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Latest ideas and analyses related to Sensata Technologies Holding plc Ordinary Shares

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TSLA , RIVN , ST , FLEX , GM , KEYS , NATI , SYM , CHPT , CRNC , AUR

+16 pts



Communacopia + Technology Conference 2022 — Key Takeaways

By ethonomics on Sept. 19, 2022, 3:59 p.m.
Tagged topics: conference takeaways

Views: 10, Votes: 4, Responses: 0, Attachments: 1
APTV , VC , LEA , ST , TEL , APH , FLEX , JBL , TSLA , F , GM

+37 pts



Senate announces climate bill, including EV tax credits; initial thoughts

By ethonomics on Aug. 2, 2022, 5:09 p.m.
Tagged topics: EV tax incentive

Views: 17, Votes: 4, Responses: 0, Attachments: 1
AAPL , QCOM , XRX , FFIV , JNPR , TEL , APH , GLW , ST , NATI , INFN , TER

+38 pts



Thoughts Into The EPS Prints This Week (AAPL, QCOM, XRX, FFIV, JNPR, TEL, APH, GLW, ST, NATI, INFN, TER)

By scorpioduck on July 25, 2022, 2:06 p.m.
Tagged topics: earnings preview

Views: 22, Votes: 4, Responses: 1, Attachments: 1
ALV , ADNT , APTV , AXL , BWA , DAN , LEA , MGA , VC , APH , ST , TEL , F , GM

+37 pts



Autos: 2Q22 preview; can we have a clearing event?

By josiebe on July 7, 2022, 4:10 p.m.
Tagged topics: earnings preview

Views: 32, Votes: 6, Responses: 0, Attachments: 1
ADI , NXPI , ON , TXN , ST , TEL , APH , MCHP , MRVL

+38 pts



Mid-year outlook: expect solid numbers to continue near term but adding 2023 headwinds to the models

By bbern3 on June 10, 2022, 12:08 p.m.
Tagged topics: macro pressures

Views: 130, Votes: 5, Responses: 0, Attachments: 1
ST

+32 pts



$ST - Price traction the key positive today

By mooreideas on April 27, 2022, 10:08 a.m.
Tagged topics: earnings results

Views: 21, Votes: 2, Responses: 0, Attachments: 1
ST , TEL , APH , NATI , KEYS , JBL , FLEX , TSLA , GM , F , BWA , LEA , MGA , VC , APTV

+43 pts



1Q22 EPS preview — expect a difficult earnings season

By ethonomics on April 8, 2022, 6:40 p.m.
Tagged topics: earnings preview

Views: 60, Votes: 4, Responses: 2, Attachments: 1
TEL , ST , APH

+38 pts



Auto inventory analysis — Tier 1 inventory down slightly but still high; finished vehicle inventory remains very low

By ethonomics on March 14, 2022, 2:54 p.m.
Tagged topics: analyst checks

Views: 41, Votes: 5, Responses: 1, Attachments: 1
TEL , ST , APH

+32 pts



Electronics components sales vs. auto production – evaluating consumption

By ethonomics on Feb. 14, 2022, 3:49 p.m.
Tagged topics: analyst checks

Views: 20, Votes: 1, Responses: 0, Attachments: 1
F , TSLA , VRT , GM , RIVN , FSR , RIDE , BWA , GNTX , LEA , MGA , VC , HYLN , APH , APTV , BDC , ST , TEL , FLEX , JBL , KEYS , NATI

+39 pts



Autos & Semis - expect cautious outlook for most companies as Omicron likely to impact already difficult logistics

By ethonomics on Jan. 24, 2022, 12:52 p.m.
Tagged topics: earnings preview

Views: 42, Votes: 3, Responses: 0, Attachments: 1
AAPL , ANET , CDW , CIEN , FFIV , KEYS , QCOM , TEL , WOLF , DELL , JNPR , ST

+78 pts



Current Value over Growth rotation is driving support for 2021 underperformers rather than focusing on fundamentals

By bbern3 on Jan. 20, 2022, 4:01 p.m.
Tagged topics: sector rotation , growth vs value

