Sensata Technologies Holding (ST) Aperçu de l'action
Sensata Technologies Holding plc développe, fabrique et vend des capteurs et des solutions riches en capteurs, des composants et des systèmes de protection électrique, ainsi que d'autres produits utilisés dans des systèmes et des applications critiques aux États-Unis, en Europe, en Asie et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 4/6 |
| Dividendes | 1/6 |
Récompenses
Analyse des risques
ST Community Fair Values
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Analyst Price Targets
Sensata Technologies Holding plc Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$43.91 |
| Plus haut sur 52 semaines | US$53.89 |
| Plus bas sur 52 semaines | US$28.16 |
| Bêta | 1.26 |
| Variation sur 1 mois | -12.48% |
| Variation sur 3 mois | 13.49% |
| Variation sur 1 an | 36.66% |
| Variation sur 3 ans | -3.39% |
| Variation sur 5 ans | -22.61% |
| Évolution depuis l'introduction en bourse | 137.35% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 07
ST: Electrification Safety Launch And Buybacks Will Support Balanced Return Outlook
Analysts have lifted their price target for Sensata Technologies Holding from $46.42 to $51.08, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels that together point to a higher assessed fair value. What’s in the News for Sensata Technologies Holding Sensata Technologies introduced its Active + Passive PyroFuse high voltage protection device, combining system triggered and current driven interruption in a single solution to provide redundant fault protection and simplify electrified system architectures.
Mise à jour du récit • Jun 23
ST: AI And Data Center Hype Will Limit Future Return Potential
Analysts have raised their fair value estimate for Sensata Technologies Holding by $1, from $42.00 to $43.00. They cited updated assumptions around revenue growth, profit margin, discount rate, and future P/E that collectively support a slightly higher price target.Article d’analyse • Jun 17
Sensata Technologies Holding (ST) Stock Might Be Running 8.3% Above Fair Value After Peace Deal
Sensata Technologies Holding (ST) stock reacted to a broader shift in sentiment after a peace deal aimed at reopening the Strait of Hormuz, with the shares moving 2.6% higher alongside other industrial focused chip companies. See our latest analysis for Sensata Technologies Holding. That peace deal headlines a wider shift for Sensata Technologies Holding, where a 90 day share price return of 47.75% and 1 year total shareholder return of 83.18% point to building momentum despite a softer 1 day...Recent updates
Mise à jour du récit • Jul 07
ST: Electrification Safety Launch And Buybacks Will Support Balanced Return Outlook
Analysts have lifted their price target for Sensata Technologies Holding from $46.42 to $51.08, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels that together point to a higher assessed fair value. What’s in the News for Sensata Technologies Holding Sensata Technologies introduced its Active + Passive PyroFuse high voltage protection device, combining system triggered and current driven interruption in a single solution to provide redundant fault protection and simplify electrified system architectures.Mise à jour du récit • Jun 23
ST: AI And Data Center Hype Will Limit Future Return Potential
Analysts have raised their fair value estimate for Sensata Technologies Holding by $1, from $42.00 to $43.00. They cited updated assumptions around revenue growth, profit margin, discount rate, and future P/E that collectively support a slightly higher price target.Article d’analyse • Jun 17
Sensata Technologies Holding (ST) Stock Might Be Running 8.3% Above Fair Value After Peace Deal
Sensata Technologies Holding (ST) stock reacted to a broader shift in sentiment after a peace deal aimed at reopening the Strait of Hormuz, with the shares moving 2.6% higher alongside other industrial focused chip companies. See our latest analysis for Sensata Technologies Holding. That peace deal headlines a wider shift for Sensata Technologies Holding, where a 90 day share price return of 47.75% and 1 year total shareholder return of 83.18% point to building momentum despite a softer 1 day...
