TE Connectivity

Technological Obsolescence And Margin Squeeze Will Remain A Concern

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

13 Jul 25

Updated

01 May 26

Views

53

01 May

US$202.57

AnalystLowTarget's Fair Value

US$220.00

7.9% undervalued

1Y

27.5%

7D

-2.0%

Loading

1Y

27.5%

7D

-2.0%

You can edit this narrative until May 2 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$2207.9% undervalued

AnalystLowTarget Fair Value

Shared on 01 May 26

Fair value Increased 9.84%

TEL: Higher Margin Outlook And Cash Returns Will Likely Cap Future Upside

Analysts now set a higher price target for TE Connectivity at $220, up from about $200, citing updated assumptions that include slightly different revenue growth expectations, a higher profit margin outlook, and a revised future P/E multiple. What's in the News TE Connectivity issued earnings guidance for the quarter ending June 26, 2026, targeting approximately US$5b in sales and GAAP diluted EPS from continuing operations of about US$2.44, with management indicating both figures are expected to rise year over year by 10% and 14% respectively (corporate guidance).

5 views

Shared on 17 Apr 26

Fair value Decreased 0.99%

TEL: Future Buybacks And Rich P/E Will Likely Cap Share Returns

Analysts have trimmed their price target on TE Connectivity to about $200 from roughly $202. This reflects small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.

5 views

Shared on 03 Apr 26

Fair value Decreased 4.20%

TEL: Future Buybacks And Margins Will Likely Keep Shares Fairly Priced

Analysts have trimmed their price target on TE Connectivity to $202.29 from $211.17, citing updated assumptions for slightly higher revenue growth and profit margins, along with a lower future P/E multiple. What's in the News Credo Technology Group Holding Ltd.

3 views

Shared on 05 Mar 26

TEL: Future Buybacks And Margins Will Likely Keep Shares Fairly Priced

Analysts have adjusted their price target for TE Connectivity to $211.17, reflecting fine tuning to revenue growth, profit margin and future P/E assumptions that are now slightly higher or lower than before but remain broadly consistent with prior expectations. What's in the News Between September 27, 2025 and December 26, 2025, TE Connectivity repurchased 1,755,790 shares, about 0.6% of its shares, for $405.69m under its ongoing buyback program (Key Developments).

3 views

Shared on 19 Feb 26

Fair value Increased 20%

TEL: Future Profit Margin Assumptions Will Likely Prove Too Optimistic

Analysts have raised their price target for TE Connectivity to $211 from about $176. The revision reflects updated views that incorporate adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations.

4 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$220

7.9% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

7.31%

Historical revenue growth rate

3.79%

Electronic Equipment and Components revenue growth rate

0.70%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.77%

Calculation

US$4.09b

Earnings '29

x

19.54x

PE Ratio '29

=

US$79.90b

Market Cap '29

US$79.90b

Market Cap '29

/

278.38m

No. shares '29

=

US$287.03

Share Price '29

US$287.03 Share Price '29

Discounted to 2026 @ 9.32% p.a.

=

US$219.70

Fair Value '26