Goldman Sachs analyst Mark Delaney sets a price target of $306 for TE Connectivity (NYSE:TEL), indicating a potential upside of approximately 32.47%.TE Connectivity forecasts a second-quarter profit that surpasses Wall Street estimates, driven by increased demand for its AI-related tools and products.The stock's current price is $231, with a trading day range between $223.76 and $238.34, and a market capitalization of approximately $67.96 billion.TE Connectivity (NYSE:TEL) is a global leader in designing an ...

TE Connectivity (NYSE:TEL) Q1 2026 Earnings call January 21, 2026 08:30 AM ET Speaker1Everyone, thank you for standing by, and welcome to the TE Connectivity First Quarter earnings call for fiscal year 2026. At this time, all lines are in a listen-only mode. Later, we will conduct a question-and-answer session. If you would like to ask a question during that time, simply press star, then the number one on your telephone keypad. As a reminder, today's call is being recorded. I would now like to turn the conf ...

Core Viewpoint - TE Connectivity projected second-quarter profit above Wall Street estimates, driven by increased demand for AI-related tools and products [1] Company Summary - TE Connectivity is an electronic component maker that is experiencing a surge in demand for its AI-related offerings [1]

Group 1: HudBay Minerals - HudBay Minerals is a mining company focused on the discovery, production, and marketing of base metals in North and Central America, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for HudBay's current year earnings has increased by 1.3% over the last 60 days [1] - HudBay's shares have gained 36.9% over the last three months, significantly outperforming the S&P 500's gain of 2.9%, and the company has a Momentum Score of A [2] Group 2: The Goldman Sachs Group - The Goldman Sachs Group is a leading global financial holding company providing investment banking, securities, investment management, and consumer banking services, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Goldman Sachs' current year earnings has increased by 4.8% over the last 60 days [2] - Goldman Sachs' shares have gained 26.6% over the last three months, again outperforming the S&P 500's gain of 2.9%, and the company possesses a Momentum Score of A [3] Group 3: Alps Electric - Alps Electric is a Japan-based company engaged in the manufacture and sale of electronic components and audio equipment, with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Alps Electric's current year earnings has increased by 6.9% over the last 60 days [3] - Alps Electric's shares have gained 11.4% over the last three months, also outperforming the S&P 500's gain of 2.9%, and the company has a Momentum Score of A [4]

Here are three stocks with buy rank and strong value characteristics for investors to consider today, January 20th:  Alps Electric (APELY) : This Japan-based company, which is mainly engaged in the manufacture and sale of electronic components and audio equipment, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.9% over the last 60 days.Alps Electric's has a price-to-earnings ratio (P/E) of 25.05 compared with 32 for the industry ...

Here are three stocks with buy rank and strong income characteristics for investors to consider today, January 20th:Carter's (CRI) : This company, which is the largest marketer of branded apparel and related products for babies, and young children in North America, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.9% over the last 60 days.This Zacks Rank #1 (Strong Buy) company has a dividend yield of 2.8%, compared with the industry average of 2%.Alps Electric (APELY) : ...

Market Overview - U.S. equities showed resilient but volatile performance in Q4, with major indexes near all-time highs while market conditions shifted significantly beneath the surface [2] - The S&P 500 Index returned 2.7% during the quarter, while the Russell Midcap Growth Index declined 3.7%, indicating increased selectivity among investors [3] Performance Analysis - The ClearBridge Growth Strategy outperformed its benchmark for the third consecutive quarter, benefiting from early-quarter momentum in AI-related sectors and strong downside protection as risk appetite moderated [4] - The Strategy delivered a strong year, outperforming its benchmark by nearly 600 basis points (gross of fees), highlighting the importance of stock selection in a market where much of the upside is already priced in [6] Sector Contributions - Positive contributions came from the consumer discretionary and materials sectors, while the consumer staples and information technology sectors detracted from performance [20] - Notable contributors included Vertex Pharmaceuticals, Broadcom, Freeport-McMoRan, and TE Connectivity, while detractors included e.l.f. Beauty and Doximity [22] Portfolio Positioning - The Strategy reallocated capital towards opportunities with more attractive risk-reward profiles, including new positions in Vistra, Alnylam Pharmaceuticals, and Hilton [14] - The portfolio is more diversified across sectors and subsectors, improving resilience while maintaining the ability to capture long-term upside [7] Outlook - The outlook remains consistent with earlier assessments, emphasizing the importance of disciplined stock selection and a balanced approach to portfolio construction amid increased volatility [17] - AI continues to represent a long-term opportunity, with a focus on maintaining exposure within the AI complex while balancing offensive and defensive characteristics in the portfolio [18]

