Sensata Technologies Holdings PLC (ST)

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…

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…