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TETEL

TE Connectivity plc

$TEL·$60B·Semiconductors·Technology
$205.69-0.4%YTD-10.2%1Y-0.0%
Mentions · last 7 days
2026-07-26: 25 posts2026-07-27: 119 posts2026-07-28: 83 posts2026-07-29: 82 posts2026-07-30: 86 posts2026-07-31: 56 posts2026-08-01: 44 posts496+21%
Price updated 2d ago·X counts updated 1d ago
TETEL
$TELTE Connectivity plc
$205.69-0.43%496 posts+21%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TEL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-31

Catching its breath after a run — could pick back up or fade from here.

Connector and sensor maker just beat Q3 by 3% — quietly executing while the market's attention is elsewhere.

TE Connectivity makes the connectors, sensors, and interconnect systems that go into automotive, industrial, aerospace, and data-center hardware — the boring plumbing every physical system needs. It's a quality compounder currently getting no attention because it's neither a semi headline nor an AI hyperscaler direct play.

  • Q3 was clean: EPS $2.94 vs $2.85 consensus (3% beat) on $4.74B revenue (+14.5% YoY), with 37% gross margin and 20% operating margin held steady — meaning the industrial/automotive cycle isn't cracking despite the concerns, and the data-center exposure (via power-and-signal interconnects) is quietly running higher.
  • The valuation is reasonable: 20.4x trailing earnings, 3.2x sales, ROE 23%, ROIC 13%, and FCF yield 5.8% — for a business consensus expects to earn $11.43 in FY26 growing to $12.94 in FY27, that's ~18x forward, right in line with the S&P and cheap for a name growing revenue 14%+.
  • The tape reflects the lack of attention: shares at the 26th percentile of the 52-week range, volume 1.13x average, and 6% below the 200-day — no institutional distribution, just no active buyer. This is a name compounding value that the market has to remember before it re-rates.

The rerating restarts on the Nov 4 Q4 print (fiscal year-end) — a beat plus continued 12%+ organic growth guidance for FY27 makes the value-plus-growth case obvious. What would keep it range-bound: continued industrial-macro concerns (Europe automotive) or a data-center capex pause. Right now this is a quiet quality compounder trading at market multiple — the setup restarts when the market chooses to notice.

Differs from X sentimentThe bullish $TEL chatter is entirely about Telcoin, a crypto token pursuing a US digital-asset bank charter — token upgrade from 2 to 18 decimals, MNO validators, structural inflection framing. Zero relevance to TE Connectivity the connector equity. Discard the sentiment feed; the ticker overlap means the crowd is not evaluating this company.

What to watch: Nov 4 Q4 print (fiscal year-end) — a beat plus continued 12%+ organic growth guidance for FY27 makes the compounding case obvious. Continued Europe-automotive concerns or a data-center capex pause holds the stock rangebound.

On the calendar: 2026-11-04 — Q4 FY26 earnings

sentiment ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment94 posts analyzed · as of 2026-08-01

Sentiment on Telcoin (TEL crypto) is loyal-community bullish through a 96%+ drawdown from ATH. Bulls cite the fully chartered US digital-asset bank status, the fresh patents around on-chain stablecoins with embedded depository functions, the eUSD architecture (with eEUR/eZAR/eTRY coming), the 2→18 decimal token upgrade for mainnet gas, and MNO validators actively testing. 'Weak hands almost gone, mainnet coming' is the loudest chant. Skeptics remind that 'community disappeared' and even bears are bored. Reads as devoted holders through capitulation.

Read the AI verdict + X sentiment for $TEL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures connectors, sensors, and cable assemblies for electric vehicles, aerospace, medical devices, and industrial equipment worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $TEL.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $TEL

Neutral — Manufactures connectors, sensors, and cable assemblies for electric vehicles, aerospace, medical devices, and industrial equipment worldwide; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+36.7%YTD
+87.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$2.94$2.85+3.2%
Q1 2026Apr 22, 2026$2.73$2.69+1.5%
Q4 2025Jan 21, 2026$2.72$2.55+6.7%
Q3 2025Oct 29, 2025$2.44$2.29+6.6%
Next earningsWed, Nov 4·consensus EPS $3.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.7B+14.5%36.8%20.1%$2.92$677.0M
Q1 FY26$4.7B+21.7%37.2%20.9%$2.55$607.0M
Q4 FY25$4.6B+12.5%32.0%16.3%$2.25$1.1B
Q3 FY25$4.5B+13.9%35.3%19.8%$2.16$957.0M

Forward consensus

4-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.8B$19.8B – $19.8B$11.43$11.32 – $11.5911
FY27$21.6B$21.5B – $21.7B$12.94$12.49 – $13.2413
FY28$23.0B$22.3B – $23.8B$14.25$13.46 – $14.8312
FY29$23.8B$23.5B – $24.3B$16.30$16.00 – $16.686

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.25%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 289.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.175-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 1Shadrak W KroegerPres., Industrial Solutions9.4K sh$2.0MSellMay 6Shadrak W KroegerPres., Industrial Solutions9.4K sh$2.0MSellApr 8Shadrak W KroegerPres., Industrial Solutions9.4K sh$2.1MSellMar 2Shadrak W KroegerPres., Industrial Solutions9.4K sh$2.1MSellFeb 13Reuben M. ShafferSVP and Corporate Controller1.4K sh$334KSellFeb 13Shadrak W KroegerPres., Industrial Solutions16.0K sh$3.7MSellFeb 9John S JenkinsEVP & General Counsel6.2K sh$1.4M
+ 11 other (6 exempts · 4 awards · 1 inkind) in window

See when $TEL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

TE Connectivity plc filed an 8-K on July 22, 2026, furnishing its fiscal Q3 2026 earnings press release as Exhibit 99.1 (Item 2.02) and disclosing a forthcoming investor conference call under Reg FD (Item 7.01). The fiscal third quarter covers the period through late June/July 2026 for the Ireland-domiciled connector and sensor manufacturer. The 8-K was filed by the parent, TE Connectivity plc, with debt securities (2.50% Notes due 2028, 0.00% Notes due 2029, 3.25% Notes due 2033) issued through subsidiary Tyco Electronics Group S.A. TE Connectivity's quarterly result is a closely-watched indicator for industrial, automotive, and data center end-market demand, given its exposure to connector content across these sectors.

8-KPress release / Reg FDApr 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteMar 118-K — Item 5.07: Shareholder vote
8-KAgreement terminatedFeb 178-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 8 other (4 13Gs · 2 10-Qs · 1 SD · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here's Why TE Connectivity (TEL) is a Strong Value Stockzacks.com·4d ago3 Reasons Growth Investors Will Love TE Connectivity (TEL)zacks.com·7d agoTEL or VPG: Which Is the Better Value Stock Right Now?zacks.com·10d agoWall Street Analysts Believe TE Connectivity (TEL) Could Rally 26.98%: Here's is How to Tradezacks.com·11d agoHere's Why TE Connectivity (TEL) is a Strong Momentum Stockzacks.com·11d ago

In themes

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Voices on X · top 15 · last 7 days

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