TE Connectivity plc (TEL) Stock Price, News, Analysis

Technical Score (1D)

BEARISH

News Sentiment

BULLISH

On the 1D view, TEL is trending bearish with a score of 29 and declining momentum. The SELL signal is technically clear, and price is compressed. The nuance is sentiment: at 56, it's diverging from the price action, suggesting news flow hasn't caught up to the selling yet. That gap between technicals and sentiment doesn't invalidate the chart-based read, but it does add a wildcard. If sentiment eventually turns to confirm the weakness, the move likely has further to run. If sentiment holds and draws in buyers near $202.31, a base could form before a recovery toward $223.83. Position sizing should reflect the unresolved nature of this split. One tell worth tracking here is whether volume expands on tests of $202.31 or dries up instead - expansion suggests the technical read is starting to attract confirming sellers, while a fade suggests sentiment's steadier tone is the more accurate signal. Until that resolves, $223.83 remains the level that would invalidate the bearish case outright.

TEL|Analyst Targets

LOW TARGET

$215 +2.0%

2 analysts

MEAN TARGET

$252 +19.4%

12 analysts

HIGH TARGET

$306 +45.1%

13 analysts

PRICE RANGE

$215.00 - $306.00

SB / B / H / S / SS

7/9/9/1/1

DAILYIQ EST.

$258.50 (+22.6%)

TEL|Company Info

Sector

Technology

Industry

Electronic Components

Exchange

NYQ

Country

Ireland

Website

te.com

Symbol

TEL

Description

TE Connectivity (TEL) is a global technology company specializing in the design and manufacture of connectivity and sensor solutions. Operating through two primary segments, Transportation Solutions and Industrial Solutions, the company offers a broad portfolio of products including connectors, sensors, relays, and wire management systems. These components are essential for a wide range of industries, such as automotive, aerospace, data centers, and medical technology, enabling critical functions within their respective applications. TE Connectivity's value proposition lies in its ability to provide comprehensive solutions that facilitate data and power transmission across diverse environments. Founded in 1941, the company, headquartered in Ireland, has a long history of serving a global customer base.

TEL|Insider Trading

Bought (1Y)

0 shares

Sold (1Y)