Core Insights - The presentation outlines the top 10 stock picks for 2026, emphasizing strong performance in previous years and the potential for continued growth in the current market environment [10][99]. Market Overview - The financial markets experienced significant volatility in 2025, with technology stocks rising by 25% and communication services by 22%, while consumer staples finished in the red [13][12]. - The S&P 500 saw a decline of nearly 20% at one point, with the top stocks for 2025 down more than 20% before rebounding to finish up close to 45% [14][23]. - Gold reached historic highs during this period, driven by global economic uncertainties and increased central bank purchases [15]. AI and Technology Sector - The AI sector played a crucial role in market dynamics, with the "Mag 7" stocks trading at a forward P/E of 31x compared to the S&P 493 at 22x, indicating a significant premium for AI-driven companies [16][17]. - Hyperscalers like Amazon, Google, and Microsoft have increased their capital expenditures on AI infrastructure, raising concerns about the return on investment for these projects [18]. Stock Performance and Recommendations - Micron Technology (MU) is highlighted as a top pick with a market cap of $355 billion, showing a 254% increase over the past year and strong growth metrics [40][41]. - Advanced Micro Devices (AMD) has a market cap of $363 billion and a one-year return of 70%, with improved valuation metrics [52][53]. - Ciena Corporation (CIEN) has a market cap of $34 billion and a one-year return of 166%, with strong analyst revisions indicating positive sentiment [58][59]. - Celestica (CLS) and Coherent (COHR) are also noted for their strong growth and profitability metrics, with significant year-over-year returns [65][69]. Financial Sector Insights - Allstate Corporation (ALL) has a market cap of $53 billion and is focusing on AI underwriting, showing strong EPS growth of 99% year-over-year compared to the financial sector's 14% [72][76]. - Incyte Corporation (INCY) is recognized for its positive earnings and diverse pipeline in biotechnology, with a market cap of $19 billion [81][84]. Mining and Industrial Sector - Barrick Mining Corporation (B) has a market cap of $16 billion and is diversifying into copper, with a forward EPS growth rate of 46% [86][90]. - Willdan Group (WLDN) has a market cap of $1.57 billion and shows strong growth metrics, with a 61% EPS diluted growth rate [91][94]. - ATI has a market cap of $16 billion and is noted for its profitability improvements and strong analyst revisions [95][98].

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being un ...

Core Insights - The main market saw a net inflow of 19.182 billion yuan as of January 14, with significant capital flowing into various sectors [1] Group 1: Sector Performance - The top sectors by net capital inflow were: - Internet Services with 7.273 billion yuan and a growth of 6.44% [2] - Software Development with 6.836 billion yuan and a growth of 6.21% [2] - Securities with 2.616 billion yuan and a growth of 2.03% [2] - Optical and Electronic with 1.747 billion yuan and a growth of 2.89% [2] - Photovoltaic Equipment with 1.458 billion yuan and a growth of 2.53% [2] - Computer Equipment with 1.379 billion yuan and a growth of 3.59% [2] - Specialized Equipment with 1.342 billion yuan and a growth of 2.26% [3] - Electronic Components with 1.265 billion yuan and a growth of 2.41% [3] - Batteries with 1.259 billion yuan and a growth of 2.46% [3] - Automotive Parts with 0.931 billion yuan and a growth of 1.37% [3]