Is TE Connectivity (TEL) a Resilient Stock?

2 hours ago 1

Soumya Eswaran

Wed, December 24, 2025 astatine 7:11 AM CST 3 min read

Janus Henderson Investors, an concern absorption company, released 3rd third-quarter 2025 capitalist missive for its “Janus Henderson Global Sustainable Equity Fund”. A transcript of the missive tin beryllium downloaded here. Global equities continued their beardown rally successful the 3rd quarter, driven by loosening monetary argumentation and continued momentum successful the AI maturation story. The money returned 2.95% successful the quarter, compared to a 7.27% instrumentality for the MSCI World Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Janus Henderson Global Technology and Innovation Fund highlighted stocks specified arsenic TE Connectivity Ltd. (NYSE:TEL). TE Connectivity Ltd. (NYSE:TEL) manufactures and sells connectivity and sensor solutions. The one-month instrumentality of TE Connectivity plc (NYSE:TEL) was 4.69%, and its shares gained 59.92% of their worth implicit the past 52 weeks. On December 23, 2025, TE Connectivity plc (NYSE:TEL) banal closed astatine $232.69 per share, with a marketplace capitalization of $68.541 billion.

Janus Henderson Global Sustainable Equity Fund stated the pursuing regarding TE Connectivity plc (NYSE:TEL) successful its 3rd 4th 2025 capitalist letter:

"TE Connectivity plc (NYSE:TEL) reported grounds nett sales, operating margin, and currency generation, arsenic good arsenic a beardown summation successful orders. The institution is benefiting from broad-based AI spot and continued request successful renewables and hardening the electrical grid. TE Connectivity is 1 of the planetary leaders successful the connectors and sensors industry. It designs and manufactures devices that link and support the travel of powerfulness and information wrong a wide assortment of industries including AI, automotive, and energy. The institution is besides comparatively good positioned to navigate tariffs, arsenic three-quarters of its revenues are generated extracurricular of the U.S., and two-thirds of manufacturing-to-sales is portion for region."

How Its Sensor Solutions Power the Future of AI Infrastructure

TE Connectivity plc (NYSE:TEL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge money portfolios held TE Connectivity plc (NYSE:TEL) astatine the extremity of the 3rd quarter, up from 47 successful the erstwhile quarter. While we admit the imaginable of TE Connectivity plc (NYSE:TEL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.