9,697.16 shares

$2.1M

SAGAR MALAVIKASVP, Chief Human Resources Off

Award/Grant3.853 shares2026-09-11

SHAFFER REUBEN M.SVP and Corporate Controller

Award/Grant5.244 shares2026-09-11

SAGAR MALAVIKASVP, Chief Human Resources Off

Award/Grant3.868 shares2026-06-12

SHAFFER REUBEN M.SVP and Corporate Controller

Award/Grant5.264 shares2026-06-12

Kroeger Shadrak WPres., Industrial Solutions

Option Exercise9,400 shares2026-06-01

TEL|Fundamentals

Bullish

Overall: Bullish

✓Revenue growing year over year

✓Positive net margin

✓Positive operating cash flow

Gross Margin

35.2%

Net Margin

10.7%

Revenue CAGR

1.8%

Current Ratio

1.56x

Debt / Equity

0.45x

Return on Equity

14.6%

TEL|Earnings Snapshot

Earnings Summary

TE Connectivity (TEL) is a global technology company that designs and manufactures connectivity and sensor solutions across its Transportation and Industrial segments, serving automotive, aerospace, data center, and medical technology markets. The company’s products—connectors, sensors, relays, and wire management systems—enable critical data and power transmission in diverse environments, positioning TEL within the broader electronic components sector. In the most recent quarters, TEL reported EPS growth from $1.95 in Q4 2024 to $2.44 in Q3 2025, with revenue rising from $3.836 bn to $4.749 bn, reflecting a consistent acceleration in earnings and top‑line performance; the company beat estimates in each of these four quarters, underscoring robust demand for its core offerings. The trend continued into 2026, with Q2 2026 EPS at $2.73 versus an estimate of $2.79 and revenue of $4.744 bn against an estimate of $4.95 bn, indicating a slight revenue shortfall but still maintaining EPS above expectations, while Q3 2026 saw EPS of $2.94 versus $2.87 and revenue of $5.16 bn versus $5.05 bn, a reversal that highlights the company’s ability to generate earnings even when revenue growth slows. Historically, TEL has posted year‑over‑year revenue growth of roughly 10–12% over the past three years, with EPS growth consistently outpacing revenue, and has maintained a pattern of beating analyst estimates in most quarters, suggesting resilient profitability. Recent news notes a board transition with the retirement of longtime director William A. Jeffrey in 2027, which may introduce near‑term uncertainty; however, analysts have maintained a positive outlook, citing a 17% undervaluation on a cash‑flow basis and a strong 80.4% total return over three years, reinforcing confidence in TEL’s long‑term value.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'26	$3.07	-	-
Q3'26	$2.87	$2.94	+2.4%
Q2'26	$2.79	$2.73	-2.3%
Q3'25	$2.29	$2.44	+6.6%
Q2'25	$2.08	$2.27	+9.2%
Q1'25	$1.96	$2.10	+6.9%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'26	$5.3B	-	-
Q3'26	$5.1B	$5.2B	+2.1%
Q2'26	$4.9B	$4.7B	-4.2%
Q3'25	-	$4.7B	-
Q2'25	-	$4.5B	-
Q1'25	-	$4.1B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

TEL|Monthly Returns

Market Data

TEL Stock Snapshot

BEARISH29/100

$210.86−$5.06 (2.3%)

Market cap: 62.37B
P/E ratio: 20.7
Day range: $209.41 – $216.50
News sentiment: 56/100 · Neutral
Analyst target: $251.79 (+19.4%)
Consensus: Buy · 27 analysts

52-week range+12.7% off low · -19.2% from high

$187.03$261.00

Price $210.86 DailyIQ Est. $258.50

The chart on TEL has not stabilised: price is in the lower half of its 52-week range and the trend is still down. Sector peers are worth watching - large caps in Technology tend to move together on rotation.

Reverse DCF

What growth is priced into TEL?

RICH

At today's price, TE Connectivity plc needs to grow free cash flow about 12.4% a year for the next 10 years to justify its valuation at a 9.69% cost of capital. Over its actual history it has compounded free cash flow at 7.5% a year, so the market is asking for 4.8 percentage points above its own delivered rate. On that basis TEL looks priced above what its own growth record supports.

Implied FCF growth: 12.4%
Historical FCF CAGR: 7.5%
Growth gap: +4.8 pts
Verdict: RICH
Discount rate (WACC): 9.69%
Beta: 1.05

Behaviour On Record

What TEL's own history says about today's numbers

Realized volatility (21d): 21.4% 48th pct
Below its peak: -12.6%
vs 200-day average: +1.2%
Up days (1y): 51%

TE Connectivity plc is currently running 21.4% annualised volatility over the last 21 sessions. Measured against TEL's own 13 years of daily returns rather than a market-wide average, that is the 48th percentile — close to its own typical level, against a typical reading of 21.9%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

TEL is trading -12.6% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -20.4%, and the deepest was -47.1% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +1.2% from its 200-day moving average. Against every other day in its history, that gap ranks at the 39th percentile — close to the gap it normally carries. Over the past year TEL closed higher on 51% of sessions, and it is currently 1 session into a rising streak.

On October specifically: over 14 years of records, TEL finished the month higher 7 of 14 times, with a median return of +0.3% and an average of +2.0%. Its strongest month historically has been July at +5.2% on average, its weakest March at -2.7%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: TEL has opened more than 2% away from the prior close in 140 of 3,268 sessions (4.3% of the time), with the largest gaps running +9.7% and -28.9%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 3,269 daily closes between 2013-10-15 and 2026-10-14, split-adjusted, recomputed daily. Percentiles are against TEL's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of TEL's sector?

TE Connectivity plc sits in the Software sector, currently ranked 5th of 12 GICS sectors by relative-strength rotation score (weakening).

Sector rank: #5 of 12
Sector state: Weakening
Sector rotation score: 73

Options Market

What is the options market pricing for TEL?

CallsPuts

For TE Connectivity plc's nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.61), with at-the-money implied volatility around 39.5%. The options market is pricing roughly a ±3.2% move by that expiry — a range of about $203.64–$216.94.

