Sensata Technologies Holding (ST) Aandelenoverzicht
Sensata Technologies Holding plc ontwikkelt, produceert en verkoopt sensoren en sensorrijke oplossingen, elektrische beveiligingscomponenten en -systemen en andere producten die worden gebruikt in bedrijfskritische systemen en toepassingen in de Verenigde Staten, Europa, Azië en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 1/6 |
ST Community Fair Values
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Analyst Price Targets
Sensata Technologies Holding plc Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$50.17 |
| 52 Week Hoogtepunt | US$53.89 |
| 52 Week Laag | US$26.95 |
| Bèta | 1.26 |
| 1 maand verandering | 11.66% |
| 3 maanden verandering | 49.58% |
| 1 Jaar Verandering | 80.66% |
| 3 jaar verandering | 13.28% |
| 5 jaar verandering | -15.86% |
| Verandering sinds IPO | 171.19% |
Recent nieuws en updates
Narratiefupdate • 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 Alpha
Narratiefupdate • 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.Recent updates
Narratiefupdate • 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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Nieuw narratief • 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 AlphaRendement voor aandeelhouders
| ST | US Electrical | US Markt | |
|---|---|---|---|
| 7D | 1.8% | -3.4% | -2.5% |
| 1Y | 80.7% | 70.0% | 22.7% |
Rendement versus industrie: ST overtrof de US Electrical industrie, die het afgelopen jaar een rendement 70 % opleverde.
Rendement versus markt: ST overtrof de US markt, die het afgelopen jaar een rendement opleverde van 22.7 %.
Prijsvolatiliteit
| ST volatility | |
|---|---|
| ST Average Weekly Movement | 6.7% |
| Electrical Industry Average Movement | 12.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: ST heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van ST is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1916 | 16,700 | Stephan Von Schuckmann | www.sensata.com |
Sensata Technologies Holding plc ontwikkelt, produceert en verkoopt sensoren en sensorrijke oplossingen, elektrische beveiligingscomponenten en -systemen en andere producten die worden gebruikt in bedrijfskritische systemen en toepassingen in de Verenigde Staten, Europa, Azië en internationaal. Het bedrijf is actief in drie segmenten: Automotive; Industrials; en Aerospace, Defense, and Commercial Equipment. Het bedrijf biedt sensoren, schakelaars/zekeringen, schakel- en beveiligingsapparaten en -oplossingen, distributiemodules, bimetaal elektromechanische besturingen, stroomonderbrekers, schakelaars en relais, energieopslagsystemen, gelijkrichters en frequentieomvormers, stroomconversiesystemen, batterijbeheersystemen, laadinlaatmodules en borstelloze gelijkstroommotoren.
Sensata Technologies Holding plc Samenvatting
| ST fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$7.30b |
| Inkomsten(TTM) | US$48.50m |
| Inkomsten(TTM) | US$3.73b |
150.4x
Koers/Winstverhouding2.0x
P/S-verhoudingIs ST overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ST resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$3.73b |
| Kosten van inkomsten | US$2.63b |
| Brutowinst | US$1.10b |
| Overige uitgaven | US$1.05b |
| Inkomsten | US$48.50m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.33 |
| Brutomarge | 29.45% |
| Nettowinstmarge | 1.30% |
| Schuld/Eigen Vermogen Verhouding | 99.1% |
Hoe presteerde ST op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.0%
Huidig dividendrendement144%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/08 02:45 |
| Aandelenkoers aan het einde van de dag | 2026/06/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sensata Technologies Holding plc wordt gevolgd door 29 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Luke Junk | Baird |
| Brian Johnson | Barclays |
| Robert Cornell | Barclays |