Mise à jour du récit • Jun 05
ST: Future Earnings Power Will Be Supported By Balance Sheet Optimization
Analysts have raised their price target on Sensata Technologies Holding to $60 from $48 as they now apply updated assumptions for revenue growth, profit margins, discount rate and future P/E. What's in the News Sensata increased the maximum cash consideration for its senior note tender offers to $400 million from $350 million, citing strong early investor participation in the offer.Seeking Alpha • May 31
Sensata Technologies: Exploring The Opportunities That The AI Boom Brings
Summary Sensata Technologies has surged 90% YTD, driven by AI/data center optimism despite its core automotive exposure. ST's turnaround includes exiting $200M in underperforming revenue, organic growth, and margin expansion across all segments. Opportunities in AI-driven liquid cooling and 800VDC data center infrastructure leverage ST's EV sensor expertise, but competition and commoditization remain risks. I rate ST a hold due to a promising thesis but limited evidence of material AI/data center traction and slow adoption timelines. Read the full article on Seeking AlphaMise à jour du récit • May 21
ST: EV Safety Rollout And Richer P E Multiple Will Constrain Future Returns
Analysts have lifted their price target on Sensata Technologies Holding from $37.00 to $42.00, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly richer future P/E multiple as the key drivers behind the change. What's in the News The company repurchased 696,935 shares from January 1, 2026 to March 31, 2026, representing 0.48% of shares for US$25.13 million.Mise à jour du récit • May 03
ST: Buybacks And Electrification Pipeline Will Shape Balanced Return Outlook
Analysts have raised their price target on Sensata Technologies Holding by about $7, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Sensata repurchased 696,935 shares, or 0.48% of its share count, for $25.13 million between January 1 and March 31, 2026, completing a total buyback of 7,667,332 shares, or 5.13%, for $242.72 million under the September 27, 2023 authorization (Company filing, Buyback Tranche Update).Mise à jour du récit • Apr 19
ST: EV Safety Solutions And Modest Assumption Shifts Will Shape Future Returns
Analysts have raised their fair value estimate for Sensata Technologies Holding from $34.00 to $37.00. They point to updated assumptions around revenue growth, profit margins, the discount rate and a future P/E of 15.50x as key drivers of the new price target.Mise à jour du récit • Apr 03
ST: EV Safety Solutions And Stable Assumptions Will Guide Future Returns
Analysts have kept their $34.00 price target on Sensata Technologies Holding unchanged, citing updated modeling that reflects adjusted discount rates, revenue growth assumptions, profit margin outlook, and future P/E expectations, without changing their overall valuation view. What's in the News Sensata Technologies launched its FaultBreak contactor, a high voltage switching and protection solution for electric vehicles that combines fuse and contactor functions to support safety, system simplification, and reduced component count and weight.Mise à jour du récit • Mar 20
ST: EV Safety Products And Steady Assumptions Will Shape Future Returns
Analysts have reiterated a $34.00 price target for Sensata Technologies Holding, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better aligned with current company dynamics and risk pricing. What's in the News Sensata launched the FaultBreak contactor, a high voltage switching and protection product for electric vehicles that combines contactor and fuse functions in a single resettable device.Mise à jour du récit • Mar 06
ST: EV Safety Products And Higher P/E Assumptions Will Shape Future Returns
Analysts have raised their price target on Sensata Technologies Holding to $34 from $32, citing updated assumptions related to discount rates, revenue growth, profit margins, and a future P/E of about 14.8x. What's in the News Sensata launched its FaultBreak contactor, a high voltage switching and protection solution for electric vehicles that combines passive and resettable fuse functionality to support safety, simplify power systems, and reduce component count and system cost (Product-Related Announcement).Mise à jour du récit • Feb 19
