How TE Connectivity plc (TEL) Turns Connectors Into an AI, EV, and Factory Automation Growth Story
Key takeaways
- On June 8, Bell Global Equities Fund highlighted TE Connectivity as a new portfolio addition in its first-quarter investor letter.
- The fund said this positioning could support double-digit revenue growth and margin expansion over the medium term.
- While we acknowledge the potential of TEL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.
How TE Connectivity plc (TEL) Turns Connectors Into an AI, EV, and Factory Automation Growth Story Habib Ur Rehman Sun, June 28, 2026 at 12:49 AM GMT+7 1 min read TEL TE Connectivity plc (NYSE:TEL) is one of the best electrical equipment stocks to buy according to analysts.
On June 8, Bell Global Equities Fund highlighted TE Connectivity as a new portfolio addition in its first-quarter investor letter. The fund framed TE Connectivity as a global leader in electrical connectors, with demand tied to components that move power, signal, and data across electric vehicles, factory robots, and hyperscale AI server racks.
That makes the story relevant to electrical equipment because connectors and sensors sit inside the physical layer of electrification, automation, and data-center buildouts, rather than relying on a broad power-demand narrative. The fund said this positioning could support double-digit revenue growth and margin expansion over the medium term. It also pointed to TE Connectivity's free cash flow and shareholder returns, including a 10% quarterly dividend increase and a $3 billion expansion of its share repurchase program earlier this year.