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

Sensata Technologies (NYSE:ST) had its price objective upped by Robert W. Baird from $39.00 to $40.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “neutral” rating on the scientific and technical instruments company’s stock. Robert W. Baird’s target price would indicate a potential upside of 6.82% from the stock’s previous close.

ST has been the topic of a number of other reports. Barclays decreased their price objective on Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating on the stock in a report on Monday, January 12th. Wells Fargo & Company boosted their target price on shares of Sensata Technologies from $34.00 to $37.00 and gave the company an “equal weight” rating in a research report on Monday, January 12th. Evercore set a $32.00 target price on shares of Sensata Technologies in a research note on Wednesday, October 29th. Oppenheimer reissued an “outperform” rating and set a $43.00 price target on shares of Sensata Technologies in a research note on Wednesday, December 17th. Finally, Truist Financial raised their price target on shares of Sensata Technologies from $35.00 to $38.00 and gave the stock a “hold” rating in a report on Friday. Four analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Sensata Technologies currently has an average rating of “Hold” and an average target price of $38.90.

Sensata Technologies Stock Performance

ST stock traded up $1.29 during midday trading on Friday, reaching $37.45. 1,950,940 shares of the company were exchanged, compared to its average volume of 1,866,233. The firm has a market capitalization of $5.45 billion, a price-to-earnings ratio of -187.39, a price-to-earnings-growth ratio of 1.38 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. The business has a 50-day moving average price of $34.94 and a two-hundred day moving average price of $32.72. Sensata Technologies has a one year low of $17.32 and a one year high of $38.18.

Sensata Technologies (NYSE:ST) last announced its quarterly earnings results on Thursday, February 19th. The scientific and technical instruments company reported $0.88 EPS for the quarter, beating analysts’ consensus estimates of $0.86 by $0.02. Sensata Technologies had a negative net margin of 0.71% and a positive return on equity of 17.22%. The business had revenue of $917.90 million for the quarter, compared to analyst estimates of $911.03 million. During the same quarter in the prior year, the business earned $0.76 EPS. Sensata Technologies’s quarterly revenue was up 1.1% on a year-over-year basis. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. Equities research analysts forecast that Sensata Technologies will post 3.21 EPS for the current year.

Insider Buying and Selling at Sensata Technologies

In related news, EVP Lynne J. Caljouw sold 2,496 shares of the business’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 directly owned 64,040 shares in the company, valued at approximately $2,403,421.20. The trade was a 3.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.89% of the stock is owned by insiders.

Hedge Funds Weigh In On Sensata Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of ST. Vanguard Group Inc. increased its position in shares of Sensata Technologies by 2.4% during the third quarter. Vanguard Group Inc. now owns 14,997,522 shares of the scientific and technical instruments company’s stock valued at $458,174,000 after acquiring an additional 346,547 shares during the last quarter. Artisan Partners Limited Partnership grew its stake in Sensata Technologies by 2.6% in the 2nd quarter. Artisan Partners Limited Partnership now owns 14,097,006 shares of the scientific and technical instruments company’s stock valued at $424,461,000 after purchasing an additional 354,246 shares during the period. Janus Henderson Group PLC increased its position in shares of Sensata Technologies by 2.3% during the 4th quarter. Janus Henderson Group PLC now owns 10,289,698 shares of the scientific and technical instruments company’s stock valued at $342,544,000 after purchasing an additional 230,113 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Sensata Technologies by 3.5% during the 4th 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 during the period. Finally, Woodline Partners LP boosted its holdings in shares of Sensata Technologies by 165.4% in the 3rd quarter. Woodline Partners LP now owns 4,975,745 shares of the scientific and technical instruments company’s stock worth $152,009,000 after buying an additional 3,100,927 shares during the last quarter. Hedge funds and other institutional investors own 99.42% of the company’s stock.

Key Stories Impacting Sensata Technologies

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

Sensata Technologies Company Profile

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.