ST: EV Safety Components And Higher Multiple Assumptions Will Constrain Future Upside
Analysts kept their $32.00 price target for Sensata Technologies Holding unchanged, citing small adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E that largely offset each other in their updated models. What's in the News Sensata Technologies launched its STEV high voltage contactor series, targeting the specific requirements of battery electric vehicles and plug in hybrid vehicles across multiple platforms, from passenger cars to heavy duty trucks (Key Developments).Mise à jour du récit • Feb 05
ST: Higher Multiple Assumptions And Margin Pressure Will Limit Future Upside
Analysts have maintained their fair value estimate for Sensata Technologies Holding at $32.00. Updated assumptions regarding revenue growth, profit margins, the discount rate, and the anticipated future P/E ratio inform the latest price target rationale.Article d’analyse • Feb 01
Sensata Technologies Holding (NYSE:ST) Is Due To Pay A Dividend Of $0.12
The board of Sensata Technologies Holding plc ( NYSE:ST ) has announced that it will pay a dividend on the 25th of...Mise à jour du récit • Jan 22
ST: Future Earnings Power Will Be Driven By Electrification Profitability
Analysts have adjusted their price target on Sensata Technologies Holding to US$48.00. The change is tied to updated assumptions for discount rate, revenue growth, profit margin, and future P/E expectations.Mise à jour du récit • Jan 07
ST: Future Earnings Power Will Outweigh Recent Goodwill Impairment Charge
Analysts have trimmed their price target on Sensata Technologies Holding from about $49.55 to $48.00, citing updated assumptions around the discount rate, profit margin, revenue growth, and future P/E levels. What's in the News Sensata reported a consolidated goodwill impairment charge of $225.7 million for the three months ended September 30, 2025, compared with $150.1 million a year earlier (Key Developments).Article d’analyse • Dec 22
Is Sensata Technologies Holding (NYSE:ST) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Mise à jour du récit • Dec 16
ST: Improved Margins And Steady Buybacks Will Support Balanced Outlook
Analysts have raised their price target on Sensata Technologies Holding by 2 dollars to 32 dollars per share. They cite expectations for faster revenue growth, improving profit margins, and a slightly lower future price to earnings multiple.Article d’analyse • Dec 04
Returns At Sensata Technologies Holding (NYSE:ST) Are On The Way Up
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Mise à jour du récit • Dec 02
ST: Share Buybacks And Lower Discount Rate Will Improve Returns
Analysts have maintained their price target for Sensata Technologies Holding at $39.13, citing stable forecasts for revenue growth and profit margins as the primary reasons for the unchanged outlook. What's in the News Sensata Technologies issued new earnings guidance for the fourth quarter of 2025, projecting revenue between $890 million and $920 million, operating income between $137.4 million and $142.8 million, net income of $91.7 million to $95.2 million, and earnings per share of $0.63 to $0.65 (Key Developments).Mise à jour du récit • Nov 18
ST: Rising Earnings Guidance And Share Buybacks Will Drive Future Upside
Analysts have slightly raised their price target for Sensata Technologies Holding from $39.07 to $39.13 per share. This reflects modest adjustments to profit margin and future valuation expectations.Mise à jour du récit • Nov 02
ST: Improved Margins And Buybacks Will Drive Long Term Shareholder Returns
Analysts have raised their price target for Sensata Technologies Holding from $38.14 to $39.07. They cite improved revenue growth and profit margin expectations as the main reasons for this change.Article d’analyse • Oct 29
Sensata Technologies Holding (NYSE:ST) Is Paying Out A Dividend Of $0.12
Sensata Technologies Holding plc's ( NYSE:ST ) investors are due to receive a payment of $0.12 per share on 26th of...Article d’analyse • Sep 14
Are Investors Undervaluing Sensata Technologies Holding plc (NYSE:ST) By 37%?
