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AnalystConsensusTarget updated the narrative for TEL

Update shared on 08 Oct 2025

Fair value Increased 2.58%
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AnalystConsensusTarget's Fair Value
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1Y
59.2%
7D
-1.1%

Analysts have raised their price target for TE Connectivity, increasing it by $5.75 to reflect slightly stronger anticipated growth and improved profitability in their latest models.

What's in the News

  • TE Connectivity is set to host an Analyst/Investor Day event to keep stakeholders informed about strategic plans and performance updates (Key Developments).
  • The company completed a major tranche of its stock buyback program, repurchasing over 2 million shares between March 29, 2025 and June 27, 2025. TE Connectivity has now bought back more than 68% of its shares since the 2007 buyback announcement (Key Developments).
  • TE Connectivity provided earnings guidance for the fourth quarter of fiscal 2025, anticipating net sales of approximately $4.55 billion, up 12% year-over-year, and GAAP EPS from continuing operations to increase by more than 140% (Key Developments).

Valuation Changes

  • Fair Value has risen slightly from $223.06 to $228.81 per share, reflecting updated projections.
  • Discount Rate has increased marginally from 9.01% to 9.06%.
  • Revenue Growth assumptions have been raised modestly from 7.73% to 7.89%.
  • Net Profit Margin is now projected at 15.45%, up from 14.78% in prior models.
  • Future P/E multiple has edged down from 26.78x to 26.20x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.