Sensata Technologies Holding Stock Analysis (March 2026)

Sensata Technologies...

NYSE:ST

$ 34,79

$-0,74 (-2,08%)

34,79 $

$-0,74 (-2,08%)

End-of-day quote: 03/27/2026

Sensata Technologies Holding Stock Value

The current analyst rating for NYSE:ST is Outperform.

Outperform

Sensata Technologies Holding Company Info

EPS Growth 5Y

9,13%

Market Cap

$5,07 B

Long-Term Debt

$2,83 B

Short Interest

3,00%

Quarterly earnings

05/05/2026 (E)

Dividend

$0,47

Dividend Yield

1,35%

Founded

1916

Industry

Information Technology

Country

United States

ISIN Number

GB00BFMBMT84

Website

http://www.sensata.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$40,00

14.98%

Last Update: 03/28/2026

Analysts: 15

Highest Price Target $50,00

Average Price Target $40,00

Lowest Price Target $34,00

In the last five quarters, Sensata Technologies Holding’s Price Target has fallen from $44,21 to $39,10 - a -11,56% decrease. Thridteen analysts predict that Sensata Technologies Holding’s share price will increase in the coming year, reaching $40,00. This would represent an increase of 14,98%.

Top growth stocks in the information technology sector (5Y.)

What does Sensata Technologies Holding do?

Sensata Technologies Holding plc (‘Sensata’), a global industrial technology company, strives to help its customers and partners safely deliver a cleaner, more efficient, electrified, and connected world. The company has been developing and innovating a wide range of customized solutions that address increasingly complex engineering and operating performance requirements for the company’s customers' mission-critical applications. The company develops, manufactures, and sells sensors and senso...

The company has been developing and innovating a wide range of customized solutions that address increasingly complex engineering and operating performance requirements for the company’s customers' mission-critical applications.

The company develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products. The company’s sensors are used by its customers to translate a physical parameter, such as pressure, temperature, position, or location of an object, into electronic signals that its customers’ products and solutions can act upon. The company’s electrical protection portfolio, which includes both components and systems, is composed of various switches, fuses, battery management systems, inverters, energy storage systems, high-voltage distribution units, controllers, and software, and includes high-voltage contactors and other products embedded within systems to maximize their efficiency and performance, and ensure safety. Other products and services that the company provides include power conversion systems, which include inverters, converters, and rectifiers for renewable energy generation, green hydrogen production, electric vehicle charging stations, and microgrid applications, as well as industrial and defense applications.

Customers

The company’s customers in the Performance Sensing reportable segment include global automotive, on-road truck, construction, and agriculture original equipment manufacturers (OEMs), and the companies that supply parts directly to these OEMs, known as Tier 1 suppliers. Within the Sensing Solutions reportable segment, the company’s customers include a wide range of industrial and commercial manufacturers and suppliers across multiple end markets, primarily OEMs in the climate control, appliance, medical, energy and charging infrastructure, data/telecom, aerospace, and defense industries, various aftermarket distributors, as well as systems integrators and aerospace, motor, and compressor distributors.

The company provides all its customers with a worldwide technical and manufacturing presence and service support, which helps ensure supply continuity and avoid risks associated with potential supply chain disruptions. Moreover, the company has a strong knowledge of its customers' quality and delivery requirements. The company also sees the growing importance of new ‘startup’ OEMs as potential market disruptors, and Sensata’s flexibility, speed, expertise, and global footprint provide these new entrants with a supplier/partner capable of meeting their demanding requirements.

The company has had relationships with its top ten customers for an average of 33 years.

End Markets

In the three months ended March 31, 2024, the company realigned its business as a result of organizational changes that better allocate its resources to support changes to its business strategy. The changes included moving the various assets and liabilities comprising the company’s vehicle area network and data collection businesses (the ‘Insights Business’) out of Performance Sensing to a new operating segment, which is not aggregated within either of the company’s reportable segments.

