ST Share Price Performance
US$34.95
7.85 (28.97%)
10.7% undervalued intrinsic discount
US$39.13
Fair Value
Price US$34.95
AnalystConsensusTarget US$39.13
AnalystLowTarget US$32.00
AnalystHighTarget US$48.00
Fair ValueUS$39.13
Share Pricen/a
Sensata Technologies Holding plc Stock Price
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- 14 Fair Values set on narratives written by author
ST Community Narratives
AN
Fair Value US$39.13 10.7% undervalued intrinsic discount
ST: Improved Margins And Buybacks Will Drive Long Term Shareholder Returns
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AN
Fair Value US$32 9.2% overvalued intrinsic discount
Global Supply Chain Woes Will Erode Margins Despite Modest Tailwinds
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AN
Fair Value US$48 27.2% undervalued intrinsic discount
Electrification And Automation Will Unleash Global Growth
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Global Supply Chain Woes Will Erode Margins Despite Modest Tailwinds
Key Takeaways Rising regionalization, regulatory demands, and supply chain shifts threaten Sensata's margins, top-line growth, and earnings amid cost inflation and competitive pressures. Growing customer concentration and shifting technology trends risk revenue declines, weakened pricing power, and obsolescence of core products during electrification and market transition.Read more
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AN
US$32
9.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
11.46%
Future PE
13.16x
Price in 2029
US$43.79
Electrification And Automation Will Unleash Global Growth
Key Takeaways Operational excellence and lower CapEx are driving sustained margin expansion, stronger cash flow, and enhanced capacity for debt reduction and buybacks. Strategic growth in leak detection and electrification, plus focus on automation and digital services, positions Sensata for diversified international revenue and margin gains.Read more
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AN
US$48
27.2% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
12.51%
Future PE
16.53x
Price in 2029
US$66.08
ST: Improved Margins And Buybacks Will Drive Long Term Shareholder Returns
Key Takeaways Expansion in NEV and specialty sensing markets, along with regulatory tailwinds, is driving higher margin growth and increased global market share. Diversification into non-automotive sectors and ongoing operational improvements are stabilizing earnings and enhancing resilience against industry cycles.Read more
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AN
US$39.13
10.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
12.15%
Future PE
14.12x
Price in 2028
US$53.65
Trending Discussion
Recently Updated Narratives
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ST: EV Safety Components And Higher Multiple Assumptions Will Constrain Future Upside
Fair Value: US$32 9.2% overvalued intrinsic discount
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ST: Future Earnings Power Will Be Driven By Electrification Profitability
Fair Value: US$48 27.2% undervalued intrinsic discount
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ST: Share Buybacks And Lower Discount Rate Will Improve Returns
Fair Value: US$39.13 10.7% undervalued intrinsic discount
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Snowflake Analysis
Sensata Technologies Holding plc Key Details
About ST
- Founded
- 1916
- Employees
- 19000
- CEO
- WebsiteView website
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 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.
