Sensata Technologies Holdings PLC (ST)

We reduce our 2025/2026E EPS from $3.10/3.40 to $2.90/$3.15 for Sensata (ST; $19.44; E/W) to take a “first stab” at our concerns that global vehicle production weakens as the year progresses in the face of…

We are lowering our 2025E EPS for Sensata (ST; $28.85; E/W) after it delivered a bit of a Q4 beat, albeit with Q1E guidance that was slightly below our and consensus thinking at the mid-point….

We would approach Sensata’s (ST; $25.52; E/W) Q4 results and outlook with caution, scheduled for Tuesday (2/11 after market), especially given examples we have seen during EPS season of the increasingly volatile auto supply chain…

This evening, Sensata (ST; $29.48; E/W) announced that its Board appointed Stephan Von Schuckmann as CEO effective as of January 1st. Recall, Sensata appointed Martha Sullivan as interim CEO back in April after its former…

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…