ST (US)

The shares of TE Connectivity (TEL; $200.98; O/P) are now down 18% from recent highs set back in mid-April to only 16X our C2027E EPS (vs. its C2019-2025 average of 16-20X), which we think reflects…

This morning (6/23), the European Automotive Manufacturers Association released car registration data from the region for the month of May, which suggested demand for vehicles in European markets remained relatively solid, albeit at a somewhat…

We believe last week’s Q1 results and Q2E guidance from Sensata (ST; $42.19; E/W) represented another incremental “proving point” on the company’s march towards providing investors with steady sales growth and margin expansion under still…

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…