Wall Street Zen Downgrades Sensata Technologies (NYSE:ST) to Hold

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

Several other brokerages have also issued reports on ST. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Sensata Technologies in a research note on Monday, December 29th. Wells Fargo & Company raised their price objective on shares of Sensata Technologies from $34.00 to $37.00 and gave the company an “equal weight” rating in a research note on Monday, January 12th. Robert W. Baird lifted their target price on shares of Sensata Technologies from $39.00 to $40.00 and gave the stock a “neutral” rating in a report on Friday. Barclays cut their price target on Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. Finally, Bank of America lifted their price objective on Sensata Technologies from $37.00 to $40.00 and gave the stock a “neutral” rating in a research note on Friday. Four 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, the company currently has a consensus rating of “Hold” and a consensus target price of $38.90.

Sensata Technologies Price Performance

ST opened at $38.34 on Friday. The company has a debt-to-equity ratio of 1.02, a current ratio of 2.57 and a quick ratio of 1.78. The company’s 50 day simple moving average is $35.02 and its 200-day simple moving average is $32.82. Sensata Technologies has a one year low of $17.32 and a one year high of $38.39. 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 posted 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 the consensus estimate of $0.86 by $0.02. The firm had revenue of $917.90 million for the quarter, compared to the consensus estimate of $911.03 million. Sensata Technologies had a return on equity of 17.92% and a net margin of 0.83%.The business’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.76 EPS. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. Sell-side analysts anticipate that Sensata Technologies will post 3.21 earnings per share for the current fiscal year.

Insider Buying and Selling

In other 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 completion of the transaction, the executive vice president owned 64,040 shares of the company’s stock, valued at approximately $2,403,421.20. This represents a 3.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.89% of the company’s stock.

Hedge Funds Weigh In On Sensata Technologies

Several large investors have recently bought and sold shares of the company. UMB Bank n.a. grew its holdings in shares of Sensata Technologies by 20.5% during the fourth quarter. UMB Bank n.a. now owns 1,678 shares of the scientific and technical instruments company’s stock worth $56,000 after purchasing an additional 286 shares during the last quarter. Inscription Capital LLC grew its holdings in 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 acquiring an additional 393 shares during the last quarter. Quadrant Capital Group LLC grew its holdings in Sensata Technologies by 3.8% during the 3rd quarter. Quadrant Capital Group LLC now owns 10,981 shares of the scientific and technical instruments company’s stock worth $335,000 after acquiring an additional 397 shares during the last quarter. Parallel Advisors LLC increased its position 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 valued at $36,000 after acquiring an additional 413 shares during the period. Finally, PNC Financial Services Group Inc. raised its stake in shares of Sensata Technologies by 4.8% during 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. 99.42% of the stock is currently owned by institutional investors.

Sensata Technologies News Roundup

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.