AI Stock Memo: TEL - TE Connectivity - RankAlpha

TEL

Rating buyAI Memo

TE Connectivity

As of 2026-01-24/Confidence medium

Open ticker Back to Memos

Data freshness

AI Memo

As of 2026-01-24 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Analyst Target/Guidance Revisions • 2026-03-31

Expected move: +31%

Biggest risk

Prolonged auto or industrial slowdowns, margin pressure from commodity costs, or share loss to competitors could push valuation toward the low analyst range (~$190-$240).

Invalidation

Break below $190 or thesis failure.

What would change my mind?

TE captures accelerated content-per-vehicle and industrial automation demand, driving above-consensus revenue and margin expansion; analysts' high targets (circa $316) are achievable if execution continues.

Research note

Recommendation

buy

Confidence

medium

As of

2026-01-24

Base target

$274

p=65%

Bull target

$316

p=20%

Bear target

$190

p=15%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Q1 2026 Earnings Release
Industrial & Automotive Win Cycle / Secular Content Gains
TE captures accelerated content-per-vehicle and industrial automation demand, driving above-consensus revenue and margin expansion; analysts' high targets (circa $316) are achievable if execution continues.

BearKey bullets

Commodity and supply-chain cost pressure
Cyclical automotive demand weakness
Foreign exchange and macro slowdown

WatchKey bullets

Analyst Target/Guidance Revisions

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $274 (p=65%)

Bull/Bear spread: +51% / -9%

Vs latest close: Bull +51% · Base +31% · Bear -9%

Scenario probabilities

Bull Target: $316 (p=20%)Base Target: $274 (p=65%)Bear Target: $190 (p=15%)

Commentary

Market tone is cautiously positive: recent quarterly beat commentary and multiple analyst upgrades feed a constructive narrative while target dispersion remains wide, indicating mixed conviction [#SERP-1][#SERP-3]. Newsflow and analyst revisions will likely drive near-term directional moves ahead of longer-term industrial/EV adoption outcomes [#SERP-2].

As of 2026-01-24 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Bear Case

Prolonged auto or industrial slowdowns, margin pressure from commodity costs, or share loss to competitors could push valuation toward the low analyst range (~$190-$240).

Drivers

Scannable catalysts and supporting factors

Q1 2026 Earnings Release
Industrial & Automotive Win Cycle / Secular Content Gains

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-01-24Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$273.52

Range (USD)

$190.00 - $316.05

Count

Query: TE Connectivity plc Common (TEL) analyst consensus price target high low average

TE Connectivity plc (TEL) Stock Price, News, Quote & History
Search result #1
TE Connectivity (TEL) recently reported strong Q1 earnings, exceeding expectations with $4.67 billion in revenue and an EPS of $2.72.
Extracted: $4.67, $2.72Open source
What is the current Price Target and Forecast for TE Connectivity (TEL)
Search result #2
The forecasts range from a low of $190.00 to a high of $304.00. The average price target represents an increase of 13.96% from the last closing price of $231. ...
Extracted: $190.00, $304.00, $231.00Open source
TEL | TE Connectivity PLC Analyst Estimates - MarketWatch
Search result #3
Stock Price Targets. High, $316.00. Median, $280.00. Low, $240.00. Average, $277.47. Current Price, $241.01. Yearly Numbers. Estimates. TEL will report 2026 ...
Extracted: $316.00, $280.00, $240.00, $277.47, $241.01Open source
TE Connectivity plc: Target Price Consensus and Analysts ...
Search result #4
Analysts' Consensus ; Mean consensus. BUY ; Number of Analysts. 18 ; Last Close Price. 235.40USD ; Average target price. 271.53USD ; Spread / Average Target. +15.35%.
Extracted: $235.40, $271.53Open source
TEL - TE Connectivity plc (NYSE) - Share Price and News - Fintel
Search result #5
The average one-year price target for TE Connectivity plc is $275.51. The forecasts range from a low of $202.00 to a high of $316.05. A stock's price target is ...
Extracted: $275.51, $202.00, $316.05Open source
TE Connectivity Analyst Ratings and Price Targets | NYSE:TEL
Search result #6
TE Connectivity PLC has a consensus price target of $216 based on the ratings of 19 analysts. The high is $297 issued by Barclays on November 21, 2025.
Extracted: $216.00, $297.00Open source

Scenarios

Bull Target (Scenario probability)

$316 / p=20% prob

Base Target (Scenario probability)

$274 / p=65% prob

Bear Target (Scenario probability)

$190 / p=15% prob

Price $209 as of 2026-05-27

Nearest Scenario: Bear (∆ 9%)

Targets vs latest close: Bull +51% · Base +31% · Bear -9%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-03-31
Analyst Target/Guidance Revisions
Consensus target spread and recent analyst medians suggest potential revisions after quarterly results; ranges cited from Zacks/MarketWatch show low-to-high dispersion [#SERP-2][#SERP-3]. Date is conservatively set to window end.
Prob 50.00% • Move 8.00% • Priced-in 30.00%

Short-term Catalysts

Next few weeks

Q1 2026 Earnings Release
2026-04-24
Quarterly results and guidance update; prior Q1 beat with $4.67 billion revenue and $2.72 EPS supports upside if trend continues (date estimated) [#SERP-1]. Date set conservatively to as_of_date+90 days.
Prob 70% • Move 6% • Priced-in 40%

Long-term Catalysts

Months to a year

Industrial & Automotive Win Cycle / Secular Content Gains
2027-01-24
Longer-term share gains from connector/content expansion in industrial and EV platforms could materially lift valuation; consensus average targets imply multi-quarter upside [#SERP-4][#SERP-5].
Prob 45% • Move 25% • Priced-in 20%

Risks

Commodity and supply-chain cost pressure
Cyclical automotive demand weakness
Foreign exchange and macro slowdown

Peers

Symbol	Summary
APH	Largest pure-play connector peer with similar industrial and automotive end-market exposure.
APTV	Aptiv: automotive connectivity/electronics peer; higher auto cyclicality but comparable content exposure.
SWKS	Skyworks: connectivity semiconductor peer offering contrast on semiconductor exposure vs. passive connector business.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: TE Connectivity plc Common (TEL) analyst consensus price target high low average
Analysis date: 2026-01-24