Core Viewpoint - Sensata Technologies Holding (ST) is identified as a strong value stock with a Zacks Rank of 2 (Buy) and an A grade in the Value category, indicating potential for investment based on its valuation metrics [3][8]. Valuation Metrics - ST has a Forward P/E ratio of 9.63, significantly lower than the industry average of 18.52, with a historical range between 5.38 and 10.18 over the past 52 weeks [3]. - The PEG ratio for ST is 1.31, compared to the industry average of 2.22, indicating a favorable valuation relative to expected earnings growth [4]. - ST's P/B ratio stands at 1.7, which is attractive compared to the industry average of 3.78, with historical values ranging from 0.91 to 1.96 [5]. - The P/S ratio for ST is 1.24, significantly lower than the industry average of 2.79, suggesting a better valuation based on revenue [6]. - ST has a P/CF ratio of 8.47, compared to the industry average of 18.80, indicating strong cash flow relative to its market value [7]. Investment Outlook - The combination of these valuation metrics suggests that ST is likely undervalued at present, making it an appealing option for value investors [8].

Core Insights - Sensata Technologies Holding plc (ST) has launched the High Efficiency Contactor (HEC), which facilitates voltage transitions from 400V to 800V in electric vehicles (EVs), enhancing system reliability, safety, and efficiency [1][10] - The HEC addresses the challenge of EVs needing to operate with both 400V and 800V systems, as most current chargers still utilize 400V [1][2] - The HEC enables seamless battery reconfiguration, allowing for efficient interfacing with both old and new charging standards [2][10] Product Features - The HEC allows independent access to dual 400V battery packs, supporting battery balancing and limp-home mode, which enhances vehicle reliability and performance [3][10] - It incorporates a hardware-centric safety design with mechanically synchronized contacts, reducing the risk of incorrect switching and enhancing overall safety [4][5] - The system can handle short-circuit events up to 25 kA and mechanical shocks over 90g, while its compact design reduces system components by more than 50% [6][7] Market Position and Challenges - Sensata has a diverse portfolio that includes high-voltage protection and battery management systems, positioning it well in the electrification market [9] - The company faces challenges from global economic uncertainty and changing trade policies, which may impact its quarterly performance [12] - Despite these challenges, ST's stock has underperformed, losing 19% over the past year compared to the industry growth of 10.2% [13]

Group 1 - Sensata Technologies Holding N.V. (ST) has reached a key level of support and is showing potential for a bullish breakout due to a "golden cross" formation, where the 50-day simple moving average has crossed above the 200-day simple moving average [1] - The golden cross indicates a positive trend reversal after a downtrend, suggesting that ST could continue to gain momentum towards higher prices [2] - ST's shares have increased by 9.8% over the past four weeks, and the company holds a 2 (Buy) rating on the Zacks Rank, indicating strong potential for further gains [3] Group 2 - There has been a positive shift in ST's earnings expectations, with one upward revision and no downward changes in the last 60 days, leading to an increase in the Zacks Consensus Estimate [3] - The combination of favorable earnings estimate revisions and the technical breakout signals suggests that investors should monitor ST for potential gains in the near future [4]

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use a variety of methods, including tried-and-true v ...

Company Overview - Sensata Technologies Holding PLC (NYSE: ST) specializes in manufacturing sensors, controls, and electrical protection systems for various applications including automobiles, trucks, airplanes, industrial machines, and HVAC systems [1]. Industry Insights - The company operates in sectors where monitoring for safety and efficiency is critical, indicating a strong market demand for its products [1]. Analyst Background - The analysis is conducted by a financial analyst with a background in petroleum and gas engineering, focusing on technology, infrastructure, and internet services, emphasizing companies with strong fundamentals and growth potential [1].

Core Points - Sensata Technologies, Inc. experienced a data breach that compromised the personal and confidential information of thousands of current and former employees [2][4] - The breach occurred between March 28, 2025, and April 6, 2025, when cybercriminals infiltrated Sensata's computer systems [2] - The exposed information includes names, Social Security numbers, financial account information, payment card information, tax identification numbers, driver's license numbers, medical information, health insurance information, passport numbers, dates of birth, and addresses [5] Legal Actions - Murphy Law Firm is investigating claims on behalf of individuals affected by the data breach and is evaluating legal options, including a potential class action lawsuit [1][3] - The firm specializes in data breach class actions and has a track record of securing favorable recoveries for clients [4]

