Sensata Technologies (ST)
NYSEIndustrialsHardware, Equipment & PartsSnapshot 2026-10-29
$41.30+1.03%
Close 2026-10-29 · 1-day change
NYSEIndustrialsHardware, Equipment & PartsSnapshot 2026-10-29
Research Workspace
Put ST beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electrical Components & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue near $965 million in Q2 2026: Revenue: $1B.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, the balance sheet, guidance credibility, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSensata’s case rests on growing organic revenue and expanding margins. Revenue growth accelerated from 2.6% to 5.0% to 7.7% year over year. Q3 2026 earnings beat forecasts, though Q4 revenue guidance signals pressure. Sensata trades at 11 times earnings, versus 35 times for peers. The price reflects less growth than our forecast. Softening China auto demand threatens growth, with a 33% next-quarter miss probability. Peer multiples imply a price about 34% above where it trades. The thesis is on watch: Q2 revenue near $965 million pressured its primary pillar.
Trailing returns as of 2026-10-29. ST is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering ST (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for ST in the last 4 months.
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Compare ST with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ST Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electrical Components & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ST next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Drive organic revenue growth and margin expansion
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $41.30
The last 12 months of price, then the range of analyst 12-month targets from today’s $41.30.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Softening China auto outlook and company revenue and EPS expectations pressure organic growth and margin expansion.
Advances: Drive organic revenue growth and margin expansion
Q3 beat supports growth and margin objectives, though the after-hours share decline tempers the signal.
Threatens: Drive organic revenue growth and margin expansion
Weak Q4 revenue guidance signals near-term pressure on organic growth.
Advances: Drive organic revenue growth and margin expansion
New product aligns with growth and revenue objectives.
Advances: Drive organic revenue growth and margin expansion
Upgrade indicates confidence in revenue growth potential.
