Is Bullish Analyst Sentiment And Insider Selling Altering The Investment Case For TE Connectivity (TEL)?

In recent days, TE Connectivity drew attention as multiple major banks reaffirmed positive ratings ahead of its upcoming earnings report, while investors also learned that CEO Terrence R. Curtin received US$18,325,536 in 2025 compensation alongside significant insider share sales over the past six months. The combination of bullish analyst sentiment, expectations for strong Industrial Solutions earnings growth, and concentrated insider selling creates an interesting tension between external optimism and internal de-risking that investors may want to understand more closely. Next, we’ll examine how the wave of bullish analyst ratings, despite heavy insider selling, may reshape TE Connectivity’s investment narrative.

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TE Connectivity Investment Narrative Recap

To own TE Connectivity, you need to believe in sustained demand for its connectivity and sensor solutions across AI data centers, electric vehicles and industrial applications, supported by disciplined execution on margins and capital allocation. Recent analyst upgrades and expectations for strong Industrial Solutions earnings have reinforced that thesis, while the spike in insider selling and higher CEO pay appear more like sentiment and governance watchpoints than changes to the core business risk, which still centers on execution and end‑market demand.

Among the latest news, the cluster of Buy and Overweight ratings from UBS, Barclays, TD Cowen, Bank of America and Citi, along with price targets around US$273, stands out, because it directly ties into the upcoming earnings catalyst and reinforces the market’s focus on TE Connectivity’s Industrial and AI‑related growth rather than on the recent insider transactions.

Yet while analysts highlight growing AI and industrial demand, investors should still be aware of how heavily TE Connectivity’s outlook leans on…

Read the full narrative on TE Connectivity (it’s free!)

TE Connectivity’s narrative projects $20.3 billion revenue and $3.1 billion earnings by 2028. This requires 7.0% yearly revenue growth and about a $1.6 billion earnings increase from $1.5 billion today.

Uncover how TE Connectivity’s forecasts yield a $271.53 fair value, a 13% upside to its current price.

Exploring Other PerspectivesTEL 1-Year Stock Price Chart

Three fair value estimates from the Simply Wall St Community span roughly US$188 to US$272, showing how differently private investors can view TE Connectivity. You can weigh these views against the reliance on AI driven data center growth and consider what it might mean for future performance.

Explore 3 other fair value estimates on TE Connectivity – why the stock might be worth 22% less than the current price!

Build Your Own TE Connectivity Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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