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MP

Vice President and Equity Research Analyst at JPMorgan Chase & Co.

MP is a Vice President and Equity Research Analyst at JPMorgan Chase & Co., specializing in coverage of the technology sector, with a focus on major firms such as Apple, Microsoft, and Salesforce. With a strong track record acknowledged by platforms like TipRanks, MP has maintained a success rate exceeding 65% on stock recommendations and generated average annualized returns above 12% for clients. MP started their career in equity research at Morgan Stanley in 2013 before joining JPMorgan Chase & Co. in 2018, where they have received industry recognition for notable achievements in performance and accuracy of market forecasts. MP holds FINRA Series 7 and Series 63 licenses, demonstrating their professional credentials in securities analysis.

MP's questions to Sensata Technologies Holding (ST) leadership

Question · Q3 2025

MP from JPMorgan Chase & Co. asked for clarification on Sensata's "return to growth" pillar, specifically identifying which end markets are strategically more important or expected to drive growth.

Answer

Stephan von Schuckmann, Sensata Technologies' Chief Executive Officer, highlighted strong market outgrowth in the HVRR sector (driven by construction and agriculture), aerospace (due to strong order books), and industrials (especially with gas leak detection products) as key growth drivers. He noted automotive as rather soft but with slight outgrowth.

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