Sensata Technologies Holdings PLC (ST)

We are reducing our 2024/2025E EPS for Sensata (ST; $31.78; E/W) from $3.50/$3.60 to $3.42/$3.40 after the company produced a basically as expected set of Q3 results, albeit with Q4E guidance that was below our…

We assume Sensata’s (ST; $35.83; E/W) Q3 results and guidance are not too far off our forecasts when it reports next Monday (11/4 after market). Although after five consecutive quarters of cuts to our 2024E…

Last night, Sensata (ST; $36.66; E/W) disclosed in an 8-K that it signed an agreement last month to divest its Insights business to private equity firm Balmoral Funds for $165mm in cash. Recall, this data…

We lower our 2024/2025E EPS for Sensata (ST; $38.12; E/W) from $3.75/$4.17 to $3.55/$3.80 after Q2 results that were in line with expectations and Q3E guidance was below our and Street forecasts, albeit with a…

The shares of Sensata (ST; $41.71; E/W) are still up 17% since announcing on 4/29 that it entered into Cooperation and Information Sharing Agreements with Elliott Investment Management and that CEO Jeff Cote would step…

The shares of Sensata (ST; $39.40; E/W) are now up 10% since its Q1 EPS print on Monday night (4/29), when it disclosed that it entered Cooperation and Information Sharing Agreements with Elliott Investment Management,…

We are reducing our rating from Outperform to Equal-Weight on the shares of Sensata (ST; $33.06; E/W) after its latest in a series of disappointing financial updates. Admittedly, management’s latest Q4 EPS miss, and lower…

Sensata (ST; $36.12; O/P) reported Q4 adjusted EPS of $0.82, which was below our $0.85 and the Street’s $0.86 on better-than-expected sales ($993mm vs. our $976mm and the Street’s $978mm), basically as expected operating profits…

Last week, Sensata (ST; $34.26; O/P) highlighted its electrification portfolio at the Consumer Electronics Show (CES) in Las Vegas, which we think has not been the case in previous years, at least to this extent…

The shares of Sensata (ST; $31.88; O/P) slumped another 7% today, bringing the stock to its lowest levels since 2012 excluding its initial plunge during the early days of COVID. The stock is also -23%…

Sensata (ST; $34.10; O/P) reported Q3 adjusted EPS of $0.91, which was slightly ahead of our consensus matching $0.90 on basically as expected sales ($1,001mm vs. our $1,000mm and the Street’s $1,004mm). Recall, the company’s…

The shares of Sensata (ST; $38.29; O/P) have reacted positively to Wednesday’s Investor Event in New York, rising ~6% since the meeting started, although this is still in the context of a recent ~20% decline…

We again reduce 2023/2024E EPS for Sensata (ST; $42.55; O/P) from $3.90/$4.35 to $3.78/$4.23 as a slight Q2 EPS beat was joined by Q3E guidance below our thinking, albeit including a further YoY drag from…

Sensata (ST; $46.48; O/P) reported Q2 adjusted EPS of $0.97, which was ahead of our $0.94 and the Street’s $0.95 on better than expected sales ($1,062mm vs. our $1,025mm and the Street’s $1,031mm). Recall, the…

We think the shares of Sensata (ST; $45.47; O/P) still look oversold to us ahead of its Q2 results and outlook on July 25th (after market). The stock is down 16% from its recent high…