TEL TE Connectivity Loading... : Bullish and Bearish Analyst Opinions
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02:10
Aug 07
Aug 07
"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."
MED
01:20
Aug 07
Aug 07
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.
MED
12:30
Aug 04
Aug 04
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.
HIGH
12:06
Jul 22
Jul 22
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
Jul 22
Jul 22
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
Jul 22
Jul 22
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
Jul 22
Jul 22
Management's tone is highly confident, citing record orders, margin expansion, and raised full-year guidance, indicating strong demand visibility into FY2027.
HIGH
22:18
Jul 05
Jul 05
Reports Jefferies view that copper cable makers benefit; no directional view.
LOW
23:48
Jun 30
Jun 30
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.
HIGH
10:54
Jun 25
Jun 25
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.
LOW
01:02
Jun 15
Jun 15
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.
LOW
22:41
Jun 11
Jun 11
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.
MED
20:54
Jun 05
Jun 05
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.
LOW
02:17
Jun 03
Jun 03
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.
LOW
12:06
Jun 02
Jun 02
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.
MED
12:06
Jun 02
Jun 02
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.
MED
06:33
Jun 02
Jun 02
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.
LOW
11:52
Jun 01
Jun 01
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.
MED
22:56
May 26
May 26
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.
MED
09:29
May 18
May 18
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.
MED
21:48
May 10
May 10
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.
HIGH
14:43
May 07
May 07
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.
HIGH
12:34
May 07
May 07
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.
HIGH
12:30
May 06
May 06
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.
HIGH
20:36
Mar 19
Mar 19
Highlights TE Connectivity's role in AI
Highlights TE Connectivity's production of fiber optic connectors and cable assemblies for AI data centers.
LOW
06:22
Feb 22
Feb 22
Watch TEL on high-reliability connector exposure
Watch TEL as it has exposure through high-reliability connectors and connectivity components.
MED
20:15
Feb 18
Feb 18
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.
MED
00:24
Feb 11
Feb 11
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.
MED
23:09
Feb 09
Feb 09
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.
MED
About TEL Analyst Coverage
Buzzberg tracks TEL (TE Connectivity) across 14 sources. 1 bullish vs 0 bearish calls from 15 analysts. Sentiment: predominantly bullish (3%). 32 total trade ideas tracked. Latest voices: TheValueist, David A. Zapico, Newsquawk.