Technological Obsolescence And Margin Squeeze Will Remain A Concern

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

13 Jul 25

Updated

14 Aug 26

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Not Invested

Shared on 14 Aug 26

Fair value Decreased 5.00%

TEL: Strong Results And Acquisition Will Shape Returns With Limited Upside

TE Connectivity posts stronger-than-expected results and says the next quarter should also come in ahead of what the market expected. It’s also buying Astrodyne TDI to push further into industrial and AI markets, but analysts still see limited upside and have trimmed what they think the business is worth.

4 views

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).

8 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.

8 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.

4 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).

6 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.

6 views

Technological Obsolescence And Margin Squeeze Will Remain A Concern

TEL: Strong Results And Acquisition Will Shape Returns With Limited Upside

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

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

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

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

TEL: Future Profit Margin Assumptions Will Likely Prove Too Optimistic

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