Sensata TechnologiesST
Market Cap: $5.29B
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 Q2 SEC filings by fund managers ($100M+ AUM)
293% more call options, than puts
Call options by funds: $35.7M | Put options by funds: $9.09M
103% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 37
11% more funds holding
Funds holding: 347 [Q1] → 385 (+38) [Q2]
2% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 132
2% more capital invested
Capital invested by funds: $5.7B [Q1] → $5.79B (+$86.2M) [Q2]
0.3% less ownership
Funds ownership: 102.95% [Q1] → 102.65% (-0.3%) [Q2]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Oppenheimer Christopher Glynn 50% 1-year accuracy 11 / 22 met price target | 34%upside $47 | Outperform Maintained | 31 Jul 2024 |
Truist Securities William Stein 60% 1-year accuracy 26 / 43 met price target | 8%upside $38 | Hold Maintained | 30 Jul 2024 |
B of A Securities Wamsi Mohan 60% 1-year accuracy 21 / 35 met price target | 17%upside $41 | Neutral Maintained | 30 Jul 2024 |
Vertical Research Kevin McCarthy 33% 1-year accuracy 3 / 9 met price target | 57%upside $55 | Buy Initiated | 23 Jul 2024 |