SentinelOne is undervalued at 5-6x sales despite 23% revenue growth, robust margins, and a leading AI-driven cybersecurity platform built for autonomous threats. The company's on-device neural inference and unified agent architecture deliver real-time protection, outperforming rivals reliant on cloud and human analysts. Financial momentum is strong: ARR nears $1B, gross margin is 79%, free cash flow margin is 20%, and positive operating income is forecast for the year.
S is outpacing FTNT in AI-led security, platform growth and adoption across the enterprise and public sectors.
SentinelOne (S) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
S posts solid Q1 growth, but trims fiscal 2026 revenue outlook. Investors react with a sharp sell-off.
SentinelOne cut its annual revenue guidance as economic concerns look to be making cybersecurity customers cautious.
SentinelOne, Inc. (NYSE:S ) Q1 2026 Earnings Conference Call May 28, 2025 4:30 PM ET Company Participants Doug Clark - Vice President, Investor Relations Tomer Weingarten - CEO Barbara Larson - CFO Conference Call Participants Joe Gallo - Jefferies Brad Zelnick - Deutsche Bank Gabriela Borges - Goldman Sachs Ittai Kidron - Oppenheimer and Co Saket Kalia - Barclays Tal Liani - Bank of America John Difucci - Guggenheim Brian Essex - JP Morgan Rob Owens - Piper Sandler Trevor Walsh - Citizens Adam Tindle - Raymond James Peter Weed - Bernstein Shaul Eyal - TD Cowen Shrenik Kothari - Baird Operator Hello and welcome to the SentinelOne Q1 FY 2026 Earnings Conference Call. [Operator Instructions] Also, as a reminder, this conference is being recorded today.
SentinelOne (S) came out with quarterly earnings of $0.02 per share, in line with the Zacks Consensus Estimate. This compares to break-even earnings per share a year ago.
AI-led deals and platform adoption are likely to fuel SentinelOne's fiscal first-quarter results, despite expected $5 million ARR churn from product phase-out.
SentinelOne (S) reachead $19.99 at the closing of the latest trading day, reflecting a -1.09% change compared to its last close.
S' innovative AI-led platform, backed by a strong partner base and guidance, makes it a stock worth buying.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?