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Teledyne Technologies

TDY Technology Unknown Updated July 31, 2026
$655.99
52W $483.02 – $693.38
64/100
31.3
0.92
AI Committee Verdict
Buy
Conviction: Moderate · 60% agreement · 5 analysts
+3.9%
-7.6%
0.52:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is TDY Bullish or Bearish?

Bullish. Innellis AI committee rates Teledyne Technologies (TDY) Buy with a composite score of 64/100 , based on 5 analysts with 60% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.01 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -8.99 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Risk/reward is unfavorable: 7.6% downside vs 3.9% upside.
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
64/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 0%
of 172 Technology peers
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 41 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 64.0 to 64.0.

Analyst-level changes:
  • Growth Analyst: score 68->82 (+14).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst abstained (was bullish at 80).
  • Value Analyst abstained (was neutral at 55).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
55.8
Neutral
MACD Histogram
0.251
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$599.76
Resistance
$674.26
Bollinger %B
0.69
Inside Bands
Price vs Moving Averages
EMA 9
$644.12 Above
EMA 21
$640.14 Above
EMA 50
$634.80 Above
EMA 200
$608.84 Above

Fundamental Analysis

Valuation
48
Growth
87
Profitability
0
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 31.3×
P/B Ratio 2.79×
PEG Ratio 2.40
Dividend Yield 0.00%
52W High $693.38
52W Low $483.02
Quality & Growth
ROE 8.5%
ROA 5.9%
Gross Margin 39.0%
Operating Margin 19.4%
Revenue Growth YoY
Debt / Equity 0.19
AI Fundamental Assessment
P/E ratio of 31.3 (rich relative to a 15-40x range); Price-to-book of 2.8x; PEG ratio of 2.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 0.4%; Current ratio of 2.18 (healthy short-term liquidity); Debt-to-equity of 0.19; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (24.35); Most recent quarter beat estimates by 7.3%; 5 consecutive earnings beats; EPS growth accelerating (-7.9% -> +8.3% QoQ); Analyst estimates flat over recent quarters
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Explore TDY Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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