Business Strategy

The company’s strategies are to anticipate and leverage change in its end markets, invest in the business, and build resilient supply chains with a balanced approach in ensuring the continuity of supply.

Segments

The company presents financial information for two reportable segments, Performance Sensing and Sensing Solutions.

Performance Sensing

The Performance Sensing reportable segment accounted for approximately 70% of the company’s net revenue in fiscal year 2024. It primarily serves the Automotive and HVOR industries through the development and manufacture of sensors, high-voltage solutions (i.e., electrical protection components), and other solutions that are used in mission-critical systems and applications. Examples include those used in subsystems of automobiles, on-road trucks, and off-road equipment, such as tire pressure monitoring, thermal management, electrical protection, regenerative braking, powertrain (engine/transmission), and exhaust management. The company’s products are used in subsystems that, among other things, improve operating performance and efficiency, and contribute to environmentally sustainable and safe solutions.

The company’s solutions are present in a wide variety of transportation systems and subsystems, playing a critical role in ensuring the functionality and safety of a vehicle’s operation. Within the combustion and electrified propulsion architecture, the company provides various sensor solutions (e.g., electric motor position, gasoline direct injection, oil pressure monitoring, and fuel delivery) that enable superior functionality, efficiency, and optimized performance while reducing environmental impact. As more transportation platforms leverage a plug-in hybrid or fully electrified powertrain, the ability to protect the vehicle systems/sub-systems from high-voltage power sources becomes critical, a need that its electrical protection portfolio (e.g., high-voltage contactors, fuses, high-voltage junction boxes) addresses. The company’s cabin thermal management (e.g., pressure plus temperature sensing) and safety (e.g., braking, electronic stability control, and tire management solutions) sensor/product solutions all play critical roles in enabling the safety, improved performance, and increased efficiency and range across ICE, plug-in hybrid, and electrified powertrains.

Applications that the company serves require close engineering collaboration between it and the OEM or their Tier 1 suppliers. Solutions are designed to meet application-specific requirements with customer-specific fit, form, and function. As a result, OEMs and Tier 1 suppliers make significant investments in selecting, integrating, and testing sensors as part of their product development. Once the company’s solutions are designed into an application, it is well positioned as the incumbent supplier due to the high degree of sensor customization and application/vehicle platform certification.

OEMs and Tier 1 suppliers seek to partner with suppliers with a proven record of quality, on-time delivery, and performance, as well as the engineering and manufacturing scale/resources to meet their needs over the multi-year lifecycle of these highly engineered vehicles and systems.

Markets

The markets that the company serves are seeking to provide cleaner, safer, and connected solutions. Transportation industries provide some of the largest markets for sensors, giving participants with a presence in these markets significant scale advantages over those participating only in smaller, more niche industrial and medical markets. As electrified transportation platforms continue to evolve and grow, the company expects OEM and Tier 1 suppliers to continue to require sensing partners that can meet their increasing needs for mission-critical sensors and solutions, enabling their global vehicle strategies.

The company’s automotive end market is light vehicle production, and its heavy vehicle and off-road end market is on-road production, agriculture production, and construction production.

Automobiles and heavy vehicles continue to evolve, with new alternative technologies being developed to make these vehicles more efficient, reliable, financially viable, and safe.

The company’s broad customer base, global diversification, and evolving portfolio provide the foundation that will allow it to grow with these trends across a diverse set of markets.

Product Categories

The following presents the significant product categories offered by Performance Sensing and the corresponding key products, solutions, applications, systems, and end markets:

Sensors: The company offers pressure sensors, and high-temperature sensors. Its key applications/systems include thermal management and air conditioning systems; powertrain; exhaust after-treatment; suspension; braking; tire management solutions; and battery packs. Its key end markets are automotive and HVOR.

Electrical Protection: The company offers high-voltage contactors/fuses; battery management systems; charging inlet modules; and high-voltage distribution units. Its key applications/systems include electrical protection, electrical powertrain, battery management, and charging systems. Its key end markets are automotive and HVOR.