Put/call ratio (2026-10-16): 0.61
ATM implied volatility: 39.5%
Total open interest: 3,792
Expected move by 2026-10-16: ±3.2% ($203.64–$216.94)

Analyst Rating Changes

Are analysts turning bullish or bearish on TEL?

UBS most recently reiterated its rating on TE Connectivity plc to Buy on Oct 7, 2026 with a price target of $253 (from $241). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action: UBS — Buy
90-day upgrades: 0
90-day downgrades: 0
Net rating momentum: 0

Date	Firm	Action	Rating	Price target
Oct 7, 2026	UBS	Maintained	Buy	$241 → $253
Oct 6, 2026	Goldman Sachs	Maintained	Buy	$284 → $288
Sep 23, 2026	Bernstein	Initiated	Outperform	$243
Sep 11, 2026	Wells Fargo	Maintained	Equal-Weight	$209 → $220
Jul 23, 2026	Baird	Maintained	Outperform	$240 → $225
Jul 23, 2026	Wells Fargo	Maintained	Equal-Weight	$230 → $209
Jul 13, 2026	Citigroup	Maintained	Buy	$250 → $230
Jun 25, 2026	Wells Fargo	Maintained	Equal-Weight	$226 → $230
Jun 22, 2026	Evercore ISI Group	Downgrade	Outperform → In-Line	$260 → $230
Jun 15, 2026	Barclays	Maintained	Overweight	$297 → $300
Apr 23, 2026	UBS	Maintained	Buy	$272 → $261
Apr 23, 2026	Truist Securities	Maintained	Hold	$244 → $240

Peers & ETF holders

TEL peers & ETF holders

Electronic ComponentsMarket cap · today

Top ETF holdersWeight

News Sentiment Analysis

Sentiment gathered from recent headlines

56/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

TE Connectivity announced that longtime director William A. Jeffrey will retire in 2027, creating a board change ahead of the fiscal 2026 earnings release on October 28. The company’s share price had recently softened, with a 1‑day decline of 0.7% and a 7‑day decline of 1.6%, although longer‑term returns remained positive. The upcoming earnings report is expected to provide further insight into the company’s performance and could influence investor sentiment.

What did this article say?

Analysts noted that TE Connectivity’s share price of approximately $214 may be undervalued relative to its cash‑flow generation, suggesting a potential upside for investors. The company has delivered an 80.4% total return over the past three years, underscoring its strong long‑term performance. TEL’s core business of supplying connectors and sensors to industrial, automotive and electronics customers supports recurring demand and predictable cash inflows. The valuation assessment implies that the market may have priced in future growth that is not fully reflected in current share prices. This analysis highlights a positive outlook for TEL based on cash‑flow fundamentals.

What did this article say?

UBS analyst Joseph Spak maintained a Buy rating on TE Connectivity (NYSE:TEL) and increased the price target from $241 to $253. The upgrade reflects confidence in the company’s earnings outlook and product demand. The higher target suggests a potential upside for investors based on the firm’s current performance and market positioning.

What did this article say?

TE Connectivity plc scheduled to publish its fourth‑quarter and full‑year 2026 financial results on October 28, 2026. The company will host an investor conference call at 8:30 a.m. ET to discuss the forthcoming data. The announcement provides a clear timeline for stakeholders to anticipate the company’s performance metrics and guidance. No immediate operational or strategic changes were disclosed in the release.

What did this article say?

Goldman Sachs analyst Mark Delaney upgraded TE Connectivity (TEL) to a Buy rating and increased the price target from $284 to $288. The upgrade reflects confidence in the company’s product portfolio and market positioning. The rating change signals a positive outlook for TEL’s earnings and growth prospects. The firm’s assessment is based on recent financial performance and strategic initiatives. The move is expected to influence investor sentiment and potentially support TEL’s share price.

What did this article say?

TE Connectivity was highlighted as a high-quality investment by ChartMill on September 29. The analysis noted the company’s strong return on invested capital, robust cash flow, and solid growth trajectory. Valuation was described as reasonable, supporting a long-term compounding outlook. The commentary positioned TEL as a durable, quality stock rather than announcing any new catalysts or earnings surprises.

What did this article say?

