Sensata Technologies Holding (ST) 주식 개요
Sensata Technologies Holding plc는 미국, 유럽, 아시아 및 전 세계의 미션 크리티컬 시스템 및 애플리케이션에 사용되는 센서와 센서가 풍부한 솔루션, 전기 보호 부품 및 시스템, 기타 제품을 개발, 제조 및 판매하는 회사입니다. 자세히 보기
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Analyst Price Targets
Sensata Technologies Holding plc 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$47.46 |
| 52주 최고가 | US$49.36 |
| 52주 최저가 | US$24.69 |
| 베타 | 1.21 |
| 1개월 변동 | 15.81% |
| 3개월 변동 | 23.75% |
| 1년 변동 | 85.90% |
| 3년 변동 | 16.95% |
| 5년 변동 | -19.42% |
| IPO 이후 변동 | 156.54% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.Seeking Alpha • Dec 12
Sensata Technologies: Improvements, Albeit Very Modest
Summary Sensata Technologies shows modest organic growth and gradual deleveraging but remains hampered by flattish sales and highly adjusted earnings. Recent SKU rationalization is hurting top-line sales but could improve margins, though tangible benefits remain to be seen. Leverage is trending down, with net debt reduced to $2.43 billion and a 2.9x EBITDA ratio, yet it remains elevated. Despite a recent 25% rally, valuation is reasonable, but growth is unconvincing; I remain cautious and await clearer operational improvements. Read the full article on Seeking Alpha분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • Jun 22
Sensata Technologies Holding (NYSE:ST) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...새로운 내러티브 • 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 AlphaSeeking Alpha • Dec 22
Multiple Headwinds Set Up Sensata Technologies For Strong 2025 Returns
Summary Sensata Technologies' stock is poised for substantial outperformance in 2025 due to its compressed valuation and potential industrial recovery in 2H 2025. Despite multiple short-term headwinds, Sensata's long-term growth potential in the electrification of vehicles and industrial sectors remains strong. Sensata is significantly undervalued, trading at 11x TTM FCF, compared to peers like Amphenol, suggesting a potential 50-60% upside. The CEO transition and strategic improvements in ROIC and deleveraging efforts could drive significant capital gains for patient investors. Read the full article on Seeking Alpha주주 수익률
| ST | US Electrical | US 시장 | |
|---|---|---|---|
| 7D | -3.0% | -6.2% | -0.3% |
| 1Y | 85.9% | 82.7% | 26.7% |
수익률 대 산업: ST은 지난 1년 동안 82.7%의 수익을 기록한 US Electrical 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ST은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ST volatility | |
|---|---|
| ST Average Weekly Movement | 6.6% |
| Electrical Industry Average Movement | 13.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: ST는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ST의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1916 | 16,700 | Stephan Von Schuckmann | www.sensata.com |
Sensata Technologies Holding plc는 미국, 유럽, 아시아 및 국제적으로 미션 크리티컬 시스템 및 애플리케이션에 사용되는 센서와 센서가 풍부한 솔루션, 전기 보호 부품 및 시스템, 기타 제품을 개발, 제조 및 판매하는 회사입니다. 이 회사는 세 가지 부문으로 운영됩니다: 자동차; 산업; 항공우주, 방위 및 상업용 장비. 이 회사는 센서, 접촉기/퓨즈, 스위칭 및 보호 장치 및 솔루션, 배전 모듈, 바이메탈 전자기계 제어, 회로 차단기, 스위치 및 릴레이, 에너지 저장 시스템, 정류기 및 주파수 변환기, 전력 변환 시스템, 배터리 관리 시스템, 충전 인렛 모듈, 브러시리스 DC 모터를 제공합니다.
Sensata Technologies Holding plc 기초 지표 요약
| ST 기초 통계 | |
|---|---|
| 시가총액 | US$6.94b |
| 순이익 (TTM) | US$48.50m |
| 매출 (TTM) | US$3.73b |
142.3x
주가수익비율(P/E)1.9x
주가매출비율(P/S)ST는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ST 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.73b |
| 매출원가 | US$2.63b |
| 총이익 | US$1.10b |
| 기타 비용 | US$1.05b |
| 순이익 | US$48.50m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.33 |
| 총이익률 | 29.45% |
| 순이익률 | 1.30% |
| 부채/자본 비율 | 99.1% |
ST의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Sensata Technologies Holding 배당 일정 | |
|---|---|
| 배당락일 | May 13 2026 |
| 배당 지급일 | May 27 2026 |
| 배당락일까지 남은 일수 | 9 days |
| 배당 지급일까지 남은 일수 | 5 days |
ST는 안정적으로 배당을 지급합니까?
ST 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 03:05 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Sensata Technologies Holding plc는 31명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Luke Junk | Baird |
| Brian Johnson | Barclays |
| Robert Cornell | Barclays |