Is TE Connectivity (TEL) a Resilient Stock?

Group 1 - Janus Henderson Investors reported a 2.95% return for its Global Sustainable Equity Fund in Q3 2025, underperforming the MSCI World Index which returned 7.27% [1] - The strong rally in global equities during Q3 2025 was attributed to loosening monetary policy and ongoing momentum in the AI growth sector [1] Group 2 - TE Connectivity Ltd. (NYSE:TEL) achieved a one-month return of 4.69% and a remarkable 59.92% increase in value over the past 52 weeks, closing at $232.69 per share with a market capitalization of $68.541 billion on December 23, 2025 [2] - TE Connectivity reported record net sales, operating margin, and cash generation, alongside a significant increase in orders, benefiting from AI strength and demand in renewables [3] - The company is a leader in the connectors and sensors industry, with a strong position to navigate tariffs due to 75% of its revenues coming from outside the U.S. [3] Group 3 - TE Connectivity was held by 60 hedge fund portfolios at the end of Q3 2025, an increase from 47 in the previous quarter, indicating growing interest among institutional investors [4] - Despite the potential of TE Connectivity as an investment, some analysts suggest that other AI stocks may offer greater upside potential with less downside risk [4]