Sensata Technologies (ST)

• Market cap: $4.07B
• 1 day: -0.29%
• 5 days: -10.13%
• 1 month: -11.33%
• 3 months: -22.94%
• 6 months: -29.06%
• Year to date: -26.62%
• 1 year: -25.31%
• 5 years: -49.04%
• 10 years: -48.88%
• Sector: Industrials
• Industry: Industrial Instruments for Measurement, Display, and Control

About: Sensata Technologies is a global supplier of sensors for transportation and industrial applications. Sensata sells a bevy of pressure, temperature, force, and position sensors into the automotive, heavy vehicle, industrial, heating, ventilation, and cooling, and aerospace markets. The majority of the firm's revenue comes from the automotive market, where it focuses on bumper-in applications.

Employees: 19,400

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0% more funds holding in top 10

Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]

1.84% less ownership

Funds ownership: 104.76% [Q2] → 102.92% (-1.84%) [Q3]

6% less capital invested

Capital invested by funds: $5.91B [Q2] → $5.57B (-$334M) [Q3]

9% less funds holding

Funds holding: 387 [Q2] → 352 (-35) [Q3]

16% less call options, than puts

Call options by funds: $3.73M | Put options by funds: $4.44M

47% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 74

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $32 17% upside
• Avg. target: $40 45% upside
• High target: $50 84% upside

9 analyst ratings

• positive: 4 44%
• neutral: 4 44%
• negative: 1 11%

UBS Chris Snyder 79% 1-year accuracy 11 / 14 met price target	43% upside $39	Buy Maintained	6 Nov 2024
TD Cowen Joseph Giordano 54% 1-year accuracy 14 / 26 met price target	65% upside $45	Buy Maintained	6 Nov 2024
Oppenheimer Christopher Glynn 63% 1-year accuracy 17 / 27 met price target	62% upside $44	Outperform Maintained	5 Nov 2024
JP Morgan Samik Chatterjee 56% 1-year accuracy 37 / 66 met price target	17% upside $32	Underweight Maintained	5 Nov 2024
Stifel Matthew Sheerin 58% 1-year accuracy 15 / 26 met price target	40% upside $38	Hold Maintained	5 Nov 2024