Sensata Technologies Holdings PLC (ST)

We reiterate our Outperform and raise our target from $52 to $60 on the shares of Sensata (ST; $50.85) after it produced a Q4 beat and offered up Q1E guidance that lived up to Street…

Sensata (ST; $45.88; O/P) reported Q4 adjusted EPS of $0.96, which beat our consensus matching $0.88 on some sales upside ($1,015mm, vs. our $1,010mm and the Street’s $1,000mm) that drove half of the EPS upside…

Last week, we attended the Consumer Electronics Show (CES) in Las Vegas, which provided more support for the incremental value that Sensata’s (ST; $43.34; O/P) Insights can generate for investors in coming years. Specifically, we…

We make some slight adjustments to our 2022E/2023E EPS for Sensata (ST; $39.46; O/P), from $3.30/$4.00 to $3.33/$4.03, after Q3 results and outlook lived up to expectations despite greater than expected currency headwinds we are…

Sensata (ST; $41.62; O/P) reported Q3 adjusted EPS of $0.85, which compared to our $0.84 and the Street’s $0.85 on sales of $1,018mm (vs. our $1,000mm and $1,005mm from the Street). Recall, the company’s Q3…

We think a recently more conservative guide vs. peers from Sensata (ST; $37.92; O/P) leads to some Q3E upside when the company reports next week (10/25 before market). We also see Q4E guidance at least…