Sensata Technologies (ST)

• Market cap: $4.33B
• 1 day: 1.79%
• 5 days: 4.78%
• 1 month: 5.43%
• 3 months: -18.39%
• 6 months: -26.10%
• Year to date: 6.17%
• 1 year: -17.32%
• 5 years: -44.76%
• 10 years: -42.43%
• 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]

1.66% less ownership

Funds ownership: 105.02% [Q2] → 103.36% (-1.66%) [Q3]

5% less capital invested

Capital invested by funds: $5.92B [Q2] → $5.59B (-$325M) [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

45% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 71

Research analyst outlook

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

• Low target: $32 11% upside
• Avg. target: $38 30% upside
• High target: $45 56% upside

9 analyst ratings

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

Evercore ISI Group Amit Daryanani 63% 1-year accuracy 31 / 49 met price target	38% upside $40	Outperform Maintained	17 Jan 2025
Goldman Sachs Mark Delaney 63% 1-year accuracy 19 / 30 met price target	11% upside $32	Neutral Maintained	16 Jan 2025
UBS Chris Snyder 71% 1-year accuracy 10 / 14 met price target	35% upside $39	Buy Maintained	6 Nov 2024
TD Cowen Joseph Giordano 68% 1-year accuracy 17 / 25 met price target	56% upside $45	Buy Maintained	6 Nov 2024
Oppenheimer Christopher Glynn 67% 1-year accuracy 18 / 27 met price target	52% upside $44	Outperform Maintained	5 Nov 2024