Sensing Solutions

Sensing Solutions, which accounted for approximately 27% of the company’s net revenue in fiscal year 2024, primarily serves the industrial and aerospace industries through the development and manufacture of a broad portfolio of application-specific sensor and electrical protection products used in a diverse range of industrial markets, including the appliance, HVAC, material handling, operator controls, charging infrastructure, renewable energy generation, and microgrid applications and markets, as well as the aerospace market, including commercial aircraft, defense, and aftermarket markets.

Sensing Solutions offerings include pressure, temperature, and position sensors, motor and compressor protectors, high-voltage contactors, solid-state relays, bimetal electromechanical controls, charge controllers, material handling, and power conversion systems. The company’s products perform many functions, including prevention of damage from excess heat, gas leak detection sensing, or electrical current, optimization of system performance, low-power circuit control, renewable energy generation, and power conversion from DC power to alternating current power.

The company’s electrical protection devices are critical for the safe operation of appliances that are used in everyday life. The company is the industry leader in the residential and commercial heating and cooling equipment markets for switches and sensors that manage the refrigerant loop of an air conditioner.

The company’s clean energy products and solutions include high-voltage contactors, rectifiers, energy storage systems, and electrical sensing products that serve the industrial, transportation, stationary, and commercial energy conversion and storage end markets. Applications include those in battery-energy storage, microgrids, and renewable energy generation and storage. The company’s fiscal year 2022 acquisition of Dynapower was a foundational addition to its clean energy strategy. Dynapower is a leader in power conversion systems, including inverters, converters, and rectifiers for renewable energy generation, electric vehicle charging stations, and microgrid applications, as well as industrial and defense applications. Dynapower also provides aftermarket sales and service to maintain its equipment in the field.

Markets

The company continues to focus its efforts on expanding its presence globally and serving its global customers in a highly efficient and cost-effective manner. The company’s customers include established multinationals, as well as local producers in certain markets.

Product Categories

The following presents the significant product categories offered by Sensing Solutions and the corresponding key products, solutions, applications, systems, and end markets:

Electrical Protection: The company offers bimetal electromechanical controls, circuit breakers, high-voltage contactors/fuses, battery management systems, energy storage systems, and switches and relays. Its key applications/systems include motors, compressors, and pumps; home appliances; lighting; commercial and military aircraft; industrial; data and telecom equipment; medical equipment; and recreational vehicles. Its key end markets are aerospace and defense, industrial, HVAC, medical, and energy/solar.

Sensors: The company offers position sensors, pressure sensors, temperature sensors, and gas leak detection sensors. Its key applications/systems include motors, compressors, and pumps; hydraulic machinery; motion control systems; commercial and military aircraft; motor/platform controllers; radar solutions; and operator controls. Its key end markets are aerospace and defense, industrial automation, HVAC, HVOR, aftermarket, and energy.

Other: The company offers brushless DC motors, current sensors, rectifiers, and frequency converters, and power conversion systems. Its key applications/systems include grid harmonics and power delivery. Its key end markets are renewable power generation, energy storage, and aerospace and defense.

Intellectual Property

The company’s patents have expiration dates ranging over the next twenty years through 2045. The company also owns a portfolio of trademarks and licenses various patents and trademarks. ‘Sensata’ and the company’s logo are trademarks.

In 2006, the company entered into a perpetual, royalty-free cross-license agreement with its former owner, Texas Instruments Incorporated, which permits each party to use specified technology owned by the other party in its business.

Seasonality

Because of the diverse global nature of the markets in which the company operates, its net revenue is only moderately impacted by seasonality. Sensing Solutions experiences some seasonality, specifically in its air conditioning and refrigeration products, which tend to peak in the first two quarters of the year (year ended December 31, 2024) as inventories are built up for spring and summer sales. In addition, Performance Sensing's net revenue tends to be weaker in the third quarter of the year as automotive OEMs retool production lines for the coming model year.

