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Update shared on03 Aug 2025

Fair value Increased 5.13%
AnalystConsensusTarget's Fair Value
US$38.14
16.6% undervalued intrinsic discount
15 Aug
US$31.83
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1Y
-13.7%
7D
8.1%

The upward revision in the consensus analyst price target for Sensata Technologies Holding, rising from $36.28 to $38.14, is primarily driven by a marked improvement in consensus revenue growth forecasts from 2.3% to 3.6% per annum.


What's in the News


  • Sensata Technologies launched the High Efficiency Contactor (HEC), enabling seamless compatibility between 400V and 800V EV architectures and addressing key battery management challenges.
  • Andrew Lynch has been appointed Chief Financial Officer; previously served as Interim CFO and held multiple finance roles of increasing responsibility at Sensata since 2009.
  • Brian Roberts resigned as CFO effective May 15, 2025; Andrew Lynch was named Interim CFO after his departure.
  • The company completed the repurchase of 6,970,397 shares (4.66% of shares) for $217.59 million under its ongoing share buyback program.
  • Q2 2025 revenue guidance is $910–$940 million and Q3 2025 revenue guidance is $900–$930 million.

Valuation Changes


Summary of Valuation Changes for Sensata Technologies Holding

  • The Consensus Analyst Price Target has risen from $36.28 to $38.14.
  • The Consensus Revenue Growth forecasts for Sensata Technologies Holding has significantly risen from 2.3% per annum to 3.6% per annum.
  • The Discount Rate for Sensata Technologies Holding remained effectively unchanged, moving only marginally from 10.00% to 10.16%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.