
SentinelOne (S) Stock Forecast & Price Target
SentinelOne (S) Analyst Ratings
Bulls say
SentinelOne has demonstrated robust financial performance, with a 23% year-over-year increase in revenue, reaching $258.9 million, which surpassed both company guidance and consensus forecasts. The company's annual recurring revenue (ARR) accelerated to a growth rate of 23% year-over-year, amounting to $1,055.3 million, indicating strong execution and an expanding customer base. Additionally, SentinelOne's ongoing acquisition strategy, coupled with impressive metrics such as a 35% growth in remaining performance obligations (RPO), positions the company well for future growth in the competitive cybersecurity landscape.
Bears say
SentinelOne is facing a negative outlook due to its anticipated back-end-loaded revenue for F4Q26 and lower than expected contributions from services, which may impact overall revenue despite not affecting Annual Recurring Revenue (ARR). The company's growth rate is declining in comparison to profitability expectations, compounded by reduced guidance for its gross margin, which reflects higher investments in cloud infrastructure. Additionally, significant risks such as intense competition, a high cash burn rate with uncertain profitability, macroeconomic pressures, reliance on a few channel partners, and dependence on AWS for cloud hosting contribute to concerns about the company's long-term financial stability.
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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