Sensata Technologies Holding pl (ST) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.13
- Estimate
- $0.96
- Surprise
- +18.1%
- Revenue (period 2026-09-30)
- $1.00B
- Score at report (before → after)
- 5.8 → 6.1/10
Revenue source: xbrl.
How the report landed
Sensata Technologies Holding pl (ST) beat the $0.96 estimate with adjusted EPS of $1.13 — a large 18.1% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.8/10) to Hold at 6.1/10 after the report.
Coverage in the report window
- Sensata Technologies Sees Q4 GAAP EPS $0.66-$0.67 vs $0.86 Est — benzinga, 2026-10-27
- Sensata Technologies Sees Q4 Adj EPS $0.95-$0.99 vs $0.97 Est; Sees Sales $942.000M-$972.000M vs $966.959M Est — benzinga, 2026-10-27
Where TrendMatrix's rating stands now
TrendMatrix currently rates ST Hold at 6.1/10.
4 of the last 4 quarters beat the estimate; this quarter's +18.1% surprise compares with a +7.0% four-quarter average.
What supports the rating
- Strong earnings beat streak (4/4)
- Earnings estimates trending UP
What argues against it
- Concentration risk — Product: Automotive segment (57.0%)
- Thin upside margin: 9.6%
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $42.32
- Price target
- $46.37
- Stop
- $39.62
- Upside to target
- +9.6%
- Reward-to-risk
- 1.5:1
The stock trades at 70.5× trailing but 10.3× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 1.5× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-28 — shown for context, not personalized investment advice.
ST at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Scientific & Technical Instruments
- Market cap
- $6.16B
- P/E (fwd)
- 10.3
- P/E (ttm)
- 70.5
- 52-week range
- $28.16–$53.89
- Off 52-week high
- 21.5%
- RSI (14)
- 50
- Volume vs avg
- 1.51×
- Score today
- 6.1/10