Core Insights - Sensata Technologies Holding plc's subsidiary, Dynapower, has launched the MV Integrated PowerSkid, aimed at enhancing medium-voltage energy systems in sectors such as renewables, battery energy storage systems (BESS), data centers, and green hydrogen [1][9] Group 1: Product Overview - The MV Integrated PowerSkid features Dynapower's fifth-generation CPS-2500 inverters, which are efficient, three-level MW-scale converters known for high power density and rapid responsiveness [3] - The product is pre-assembled and pre-tested, significantly reducing deployment time and costs, and is designed to fit within a 20-foot ISO high cube container [3][4] - Its compact design minimizes transportation and logistics burdens, allowing for tailored configurations suitable for various project sizes and specifications [4] Group 2: Market Applications - The MV Integrated PowerSkid is versatile, making it suitable for utility-scale and commercial & industrial (C&I) BESS, high-voltage electrolysis processes, large-scale stationary fuel cell installations, and emerging Power-to-X applications like hydrogen production [4][5] - The product includes a DC-ready variant that integrates multiple DC-DC converters, enhancing its capabilities for demanding use cases [5] Group 3: Strategic Positioning - Dynapower's new solution addresses the urgent demand for flexible, high-performance, and rapidly deployable infrastructure in the energy sector, positioning Sensata Technologies favorably in a competitive landscape [6] - The increasing adoption of the MV Integrated PowerSkid is expected to positively impact Sensata's financial performance and share price [6] Group 4: Company Portfolio and Challenges - Sensata has a diverse portfolio that includes high-voltage protection and battery management systems, as well as advanced sensing and electrical protection solutions for various industries [7] - The company faces challenges from an uncertain global economic environment and shifting trade policies, which may affect its quarterly results due to tariff-related cost recovery issues [10]

Core Points - Sensata Technologies, Inc. experienced a data breach in March 2025, potentially compromising personal information of individuals in their database [2][3] - The stolen personal information includes names, Social Security numbers, tax identification numbers, driver's license numbers, passport numbers, financial account information, payment card information, medical information, health insurance information, and dates of birth [3] - Affected individuals are being notified and warned that their personal information may be available for sale on the dark web [4] Company Information - Sensata is headquartered in Attleboro, Massachusetts, and is involved in the technology sector [2] - Wolf Haldenstein Adler Freeman & Herz LLP is investigating claims on behalf of those impacted by the data breach, indicating potential legal ramifications for Sensata [1][6]

Core Viewpoint - Sensata Technologies Holding plc reported a decline in adjusted earnings per share (EPS) for Q1 2025, but exceeded consensus estimates, indicating resilience despite revenue challenges [1][2]. Financial Performance - Adjusted EPS for Q1 2025 was 78 cents, down from 89 cents year-over-year, but surpassed the Zacks Consensus Estimate by 8.3% [1]. - Revenues for the quarter were $911.3 million, a decrease of 9.5% from the previous year, primarily due to divestments and lower production volumes, yet it exceeded management's expectations and consensus estimates [2]. - Adjusted operating income was $166.5 million, down from $188.8 million year-over-year, with an adjusted operating margin of 18.3%, a contraction of 40 basis points [5]. Segment Performance - Performance Sensing revenues, which account for 71.4% of total revenues, decreased by 8.8% year-over-year to $650.4 million, impacted by divestments and lower demand in key markets [3]. - Sensing Solutions revenues, making up 28.6% of total revenues, increased by 1.2% year-over-year to $260.8 million, driven by stability in industrials and aerospace sectors [4]. Cash Flow and Shareholder Returns - The company generated $119.2 million in net cash from operating activities, an increase from $106.5 million year-over-year, with free cash flow rising to $86.6 million from $64.4 million [7]. - Sensata returned $17.9 million to shareholders through dividends and repurchased shares worth $100.5 million [8]. Outlook - For Q2 2025, Sensata projects revenues between $910 million and $940 million, indicating a sequential increase of 0-3%, and expects adjusted operating income to be between $169 million and $177 million [9]. - Adjusted EPS for Q2 is estimated to be between 80 and 86 cents, reflecting a potential improvement of 3-10% [10].

Sensata First Quarter 2025 Earnings Presentation May 2025 Forward-Looking Statements and Non-GAAP Measures Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by terminology such as "may," "will," "could," "should," "expect," "anticipate," "believe," "estimate," "predict," "project," "forecast," "continue," "intend," "plan," "potential," "opportunity," "gui ...