New York, Feb 1, 2026, 18:38 ET — Market closed
- TEL closed Friday at $222.78, slipping roughly 1.6% for the session
- Heading into Monday’s session, rates and policy expectations are once again under the spotlight
- Investors continue to digest TE’s updated guidance alongside demand trends in AI, energy, and autos
TE Connectivity shares slipped 1.6% on Friday, closing at $222.78. Since U.S. markets will be closed on Sunday, investors will have to wait until Monday to see how the stock moves next.
Markets grew more unsettled late in the week. U.S. stocks dipped Friday as investors weighed the implications of Donald Trump’s pick to head the Federal Reserve on future interest rates. Meanwhile, gold plunged 11%, and silver tumbled over 30% in a dramatic turnaround, the Associated Press reported. (AP News)
TE’s stock hinges on growth tied to data, power, and vehicle content. On Jan. 21, the Ireland-based firm posted first-quarter sales of $4.7 billion, with adjusted EPS at $2.72, and hit record orders of $5.1 billion. It also predicted second-quarter sales around $4.7 billion and adjusted EPS near $2.65. “We expect double-digit sales and adjusted earnings growth again in our second quarter,” CEO Terrence Curtin said. (TE Connectivity Investors)
Friday’s trading was choppy but far from extreme. TEL’s shares fluctuated between $221.34 and $226.14, with around 2.0 million shares changing hands, per Yahoo Finance historical data. (Yahoo Finance)
Heading into the weekend, the stock saw a bit of rating movement. On Wednesday, Zacks Research bumped it up to a “strong-buy,” according to a MarketBeat report. That same note put the Street’s average price target near $251. (MarketBeat)
On the January earnings call, Curtin described TE’s approach as expanding its reach into long-cycle demand areas. “We have been investing and have broadened our growth drivers … around data and power connectivity,” he told analysts. (The Motley Fool)
Monday’s action may hinge less on TE-specific news and more on shifts in interest rates. A sharp move in yields could rattle industrial tech stocks, which have been valued assuming steady growth.
TE remains tied to end-markets prone to quick slowdowns, particularly autos and industrial gear. If customer orders get pushed back or data-center spending eases, the company’s ability to convert those record orders into actual sales will face a real test.
Investors will watch closely to see if last week’s guidance holds up as 2026 kicks off. The main question boils down to this: how much of the demand is lasting, and how much simply about timing?
TE’s next key date is Feb. 20, marking the cutoff for shareholders to receive its $0.71 quarterly dividend, which is set to be paid on March 13, per the December announcement. (Prnewswire)
