分析师喜欢第二季度业绩和指导，TE Connective股价上涨

2025-04-23 21:00

TE Connectivity (NYSE:TEL) shares rose 5% in premarket trading on Wednesday after the technology manufacturing company reported better-than-expected second-quarter results and guidance, leading to praise from Wall Street.
“We don’t think TEL saw much benefit from pull-ins in the quarter,” Evercore ISI analyst Amit Daryanani wrote in a note to clients. “Worth noting that 3/4 of TEL’s net sales come from outside the U.S., limiting its U.S. tariff exposure, and much of its automotive business that is manufactured in Mexico is USMCA compliant.”
Daryanani, who has an Outperform rating and $160 price target on TE Connectivity, added that the company looks well positioned “to navigate the near-term choppiness” and should see a recovery in both demand and margins across part of the Industrials. “While automotive remains a concern, TEL’s exposure to Asia helps insulate it from Western auto weakness,” Daryanani added.
Jefferies analyst Saree Boroditsky was also positive on the quarterly results, as TE Connectivity's adjusted earnings topped his estimate, while margins were in line.

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