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Sensata Technologies Holding plc Stock Price

NYSE:ST Community·US$6.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

ST Share Price Performance

US$42.83
9.40 (28.12%)
US$52.73
Fair Value
US$42.83
9.40 (28.12%)
18.8% undervalued intrinsic discount
US$52.73
Fair Value
Price US$42.83
AnalystConsensusTarget US$52.73
AnalystHighTarget US$63.00
AnalystLowTarget US$43.00

ST Community Narratives

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Fair Value US$52.73 18.8% undervalued intrinsic discount

ST: Improved Margins And Buybacks Will Drive Long Term Shareholder Returns

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Fair Value US$63 32.0% undervalued intrinsic discount

Electrification And Automation Will Unleash Global Growth

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Fair Value US$43 0.4% undervalued intrinsic discount

Global Supply Chain Woes Will Erode Margins Despite Modest Tailwinds

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US$43
0.4% undervalued intrinsic discount
Revenue
3.82% p.a.
Profit Margin
12.11%
Future PE
16.66x
Price in 2029
US$58.13

Trending Discussion

No trending discussion available.

Updated Narratives

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ST: Future Earnings Power Will Be Driven By Higher Margins

Fair Value: US$63 32.0% undervalued intrinsic discount
1 users have set this as their fair value
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ST: Aerospace Electrification And Buybacks Will Support Balanced Forward Return Profile

Fair Value: US$52.73 18.8% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
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ST: AI And Data Center Hype Will Limit Future Return Potential

Fair Value: US$43 0.4% undervalued intrinsic discount
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Snowflake Analysis

Adequate balance sheet and fair value.

2 Risks
3 Rewards

Sensata Technologies Holding plc Key Details

US$3.8b

Revenue

US$2.7b

Cost of Revenue

US$1.1b

Gross Profit

US$1.0b

Other Expenses

US$89.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.62
29.50%
2.38%
81.9%
View Full Analysis

About ST

Founded
1916
Employees
16700
CEO
Stephan Von Schuckmann
WebsiteView website
www.sensata.com

Sensata Technologies Holding plc develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products used in mission-critical systems and applications in the United States, Europe, Asia, and internationally. It operates through three segments: Automotive; Industrials; and Aerospace, Defense, and Commercial Equipment. The company offers sensors, contactors/fuses, switching and protection devices and solutions, distribution modules, bimetal electromechanical controls, circuit breakers, switches and relays, energy storage systems, rectifiers and frequency converters, power conversion systems, battery management system, charging inlet modules, and brushless DC motors. It offers its products for thermal management and air conditioning systems; powertrain; exhaust after-treatment; suspension, braking; tire management solutions; battery packs; electrical protection; electrical powertrain; battery packs; charging systems; motors, compressors, pumps; heating and cooling systems; home appliances; lighting; industrial; data and telecom equipment; medical equipment; motors, compressors, and pumps; hydraulic machinery; motion control systems; motor/platform controllers; grid harmonics and power delivery; commercial and military aircraft; and recreational vehicles. It serves automotive, on-road truck, and construction; and original equipment manufacturers in agriculture, control, appliance, medical, energy and charging infrastructure, data/telecom, and aerospace and defense industries, as well as systems integrators, aerospace, and motor and compressor distributors. Sensata Technologies Holding plc was founded in 1916 and is headquartered in Attleboro, Massachusetts.

Recent ST News & Updates

Seeking Alpha Aug 19

Sensata Technologies: Reestablishing Credibility And Growth With An Ongoing Turnaround

Summary Sensata Technologies has delivered four consecutive quarters of organic growth, outpacing underlying auto production and building investor confidence in the turnaround. ST's new product introductions, especially in EVs, data centers, and industrial electrification, are driving content growth and longer-term revenue and margin leverage. I project mid-single-digit long-term growth, EBITDA margins rising to the mid-20% range, and free cash flow margins above 14%. With fair value estimated in the mid-$50s, ST remains undervalued and offers further rerating potential on continued execution. Read the full article on Seeking Alpha
Narrative Update Aug 14

ST: Future Earnings Power Will Be Driven By Higher Margins

Analysts have nudged their fair value estimate for Sensata Technologies Holding up from $60.00 to $63.00, citing updated assumptions that include a slightly lower discount rate, a modest adjustment to revenue growth, a higher profit margin outlook, and a revised future P/E expectation. What’s in the News for Sensata Technologies Holding Sensata Technologies Holding issued earnings guidance for the third quarter of 2026 and expects revenue in a range of US$957 million to US$987 million.

Recent updates

No updates