Sensata Technologies Holding plc (ST) Stock Price & Analysis
Sensata Technologies Holding plc (ST) closed at USD 40.7 on Thursday, October 22, 2026, down 3.74% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 42.28; the Oct 22, 2026 session ranged USD 40.19–41.3 on volume of 1,747,795 shares. Market capitalization is $5.92B, with a 52-week range of USD 28.16–53.89 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 08:39 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ST.md
Key facts (ST)
- Last four reported quarters (through Jun 30, 2026): revenue $3.78B, net income $89.9M (2.4% margin), free cash flow $579M (SEC filings).
- Valuation: P/E 65.9x (avg 94.3x at the last 2 fiscal year-ends), EV/EBITDA 15.2x, net debt $2.02B.
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $538K; 1 not under a Rule 10b5-1 plan ($300K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.36 on a 1–5 scale) (11 analysts), mean target USD 53.3 (range 45–63).
- Total return with dividends: 1Y +27.8% vs S&P 500 +14.9%; 5Y -23.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-27, EPS estimate USD 0.96, revenue estimate $974M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ST)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.82B | $4.03B | $4.05B | $3.93B | $3.70B | $3.78B |
| Gross profit | $1.28B | $1.32B | $1.26B | $1.16B | $1.08B | — |
| Operating income | $633M | $670M | $182M | $149M | $238M | $284M |
| Net income | $364M | $311M | -$3.9M | $129M | $31.3M | $89.9M |
| EPS (diluted) | $2.28 | $1.99 | -$0.03 | $0.85 | $0.21 | — |
| Free cash flow | $410M | $311M | $272M | $393M | $490M | $579M |
| Gross margin | 33.5% | 32.7% | 31.1% | 29.4% | 29.3% | — |
| Operating margin | 16.6% | 16.6% | 4.5% | 3.8% | 6.4% | 7.5% |
| Net margin | 9.5% | 7.7% | -0.1% | 3.3% | 0.8% | 2.4% |
| Revenue growth | +25.5% | +5.5% | +0.6% | -3.0% | -5.8% | — |
| Cash + short-term investments | $1.71B | $1.23B | $508M | $594M | $573M | — |
| Total debt | $4.25B | $4.25B | $3.40B | $3.20B | $2.85B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ST)
P/E 65.9x · P/S 1.6x · EV/EBITDA 15.2x · EV/Sales 2.1x · P/FCF 10.2x · P/B 2.0x · FCF yield 9.78% · Earnings yield 1.52% · Dividend yield (paid, TTM) 1.18% · Buyback yield (TTM) 0.42% · Net debt $2.02B · EV $7.94B
P/E at fiscal year-ends: Dec 2025 156.5x, Dec 2024 32.1x.
Insider sales (SEC Form 4, open-market, last ~7 months) (ST)
2 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-12 | Caljouw Lynne J | EVP, Chief HR Officer | 2,723 | $137K | 3.9% | Yes (adopted June 9, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-20 | Stott David K | EVP, General Counsel | 6,335 | $300K | 13.8% | No | Too little history (no open-market trades in 2023) |
| 2026-04-07 | Caljouw Lynne J | EVP, Chief HR Officer | 2,913 | $101K | 3.8% | Yes (adopted June 9, 2025) | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ST)
Consensus Buy (mean 2.36 on a 1–5 scale), 11 analysts; mean target USD 53.3 (low 45, high 63).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | UBS | Target lowered | Buy | $57 → $54 |
| 2026-09-08 | Barclays | Upgrade | Equal-Weight → Overweight | $55 |
| 2026-08-03 | Barclays | Target raised | Equal-Weight | $53 → $55 |
| 2026-07-31 | Oppenheimer | Target raised | Outperform | $55 → $58 |
| 2026-07-30 | Evercore ISI Group | Target raised | In-Line | $43 → $50 |
| 2026-07-09 | B of A Securities | Target raised | Neutral | $46 → $48 |
| 2026-06-25 | Wells Fargo | Target raised | Equal-Weight | $48 → $49 |
Total return (dividends reinvested) (ST)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +27.8% | -23.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +27.9% | -5.2% |
| Volatility (annualized) | 39.7% | 35.2% |
| Max drawdown | -24.0% (Jun 2026→Oct 2026) | -69.4% (Jan 2022→Mar 2025) |
ST revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Automotive | $544.8M | 55.0% | +3.3% |
| Aerospace, Defense, and Commercial Equipment | $233.7M | 23.6% | +11.4% |
| Industrials | $212.1M | 21.4% | +2.8% |
| Total revenue | $990.6M | 100% | — |
ST revenue by product line (quarter ended Sep 30, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Automotive End Market | $503.7M | 54.0% | +1.4% |
| HVOR End Market | $153.2M | 16.4% | -6.0% |
| Total revenue | $932.0M | 100% | — |
ST revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Americas | $404.6M | 40.8% | +6.5% |
| United States | $394.5M | 39.8% | +6.5% |
| Asia and rest of world | $316.2M | 31.9% | +6.1% |
| Europe | $269.8M | 27.2% | +1.7% |
| The Netherlands | $228.6M | 23.1% | +1.1% |
| China | $182.8M | 18.5% | -0.1% |
| All other | $154.7M | 15.6% | +15.6% |
| United Kingdom | $30.0M | 3.0% | +0.0% |
| Total revenue | $990.6M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ST suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Texas Instruments (TXN) | “In 2006, we entered into a perpetual, royalty-free cross-license agreement with our former owner, Texas Instruments Incorporated, which permits each party to use specified technology owned by the other party in its business.” |
| Partner | Dongguan Churod Electronics | “In February 2024, we purchased the remaining 50% interest in our joint venture with Dongguan Churod Electronics Co., Ltd. for approximately $79.4 million.” |
Quoted from the company's 10-K filed Feb 27, 2026.
