Currently 2 bullish, 0 bearish — stable.
Analysts are holding steady at 2 bullish to 0 bearish.
2 YouTube analysts cover TE Connectivity plc (TEL).
2 analysts have covered TEL so far…
TE Connectivity's backplane connectors and power solutions are essential for AI hardware, with an emerging optical market opportunity.
TE provides backplane connectors, high-speed data cables, and power solutions critical for chip clusters. Emerging optical market adds another growth vector. No specific figures but aligns with the AI capex cycle.
TE Connectivity benefits from AI buildout and electrification while EV content scales up, supporting high-single-digit dividend growth with a low payout ratio.
AI/data-center power buildout and EV content per vehicle expand demand for mission-critical connectors and power distribution. The 28.8% payout ratio and consistent dividend increases create headroom to compound dividends alongside high returns on capital.
No official filings surfaced for TEL yet.
