Is TE Connectivity plc (NYSE:TEL) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating TE Connectivity plc at current levels.
The picks-and-shovels AI play hiding inside a connector company, with industrial margins finally doing the heavy lifting.
Where TEL is headed
TE Connectivity is in the middle of becoming a different company, and the market is still pricing it like the old one. The old TEL was a cyclical auto parts supplier with a sleepy industrial arm, trading at low-teens earnings multiples because that is what auto cycles deserve. The new TEL is something stranger and more interesting: a high-speed interconnect supplier to the AI buildout, where every Nvidia rack, every hyperscaler retrofit, and every 800G optical link needs the kind of copper and fibre connectivity TEL has been quietly perfecting for two decades. Data and Devices Networks (DDN) just grew 70% year-on-year. AI-related revenue got raised by $200 million only 90 days after Investor Day. Record orders above $5 billion. This is not a company waiting for a cycle to turn, it is a company watching a new cycle land in its lap.
Read the full Compass Direction on TEL
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $202.78).
See the full TEL analysisGet calls like this, free
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Frequently asked questions
Is TE Connectivity plc (NYSE:TEL) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating TE Connectivity plc at current levels. The picks-and-shovels AI play hiding inside a connector company, with industrial margins finally doing the heavy lifting.
What is TEL's Compass Score?
TE Connectivity plc scores 83/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for TEL?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the TEL page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.