TEL
TE Connectivity Ltd
NYSE: TEL · TECHNOLOGY · ELECTRONIC COMPONENTS
$210.38
+1.27% today
Updated 2026-06-12
Market cap
$62.68B
P/E ratio
21.93
P/S ratio
3.35x
EPS (TTM)
$9.79
Dividend yield
1.35%
52W range
$159 – $252
Volume
2.6M
TE Connectivity Ltd (TEL) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed TEL price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$210.38
Today
Analyst consensus
$258.00
+22.64% · 12M
2030 Base
—
— future
NPV today
—
@ — WACC
13 analysts:
4 Buy3 Hold0 Sell
Management guidance
No specific CEO revenue targets found in provided data. Latest analyst consensus shows FY2026 revenue of $19.64B (+13.76% growth) and FY2027 revenue of $21.18B (+7.84% growth). Management has emphasized AI-driven growth opportunities in datacom connectivity and sensor solutions, with strong order book supporting near-term guidance.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
TEL · TE Connectivity Ltd · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
—
NPV today: —
Base case (2030)
—
NPV today: —
Bull case (2030)
—
NPV today: —
WallStSmart.com
TEL financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $17.1B | $19.6B | $21.2B | $22.8B | $24.5B | $26.4B |
| Revenue growth | 7.9% | 13.8% | 7.8% | 7.7% | 7.5% | 7.5% |
| Net margin | — | — | — | — | — | — |
| EPS | $2.72 | $11.18 | $12.49 | $13.50 | $14.60 | $15.80 |
| Diluted shares | — | — | — | — | — | — |
| Net debt | — | — | — | — | — | — |
| P/S multiple | — | 2.0x | 2.0x | 2.0x | 2.0x | 2.0x |
| Implied price (base) | — | $794.47 | $857.19 | $940.82 | $1,003.54 | $1,087.16 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $26.4B | $26.4B | $26.4B |
| P/S multiple | 1.0x | 2.0x | 3.0x |
| Diluted shares | 0M | 0M | 0M |
| Net debt | — | — | — |
| Implied P/E † | — | — | — |
| 2030 Price | $— | $— | $— |
| NPV @ — | $— | $— | $— |
† Implied P/E: Multiples remain elevated across all three scenarios because TEL is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $— base case
TEL catalysts and risks
Growth catalysts
+ AI data center connectivity demand driving datacom growth (hyperscaler capex commitments)
+ Automotive electrification and 5G infrastructure deployment
+ Recent patent settlement with Credo removes IP uncertainty and competitive risk
+ Strong backlog and order book supporting 2026-2027 revenue growth
+ Margin expansion from AI-focused high-value product mix
Key risks
- Macro cyclicality in electronics components sector; potential recession impact on capex
- Supply chain disruptions (recent Middle East supply concerns noted)
- Customer concentration risk in datacom segment dependent on hyperscaler spending
- Valuation risk at 30.1x P/E; stock vulnerable to growth disappointments
- Tariff and geopolitical uncertainty affecting manufacturing and supply chains
Methodology · TE Connectivity Ltd 2030 stock forecast model
TE Connectivity Ltd 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (-100% cumulative for TEL by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory (— by 2030) |
| 3. Time value | NPV calculated using — WACC (sector fallback) |
| 4. Multiple framework | P/S compresses with scale: bear 1.0x / base 2.0x / bull 3.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.
TEL price target FAQ
How is the TE Connectivity Ltd 2030 stock forecast calculated?
The TEL 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
What is the analyst consensus on TEL stock?
13 analysts cover TEL with an average 12-month price target of $258.00. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.