ST company outlook (results filed Jul 29, 2026)
- “For the third quarter of 2026, Sensata expects revenue of $957 to $987 million, inclusive of recovery of tariff costs, and adjusted EPS of $0.93 to $0.97.”
- “Q3-2026 Guidance $ in millions, except EPS Q3-26 Guidance 3 Q3-25 Y/Y Change Revenue 1 $957 - $987 $932 3% - 6% Adjusted Operating Income 2 $186 - $193 $180 3% - 7% Adj.”
- “Third quarter guidance excludes expected payments from a customer related to a program termination.”
- “Eastern Time to discuss its second quarter 2026 financial results and its outlook for the third quarter of 2026.”
Analysts expect $973.7M for the current quarter, in line with the midpoint of the company's guidance ($972.0M).
Quoted word-for-word from the SEC 8-K results press release.
ST analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.96 | $0.96 | -0.0% | $973.7M | 11 |
| Next quarter (ends Dec 2026) | $0.97 | $0.97 | -0.2% | $970.9M | 11 |
| Current fiscal year (ends Dec 2026) | $3.76 | $3.71 | +1.3% | $3.87B | 11 |
| Next fiscal year (ends Dec 2027) | $4.08 | $4.06 | +0.5% | $4.03B | 11 |
ST options: expected move
Options price a move of about ±10.6% (±$4.30) by Nov 20, 2026, which includes earnings on Oct 27, 2026. Over the last 8 reports the stock moved ±7.1% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 47.0% | ±10.6% |
| Dec 18, 2026 | 56 | 40.9% | ±12.9% |
| Jan 15, 2027 | 84 | 41.3% | ±15.8% |
| Mar 19, 2027 | 147 | 42.1% | ±21.1% |
| Jun 17, 2027 | 237 | 40.8% | ±26.0% |
30-day implied volatility 44.6% vs 32.3% realized over the last 30 trading days. Put/call ratio (volume) 0.16. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:39 UTC)
| Price | USD 40.7 |
|---|---|
| Change | ▼ 3.74% (down) |
| Previous Close | USD 42.28 |
| Open | USD 41.14 |
| Day Range | USD 40.19 – 41.3 |
| 52-Week Range | USD 28.16 – 53.89 |
| Volume | 1,747,795 shares |
| Market Cap | $5.92B |
| Exchange | NYQ |
Technical Analysis (ST)
Nexqual's technical model rates ST "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 08:39 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 41.59 (neutral) |
| vs SMA50 | Below (USD 42.29) |
| MACD | -0.34 (negative) |
Analyst Ratings (ST)
Wall Street analysts rate ST "Buy" based on 11 analysts, with a mean price target of USD 53.3 (range USD 45–63), per Nexqual as of October 23, 2026 at 08:39 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 53.3 |
| High Target | USD 63 |
| Low Target | USD 45 |
| Buy / Hold / Sell | 6 / 5 / 0 |
Earnings (ST)
| Next Earnings Date | 2026-10-27 |
|---|---|
| EPS Estimate | USD 0.96 |
| Revenue Estimate | $973.69M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.98 vs est 0.93 ▲ beat |
| 2026-03-31 | USD 0.86 vs est 0.84 ▲ beat |
| 2025-12-31 | USD 0.88 vs est 0.86 ▲ beat |
| 2025-09-30 | USD 0.89 vs est 0.85 ▲ beat |
Source: Nexqual, October 23, 2026 at 08:39 UTC.
