New York, Jan 25, 2026, 17:22 EST — Market closed
- TE Connectivity shares slipped 3.3% on Friday, ending the session at $223.84.
- Following the company’s fiscal first-quarter report, Barclays and Goldman Sachs both boosted their price targets.
- Monday’s session kicks off with eyes on rate policy and earnings from key peers.
TE Connectivity plc shares closed Friday down 3.3% at $223.84, slipping from an intraday range of $223.10 to $231.50. The stock stumbled heading into the new week, with roughly 2.9 million shares changing hands.
The decline is significant since TE has become a bellwether for the less flashy segments of the AI rollout — like connectors and sensors inside data centers, networks, and vehicles. When spending in these areas falters, TE’s results usually reflect it.
This matters because the stock hasn’t been cheap by industrial standards, and investors have been quick to punish any sign of “peak orders.” That tug-of-war is now playing out on the tape after earnings.
Barclays analyst Guy Hardwick bumped the price target on TE Connectivity to $302 from $297, maintaining an Overweight rating. He pointed to the company’s solid AI and non-AI investment prospects, noting TE appears undervalued compared to Amphenol.
Goldman Sachs analyst Mark Delaney raised his price target slightly, from $304 to $306, while maintaining a Buy rating. He highlighted “organic” revenue growth, stripping out acquisitions and currency impacts, and noted record orders driven by demand across AI/data center, energy infrastructure, and faster vehicle connectivity. Some AI-related orders are also booked further into the future. TipRanks
At Wells Fargo, analyst Colin Langan bumped his target to $249 from $245, maintaining an Equal Weight rating. He pointed to a first-quarter EPS beat fueled by strong sales and margins, and said management’s second-quarter EPS guidance remains on track. Additionally, the company boosted its AI revenue forecast to an $800 million year-over-year increase, up from the prior $600 million estimate.
Not all signals were positive. Truist nudged its target up to $244 from $240 but stuck with a Hold rating. The firm pointed to a 1.1x book-to-bill ratio—orders over revenue—a quick demand snapshot. It also flagged a “demand hold” in guidance, caused by China EV incentives fading in the prior quarter. TipRanks
Earlier this week, TE projected second-quarter adjusted earnings of roughly $2.65 per share and announced quarterly orders surpassed $5 billion. Strong demand for AI-related tools and data-center gear fueled a more than 38% year-over-year jump in industrial segment sales. CEO Terrence Curtin told Reuters he expects that strength to continue, pointing to a solid order backlog.
On Monday, traders will be watching to see if the surge in higher targets can steady the stock after Friday’s drop or if profit-taking continues to dominate. The key question remains: how quickly those orders turn into shipments, and how much faith investors place in the upcoming guidance update.
Amphenol, a key player in connectors, will deliver its earnings report on Jan. 28. Investors will watch closely—any changes in its outlook for data-center and communications could ripple through the sector.
Rates remain a key driver. The Federal Reserve holds its next policy meeting Jan. 27–28, followed by a press conference on Jan. 28 — a moment that often jolts valuation-sensitive industrial-tech stocks, even without fresh company updates.
