Update shared on 21 Nov 2025
Fair value Increased 0.69%Analysts have raised their price target on TE Connectivity, increasing their fair value estimate by approximately $1.86 per share to $270.24. This change reflects modest improvements in projected profit margins and a slightly higher future earnings multiple.
What's in the News
- Mouser Electronics now offers over 750,000 TE Connectivity products, including more than 75,000 in stock and ready to ship. This expands access to the latest interconnect and sensor solutions (Client Announcements).
- The GEMnet multi-gig differential connector system, newly available, supports multi-gigabit Ethernet up to 56 Gbps. It is compatible with advanced automotive applications such as 4K displays and safety-critical systems (Client Announcements).
- TE Connectivity's FAKRA connector system lineup has been engineered for automated manufacturing and offers a range of sealed and orientation variants to support automotive RF-based applications (Client Announcements).
- The company introduced the MATE-AX miniaturized coaxial connector system, enabling up to 75% PCB footprint reduction and advanced automotive data transmission (Client Announcements).
- TE Connectivity expects first-quarter fiscal 2026 sales to reach approximately $4.5 billion. This represents a 17% reported and 11% organic year-over-year increase. Earnings per share are projected at $2.33, up 33% from the prior year (Corporate Guidance / New or Confirmed).
Valuation Changes
- The Fair Value Estimate has risen slightly, increasing from $268.38 to $270.24 per share.
- The Discount Rate has increased modestly, moving from 9.00% to 9.21%.
- The Revenue Growth projection has edged down marginally, from 8.29% to 8.26%.
- The Net Profit Margin has improved, rising from 16.73% to 16.95%.
- The Future P/E Ratio estimate has climbed slightly, from 26.63x to 26.74x.
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.