TEL TE Connectivity Loading... : Bullish and Bearish Analyst Opinions
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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 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 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, 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 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; 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; 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, 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 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; positive sector read‑through, no position stated.
MED
22:56
May 26
May 26
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
21:48
May 10
May 10
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 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 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, mitigated by broader diversification.
HIGH
About TEL Analyst Coverage
Buzzberg tracks TEL (TE Connectivity) across 8 sources. 1 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (6%). 16 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Jim Cramer, tacticzh, aktiehedonist.