2026out.
TDY Oct 2026 · Sell
We assign a Sell rating to Teledyne Technologies Incorporated (TDY), establishing a synthesized fundamental fair value of $460.57 per share against the current market quote of $621.02. Although Teledyne demonstrates exceptional cash flow conversion ($1,074.0 million free cash flow in FY2025) and high-barrier positions across defense optics, the current share price reflects a 34.84% premium to intrinsic equity value, creating a negative implied return of -25.84% and an asymmetric downside skew.Latest published research · analyzed 2026-10-05 · current · sources aging