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Sensata upgraded to Buy from Neutral at Goldman Sachs

Goldman Sachs upgraded Sensata (ST) to Buy from Neutral with a price target of $27, down from $31. The firm sees a “tough valuation” following the recent selloff and believes Sensata has the potential for earnings to grow in 2026 and 2027 in part from an improved industrial market post destocking. In addition, Sensata has good content opportunities for hybrids given its combustion and electrification specific product offerings, the analyst tells investors in a research note.

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