TEL TE Connectivity Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
02:10
07 авг
07 авг
"Watch defense-electronics arsenal-rebuild beneficiaries"
"Watch this defense-electronics arsenal-rebuild basket as a beneficiary map, not an author-owned long. The research note spans replacement, capacity-reset, and modernization cycles with varying purity; no position or ownership is disclosed."
Сред.
01:20
07 авг
07 авг
Watch TE Connectivity for diluted defense exposure.
Watch TE Connectivity; genuine defense content exists, but size and diversification limit standalone sensitivity to the defense-rebuild theme.
Сред.
12:30
04 авг
04 авг
Data center hyperscalers are buying RTDS simulators to de-risk power profiles, indicating accelerated investment in behind-the-meter electricity infrastructure alongside AI clusters. — This points to a surge in on-site power generation and grid simulation needs, with RTDS (a TEL company) directly benefiting.
Выс.
12:06
22 июл
22 июл
US pre-market movers show mixed results with SMCI surging on strong gross margins.
US pre-market movers show mixed results with SMCI surging on strong gross margins, CB falling on missed premiums, and several stocks reacting to earnings and nuclear power development news.
10:05
22 июл
22 июл
TE Connectivity reported Q3 2026 adjusted EPS of $2.94 on net sales of $5.16 billion.
TE Connectivity reported Q3 2026 adjusted EPS of $2.94 on net sales of $5.16 billion, both beating estimates, and guided Q4 adjusted EPS above consensus.
10:05
22 июл
22 июл
TE Connectivity reports Q3 earnings beat with adjusted EPS of 2.94 dollars on sales of 5.16.
TE Connectivity reports Q3 earnings beat with adjusted EPS of 2.94 dollars on sales of 5.16 billion and issues Q4 guidance above estimates.
08:30
22 июл
22 июл
Management's tone is highly confident, citing record orders, margin expansion, and raised full-year guidance, indicating strong demand visibility into FY2027.
Выс.
22:18
05 июл
05 июл
Reports Jefferies view that copper cable makers benefit; no directional view.
Низ.
23:48
30 июн
30 июн
TE Connectivity undervalued, buy.
TE Connectivity's multiple is too low; it should trade at a market multiple, it is a terrific stock, and Cramer wants to buy it for his trust.
Выс.
10:54
25 июн
25 июн
Author argues ASML is the biggest structural winner and that the entire advanced semiconductor.
Author argues ASML is the biggest structural winner and that the entire advanced semiconductor manufacturing and EDA ecosystem becomes more important as the industry pushes below 1nm.
Низ.
01:02
15 июн
15 июн
Author thanks a reply and identifies Kokusai and Tokyo Electron as the best plays for CXMT.
Author thanks a reply and identifies Kokusai and Tokyo Electron as the best plays for CXMT and upcoming YMTC IPO, indicating a bullish semiconductor equipment view.
Низ.
22:41
11 июн
11 июн
Watch TEL as a beneficiary of tight semiconductor equipment demand.
Watch TEL as a beneficiary of tight semiconductor equipment demand, with price increases and double-shift production indicating strong cycle.
Сред.
20:54
05 июн
05 июн
The author presents a speculative research watchlist of connectivity bottleneck beneficiaries.
The author presents a speculative research watchlist of connectivity bottleneck beneficiaries across the AI infrastructure chain without stating any current positions or forward calls.
Низ.
02:17
03 июн
03 июн
Named as connector-layer supplier on Wiwynn's CPO booth at Computex.
Named as connector-layer supplier on Wiwynn's CPO booth at Computex; no author position disclosed, co-mentioned in supply chain breakdown without directional commitment.
Низ.
12:06
02 июн
02 июн
Watch TE Connectivity as a connector supplier in the CPO stack.
Watch TE Connectivity as a connector supplier in the CPO stack; moderate evidence of design-in relevance.
Сред.