Financials & Fundamentals (ST)
| Total Revenue | $3.78B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +5.00% |
| Gross Margin | +29.50% |
| Operating Margin | +16.39% |
| Profit Margin | +2.38% |
| ROE | +3.08% |
| Debt / Equity | 0.83 |
| Current Ratio | 2.29 |
| Total Cash | $403.30M |
| Total Debt | $2.44B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $579.20M (15.3% of revenue) |
Source: Nexqual, October 23, 2026 at 08:39 UTC.
Financial Health Score (ST)
Nexqual rates Sensata Technologies Holding plc's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 08:39 UTC.
| Growth | Weak — Revenue -6% YoY (annual), declining |
|---|---|
| Profitability | Solid — Gross margin 29%, operating 16% (last 12 months) |
| Balance Sheet | Mixed — $403M cash and investments vs $2.42B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $579M (last 4 quarters to Jun 2026, SEC), 15% margin |
| Efficiency | Weak — ROE 3%, ROA 4.8% |
Ownership (ST)
| Insider Ownership | +0.81% |
|---|---|
| Institutional Ownership | +110.14% |
| Shares Outstanding | 145.54M |
| Float | 144.20M |
| Short % of Float | +5.66% |
Source: Nexqual, October 23, 2026 at 08:39 UTC.
Leadership (ST)
Sensata Technologies Holding plc is led by Stephan Von Schuckmann, CEO & Director, per Nexqual as of October 23, 2026 at 08:39 UTC.
| CEO & Director | Stephan Von Schuckmann |
|---|---|
| Executive VP & CFO | Andrew Charles Lynch |
| Executive VP & COO | Nicolas Bardot |
| Senior Director of Investor Relations | James Entwistle |
| Executive VP and President of Aerospace, Defense & Commercial Equipment | Brian J. Wilkie |
Major Backers & Investors (ST)
Notable institutional backers of Sensata Technologies Holding plc include Jupiter Topco LLC, Price (T.Rowe) Associates Inc, JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund, according to Nexqual as of October 23, 2026 at 08:39 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Jupiter Topco LLC | 7.51% |
| Price (T.Rowe) Associates Inc | 6.54% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 4.96% |
| Fuller & Thaler Asset Management Inc. | 3.93% |
| T. Rowe Price | 3.03% |
| Barrow, Hanley Mewhinney & Strauss, LLC | 2.61% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.79% |
| BlackRock | 9.35% |
| Dimensional Fund Advisors | 5.14% |
| State Street | 3.27% |
Source: Nexqual, October 23, 2026 at 08:39 UTC.
From Sensata Technologies Holding plc's Latest SEC 10-K Filing (filed 2026-02-27)
Partnerships
- In 2006, we entered into a perpetual, royalty-free cross-license agreement with our former owner, Texas Instruments Incorporated, which permits each party to use specified technology owned by the other party in its business.
Legal & Regulatory Risks (Item 1A, quoted)
- We could be adversely affected by violations of the U.S. Foreign Corrupt Practices Act (the "U.S. FCPA"), the U.K.'s Bribery Act, and similar worldwide anti-bribery laws.
- Changes in existing environmental or safety laws, regulations, and programs could reduce demand for our products, which could cause our revenue to decline.
- We may not have been, or we may not always be, in compliance with all environmental and health and safety laws and regulations. If we violate these laws, we could be fined, criminally charged, or otherwise sanctioned by regulators. In addition, environmental and health and safety laws are becoming more stringent, resulting in increased costs and compliance burdens.
- Export of our products is subject to various export control regulations and may require a license for export. Any failure to comply with such regulations could result in governmental enforcement actions, fines, penalties, loss of export privileges, or other remedies, which could have a material adverse effect on our business, results of operations, and financial condition.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| ESE | ESCO Technologies Inc. | USD 232.99 | ▼ 5.87% |
| NOVT | Novanta Inc. | USD 136.66 | ▼ 2.34% |
| VNT | Vontier Corporation | USD 34.54 | ▲ 1.14% |
| BMI | Badger Meter, Inc. | USD 149.64 | ▲ 13.48% |
| ITRI | Itron, Inc. | USD 88.17 | ▲ 3.72% |
| CGNX | Cognex Corporation | USD 54.6 | ▼ 5.94% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:39 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt