Sensata Technologies Holding

ST · NYSE

$42.00+$1.15 (+2.82%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $40.85

ST analyst rating

HoldConsensus of 10 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy5
Hold4
Underperform1
Sell0

12-month price target · 13 analysts

Average $54.46 (+29.7% upside)

Low: $45.45
Now: $42.00
High: $66.15

Upgrades and downgrades

The latest rating actions, newest first

ST analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
UBS	Oct 7, 2026	Maintains	Buy	$57.00 → $54.00	39%
Barclays	Sep 8, 2026	Upgrade	Equal-Weight → Overweight	$55.00	62%
Barclays	Aug 3, 2026	Maintains	Equal-Weight	$53.00 → $55.00	62%
Oppenheimer	Jul 31, 2026	Maintains	Outperform	$55.00 → $58.00	68%
Evercore ISI Group	Jul 30, 2026	Maintains	In-Line	$43.00 → $50.00	65%
B of A Securities	Jul 9, 2026	Maintains	Neutral	$46.00 → $48.00	70%
Wells Fargo	Jun 25, 2026	Maintains	Equal-Weight	$48.00 → $49.00	0%
Wells Fargo	Jun 2, 2026	Maintains	Equal-Weight	$42.00 → $48.00	0%
Barclays	May 29, 2026	Downgrade	Overweight → Equal-Weight	$49.00 → $53.00	62%
Goldman Sachs	May 26, 2026	Maintains	Buy	$48.00 → $60.00	60%

The case for and against

Updated Oct 16, 2026

Bull case

Sensata Technologies is benefiting from a steadier automotive franchise, with light-vehicle exposure now more balanced across powertrain mix and delivering modest outgrowth despite a weak production backdrop. Management’s improved execution is evident in five straight quarters of clean revenue and EPS beats, 2Q26 adjusted EPS of $0.98 on $991M of sales, 19.5% adjusted operating margin, and $291M of year-to-date free cash flow at 108% FCF/ANI conversion. The bullish case is further supported by new design wins in higher-value markets such as data center, aerospace and defense, and HVAC, which should improve long-term organic growth and margin resilience.

Bear case

Sensata Technologies is viewed negatively because its growth outlook remains tied to cyclical auto and industrial end markets, with global LVP still expected to decrease 2% in 2026 and major dependence on automotive bumper-in content leaving it exposed to OEM pricing pressure and valuation risk. Although 3Q revenue is guided up 3-6% year over year and adjusted EPS is expected at $0.93-$0.97, a meaningful portion of that uplift comes from about $10M of tariff pass-through, while adjusted operating income of $186-193M suggests only modest earnings power. The industrials segment also showed pressure, with revenue up to $212M but margins down 100 bps to 27.1%, and the combination of intermittent electrification traction, lower-quality adjusted results, and continued downside risks to sensor demand supports the bearish stance.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.