TE likely to sell off post-earnings; heavy insider selling and collapsed estimates
Expected move: 8–15% from event-day close
Full thesis
TE faces a 50% sell-the-news probability with the stock at 52-week highs and heavy insider selling ($38.97M, zero buys in 90 days). Estimate revisions have collapsed 200%, suggesting expectations have been severely reset downward. Extreme bullish options positioning (P/C 0.34) is a contrarian sell signal. With no earnings history to anchor upside expectations and the stock underperforming SPY by 4.1% over the past week, the risk/reward favors a post-earnings decline.
TE Earnings
Thursday, May 14 2026
EPS Estimate
$-0.10
$-0.14 – $-0.07
Revenue Estimate
$111M
Current Price
$4.90
Data Signal Summary
0 bullish
4 bearish
Estimates down -200%
Put/call 2.7 (bearish skew)
Price downtrend
Insider selling
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-9.1%
Est. Revisions (30d)
-200.0% 0up/0dn
Analyst Target (mean)
$9 $7–$11 +82%
Options P/C Ratio
2.67
Est. Dispersion
67% 2 analysts
Fund Convergence
strong Citadel, Renaissance, Two Sigma
Recent Activity
insider trades
28 transactions
Award
·
TRINA SOLAR SCHWEIZ AG (Beneficial Owner of more than 10% of a Class of Security)
·4,274,704 shares
·$33,428,185
Other
·
BARCELO DANIEL (Chief Executive Officer)
·333,333 shares
Other
·
CALIO JOSEPH EVAN (Chief Financial Officer)
·922,475 shares
Award
·
TRINA SOLAR SCHWEIZ AG (Beneficial Owner of more than 10% of a Class of Security)
·3,000,000 shares
Other
·
LIN MINGXING (Officer and Director)
·250,000 shares
23 more
Other
·
TRINA SOLAR SCHWEIZ AG
·17,918,460 shr
Award
·
ANDERSON W RICHARD
·50,000 shr
Award
·
BARCELO DANIEL
·200,000 shr
Award
·
MATRAI BALAZS PETER
·50,000 shr
Award
·
STEINGART DANIEL
·50,000 shr
Award
·
STRINE JESSICA WIRTH
·50,000 shr
Award
·
SLETTEMOEN TORE IVAR
·50,000 shr
Award
·
MANNERS DAVID J
·50,000 shr
Award
·
LIN MINGXING
·50,000 shr
Award
·
ENCOMPASS CAPITAL ADVISORS, L.L.C.
·21,504,901 shr
Sell
·
SLETTEMOEN TORE IVAR
·760,455 shr
·$1,479,291
Sell
·
SLETTEMOEN TORE IVAR
·214,534 shr
·$392,485
Exercise
·
MATRAI BALAZS PETER
·687,219 shr
·$838,407
Exercise
·
KILDE EINAR
·33,567 shr
·$34,015
Award
·
BARCELO DANIEL
·333,333 shr
Award
·
CALIO JOSEPH EVAN
·500,000 shr
Sell
·
SLETTEMOEN TORE IVAR
·391,071 shr
·$735,213
Sell
·
SLETTEMOEN TORE IVAR
·1,144,588 shr
·$1,925,583
Buy
·
CALIO JOSEPH EVAN
·549,862 shr
·$903,276
Sell
·
SLETTEMOEN TORE IVAR
·964,341 shr
·$1,613,143
Buy
·
CALIO JOSEPH EVAN
·130,600 shr
·$249,446
Exercise
·
JENSEN TOM EINAR
·744,431 shr
·$707,209
Exercise
·
MATRAI BALAZS PETER
·1,488,862 shr
·$1,414,419
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