TEL TE Connectivity Ltd

TE Connectivity plc (TEL) is considered an undervalued tech giant by hedge funds, with a "Buy" rating from 65% of analysts and an upside potential of 21%. Analysts like Truist and Jefferies highlight its exposure to power and data centers, margin expansion, and cyclical recovery, positioning it favorably in the AI infrastructure sector, despite challenges. While TEL shows promise, the article suggests other AI stocks might offer better upside with less risk.

The article explores whether TE Connectivity plc (TEL) is an undervalued investment opportunity within the AI infrastructure sector. It likely examinesTEL's involvement in providing components essential for AI development and deployment,

TE Connectivity plc (TEL) is set to announce its fiscal 2026 first-quarter earnings, with analysts projecting a 30.3% increase in profit to $2.54 per share. The company, a prominent industrial technology provider, has consistently surpassed Wall Street's bottom-line estimates. Analysts are generally optimistic, with a "Strong Buy" rating and an average price target indicating a 13.8% upside.

TE Connectivity plc (TEL), a leading industrial technology company in connectivity and sensor solutions, is set to announce its fiscal 2026 first-quarter earnings. Analysts anticipate a 30.3% profit increase to $2.54 per share. The company has consistently surpassed Wall Street's bottom-line estimates and its stock has significantly outpaced the S&P 500 and the Technology Select Sector SPDR Fund over the past year.

TE Connectivity plc (NYSE:TEL) is considered an undervalued tech giant by hedge funds, with 65% of analysts rating it a 'Buy' and a median price target suggesting a 21% upside. Truist and Jefferies both issued positive reports, highlighting the company's exposure to power and data centers, margin expansion, and expected cyclical recovery, positioning it as a potential AI infrastructure play despite prevailing challenges in the sector.

TE Connectivity (NYSE:TEL) saw strong performance in Q3 2025, driven by faster-than-expected revenue growth in data centers and energy utilities, as well as margin expansion from its Industrial Solutions segment. Impax US Sustainable Economy Fund highlighted the stock, noting its 3.19% one-month return and 59.38% gain over the last 52 weeks, closing at $231.90 per share on December 24, 2025.