SentinelOne (NYSE:S – Free Report) had its price objective decreased by Barclays from $19.00 to $16.00 in a research report sent to investors on Friday,Benzinga reports. Barclays currently has an equal weight rating on the stock.
A number of other analysts also recently issued reports on S. JPMorgan Chase & Co. lifted their price target on SentinelOne from $16.00 to $20.00 and gave the company a “neutral” rating in a research report on Thursday. The Goldman Sachs Group dropped their price target on SentinelOne from $16.50 to $14.50 and set a “neutral” rating for the company in a research report on Friday, March 13th. Guggenheim reiterated a “buy” rating and set a $24.00 price target on shares of SentinelOne in a research report on Friday, March 13th. TD Cowen reiterated a “buy” rating on shares of SentinelOne in a research report on Friday. Finally, DA Davidson dropped their price target on SentinelOne from $16.00 to $14.00 and set a “neutral” rating for the company in a research report on Thursday, March 5th. Seventeen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $19.67.
Read Our Latest Stock Analysis on SentinelOne
SentinelOne Trading Down 8.6%
SentinelOne (NYSE:S – Get Free Report) last issued its quarterly earnings results on Thursday, May 28th. The company reported $0.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.02 by $0.02. The firm had revenue of $276.66 million during the quarter, compared to the consensus estimate of $277.32 million. SentinelOne had a negative return on equity of 15.20% and a negative net margin of 30.39%.The company’s revenue for the quarter was up 20.8% on a year-over-year basis. During the same quarter last year, the company posted $0.02 EPS. SentinelOne has set its Q2 2027 guidance at 0.060-0.080 EPS and its FY 2027 guidance at 0.320-0.380 EPS. As a group, analysts predict that SentinelOne will post -0.6 earnings per share for the current year.
Insider Buying and Selling
In related news, insider Keenan Michael Conder sold 4,550 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $15.65, for a total value of $71,207.50. Following the completion of the sale, the insider owned 991,133 shares in the company, valued at $15,511,231.45. The trade was a 0.46% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Barry L. Padgett sold 15,460 shares of SentinelOne stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $13.41, for a total value of $207,318.60. Following the completion of the transaction, the chief operating officer directly owned 628,190 shares in the company, valued at $8,424,027.90. This trade represents a 2.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 527,586 shares of company stock worth $7,638,793 over the last ninety days. Corporate insiders own 4.27% of the company’s stock.
Hedge Funds Weigh In On SentinelOne
Large investors have recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in SentinelOne by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 36,532,555 shares of the company’s stock worth $547,988,000 after purchasing an additional 520,142 shares during the period. Caprock Group LLC purchased a new position in SentinelOne in the 3rd quarter worth approximately $6,153,000. Maxi Investments CY Ltd increased its stake in SentinelOne by 63.3% in the 4th quarter. Maxi Investments CY Ltd now owns 245,000 shares of the company’s stock worth $3,675,000 after purchasing an additional 95,000 shares during the period. SG Americas Securities LLC increased its stake in SentinelOne by 830.7% in the 4th quarter. SG Americas Securities LLC now owns 338,042 shares of the company’s stock worth $5,071,000 after purchasing an additional 301,719 shares during the period. Finally, Jefferies Financial Group Inc. purchased a new position in SentinelOne in the 3rd quarter worth approximately $4,414,000. 90.87% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting SentinelOne
Here are the key news stories impacting SentinelOne this week:
- Positive Sentiment: SentinelOne beat quarterly EPS estimates, posted 21% year-over-year revenue growth, and raised FY2027 operating income guidance, showing continued progress toward profitability. SentinelOne (S) Q1 Earnings Top Estimates
- Positive Sentiment: Several analysts raised price targets or reiterated bullish ratings, including Canaccord, Needham, Wedbush, Rosenblatt, JPMorgan, and Bank of America, which may help support sentiment. Analyst rating updates
- Positive Sentiment: Some commentary argues the selloff may be overdone, pointing to strong ARR growth, improving margins, and a large cash balance. SentinelOne: Irrational Penalty Box
- Neutral Sentiment: SentinelOne’s AI-driven cybersecurity strategy remains a key long-term theme, but investors are still evaluating how quickly that investment can translate into sustained growth. SentinelOne: No SaaSpocalypse Doesn’t Make It A Buy
- Neutral Sentiment: The company’s earnings call and related coverage highlighted improving efficiency, but also ongoing competition in cybersecurity and only modest acceleration in growth. SentinelOne Narrows 1Q Loss with Surge in Revenue
- Negative Sentiment: Second-quarter revenue guidance came in below Wall Street expectations, which is the main reason the stock is under pressure today. SentinelOne provides tepid quarterly forecast, to cut 8% jobs
- Negative Sentiment: Management also announced an 8% workforce reduction, signaling cost-cutting and adding to concerns about near-term execution and margin quality. SentinelOne stock drops 12% as cyber firm trims headcount to boost AI investments
- Negative Sentiment: Some analysts and commentators remain cautious, citing competitive pressure, slower customer growth, and concern that the business is not yet showing strong enough top-line momentum. SentinelOne: No SaaSpocalypse Doesn’t Make It A Buy
About SentinelOne
SentinelOne, Inc is a cybersecurity company specializing in AI-driven, autonomous endpoint protection. Founded in 2013 and headquartered in Mountain View, California, the firm developed its Singularity Platform to unify prevention, detection, response, and hunting across endpoints, cloud workloads, containers and IoT devices. SentinelOne’s solutions leverage machine learning and behavioral analytics to identify threats in real time, automate remediation workflows and deliver forensics to support rapid incident response.
The company’s flagship product suite includes endpoint security agents, cloud workload protection, identity threat detection and extended detection and response (XDR) capabilities.
Featured Articles
- Five stocks we like better than SentinelOne
- Shares Fall, Targets Rise—Markets and Analysts Diverge on Synopsys
- Salesforce Stock Finds Support as AI Momentum Builds
- Dollar Tree Keeps Winning After Family Dollar Divorce
- Apple’s Agentic AI Plans Could Be Its Biggest Growth Story Yet
Receive News & Ratings for SentinelOne Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SentinelOne and related companies with MarketBeat.com's FREE daily email newsletter.