12:06
02 июн
02 июн
Watch TE Connectivity as a connector/ELSFP player in the CPO ecosystem.
Watch TE Connectivity as a connector/ELSFP player in the CPO ecosystem, supported by OIF standardization, but volume ramp and margin capture remain uncertain.
Сред.
06:33
02 июн
02 июн
TE Connectivity confirmed as connector-layer supplier for ELSFP and chassis I/O on Wiwynn CPO.
TE Connectivity confirmed as connector-layer supplier for ELSFP and chassis I/O on Wiwynn CPO rack at Computex; named in supply chain basket, not in author's disclosed holdings.
Низ.
11:52
01 июн
01 июн
Watchlist: Optical interconnect and CPO beneficiaries from NVIDIA Spectrum‑X photonics.
Watchlist: Optical interconnect and CPO beneficiaries from NVIDIA Spectrum‑X photonics; positive sector read‑through, no position stated.
Сред.
22:56
26 мая
26 мая
Watch TEL as a non-consensus copper-persistence beneficiary.
Watch TEL as a non-consensus copper-persistence beneficiary; ACC and linear equalizer adoption extend copper's role at higher AI fabric data rates, supporting TE Connectivity's interconnect demand against optical-displacement narratives.
Сред.
09:29
18 мая
18 мая
Summarizes Morgan Stanley's WFE pecking order and specific actions on semi-cap equipment.
Summarizes Morgan Stanley's WFE pecking order and specific actions on semi-cap equipment and Intel, with no personal directional commitment.
Сред.
21:48
10 мая
10 мая
The tweet notes that analog semiconductor stocks have not experienced the same valuation.
The tweet notes that analog semiconductor stocks have not experienced the same valuation re-rating as the broader supply chain, implying relative underperformance.
Выс.
14:43
07 мая
07 мая
Watch TEL; similar to APH, near-term expectations for active copper cable ramp should be.
Watch TEL; similar to APH, near-term expectations for active copper cable ramp should be tempered as optical production scales.
Выс.
12:34
07 мая
07 мая
Bearish view on copper-centric AI interconnect names as CPO and optical scale-up are expected.
Bearish view on copper-centric AI interconnect names as CPO and optical scale-up are expected to complement and over time displace copper, with Credo most directly exposed.
Выс.
12:30
06 мая
06 мая
Bearish view on TEL on lower-magnitude displacement risk from optical interconnects.
Bearish view on TEL on lower-magnitude displacement risk from optical interconnects, mitigated by broader diversification.
Выс.
20:36
19 мар
19 мар
Highlights TE Connectivity's role in AI
Highlights TE Connectivity's production of fiber optic connectors and cable assemblies for AI data centers.
Низ.
06:22
22 фев
22 фев
Watch TEL on high-reliability connector exposure
Watch TEL as it has exposure through high-reliability connectors and connectivity components.
Сред.
20:15
18 фев
18 фев
Watch names exposed to US hyperscaler capex
Watch LITE, COHR, CIEN, and TEL for their exposure to US hyperscaler capital expenditures and AI infrastructure buildouts.
Сред.
00:24
11 фев
11 фев
Watch AI infrastructure connectivity supply chain
Watch AI infrastructure and connectivity beneficiaries tied to hyperscaler capex and rising connectivity content per rack; read-through research, no ownership indicated.
Сред.
23:09
09 фев
09 фев
Watch copper/AEC supply chain beneficiaries.
Watch copper/AEC supply chain beneficiaries; Credo’s framing points to durable reliability-driven demand for high-speed copper assemblies and cable partners.
Сред.
Об аналитическом покрытии TEL
Buzzberg отслеживает TEL (TE Connectivity) в 14 источниках. Бычьих сигналов: 1, медвежьих: 0, от 15 аналитиков. Сентимент преимущественно бычий (3%). Всего отслеживаются 32 торговые идеи. Последние спикеры: TheValueist, David A. Zapico, Newsquawk.