Sensata Technologies Holdings PLC (ST)
June 21, 2023
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…
May 17, 2023
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…
April 26, 2023
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…
April 25, 2023
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…
April 18, 2023
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…
February 1, 2023
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…
January 31, 2023
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…
January 9, 2023
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…
October 25, 2022
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…
October 25, 2022
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…
October 17, 2022
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…