Sensata Technologies (NYSE:ST) Stock Rating Lowered by Wall Street Zen

Sensata Technologies (NYSE:ST) was downgraded by research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued on Saturday.

A number of other equities research analysts have also recently weighed in on ST. Wells Fargo & Company upped their price objective on shares of Sensata Technologies from $34.00 to $37.00 and gave the stock an “equal weight” rating in a report on Monday, January 12th. Oppenheimer restated an “outperform” rating and issued a $43.00 price target on shares of Sensata Technologies in a research note on Wednesday, December 17th. Barclays lowered their price objective on Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Truist Financial increased their target price on Sensata Technologies from $35.00 to $38.00 and gave the stock a “hold” rating in a research note on Friday. Finally, Evercore set a $32.00 price target on Sensata Technologies in a research report on Wednesday, October 29th. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $38.90.

Sensata Technologies Trading Up 6.0%

NYSE ST opened at $38.34 on Friday. The firm has a market capitalization of $5.59 billion, a PE ratio of 201.81, a P/E/G ratio of 1.37 and a beta of 1.16. The stock’s 50 day moving average is $35.02 and its 200 day moving average is $32.78. Sensata Technologies has a twelve month low of $17.32 and a twelve month high of $38.39. The company has a quick ratio of 2.10, a current ratio of 2.91 and a debt-to-equity ratio of 1.18.

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

Insider Buying and Selling

In other Sensata Technologies news, EVP Lynne J. Caljouw sold 2,496 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $37.53, for a total transaction of $93,674.88. Following the transaction, the executive vice president owned 64,040 shares in the company, valued at approximately $2,403,421.20. This represents a 3.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.89% of the company’s stock.

Institutional Investors Weigh In On Sensata Technologies

A number of large investors have recently made changes to their positions in ST. Vanguard Group Inc. increased its holdings in Sensata Technologies by 2.4% in the 3rd quarter. Vanguard Group Inc. now owns 14,997,522 shares of the scientific and technical instruments company’s stock worth $458,174,000 after acquiring an additional 346,547 shares in the last quarter. Artisan Partners Limited Partnership boosted its position in shares of Sensata Technologies by 2.6% in the second quarter. Artisan Partners Limited Partnership now owns 14,097,006 shares of the scientific and technical instruments company’s stock worth $424,461,000 after purchasing an additional 354,246 shares during the period. Janus Henderson Group PLC boosted its position in shares of Sensata Technologies by 2.3% in the fourth quarter. Janus Henderson Group PLC now owns 10,289,698 shares of the scientific and technical instruments company’s stock worth $342,544,000 after purchasing an additional 230,113 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of Sensata Technologies by 3.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 7,266,103 shares of the scientific and technical instruments company’s stock worth $241,884,000 after purchasing an additional 242,865 shares in the last quarter. Finally, Woodline Partners LP raised its position in shares of Sensata Technologies by 165.4% during the 3rd quarter. Woodline Partners LP now owns 4,975,745 shares of the scientific and technical instruments company’s stock valued at $152,009,000 after purchasing an additional 3,100,927 shares during the period. 99.42% of the stock is currently owned by institutional investors.

Key Headlines Impacting 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.