Sensata Technologies (ST)

• Market cap: $4.41B
• 1 day: -1.60%
• 5 days: 1.06%
• 1 month: 1.94%
• 3 months: -4.47%
• 6 months: -20.96%
• Year to date: 8.22%
• 1 year: -13.90%
• 5 years: -37.59%
• 10 years: -46.48%
• 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 Q4 regulatory filings by fund managers ($100M+ AUM)

231% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $12.4M

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

0% more funds holding

Funds holding: 353 [Q3] → 353 (+0) [Q4]

0.31% less ownership

Funds ownership: 103.36% [Q3] → 103.05% (-0.31%) [Q4]

12% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 134

25% less capital invested

Capital invested by funds: $5.6B [Q3] → $4.2B (-$1.39B) [Q4]

40% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]

Research analyst outlook

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

• Low target: $32 9% upside
• Avg. target: $37 26% upside
• High target: $40 36% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Oppenheimer Christopher Glynn 77% 1-year accuracy 20 / 26 met price target	36% upside $40	Outperform Maintained	13 Feb 2025
UBS Chris Snyder 72% 1-year accuracy 13 / 18 met price target	25% upside $37	Buy Maintained	12 Feb 2025
Evercore ISI Group Amit Daryanani 72% 1-year accuracy 36 / 50 met price target	36% upside $40	Outperform Maintained	17 Jan 2025
Goldman Sachs Mark Delaney 63% 1-year accuracy 17 / 27 met price target	9% upside $32	Neutral Maintained	16 Jan 2025