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Sensata Technologies Holding plcNYSE:ST Stock Report

Market Cap US$6.9b
Share Price
US$47.46
US$46.42
2.2% overvalued intrinsic discount
1Y85.9%
7D-3.0%
1D
Portfolio Value
View

Sensata Technologies Holding plc

NYSE:ST Stock Report

Market Cap: US$6.9b

Sensata Technologies Holding (ST) Stock Overview

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. More details

ST fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance0/6
Financial Health4/6
Dividends1/6

ST Community Fair Values

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See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

Sensata Technologies Holding plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for Sensata Technologies Holding
Historical stock prices
Current Share PriceUS$47.46
52 Week HighUS$49.36
52 Week LowUS$24.69
Beta1.21
1 Month Change15.81%
3 Month Change23.75%
1 Year Change85.90%
3 Year Change16.95%
5 Year Change-19.42%
Change since IPO156.54%

Recent News & Updates

Narrative Update 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).

Recent updates

Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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).
Analysis Article 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...
Narrative Update 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 Alpha
Analysis Article 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...
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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 Alpha
Seeking 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 Alpha

Shareholder Returns

STUS ElectricalUS Market
7D-3.0%-5.6%-0.8%
1Y85.9%84.6%27.1%

Return vs Industry: ST exceeded the US Electrical industry which returned 82.7% over the past year.

Return vs Market: ST exceeded the US Market which returned 26.7% over the past year.

Price Volatility

Is ST's price volatile compared to industry and market?
ST volatility
ST Average Weekly Movement6.6%
Electrical Industry Average Movement12.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Stable Share Price: ST has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ST's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
191616,700Stephan Von Schuckmannwww.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.

Sensata Technologies Holding plc Fundamentals Summary

How do Sensata Technologies Holding's earnings and revenue compare to its market cap?
ST fundamental statistics
Market capUS$6.94b
Earnings (TTM)US$48.50m
Revenue (TTM)US$3.73b
142.3x
P/E Ratio
1.9x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ST income statement (TTM)
RevenueUS$3.73b
Cost of RevenueUS$2.63b
Gross ProfitUS$1.10b
Other ExpensesUS$1.05b
EarningsUS$48.50m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.33
Gross Margin29.45%
Net Profit Margin1.30%
Debt/Equity Ratio99.1%

How did ST perform over the long term?

See historical performance and comparison

Dividends

1.0%
Current Dividend Yield
144%
Payout Ratio

Does ST pay a reliable dividends?

See ST dividend history and benchmarks
When do you need to buy ST by to receive an upcoming dividend?
Sensata Technologies Holding dividend dates
Ex Dividend DateMay 13 2026
Dividend Pay DateMay 27 2026
Days until Ex dividend10 days
Days until Dividend pay date4 days

Does ST pay a reliable dividends?

See ST dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 11:30
End of Day Share Price 2026/05/21 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sensata Technologies Holding plc is covered by 31 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Luke JunkBaird
Brian JohnsonBarclays
Robert CornellBarclays