Sensata Technologies Holdings PLC (ST)

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…

We reiterate our Outperform on Sensata (ST; $44.66) after hosting the company’s VP of Finance and IR, Jacob Sayer, for a “fireside chat” yesterday as part of our Transportation Technology Conference. We think the conversation…

This morning, Sensata (ST; $41.00; O/P) announced the launch of a new compact battery management system (BMS), under the “catchy” branding of c-BMS24X. More to the point, Sensata believes its new BMS meets demanding requirements…

The shares of Sensata (ST; $44.14; O/P) traded down 8% in what we think proves a major overreaction to Q1 results and outlook that we see still holding up relatively well, especially in the context…

Sensata (ST; $47.87; O/P) reported adjusted Q1 EPS of $0.92, which was ahead of our $0.88 and the Street’s $0.87 on somewhat higher sales than were in our model ($998mm, vs. our $988mm and the…

We think Sensata (ST; $47.20; O/P) again offers reasonable risk/reward into its Q1E print, which is scheduled for next Tuesday (4/25 before market). The stock has retreated 13% in recent weeks (vs. -1% for S&P…

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…