Key Insights The projected fair value for Sensata Technologies Holding is US$49.51 based on 2 Stage Free Cash Flow to...Article d’analyse • Aug 29
Sensata Technologies Holding plc (NYSE:ST) Looks Inexpensive But Perhaps Not Attractive Enough
You may think that with a price-to-sales (or "P/S") ratio of 1.3x Sensata Technologies Holding plc ( NYSE:ST ) is a...Article d’analyse • Aug 04
Sensata Technologies Holding (NYSE:ST) Will Pay A Dividend Of $0.12
Sensata Technologies Holding plc's ( NYSE:ST ) investors are due to receive a payment of $0.12 per share on 27th of...Article d’analyse • Jul 23
Returns On Capital At Sensata Technologies Holding (NYSE:ST) Paint A Concerning Picture
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Nouveau récit • May 16
Standardized Production And Global Wins Will Secure Future Success
Standardized production and improved cash flow management are enhancing margins, enabling share buybacks and debt reduction, which should boost earnings per share.Seeking Alpha • Mar 09
With Long Timeline To Full Recovery, Sensata Technologies Continues To Struggle
Summary Sensata Technologies has seen significant end-market challenges, with weak end-markets in autos, off-road machinery, and industrial products driving further share price declines. Fourth quarter results were better than expected, but revenue and margin pressures are expected until at least late 2025, as end-market pressures remain significant. EV adoption, safety regulations, and new product development can all drive future revenue growth, but it will take time for these drivers to activate. A new CEO (from a respected auto/machinery parts supplier) should help rebuild credibility, and 3%-4% long-term revenue growth with FCF margins in line with historical trends supports 30%+ upside. Read the full article on Seeking AlphaRendement pour les actionnaires
| ST | US Electrical | US Marché | |
|---|---|---|---|
| 7D | -5.7% | -5.2% | -0.4% |
| 1Y | 36.7% | 58.2% | 18.4% |
Rendement vs Industrie: ST a sous-performé le secteur US Electrical qui a rapporté 58.2 % au cours de l'année écoulée.
Rendement vs marché: ST a dépassé le marché US qui a rapporté 18.4 % au cours de l'année écoulée.
Volatilité des prix
| ST volatility | |
|---|---|
| ST Average Weekly Movement | 6.9% |
| Electrical Industry Average Movement | 12.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: ST n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ST ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1916 | 16,700 | Stephan Von Schuckmann | www.sensata.com |
Sensata Technologies Holding plc développe, fabrique et vend des capteurs et des solutions riches en capteurs, des composants et des systèmes de protection électrique, ainsi que d'autres produits utilisés dans des systèmes et des applications critiques aux États-Unis, en Europe, en Asie et dans le monde entier. Elle opère à travers trois segments : Automobile ; Industrie ; et Aérospatiale, défense et équipement commercial. La société propose des capteurs, des contacteurs/fusibles, des dispositifs et solutions de commutation et de protection, des modules de distribution, des commandes électromécaniques bimétalliques, des disjoncteurs, des interrupteurs et des relais, des systèmes de stockage d'énergie, des redresseurs et des convertisseurs de fréquence, des systèmes de conversion d'énergie, des systèmes de gestion de batterie, des modules d'entrée de charge et des moteurs à courant continu sans balais.
Sensata Technologies Holding plc Résumé des fondamentaux
| ST statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$6.44b |
| Bénéfices(TTM) | US$48.50m |
| Recettes(TTM) | US$3.73b |
131.7x
Ratio P/E1.7x
Ratio P/SLe site ST est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ST compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.73b |
| Coût des recettes | US$2.63b |
| Marge brute | US$1.10b |
| Autres dépenses | US$1.05b |
| Les revenus | US$48.50m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.33 |
| Marge brute | 29.45% |
| Marge bénéficiaire nette | 1.30% |
| Ratio dettes/capitaux propres | 99.1% |
Quelles ont été les performances à long terme de ST?
Voir les performances historiques et les comparaisonsDividendes
1.1%
Rendement actuel des dividendes144%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/08 10:49 |
| Cours de l'action en fin de journée | 2026/07/08 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sensata Technologies Holding plc est couverte par 29 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Luke Junk | Baird |
| Brian Johnson | Barclays |
| Robert Cornell | Barclays |