
SentinelOne (S) Stock Forecast & Price Target
SentinelOne (S) Analyst Ratings
Bulls say
SentinelOne's revenue grew by 23% year-over-year to $258.9 million, surpassing both internal guidance and consensus forecasts, reflecting strong execution through new customer acquisition and expansion within existing accounts. The company demonstrated accelerating annual recurring revenue (ARR) growth at 23% year-over-year, reaching $1,055.3 million, and also reported a significant 35% year-over-year increase in remaining performance obligations (RPO), indicating robust demand for its offerings. With recent acquisitions and a polished platform architecture, SentinelOne is well-positioned for continued growth and consolidation in the cybersecurity sector, showcasing improved operational efficiency and sustainable positive free cash flow margins.
Bears say
SentinelOne faces a challenging financial outlook characterized by declining top-line growth rates relative to profitability expectations and a lack of scale compared to its industry peers. Additionally, the company's gross margin guidance has been lowered, reflecting increased investments in cloud infrastructure and capacity expansion, while ongoing macroeconomic headwinds and a high cash burn rate raise concerns about its path to profitability. The competitive landscape, reliance on a few key channel partners, and heavy dependence on Amazon Web Services further compound the risks associated with SentinelOne’s future performance.
This aggregate rating is based on analysts' research of SentinelOne and is not a guaranteed prediction by Public.com or investment advice.
SentinelOne (S) Analyst Forecast & Price Prediction
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