Sensata Technologies (NYSE:ST) Given New $40.00 Price Target at Robert W. Baird

Sensata Technologies (NYSE:ST) had its price objective upped by equities researchers at Robert W. Baird from $39.00 to $40.00 in a research report issued to clients and investors 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 6.82% from the stock’s previous close.

A number of other research analysts have also commented on ST. Weiss Ratings restated a “sell (d)” rating on shares of Sensata Technologies in a research note on Monday, December 29th. Bank of America boosted their target price on Sensata Technologies from $37.00 to $40.00 and gave the stock a “neutral” rating in a report on Friday. Truist Financial increased their price objective on shares of Sensata Technologies from $35.00 to $38.00 and gave the stock a “hold” rating in a report on Friday. Oppenheimer reiterated an “outperform” rating and issued a $43.00 price objective on shares of Sensata Technologies in a research report on Wednesday, December 17th. Finally, Barclays lowered 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. Four equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $38.90.

Sensata Technologies Stock Performance

Shares of ST traded up $1.29 during trading hours on Friday, reaching $37.45. 1,950,940 shares of the company traded hands, compared to its average volume of 1,866,233. The company has a debt-to-equity ratio of 1.18, a quick ratio of 2.10 and a current ratio of 2.91. The stock’s fifty day moving average is $34.94 and its 200 day moving average is $32.72. Sensata Technologies has a 1-year low of $17.32 and a 1-year high of $38.18. The stock has a market cap of $5.45 billion, a P/E ratio of -187.39, a price-to-earnings-growth ratio of 1.38 and a beta of 1.16.

Sensata Technologies (NYSE:ST) last issued its quarterly earnings results on Thursday, February 19th. The scientific and technical instruments company reported $0.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.86 by $0.02. Sensata Technologies had a positive return on equity of 17.22% and a negative net margin of 0.71%.The firm had revenue of $917.90 million for the quarter, compared to analyst estimates of $911.03 million. During the same period in the previous year, the company posted $0.76 earnings per share. The company’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. Equities research analysts anticipate that Sensata Technologies will post 3.21 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Lynne J. Caljouw sold 2,496 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $37.53, for a total value of $93,674.88. Following the completion of the transaction, the executive vice president owned 64,040 shares in the company, valued at $2,403,421.20. This represents a 3.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.89% of the company’s stock.

Institutional Trading of Sensata Technologies

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

Key Sensata Technologies News

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

• Positive Sentiment: Q4 results beat expectations: Sensata reported $0.88 EPS vs. $0.86 consensus and $917.9M revenue vs. ~$911M consensus; revenue rose year-over-year and management highlighted segment growth and margin gains. BusinessWire: Q4 & Full Year Results
• Positive Sentiment: Analysts lifted price targets: Bank of America raised its target to $40 (neutral) and Truist raised its target to $38 (hold), signaling modest upside from current levels and validating the beat. Benzinga coverage TickerReport coverage
• Positive Sentiment: Value/long-term investor coverage is supportive: Zacks and other outlets are highlighting Sensata as a top value stock based on style scores and valuation metrics, which can attract longer-horizon buyers. Zacks: Value Stock Article MSN: Why Sensata Is a Top Value Stock
• Neutral Sentiment: Guidance is basically in-line: Q1 FY2026 EPS guidance of $0.810–$0.850 (consensus ~$0.830) and revenue guidance $917M–$937M (consensus ~$927.5M) leaves limited surprise — supportive of the beat but not overly bullish. Sensata Press Release / Slide Deck
• Negative Sentiment: Stock reaction was mixed: despite the beat, shares slipped in after-hours trading (reported ~3% decline), suggesting some investors were disappointed by guidance conservatism or are taking profits after recent gains. Zacks: Q4 Earnings Snapshot

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.