Update shared on 05 Nov 2025
Fair value Increased 15%Narrative Update: TE Connectivity Analyst Price Target Revised
Analysts have raised their price target for TE Connectivity to $268.38 from $234.18. This revision is based on improvements in revenue growth and profit margins, which have strengthened the company's long-term outlook.
What's in the News
- The company provided earnings guidance for Q1 fiscal 2026, expecting sales of approximately $4.5 billion. This reflects a 17% increase on a reported basis and an 11% organic year-over-year rise (Corporate Guidance).
- GAAP EPS from continuing operations in Q1 fiscal 2026 is projected to reach approximately $2.33, representing a 33% increase compared to the previous year (Corporate Guidance).
- The company held an Analyst/Investor Day event to update stakeholders on company performance and strategic initiatives (Analyst/Investor Day).
Valuation Changes
- Consensus Analyst Price Target has increased from $234.18 to $268.38. This reflects a notably higher fair value estimate for the company's shares.
- Discount Rate has decreased slightly from 9.07% to 9.00%, indicating a marginally lower perceived investment risk.
- Revenue Growth projection has risen from 7.89% to 8.29%. This signals improved expectations for top-line expansion.
- Net Profit Margin has increased from 15.45% to 16.73%. This suggests stronger anticipated profitability.
- Future P/E has edged down from 26.82x to 26.63x, which points to a modestly lower multiple assigned to forward earnings.
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.