Nyse Order Imbalance 254184.0 Shares On Sell Side

What Happened?

Shares of sensor manufacturer Sensata Technology jumped 4.7% in the afternoon session after the Federal Reserve cut its key interest rate, boosting investor confidence across the market. 

This dovish action, combined with highly accommodating signals from Chair Jerome Powell and the Federal Open Market Committee (FOMC), sent the Dow Jones Industrial Average and S&P 500 surging.The market's bullish reaction was rooted in several key takeaways from the Fed's announcement. Most significantly, the central bank confirmed it would begin expanding its balance sheet by buying short-term bonds, a move that injects critical liquidity and lowers short-term Treasury yields. Furthermore, the Fed signaled a shift in priority by removing language that described the labor market as "remaining low," suggesting it would be more focused on supporting economic growth. While the Fed's official forecast projected only one cut for the next year, traders immediately priced in the expectation of more aggressive easing, banking on at least two rate reductions. This widespread anticipation of sustained, low borrowing costs and the virtual certainty that rate hikes would be off the table boosted corporate valuations and created powerful momentum for the equity market rally.

The shares closed the day at $36.13, up 5% from previous close.

Is now the time to buy Sensata Technologies? Access our full analysis report here.

What Is The Market Telling Us

Sensata Technologies’s shares are quite volatile and have had 19 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 7 months ago when the stock gained 15.8% on the news that the company reported impressive first quarter 2025 results which blew past analysts' EPS and adjusted operating income estimates. On the other hand, its inventory levels materially increased. Overall, we think this was a solid quarter with some key areas of upside.

Sensata Technologies is up 32.6% since the beginning of the year, and at $36.13 per share, has set a new 52-week high. Investors who bought $1,000 worth of Sensata Technologies’s shares 5 years ago would now be looking at an investment worth $727.84.

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including Power Integrations and its peers.

Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.

The 14 analog semiconductors stocks we track reported a satisfactory Q3. As a group, revenues beat analysts’ consensus estimates by 0.7% while next quarter’s revenue guidance was 8,316% above.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 13.8% since the latest earnings results.

Power Integrations

A leading supplier of parts for electronics such as home appliances, Power Integrations is a semiconductor designer and developer specializing in products used for high-voltage power conversion.

Power Integrations reported revenues of $118.9 million, up 2.7% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with a significant improvement in its inventory levels but revenue guidance for next quarter missing analysts’ expectations significantly.

Power Integrations CEO Jennifer Lloyd commented: “Our industrial business remains on track for strong growth in 2025 after a 20 percent year-over-year increase in the third quarter, while orders for consumer appliances continue to be soft after accelerated shipments earlier in the year ahead of U.S. tariffs. Overall, we are on course for solid growth in 2025 despite the challenging economic backdrop, and remain focused on secular growth opportunities in high voltage, including GaN, grid modernization, electric transportation and data center. Last month we detailed the capabilities of our 1250- and 1700-volt PowiGaN™ technologies for next-gen AI data centers, including our collaboration with NVIDIA on 800 VDC power architecture.”

Unsurprisingly, the stock is down 14.7% since reporting and currently trades at $33.25.

Is now the time to buy Power Integrations? Access our full analysis of the earnings results here, it’s free for active Edge members.

Best Q3: Skyworks Solutions

Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions is a designer and manufacturer of chips used in smartphones, autos, and industrial applications to amplify, filter, and process wireless signals.

Skyworks Solutions reported revenues of $1.1 billion, up 7.3% year on year, outperforming analysts’ expectations by 5.4%. The business had a stunning quarter with a beat of analysts’ EPS estimates and revenue guidance for next quarter exceeding analysts’ expectations.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 12.6% since reporting. It currently trades at $62.94.

Is now the time to buy Skyworks Solutions? Access our full analysis of the earnings results here, it’s free for active Edge members.

Weakest Q3: Universal Display

Serving major consumer electronics manufacturers, Universal Display is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications.

Universal Display reported revenues of $139.6 million, down 13.6% year on year, falling short of analysts’ expectations by 15.9%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates.

Universal Display delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 15.4% since the results and currently trades at $114.64.

Read our full analysis of Universal Display’s results here.

Sensata Technologies

Originally a temperature sensor control maker and a subsidiary of Texas Instruments for 60 years, Sensata Technology Holdings is a leading supplier of analog sensors used in industrial and transportation applications, best known for its dominant position in the tire pressure monitoring systems in cars.

Sensata Technologies reported revenues of $932 million, down 5.2% year on year. This result surpassed analysts’ expectations by 1.1%. Taking a step back, it was a mixed quarter as it also produced a beat of analysts’ EPS estimates but revenue guidance for next quarter slightly missing analysts’ expectations.

The stock is flat since reporting and currently trades at $31.00.

Read our full, actionable report on Sensata Technologies here, it’s free for active Edge members.

Vishay Intertechnology

Named after the founder's ancestral village in present-day Lithuania, Vishay Intertechnology manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices.

Vishay Intertechnology reported revenues of $790.6 million, up 7.5% year on year. This print beat analysts’ expectations by 1.2%. Zooming out, it was a mixed quarter as it also logged an impressive beat of analysts’ adjusted operating income estimates but EPS in line with analysts’ estimates.

The stock is down 19.8% since reporting and currently trades at $12.92.

Read our full, actionable report on Vishay Intertechnology here, it’s free for active Edge members.