$TEL

TE Connectivity (TEL) is investing $60M in a New York R&D and manufacturing facility for next-gen optical connectivity products, targeting AI data centers and cloud providers. The 135,000 sq. ft. facility will develop high-density fiber array units, aiming to address performance and scalability challenges. It is expected to open in spring 2027, creating 800 jobs by 2031.

TE Connectivity (TEL) reported 11.9% revenue growth and 39.1% EPS rise, funded buybacks and acquisitions with cash. Share price up 2.17% in 90 days, down 5.92% YTD, but 3-year return is 74.66%. Analysts value it at $256.21, 14% above last close. AI-related orders up 70% YTD, DDN sales up 34% YoY, with AI cloud revenue expected to exceed $3B by 2027.

TE Connectivity (TEL) stock has underperformed the S&P 500 over the past year. The company has reduced its share count by 7.3% over three fiscal years, contributing to a 22.5% annual growth in diluted earnings per share. In fiscal 2026, buybacks accounted for 2.7% of its market value. TE's free cash flow was 1.2 times its spending on buybacks and dividends. Revenue grew 15.2% over the latest twelve months, with strong performance in Industrial Solutions and Digital Data Networks.

TE Connectivity reported FY 2026 revenue of $19.89B, up 15.2% YoY, and EPS of $11.06, up 79.5%. Both Industrial Solutions and Transportation Solutions segments grew, with Industrial Solutions leading. Gross margin improved due to higher volume and productivity. The company expects double-digit sales growth in FY 2027, driven by Industrial Solutions.

TE Connectivity (TEL) is ranked 9th in a list of top large-cap tech stocks favored by billionaires. The company reported a 12% year-over-year increase in net sales to $5.312 billion and a 29% rise in orders to $6.1 billion in its fiscal fourth quarter. TEL is a supplier of connectivity infrastructure for data centers, industrial systems, and transportation equipment, with 24 billionaire investors and 60 hedge funds backing it.

Samsung Electronics and SK Hynix are expanding production capacity for memory chips, driving hiring and investment by global semiconductor equipment makers. ASML, Lam Research, and Tokyo Electron (TEL) have increased their South Korean workforce by 2,500 in three years. Samsung and SK Hynix plan to invest about $89.3 billion combined this year, boosting demand for on-site engineers and equipment.

Barclays kept TE Connectivity at Overweight, raising its price target to $304 from $300. This implies a 42.7% upside from the Oct 30 close of $213.03. Other recent targets range from $260 to $288.

TE Connectivity's EVP and General Counsel John S. Jenkins, Jr. will retire in March 2027. Jennifer A. Johnson will succeed him as Chief Legal Officer in November 2026. Jenkins will transition to an executive legal advisor role with the same salary and benefits.

TE Connectivity plc (TEL) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. TE Connectivity plc (the “Company”) announced that its Executive Vice President and General Counsel, John S. Jenkins, Jr.,

Fox Advisors downgraded TE Connectivity (TEL), a technology company specializing in electronic components. The downgrade may impact investor sentiment and trading activity.