Amphenol reported a 94% year‑over‑year increase in second‑quarter orders, reaching $10.7 billion, and expanded its adjusted operating margin to 29.8%. The company’s strong momentum in AI data‑center, communications and industrial connectivity markets bolstered its competitive stance against Marvell and TE Connectivity. While TEL also posted solid demand and profitability, Amphenol’s growth suggests it is outpacing its rivals in the sector.

What did this article say?

The article discusses how TEL, a cash‑rich company with a high return on equity, stands out in a volatile market environment marked by fluctuating oil prices and rising Treasury yields. It notes that TEL’s efficient capital use positions it as a potential “cash cow” for investors seeking stability amid uncertainty. The piece frames TEL as an example of a solid investment proposition in a broader context of market turbulence.

What did this article say?

Bernstein has begun coverage of TE Connectivity (TEL), issuing an Outperform rating and a $45.00 target price. The brokerage cites the company’s robust position in the industrial connectivity market, strong earnings momentum, and a favorable macro outlook for infrastructure spending. The rating upgrade signals confidence in TEL’s ability to sustain growth and deliver shareholder value, potentially supporting the stock’s valuation.

What did this article say?

TE Connectivity (TEL) has been upgraded to a Zacks Rank #2 (Buy), reflecting a consensus view of improving earnings estimates for the current and following years. The rating change signals that analysts expect stronger profitability, which is a key driver of near‑term price movement. The upgrade may lift investor sentiment and support a higher valuation for TEL, though the impact will depend on how quickly the market prices in the new outlook.

Technical Analysis

Real-time indicators across multiple timeframes

BEARISH

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Institutional & Hedge Fund Ownership

5 tracked managers · $5.70M combined position · 2 adding, 3 trimming, 0 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
Winton Group Ltd	▼ Sell	16,486	0.01%	$3.32M	2026-08-07
Schonfeld Strategic Advisors LLC	▲ Buy	9,286	0.00%	$1.87M	2026-08-14
Graham Capital Management, L.P.	▼ Sell	1,988	0.00%	$400.8K	2026-08-14
Ancora Advisors LLC	▲ Buy	520	0.00%	$104.8K	2026-08-14
Brevan Howard Capital Management LP	▼ Sold out	0	0.00%	$0	2026-08-14

Q2 2026 flow:248 sh bought ($50.0K)33.3K sh sold ($6.76M)net -33.1K sh (−$6.71M)

Congressional Trading Activity

17 disclosed trades · ~$209.5K est. traded value · 8 buys, 9 sells

Member	Chamber	State	Type	Amount	Traded	Filed
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2026-06-05	2026-07-02
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2026-05-29	2026-06-08
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2026-03-18	2026-04-07
Josh Gottheimer	House	NJ05	▲ Buy	$1K - $15K	2025-05-22	2025-06-11
Josh Gottheimer	House	NJ05	▼ Sell	$15K - $50K	2025-04-17	2025-05-14
Josh Gottheimer	House	NJ05	▼ Sell	$1K - $15K	2025-04-09	2025-05-14
Rob Bresnahan	House	PA08	▲ Buy	$1K - $15K	2025-04-08	2025-05-08
Greg Landsman	House	OH01	▼ Sell	$15K - $50K	2025-03-25	2025-04-08
Sheri Biggs	House	SC03	▼ Sell	$15K - $50K	2025-03-19	2025-10-05
Josh Gottheimer	House	NJ05	▲ Buy	$1K - $15K	2025-01-23	2025-02-10
Tommy Tuberville	Senate	AL	▼ Sell	$1K - $15K	2024-05-03	2026-08-05
Tommy Tuberville	Senate	AL	▲ Buy	$1K - $15K	2024-04-05	2024-05-15
Ron Wyden	Senate	OR	▼ Sell	$1K - $15K	2020-04-24	2020-05-05
Sheldon Whitehouse	Senate	RI	▼ Sell	$1K - $15K	2019-04-18	2019-05-08
Patty Murray	Senate	WA	▼ Sell	$1K - $15K	2017-06-15	2017-06-22
Patty Murray	Senate	WA	▲ Buy	$1K - $15K	2017-03-16	2017-03-21
Susan M. Collins	Senate	ME	▼ Sell	$1K - $15K	2014-05-07	2014-05-16