Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.0B
146M shares
52-week range
$28.16 – $53.89
52% from low
Sector
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
Exchange
NYSE
CS
P/S (TTM)
1.6
EV / FCF (TTM)
14.3
Sensata Technologies is a global supplier of sensors and electrical protection for transportation and industrial applications. Sensata sells a bevy of pressure, temperature, force, and position sensors into the automotive, heavy vehicle, industrial, heating, ventilation, and cooling, and aerospace markets. It also sells electrical protection products, like contactors and relays. The majority of the firm's revenue comes from the automotive market, where it focuses on bumper-in applications.
www.sensata.comNo one on the platform currently holds ST.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 251,900 | $8.9M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-12 | $0.1200 | 2026-08-26 |
| 2026-05-13 | $0.1200 | 2026-05-27 |
| 2026-02-11 | $0.1200 | 2026-02-25 |
| 2025-11-12 | $0.1200 | 2025-11-26 |
| 2025-08-13 | $0.1200 | 2025-08-27 |
| 2025-05-14 | $0.1200 | 2025-05-28 |
| 2025-02-12 | $0.1200 | 2025-02-26 |
| 2024-11-13 | $0.1200 | 2024-11-27 |
| 2024-08-14 | $0.1200 | 2024-08-28 |
| 2024-05-07 | $0.1200 | 2024-05-22 |
No one on the platform has traded ST yet.
| 2024-02-13 | $0.1200 | 2024-02-28 |
| 2023-11-07 | $0.1200 | 2023-11-22 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 2.5% | — | — | — | ||
| Rev. Growth % | -5.9% | 4.1% | ||||
| Profit Margin % | 0.8% | 4.2% | 7.3% | |||
| Free Cash Flow Margin % | 13.2% | 9.7% | 11.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +2.5% on the P/E track.
At today's price, your expected annual return is +7.3% on the P/E track.
At today's price, your expected annual return is +11.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $3.9B | +4.7% | $3.76 | $3.74–$3.77 | 11.1× | 7 |
| 2027 | $4.0B | +4.6% | $4.09 | $4.02–$4.19 | 10.2× | 7 |
| 2028 | $4.2B | +4.5% | $4.45 | $3.96–$4.95 | 9.4× | 2 |
| 2029 | $4.6B | +8.9% | $4.84 | $4.77–$4.93 | 8.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $0.93 | $0.98 | +5.0% |
| 2026-04-28 | $0.84 | $0.86 | +2.4% |
| 2026-02-19 | $0.86 | $0.88 | +2.3% |
| 2025-10-28 | $0.85 | $0.89 | +4.6% |
| 2025-07-29 | $0.84 | $0.87 | +3.6% |
| 2025-05-08 | $0.72 | $0.78 | +8.3% |
| 2025-02-11 | $0.76 | $0.76 | +0.0% |
| 2024-11-04 | $0.86 |
| $0.86 |
| +0.0% |
| $4.0B |
| — |
| NOVTNovanta Inc. | $140.05 | -4.44% | $5.0B | — |
| OSISOSI Systems, Inc. | $199.95 | -2.12% | $3.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading $HD $ST Earning Plays Long Setup Watch the video to learn how to trade this repeatable pattern 🎯 https://x.com/TENETTRADEGROUP/status/2094515569144086990?s=20
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$ST Most people still view ST as just a old auto supplier but the turnaround under their new CEO is real Stephan von Schuckmann comes with deep operational experience from ZF Group. His incentives are tied directly to shareholder value creation debt reduction and longterm execution of not shortterm salary for himself the company made some good progress like: Crushing Debt: Paid off over $760M in debt recently and prints over $500M in pure cash every year. Hidden AI Play: Big tech are already picking them for AI data center cooling and backup power aHuge new shipments start early in 2027. Robotics Future: Working on sensors for humanoid robots and smart factory machines. I believe there's a huge opportunity here while everyone chases the crowded megacaps overlooked suppliers stocks like this could take the market by storm
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https://www.marketbeat.com/earnings/reports/2026-7-29-sensata-technologies-holding-plc-stock/ $ST Sensata Technologies Earnings Transcript
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$ST Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.70 up 70.73% YoY • Reported revenue of $990.6M up 5.00% YoY • For the third quarter of 2026, Sensata Technologies expects revenue of $957 to $987 million, inclusive of recovery of tariff costs, and adjusted earnings per share of $0.93 to $0.97.
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Wall St is expecting 0.95 EPS for $ST Q3 [Reporting 10/27 AMC] http://www.estimize.com/intro/st?chart=historical&metric_name=eps&utm_conten
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$ST Setting up nicely here. Few more tight days would be super.
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$ST battery and WEEBIT NANO ($WBTNF) ReRAM MEMORY are suitable for SPACE applications.....$WBTNF demonstrated data retention at 150C, and offers up to 1 million write cycles, 10-100x better than flash. ReRAM is low voltage and low power. $WBTNF has deals with TEXAS INSTRUMENTS, OnSEMI, and DB HiTEK in KOREA...Search $WBTNF and check the management and Bd of Directors.......on my list---$STI, $QMCO, $WBTNF
View on StockTwits ↗$ST ok lets see some of this high voltage today!
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$ST Please prove me right besides all the fundamentals and Technicals this stock has. 47 SEC filings now..$$$
View on StockTwits ↗$ST Custer insider buying of this stock 41 sec filings they know something.. this is a very bullish stock
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.