SentinelOne (NYSE:S) Rating Increased to Buy at Bank of America

Bank of America upgraded shares of SentinelOne (NYSE:S) from a neutral rating to a buy rating in a research report sent to investors on Friday, Marketbeat.com reports. They currently have $20.00 target price on the stock, up from their prior target price of $16.00.

A number of other research analysts have also recently commented on the stock. Sanford C. Bernstein set a $19.00 target price on shares of SentinelOne and gave the stock an “outperform” rating in a research report on Friday, March 13th. Weiss Ratings raised shares of SentinelOne from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Tuesday. Stephens reduced their target price on shares of SentinelOne from $20.00 to $18.00 and set an “overweight” rating on the stock in a research report on Friday, March 13th. Wedbush reissued an “outperform” rating and set a $20.00 target price on shares of SentinelOne in a research report on Friday, March 13th. Finally, Canaccord Genuity Group reduced their target price on shares of SentinelOne from $23.00 to $17.00 and set a “buy” rating on the stock in a research report on Friday, March 13th. Seventeen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $19.67.

SentinelOne Stock Down 8.6%

Shares of S stock opened at $16.47 on Friday. The stock has a market cap of $5.61 billion, a price-to-earnings ratio of -17.16 and a beta of 0.78. SentinelOne has a fifty-two week low of $11.81 and a fifty-two week high of $21.40. The firm’s 50 day moving average price is $14.95 and its two-hundred day moving average price is $14.76.

SentinelOne (NYSE:S) last announced its quarterly earnings results on Thursday, May 28th. The company reported $0.04 earnings per share for the quarter, beating analysts’ consensus estimates of $0.02 by $0.02. The firm had revenue of $276.66 million for the quarter, compared to analysts’ expectations of $277.32 million. SentinelOne had a negative net margin of 30.39% and a negative return on equity of 15.20%. SentinelOne’s revenue was up 20.8% compared to the same quarter last year. During the same period in the previous year, the company posted $0.02 earnings per share. SentinelOne has set its Q2 2027 guidance at 0.060-0.080 EPS and its FY 2027 guidance at 0.320-0.380 EPS. On average, equities analysts forecast that SentinelOne will post -0.6 EPS for the current fiscal year.

Insider Activity

In other SentinelOne news, CAO Robin Tomasello sold 2,459 shares of the business’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $15.65, for a total transaction of $38,483.35. Following the completion of the sale, the chief accounting officer owned 457,235 shares in the company, valued at $7,155,727.75. The trade was a 0.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Tomer Weingarten sold 21,960 shares of the company’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $15.65, for a total transaction of $343,674.00. Following the transaction, the chief executive officer owned 1,990,811 shares of the company’s stock, valued at $31,156,192.15. This represents a 1.09% decrease in their position. 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 527,586 shares of company stock valued at $7,638,793 over the last quarter. 4.27% of the stock is owned by company insiders.

Hedge Funds Weigh In On SentinelOne

Several institutional investors have recently modified their holdings of S. Segall Bryant & Hamill LLC acquired a new stake in SentinelOne in the 1st quarter valued at about $17,434,000. Essential Partners LLC lifted its holdings in SentinelOne by 157.1% in the 1st quarter. Essential Partners LLC now owns 15,327 shares of the company’s stock valued at $197,000 after acquiring an additional 9,365 shares during the last quarter. Bank of America Corp DE lifted its holdings in SentinelOne by 17.6% in the 1st quarter. Bank of America Corp DE now owns 2,519,928 shares of the company’s stock valued at $32,457,000 after acquiring an additional 377,542 shares during the last quarter. Janus Henderson Group PLC lifted its holdings in SentinelOne by 18.4% in the 1st quarter. Janus Henderson Group PLC now owns 151,600 shares of the company’s stock valued at $1,954,000 after acquiring an additional 23,600 shares during the last quarter. Finally, Bull Harbor Capital LLC acquired a new stake in SentinelOne in the 1st quarter valued at about $634,000. Institutional investors own 90.87% of the company’s stock.

Key SentinelOne News

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

SentinelOne Company Profile

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.