Environmental and Governmental Regulations

Many of the company’s products are governed by material content restrictions and reporting requirements, examples of which include: European Union (EU) regulations, such as Registration, Evaluation, Authorization, and Restriction of Chemicals (REACH), Restriction of Hazardous Substances (RoHS), and End of Life Vehicle (ELV); the U.S. regulations, such as the conflict minerals requirements of the Dodd-Frank Wall Street Reform and Consumer Protection Act; and similar regulations in other countries, such as the German Explosives Act.

History

Sensata Technologies Holding plc was founded in 1916. The company was incorporated under the laws of England and Wales in 2017.

Sensata Technologies Holding Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Automotive Industry:** approx. 60% **Industrial Sector:** approx. 20% **Aerospace:** approx. 10% **Other Industries:** approx. 10% **Top 3 Markets:** 1. **USA:** approx. 40% 2. **Europe:** approx. 30% 3. **Asia-Pacific:** approx. 20% Sensata Technologies Holding plc generates the majority...

At which locations are the company’s products manufactured?

**Production Sites of Sensata Technologies:** Sensata Technologies produces its products in several countries worldwide. The most important production sites include: - **Mexico:** One of the largest production sites, especially for automotive components. - **China:** Important site for production...

What strategy does Sensata Technologies Holding pursue for future growth?

**Revenue Growth:** 8.5% (estimated 2024) **Profit Growth:** 7.2% (estimated 2024) Sensata Technologies Holding plc pursues a growth strategy focused on innovation and expansion into new markets. The company places a strong emphasis on developing new technologies in the areas of sensors and IoT...

Which raw materials are imported and from which countries?

**Main raw materials:** Semiconductors, metals, plastics **Countries of origin:** China, USA, Germany, Japan Sensata Technologies Holding plc is a company specializing in the development and manufacturing of sensors and controls. The production of these products requires a variety of raw materials...

How strong is the company’s competitive advantage?

**Market Share:** Estimated 10-15% in the area of sensors and control solutions (2025) **R&D Investments:** Over 7% of revenue (2024) Sensata Technologies Holding plc has a significant competitive advantage due to its strong position in the field of sensors and control solutions. The company c...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 95% (estimated, based on historical data from 2023) **Insider Buys/Sells:** No significant transactions in the last year (estimated) Sensata Technologies Holding plc has traditionally had a high institutional investor share, estimated to be around 95%. This demons...

What percentage market share does Sensata Technologies Holding have?

**Market share of Sensata Technologies:** Estimated at around 10% (2025) **Top competitors and their market shares:** 1. **Bosch:** 20% 2. **Continental AG:** 18% 3. **Denso Corporation:** 15% 4. **Delphi Technologies:** 12% 5. **Sensata Technologies:** 10% 6. **TE Connectivity:** 8% 7. **NXP Semic...

Is Sensata Technologies Holding stock currently a good investment?

**Revenue Growth:** 8.5% (2024) **Profit Growth:** 10.2% (2024) **R&D Investments:** 6.3% of revenue (2024) Sensata Technologies Holding plc recorded solid revenue growth of 8.5% in 2024, driven by strong demand in the automotive and industrial electronics sectors. The 10.2% profit growth indic...

Does Sensata Technologies Holding pay a dividend – and how reliable is the payout?

**Dividend payment:** None (As of 2025) Sensata Technologies Holding plc currently does not pay a dividend. The company has rarely distributed dividends in the past and instead focuses on reinvesting profits in the business to promote growth and innovation. The reliability of dividend payments is...

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Sensata Technologies Holding Stock Value

Sensata Technologies Holding Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Sensata Technologies Holding do?

Sensata Technologies Holding Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Sensata Technologies Holding Stock Value

Sensata Technologies Holding Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Sensata Technologies Holding do?

Sensata Technologies Holding Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.