Sensata Technologies (NYSE:ST) Updates Q2 2026 Earnings Guidance

Sensata Technologies (NYSE:ST) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.890-0.950 for the period, compared to the consensus earnings per share estimate of 0.920. The company issued revenue guidance of $950.0 million-$980.0 million, compared to the consensus revenue estimate of $960.0 million.

Sensata Technologies Trading Up 5.3%

NYSE:ST traded up $2.09 during mid-day trading on Thursday, reaching $41.66. The company’s stock had a trading volume of 1,313,285 shares, compared to its average volume of 1,935,074. The company’s fifty day simple moving average is $36.78 and its two-hundred day simple moving average is $34.58. The company has a debt-to-equity ratio of 1.02, a current ratio of 2.57 and a quick ratio of 1.78. Sensata Technologies has a twelve month low of $21.29 and a twelve month high of $42.55. The stock has a market cap of $6.07 billion, a P/E ratio of 219.59, a P/E/G ratio of 1.24 and a beta of 1.14.

Sensata Technologies (NYSE:ST) last issued its quarterly earnings results on Tuesday, March 31st. The scientific and technical instruments company reported $0.86 earnings per share (EPS) for the quarter. Sensata Technologies had a return on equity of 17.92% and a net margin of 0.83%.The firm had revenue of $934.80 million for the quarter. On average, equities analysts predict that Sensata Technologies will post 3.65 EPS for the current year.

Sensata Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th will be paid a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Wednesday, May 13th. Sensata Technologies’s dividend payout ratio (DPR) is presently 252.63%.

Wall Street Analyst Weigh In

ST has been the topic of a number of research analyst reports. Barclays raised their price target on Sensata Technologies from $48.00 to $49.00 and gave the stock an “overweight” rating in a research note on Wednesday. Wells Fargo & Company raised their price target on Sensata Technologies from $37.00 to $42.00 and gave the stock an “equal weight” rating in a research note on Wednesday. JPMorgan Chase & Co. raised their price target on Sensata Technologies from $32.00 to $34.00 and gave the stock an “underweight” rating in a research note on Monday, February 23rd. Robert W. Baird raised their price target on Sensata Technologies from $39.00 to $40.00 and gave the stock a “neutral” rating in a research note on Friday, February 20th. Finally, The Goldman Sachs Group lifted their price objective on Sensata Technologies from $43.00 to $48.00 and gave the company a “buy” rating in a research note on Wednesday. Four analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $43.10.

Insider Buying and Selling at Sensata Technologies

In other news, EVP Lynne J. Caljouw sold 2,913 shares of Sensata Technologies stock in a transaction dated Tuesday, April 7th. The stock was sold at an average price of $34.71, for a total value of $101,110.23. Following the transaction, the executive vice president directly owned 72,842 shares of the company’s stock, valued at $2,528,345.82. The trade was a 3.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Over the last quarter, insiders sold 7,889 shares of company stock valued at $280,345. Insiders own 0.89% of the company’s stock.

Trending Headlines about Sensata Technologies

Here are the key news stories impacting Sensata Technologies this week:

• Positive Sentiment: Q1 results beat consensus — Sensata reported $0.86 EPS (vs. $0.84 est.) and $934.8M revenue (vs. ~$927M est.), driven by strength in Aerospace and Commercial Equipment. Better-than-expected top- and bottom-line execution is a primary near-term catalyst. Press Release
• Positive Sentiment: Management raised FY/Q2 posture — Sensata issued Q2 revenue guidance of $950M–$980M and reiterated a 19% annual margin floor, signaling confidence in demand and margin sustainability for the year. That guidance range sits at/around Street expectations and supports upside to near-term estimates. Guidance Article
• Positive Sentiment: Multiple analyst upgrades and higher price targets — Several firms (Goldman Sachs, UBS, Oppenheimer, Barclays and others) raised targets and ratings over the last two days, boosting investor sentiment and implied upside. Upgrades from well-known sell?side desks often fuel buying interest. Analyst Coverage
• Positive Sentiment: Index/rotation spotlight — Coverage noted Sensata’s strength amid a Russell 1000 tech rotation, which can attract passive/index-driven flows and momentum buyers. Rotation Article
• Neutral Sentiment: Earnings call materials and transcript available — Management commentary and the slide deck are posted (useful for modeling segment trends and backlog dynamics). Investors should review the transcript/slides for color on end-market demand and margin bridges. Call Transcript Presentation
• Neutral Sentiment: Post-earnings valuation checks — Analysts and outlets are re-running valuation and model updates after Q1; these analyses will determine whether upgrades are matched by longer-term target increases. Valuation Article
• Negative Sentiment: Short-term trading noise — Some coverage noted shares initially slipped despite the beat, suggesting intraday profit-taking or that parts of the guidance/metrics fell short of more aggressive expectations. This can produce volatility even after a solid report. Zacks Article
• Negative Sentiment: EPS guidance range is mixed — Q2 EPS guidance (0.89–0.95) straddles the Street estimate (0.92), leaving some uncertainty on near-term margin progression; investors focused on precision may view that as a caution. Press Release / Slides

Hedge Funds Weigh In On Sensata Technologies

Several hedge funds and other institutional investors have recently modified their holdings of ST. UMB Bank n.a. raised its holdings in shares of Sensata Technologies by 20.5% during the 4th quarter. UMB Bank n.a. now owns 1,678 shares of the scientific and technical instruments company’s stock valued at $56,000 after buying an additional 286 shares during the period. Quadrant Capital Group LLC raised its holdings in shares of Sensata Technologies by 3.8% during the 3rd quarter. Quadrant Capital Group LLC now owns 10,981 shares of the scientific and technical instruments company’s stock valued at $335,000 after buying an additional 397 shares during the period. Parallel Advisors LLC raised its holdings in shares of Sensata Technologies by 62.7% during the 4th quarter. Parallel Advisors LLC now owns 1,072 shares of the scientific and technical instruments company’s stock valued at $36,000 after buying an additional 413 shares during the period. Van Den Berg Management I Inc. raised its holdings in shares of Sensata Technologies by 0.4% during the 3rd quarter. Van Den Berg Management I Inc. now owns 124,548 shares of the scientific and technical instruments company’s stock valued at $3,805,000 after buying an additional 474 shares during the period. Finally, CIBC Private Wealth Group LLC raised its holdings in shares of Sensata Technologies by 700.0% during the 4th quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company’s stock valued at $28,000 after buying an additional 728 shares during the period. 99.42% of the stock is owned by institutional investors and hedge funds.

About Sensata Technologies

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.