TE Connectivity plc
No SEC Form 4 filings for $TEL in the last 30 days.
See all $TEL insider activity →Bernstein identifies Amphenol (APH) and TE Connectivity (TEL) as top interconnect stocks for data center growth. APH leads in data center copper interconnects, with strong Q2 results ($8.8B revenue, $1.35 EPS). TEL, with 15% data center revenue, saw Q3 beat estimates ($5.16B revenue, $2.94 EPS). Bernstein sees long-term value in both, despite copper vs. optical transition concerns.
Bernstein initiated coverage on TE Connectivity with an 'Outperform' rating and a $243 price target. The stock is currently trading at $212.79, down 0.32% on the day but up 5.99% over the year. The rating is based on a weighted average of valuation, EPS revisions, and visibility metrics.
The electrical equipment sector is driven by AI infrastructure and electrification trends, with $50B+ annual grid investments through 2030. Key companies like GE Vernova (GEV), Amphenol (APH), and TE Connectivity (TEL) show varying fundamentals. TE Connectivity is highlighted as undervalued with a 19.9x P/E, 20.5% fair value upside, and strong cash flow.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning TEL (TE Connectivity plc). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent TEL coverage spans financial news, sector analysis and mergers & acquisitions.
Shares may benefit from perceived discount to peers if data‑center demand stays strong.
Analyst upgrade and elevated price target suggest upside potential.
Dislocation creates a buying opportunity.
Dividend declaration may attract income-focused investors and support the stock price.
Potential price appreciation if target is reached.
AlphAI scores every news story that mentions TEL with an AI model for sentiment and relevance, and aggregates insider trades from TE Connectivity plc's SEC EDGAR Form 4 filings. Figures refresh continuously.
Bernstein identifies Amphenol (APH) and TE Connectivity (TEL) as top interconnect stocks for data center growth. APH leads in data center copper interconnects, with strong Q2 results ($8.8B revenue, $1.35 EPS). TEL, with 15% data center revenue, saw Q3 beat estimates ($5.16B revenue, $2.94 EPS). Bernstein sees long-term value in both, despite copper vs. optical transition concerns.
2 min readBernstein initiated coverage on TE Connectivity with an 'Outperform' rating and a $243 price target. The stock is currently trading at $212.79, down 0.32% on the day but up 5.99% over the year. The rating is based on a weighted average of valuation, EPS revisions, and visibility metrics.
1 min readThe electrical equipment sector is driven by AI infrastructure and electrification trends, with $50B+ annual grid investments through 2030. Key companies like GE Vernova (GEV), Amphenol (APH), and TE Connectivity (TEL) show varying fundamentals. TE Connectivity is highlighted as undervalued with a 19.9x P/E, 20.5% fair value upside, and strong cash flow.
3 min readTE Connectivity (TEL) announced a quarterly cash dividend of $0.78 per share, payable on December 11, 2026, to shareholders of record on November 20, 2026. The company is a global industrial technology leader with operations in 130 countries.
1 min readAmphenol (APH) outperformed TE Connectivity (TEL) with 21% YTD and 47.9% 52-week gains. TEL has a 'Moderate Buy' rating from 16 analysts, with a mean price target of $245.47, implying 19.7% upside.
1 min readTE Connectivity (TEL) shares fell 3.2% amid broader market pressure on technology and industrial sectors. The decline may reflect investor caution post-analyst target cuts and reassessment of recent acquisitions and strong quarterly results. Management is scheduled for upcoming investor conferences. Insider trading, hedge fund activity, and congressional trades are noted, with a median analyst price target of $245.0.
2 min readTE Connectivity agreed to buy HENN's plastic air and fluid connection systems unit, adding thermal-management hardware to its portfolio. The acquired unit will operate as HENN Fluid Line, offering quick-connect couplings and integrated assemblies for electrified vehicles. TE plans to open a new office in Austria. HENN will focus on metal coupling systems and non-mobility applications post-sale.
2 min readTE Connectivity (TEL) has seen its consensus rating shift from 'Strong Buy' to more bearish. Analyst William Stein at Truist Financial maintained a 'Hold' rating with a $215 price target. The average target is $246.18, implying 20.1% upside, while the highest target is $300, suggesting 46.4% upside.
1 min readTokyo Electron said it is expanding its collaboration with Nvidia to develop agentic AI and robotics solutions. TEL will use Nvidia Agent Toolkit components (NeMo, NIM, NemoClaw) and Nvidia Isaac and Omniverse for digital twins and simulation in its Epsira DX program. TEL targets higher productivity, yields, and equipment availability via robotics maintenance and AI troubleshooting.
2 min readTE Connectivity (TEL) reported fiscal Q3 revenue of $5.16B, up 14% year over year, and issued stronger-than-expected fiscal Q4 guidance. The company plans to acquire Astrodyne TDI for $1.40B to expand industrial and AI-related exposure. The article cites TEL’s 2029 targets of $24.7B revenue and $4.4B earnings.
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