Views: 227, Votes: 8, Responses: 2, Attachments: 1
APH , APTV , ST , TEL , KEYS , NATI , JBL , FLEX , CRNC , LEA , MGA , INVZ

+35 pts



Select auto suppliers should outperform in 2022 in a choppy but solid environment

By ethonomics on Jan. 10, 2022, 12:03 p.m.
Tagged topics: deep dive , autotech , 2022 outlook

Views: 198, Votes: 4, Responses: 0, Attachments: 1
TSLA , ST

+36 pts



Autos - 2022 likely to focus on catch-up production and green inflation

By ethonomics on Jan. 10, 2022, 11:46 a.m.
Tagged topics: electric vehicles , deep dive , 2022 outlook

Views: 213, Votes: 4, Responses: 0, Attachments: 1
APH , NXPI , ON , SLAB , ST , TEL , QCOM , LRCX , KLAC , TER , AMAT

+101 pts



2022 global semis outlook - fundamental recovery appears fully discounted but should still be a solid growth year

By bbern3 on Dec. 15, 2021, 11:44 a.m.
Tagged topics: deep dive , semiconductors , 2022 outlook

Views: 108, Votes: 9, Responses: 1, Attachments: 1
TSLA , GM , ST , TEL , APTV , APH

+44 pts



Goldman says Biden's 50% EV sales mix target for 2030 will benefit $TSLA $GM and electronic component companies

By junkfoodlover on Aug. 6, 2021, 2:25 p.m.
Tagged topics: electric vehicles , deep dive , Goldman Sachs , transition from ICE to BEV , Biden policies , winners vs losers

Views: 504, Votes: 5, Responses: 1, Attachments: 2
APTV , ST , APH , TEL , TSLA , NEE , PEG , EXC , SRE , EIX , NEP , NRG , GE , ETN , SHLS , STEM , NOVA , RUN , FCX , AA

+45 pts



Goldman sees increased EV penetration driving higher power demand and identifies list of potential beneficiaries

By bbern3 on July 27, 2021, 2 p.m.
Tagged topics: electric vehicles , secular growth , Goldman Sachs , clean energy

Views: 989, Votes: 6, Responses: 0, Attachments: 2
F , GM , TSLA , APTV , CRNC , BWA , TEN , AXL , DAN , VNE , ADNT , LEA , ALV , VC , MTOR , APH , TEL , ST , TSP , FSR , RIDE , NKLA

+35 pts



RBC expects $F $GM and $TSLA to beat expectations, but recommends switching to suppliers like $APTV and $CRNC

By cassie on July 13, 2021, 12:04 p.m.
Tagged topics: analyst checks , electric vehicles , RBC , semi shortage , auto supply shortages

Views: 197, Votes: 3, Responses: 0, Attachments: 78
ST , TEL , APH , APTV , TSLA , GM

+39 pts



Goldman sees good entry point for auto suppliers as semi shortage set to ease in 2H, expects growth to outpace auto production due to AVs/ADAS

By cassie on June 24, 2021, 11:49 a.m.
Tagged topics: buying opportunity , ADAS , autonomous vehicles , electric vehicles , semi shortage

Views: 213, Votes: 4, Responses: 0, Attachments: 10
MGA , JBL , FLEX , TSLA , APTV , APH , TEL , LEA , ST , GM , LI

+51 pts



Goldman says vertically integrated EV companies are superior to those that primarily outsource once annual volume surpasses 200k (deep dive)

By cassie on June 24, 2021, 11:37 a.m.
Tagged topics: vertical integration , electric vehicles , deep dive , Goldman Sachs , outsourcing , buy vs build

Views: 649, Votes: 8, Responses: 0, Attachments: 23
FSR , RIDE , TSLA , GM , ST , TEL , APH , APTV

+34 pts



$FSR, $RIDE - Goldman downgrades Fisker to Sell on late time to market, and Lordstown to Neutral on likely later than expected market entry

By cassie on April 22, 2021, 3:37 p.m.
Tagged topics: valuations , growing competition , electric vehicles , analyst downgrade , Goldman Sachs , late to market , new entrants

Views: 207, Votes: 2, Responses: 0, Attachments: 11