24/7 Wall Street
14 Mar 2026, 19:35 UTC · 27w ago
Verdict
Headline takes no side. We score TEL +0.90 across five claims — strongly bullish.
+0.90strongly bullish
More positive than 93% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish
TE Connectivity's AI data center revenue tripled from $300 million in FY2024 to over $900 million in FY2025.
More positive than 98% of claims this week
TE Connectivity reported record orders of $5.1 billion (up 28%) and Q1 FY2026 revenue of $4.67 billion (up 22%).
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5 related stories
Scored by the NIS engine · methodology.
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More positive than 97% of claims this week
Microchip Technology posted its third consecutive quarter of sequential revenue recovery, with revenue up 15.6% year-over-year.
More positive than 84% of claims this week
Microchip Technology's non-GAAP gross margins expanded to 60.5%, up from 52% a year ago.
So whatMargin expansion indicates improved factory utilization and pricing power, which is a key driver for earnings growth.
More positive than 75% of claims this week
Hyperscaler capex is expected to grow roughly 20% in FY2026, with TE Connectivity holding design wins to capture this spend.
More positive than 75% of claims this week
Which stocks this story touches
More positive than 93% of ticker scores this week
The company delivered record orders, double-digit growth, and is significantly benefiting from AI data center connectivity.
More positive than 70% of ticker scores this week
The company is showing a legitimate turnaround with three consecutive quarters of revenue recovery and expanding gross margins.
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Zacks Investment Research
3d ago
+3.0%
Price agrees with the score
$205.43 vs $199.41 close before publication (Mar 13) · not market-adjusted
TEL chart →
