Sensata Technologies (ST)

• Market cap: $4.16B
• 1 day: 2.36%
• 5 days: 0.18%
• 1 month: -5.73%
• 3 months: 1.42%
• 6 months: -22.83%
• Year to date: 1.98%
• 1 year: -22.09%
• 5 years: 1.28%
• 10 years: -51.64%
• 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

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

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

2% more funds holding

Funds holding: 353 [Q3] → 359 (+6) [Q4]

0.6% more ownership

Funds ownership: 103.35% [Q3] → 103.95% (+0.6%) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 137

24% less capital invested

Capital invested by funds: $5.59B [Q3] → $4.24B (-$1.35B) [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 15% upside
• Avg. target: $37 34% upside
• High target: $40 44% upside

4 analyst ratings

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

Oppenheimer Christopher Glynn 45% 1-year accuracy 10 / 22 met price target	44% upside $40	Outperform Maintained	13 Feb 2025
UBS Chris Snyder 50% 1-year accuracy 9 / 18 met price target	33% upside $37	Buy Maintained	12 Feb 2025
Evercore ISI Group Amit Daryanani 32% 1-year accuracy 14 / 44 met price target	44% upside $40	Outperform Maintained	17 Jan 2025
Goldman Sachs Mark Delaney 42% 1-year accuracy 11 / 26 met price target	15% upside $32	Neutral Maintained	16 Jan 2025