TE Connectivity stock gains after Wells Fargo lifts price target on strong Q3 figures
Published on 09/20/2026 at 10:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
TE Connectivity plc (ISIN CH0102993182) stock is trading around USD 206.60 as of September 18, 2026 on the New York Stock Exchange, supported by stronger than expected Q3 2026 earnings and a recent analyst price target increase from Wells Fargo & Company. According to MarketBeat on September 20, 2026, Wells Fargo raised its price target on TE Connectivity stock from USD 209.00 to USD 220.00 on September 11, 2026 after the company delivered solid quarterly results.
Analyst upgrade and valuation backdrop
As MarketBeat reports, Wells Fargo & Company lifted its price target on TE Connectivity stock from USD 209.00 to USD 220.00 in a research note dated September 11, 2026, reflecting increased confidence in the company’s earnings trajectory. The same overview notes that based on aggregated analyst data the shares carry an average rating of Moderate Buy with an average price target of USD 252.00, suggesting upside potential from the current trading level.
According to the analyst snapshot cited by MarketBeat, shares of TE Connectivity opened at USD 205.68 on the last reported trading day in the alert, which is close to the recent level of USD 206.60 referenced in market data and indicates the stock is trading in a tight range around the low USD 200s. For investors, this zone marks the market’s current balance between the improved guidance and ongoing macro risks.
Q3 2026 earnings beat and guidance
Fundamentally, the latest results underpin the move in TE Connectivity stock. TE Connectivity last posted its quarterly earnings results for Q3 2026 on July 22, 2026. The electronics manufacturer reported earnings per share of USD 2.94 for the quarter, beating the consensus estimate of USD 2.85 by USD 0.09, according to MarketBeat. That represents a year over year increase from EPS of USD 2.27 in the same quarter of the prior year, a gain of roughly 29.5 percent.
On the top line, TE Connectivity generated revenue of USD 5.16 billion in Q3 2026, ahead of analyst expectations of USD 5.01 billion, again per MarketBeat. Revenue was up 13.8 percent year over year, highlighting solid demand across the company’s connectivity and sensor solutions portfolio. The report also notes that TE Connectivity achieved a net margin of 15.61 percent and a return on equity of 24.59 percent in the quarter, indicating robust profitability and efficient use of capital.
Looking ahead, TE Connectivity has set its guidance for Q4 2026 at EPS of approximately USD 3.05, according to the same earnings summary from MarketBeat. Research analysts anticipate that TE Connectivity will post full year EPS of 11.48 for the current fiscal year 2026, which, if achieved, would represent continued double digit earnings growth versus the prior year.
Operational performance and dividend profile
Operationally, TE Connectivity continues to generate strong cash flows and maintains attractive operating margins. Market data compiled by TradingView shows that TE Connectivity’s EBITDA stands at about USD 5.10 billion with an EBITDA margin of 24.15 percent as of September 18, 2026, illustrating the company’s ability to convert revenue into operating earnings efficiently. In the most recent quarter, TradingView indicates that TE Connectivity recorded net income of USD 748.00 million, compared with USD 855.00 million in the preceding quarter, underscoring that while profitability remains high, quarterly earnings can fluctuate with product mix and end market demand.
For income oriented investors, TE Connectivity offers a regular dividend. As noted by TradingView, TE Connectivity pays dividends on a quarterly basis, with the latest dividend per share at USD 0.78. Based on the trailing twelve months, the dividend yield stands at about 1.47 percent at the current share price level, offering a modest income component alongside the potential for capital appreciation driven by earnings growth.
Next earnings date and key risks
From a timing perspective, market calendars indicate that TE Connectivity’s next earnings report is expected on November 4, 2026 for its Q4 2026 results. According to TradingView, the period covered will be the fourth quarter of fiscal 2026, with consensus estimates pointing to revenue of approximately USD 5.27 billion and EPS around USD 3.07. These expectations set the next fundamental checkpoint for TE Connectivity stock, and any significant beat or miss relative to these numbers is likely to influence the share price.
Despite the current positive earnings momentum, investors need to be aware of several risks. As a supplier of connectors and sensors to industries such as automotive, industrial equipment and communications, TE Connectivity is exposed to cyclical demand and capital spending trends. A slowdown in global manufacturing activity or weaker vehicle production could weigh on order intake and revenue growth, especially after the 13.8 percent year over year revenue increase in Q3 2026 reported by MarketBeat. Additionally, currency fluctuations and input cost volatility can affect margins, even though the company’s net margin of 15.61 percent in Q3 2026 shows it currently manages these factors effectively.
Stock level and valuation snapshot
On the market side, real time price data from TradingView indicate that the current price of TE Connectivity stock is USD 206.60 as of the latest update on September 17, 2026, with the shares up 2.18 percent over the last 24 hours at that time. Over the preceding week the stock gained around 1.00 percent, while over the past month it declined by 4.42 percent, and over the last year TE Connectivity plc has recorded a price decrease of 2.87 percent. This pattern suggests a moderate pullback from previous highs but a relatively stable performance over shorter horizons.
TE Connectivity stock key data
- Company: TE Connectivity plc
- ISIN: CH0102993182
- Ticker: TEL
- Trading venue: New York Stock Exchange
- Price (as of September 18, 2026): 206.60 USD
- Market capitalization: [value] USD (as of September 18, 2026)
- Sector / Industry: Electronic components and connectors
- Index membership: S&P 500
- Next earnings date: November 4, 2026
