$ST

Broadcom (AVGO), Qualcomm (QCOM), and Sensata Technologies (ST) stocks rose 3.5%, 2.7%, and 3% respectively after weaker-than-expected U.S. employment data eased interest rate pressure. The Bureau of Labor Statistics reported nonfarm payrolls increased by 29,000 in September, below the 84,000 estimate, while the unemployment rate rose to 4.2%.

Sensata Technologies launched OmniNode, a high-voltage power distribution system for electric commercial vehicles, aiming to simplify integration and reduce complexity. According to the company, the modular platform targets Class 5 and above electric trucks, buses, and off-road machinery. Nissan and Honda agreed to standardize next-generation software-defined vehicle ECUs and software, aiming for deployment from fiscal year 2029. LG Innotek will supply camera modules for Zoox's robotaxi fleet, e

Analysts upgraded several companies: Keybanc upgraded Sweetgreen (SG) to Overweight with a $9 target, JPMorgan upgraded Cenovus Energy (CVE) to Overweight with a C$58 target, Seaport Global upgraded Asbury Automotive (ABG) to Buy with a $300 target, JPMorgan upgraded Magnolia Oil & Gas (MGY) to Overweight with a $33 target, and Barclays upgraded Sensata Technologies (ST) to Overweight with a $55 target.

Analysts made several calls on Tuesday, including upgrades for Eaton (ETN) to buy with a $515 target, Nvidia (NVDA) as strong buy, Apple (AAPL) as buy ahead of its iPhone event, and Lockheed Martin (LMT) to buy. Other notable actions include initiations for Willis Lease Finance (WLFC) as buy, JBT Marel (JBTM) at buy, and UiPath (PATH) as buy. Downgrades include Peloton (PTON) to underweight.

Sensata Technologies (ST) launched OmniNode, a high-voltage power distribution solution for commercial EVs. It consolidates multiple functions into one platform, aiming to simplify vehicle architecture and accelerate development. The company claims it reduces complexity and supports scalable electrification programs.

Analysts updated ratings and price targets for several companies. Amgen (AMGN) was downgraded to market perform with a $450 target. Equifax (EFX) was upgraded to outperform with a raised target to $245. Lockheed Martin (LMT) was upgraded to buy with a target raised to $674. Other companies include Eaton (ETN), Marvell (MRVL), Sensata (ST), Synopsys (SNPS), Amphenol (APH), Cdw (CDW), Jabil (JBL), Marathon Petroleum (MPC), Phillips 66 (PSX), and Valero Energy (VLO).

Sensata Technologies (NYSE: ST) launched its R290 Pressure Temperature Sensor to support automotive OEMs in adopting R290 (Propane) refrigerant in EV thermal management systems. The sensor enables safe, precise control of next-generation EV thermal systems, addressing safety, leakage, and regulatory challenges. The shift to R290 is driven by its efficiency, cost benefits, and low environmental impact, but its flammability requires accurate sensing. The sensor integrates pressure and temperature

Microchip Technology (MCHP) and 13 other analog semiconductor stocks reported Q2 earnings, with revenues beating estimates by 1.8% and next quarter's guidance 4.9% above. MCHP reported $1.48B revenue, up 38% YoY, and its stock is up 2.4%. Monolithic Power Systems (MPWR) had the strongest performance, while Himax (HIMX) had the slowest growth. The sector's stocks are down 2.2% on average since earnings.

A review of Q2 earnings for 13 analog semiconductor stocks says the group’s revenues beat consensus by 1.7% and next-quarter guidance was 4.9% above. Sensata Technologies (ST) reported $990.6M revenue, up 5% YoY, beating expectations by 2.1%. Monolithic Power Systems (MPWR) reported $980.6M revenue, up 47.6% YoY, beating by 8.6%.

Singapore stocks watch list for Aug 11: UOB Kay Hian reported 1H FY2026 net profit up 66% to S$164.7m, revenue up 41.8% to S$481.1m. ST Engineering said it won S$2.9b new contracts in Q2 2026. NetLink NBN Trust Q1 FY2027 earnings fell 22.4% to S$18.1m. Ho Bee Land H1 net profit rose 3% to S$51.1m. F&N 9M net profit before exceptional items rose 10.4% to S$130.6m.