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TDY

Teledyne Technologies Inc

BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old USD 643.73 Technology - Hardware, Equipment & Parts
ACTIONABLEMethodology gates passed
73

Position levels

Currenttoday
USD 643.73
Buy <=wait / entry
-
Trim >=take some off
-
Thesis breaknot set
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case40%100 / 10040.0
Base case52%62 / 10032.2
Bear case8%10 / 1000.8
Weighted conviction73 / 100 - BUY

Top risks

  • $15.4 million contract with Europe-based defence manufacturer for energetics in unmanned systems
  • Defense contract wins including German Bundeswehr thermal weapon sights and U.S. Army next-generation uncooled infrared program
  • $1.1 billion all-cash acquisition of Varex Imaging Corporation at $18.90 per share
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