SentinelOne

S · NYSE

$22.00+$0.29 (+1.34%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $21.71

S analyst rating

BuyConsensus of 31 analysts over the last 12 months. 65% rate it a buy.

Strong buy0
Buy20
Hold11
Underperform0
Sell0

12-month price target · 35 analysts

Average $24.72 (+12.4% upside)

Low: $15.15
Now: $22.00
High: $29.40

Upgrades and downgrades

The latest rating actions, newest first

S analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Baird	Oct 14, 2026	Maintains	Outperform	$25.00 → $28.00	60%
Needham	Oct 13, 2026	Maintains	Buy	$26.00 → $31.00	63%
TD Cowen	Oct 2, 2026	Maintains	Buy	$26.00 → $29.00	71%
Bernstein	Sep 17, 2026	Downgrade	Outperform → Market Perform	$21.00 → $25.00	78%
Wedbush	Sep 11, 2026	Initiates	Outperform	$25.00	63%
Goldman Sachs	Aug 31, 2026	Maintains	Neutral	$15.50 → $17.50	58%
Susquehanna	Aug 31, 2026	Maintains	Positive	$20.00 → $28.00	57%
Scotiabank	Aug 28, 2026	Maintains	Sector Outperform	$23.50 → $26.00	54%
UBS	Aug 28, 2026	Maintains	Neutral	$16.00 → $24.00	60%
TD Cowen	Aug 28, 2026	Maintains	Buy	$25.00 → $26.00	71%

The case for and against

Updated Oct 14, 2026

Bull case

SentinelOne is supported by a strengthening demand backdrop, with the “Mythos” catalyst driving more inbound interest, sales cycles compressing by about 15%, and management continuing to hire direct sales reps across segments despite the 8% workforce reduction on 5/29. Its fundamentals remain solid, as F2Q27 revenue rose 21% y/y to $292.0M, ARR increased 22% y/y to $1.22B, and non-GAAP operating margin improved to 10.5% from 2.2% a year ago, reflecting better scale and sales efficiency. The company also benefits from platform diversification, with non-endpoint products above 50% of ARR, AI Security nearly tripling y/y, and net retention north of 110%, suggesting durable expansion potential within its installed base.

Bear case

SentinelOne is facing a negative outlook because macro weakness and slower SaaS/cloud adoption can curb IT security spending, lengthen sales cycles, and amplify volatility, while its roughly 30% international revenue exposure adds FX risk. Competitive pressure from legacy and emerging rivals, plus newer security technologies, may force pricing pressure and market-share loss, especially if it cannot sustain innovation or attract skilled talent. Although revenue was guided to $309M–$311M and ARR to $1.281B, margin quality is weakening as gross margin fell to 77.1% from 79.1% a year ago, customer growth slowed to 13%, and free cash flow was $(13.2)M.

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