Bank of America Increases Sensata Technologies (NYSE:ST) Price Target to $40.00

Sensata Technologies (NYSE:ST) had its target price upped by Bank of America from $37.00 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. Bank of America‘s price target indicates a potential upside of 4.33% from the stock’s previous close.

Other research analysts have also issued research reports about the stock. Weiss Ratings reiterated a “sell (d)” rating on shares of Sensata Technologies in a report on Monday, December 29th. Barclays decreased their price target on shares of Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating for the company in a research report on Monday, January 12th. Evercore set a $32.00 price target on shares of Sensata Technologies in a research note on Wednesday, October 29th. Oppenheimer reissued an “outperform” rating and issued a $43.00 price objective on shares of Sensata Technologies in a research note on Wednesday, December 17th. Finally, Wells Fargo & Company increased their price objective on Sensata Technologies from $34.00 to $37.00 and gave the company an “equal weight” rating in a report on Monday, January 12th. Four equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Sensata Technologies has an average rating of “Hold” and an average price target of $38.90.

Sensata Technologies Stock Up 6.0%

ST stock opened at $38.34 on Friday. The firm has a 50-day moving average price of $35.02 and a 200-day moving average price of $32.80. Sensata Technologies has a 12 month low of $17.32 and a 12 month high of $38.39. The company has a current ratio of 2.91, a quick ratio of 2.10 and a debt-to-equity ratio of 1.18. The stock has a market capitalization 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.

Sensata Technologies (NYSE:ST) last released its quarterly earnings data on Thursday, February 19th. The scientific and technical instruments company reported $0.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.86 by $0.02. Sensata Technologies had a net margin of 0.83% and a return on equity of 17.87%. The business had revenue of $917.90 million during the quarter, compared to analysts’ expectations of $911.03 million. During the same period in the prior year, the company earned $0.76 EPS. The firm’s quarterly revenue was up 1.1% compared to the same quarter last year. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. As a group, equities research analysts anticipate that Sensata Technologies will post 3.21 EPS for the current fiscal year.

Insiders Place Their Bets

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

Hedge Funds Weigh In On Sensata Technologies

Institutional investors and hedge funds have recently made changes to their positions in the stock. CIBC Private Wealth Group LLC increased its position in Sensata Technologies by 700.0% in the 4th quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company’s stock valued at $28,000 after buying an additional 728 shares in the last quarter. Smartleaf Asset Management LLC grew its stake in Sensata Technologies by 659.7% in the third quarter. Smartleaf Asset Management LLC now owns 904 shares of the scientific and technical instruments company’s stock valued at $27,000 after acquiring an additional 785 shares during the period. First Horizon Corp bought a new stake in shares of Sensata Technologies during the third quarter valued at approximately $29,000. Hantz Financial Services Inc. increased its holdings in shares of Sensata Technologies by 446.2% during the second quarter. Hantz Financial Services Inc. now owns 994 shares of the scientific and technical instruments company’s stock valued at $30,000 after acquiring an additional 812 shares in the last quarter. Finally, EFG International AG acquired a new position in shares of Sensata Technologies during the fourth quarter worth approximately $33,000. Institutional investors own 99.42% of the company’s stock.

More Sensata Technologies News

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.