Sensata Technologies (NYSE:ST) Stock Price Expected to Rise, Robert W. Baird Analyst Says

Sensata Technologies (NYSE:ST) had its price target raised by analysts at Robert W. Baird from $39.00 to $40.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the scientific and technical instruments company’s stock. Robert W. Baird’s price target points to a potential upside of 4.33% from the stock’s previous close.

Other equities analysts have also recently issued research reports about the company. Barclays cut their price target on Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Bank of America increased their target price on Sensata Technologies from $37.00 to $40.00 and gave the company a “neutral” rating in a research report on Friday. Evercore set a $32.00 price target on shares of Sensata Technologies in a research report on Wednesday, October 29th. Oppenheimer reaffirmed an “outperform” rating and set a $43.00 price target on shares of Sensata Technologies in a research note on Wednesday, December 17th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Sensata Technologies in a research note on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $38.90.

Sensata Technologies Trading Up 6.0%

Shares of ST opened at $38.34 on Friday. The firm has a market cap of $5.59 billion, a P/E ratio of 201.81, a price-to-earnings-growth ratio of 1.45 and a beta of 1.16. The company has a debt-to-equity ratio of 1.18, a current ratio of 2.91 and a quick ratio of 2.10. Sensata Technologies has a 1 year low of $17.32 and a 1 year high of $38.39. The company has a 50 day simple moving average of $35.02 and a two-hundred day simple moving average of $32.80.

Sensata Technologies (NYSE:ST) last posted its earnings results on Thursday, February 19th. The scientific and technical instruments company reported $0.88 earnings per share for the quarter, beating the consensus estimate of $0.86 by $0.02. The company had revenue of $917.90 million during the quarter, compared to analysts’ expectations of $911.03 million. Sensata Technologies had a net margin of 0.83% and a return on equity of 17.87%. Sensata Technologies’s quarterly revenue was up 1.1% on a year-over-year basis. During the same period last year, the company posted $0.76 earnings per share. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. On average, equities analysts expect that Sensata Technologies will post 3.21 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Lynne J. Caljouw sold 2,496 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $37.53, for a total value of $93,674.88. Following the sale, the executive vice president directly owned 64,040 shares of the company’s stock, valued at $2,403,421.20. This represents a 3.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.89% of the company’s stock.

Institutional Investors Weigh In On Sensata Technologies

Institutional investors and hedge funds have recently modified their holdings of the business. UMB Bank n.a. grew its position in Sensata Technologies by 20.5% in the 4th quarter. UMB Bank n.a. now owns 1,678 shares of the scientific and technical instruments company’s stock valued at $56,000 after acquiring an additional 286 shares during the last quarter. Inscription Capital LLC boosted its stake in shares of Sensata Technologies by 1.4% during the fourth quarter. Inscription Capital LLC now owns 27,946 shares of the scientific and technical instruments company’s stock valued at $930,000 after purchasing an additional 393 shares during the period. Quadrant Capital Group LLC grew its holdings in shares of Sensata Technologies by 3.8% in the third quarter. Quadrant Capital Group LLC now owns 10,981 shares of the scientific and technical instruments company’s stock worth $335,000 after purchasing an additional 397 shares during the last quarter. Parallel Advisors LLC increased its stake in Sensata Technologies by 62.7% in the 4th quarter. Parallel Advisors LLC now owns 1,072 shares of the scientific and technical instruments company’s stock worth $36,000 after buying an additional 413 shares during the period. Finally, PNC Financial Services Group Inc. lifted its holdings in Sensata Technologies by 4.8% during the 3rd quarter. PNC Financial Services Group Inc. now owns 9,338 shares of the scientific and technical instruments company’s stock valued at $285,000 after buying an additional 426 shares in the last quarter. 99.42% of the stock is owned by institutional investors.

Trending Headlines about Sensata Technologies

Here are the key news stories impacting Sensata Technologies this week:

• Positive Sentiment: Q4 earnings and revenue beat — Sensata reported GAAP EPS of $0.88 and revenue of $917.9M, topping consensus and showing year‑over‑year growth; management highlighted margin gains and strong cash flow on the call. Sensata Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analysts raised price targets — Multiple firms (Robert W. Baird, Bank of America, Truist) nudged targets higher to the high‑$30s/low‑$40s, signaling incremental analyst confidence and likely supporting buying interest. Benzinga coverage of analyst moves TickerReport on BofA note
• Positive Sentiment: Earnings call transcript underscored operational progress — Management discussed segment growth and margin improvement details that investors often reward if sustained. Earnings Call Transcript
• Neutral Sentiment: Q1 guidance was cautious — Sensata set Q1 FY2026 EPS at $0.810–$0.850 and revenue $917M–$937M, which is slightly below consensus at the midpoint; this limits upside near term and sets the numbers investors will focus on next quarter. Press release / slide deck
• Neutral Sentiment: Value/long‑term narratives supporting interest — Recent pieces from Zacks/MSN highlight Sensata’s value attributes and style scores, which can attract longer‑term investors even if near‑term volatility continues. Zacks value stock article MSN article
• Negative Sentiment: Immediate market reaction included an after‑hours pullback — Shares slipped roughly 3% in the immediate after‑hours trade despite the beat, reflecting investor focus on guidance and margin/earnings quality questions. Zacks earnings recap

About Sensata Technologies

Sensata Technologies Holdings N.V. is a global industrial technology company specializing in the design, development and manufacture of sensors and electrical protection solutions. The company’s product portfolio includes pressure, temperature, position, speed, current and magnetic sensors, as well as circuit breakers and other protection devices. Sensata’s offerings serve a wide array of end markets, with a particularly strong presence in automotive original equipment manufacturers (OEMs), industrial automation, heating, ventilation and air conditioning (HVAC), commercial aerospace and renewable energy sectors.

Headquartered in Attleboro, Massachusetts, Sensata operates a network of manufacturing and engineering facilities across North America, Europe, Asia Pacific and Latin America.