59.75 billion.

The Q1 fiscal 2026 study (filed April 29, 2026) was the benignant of fig that re-rates a stock. Revenue deed $1.28 billion, up 87% twelvemonth implicit year, beating the $1.21 cardinal statement by 6%. Non-GAAP EPS of $2.56 crushed the $2.11 estimate, marking the 4th consecutive EPS beat. Non-GAAP operating borderline expanded to 38% from 21% a twelvemonth ago. CEO Greg Smith credited the effect to a strategy wherever "approximately 70% of our gross tied to AI-related demand" flows done investigating each wafer headed for AI information centers.

Bull case: Every accelerator, customized ASIC, and HBM stack needs trial capacity. The Semiconductor Test conception unsocial generated $1.11 cardinal successful Q1, portion the Robotics limb contributed $91 cardinal with cobot request picking up alongside mill automation.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Teradyne didn't marque the cut. Grab the names FREE today.

Risk: Valuation is stretched. Teradyne carries a P/E of 86, and the expert statement people sits astatine $398.71, good beneath the existent price. Q2 guidance of $1.15 cardinal to $1.25 cardinal implies a sequential step-down, and immoderate AI capex intermission oregon caller China export curb would deed the aggregate hard.

Ouster (OUST)

Ouster (NASDAQ:OUST) is the astir nonstop mode to play cognition hardware for what CEO Angus Pacala calls Physical AI. Shares commercialized astir $49.94 arsenic of July 6, up 114% this twelvemonth and 123% implicit the past year.