I initiate coverage of SentinelOne with a Strong Buy rating and a $34 price target, reflecting 36% upside potential. S is expanding beyond endpoint protection into AI security, cloud, and data analytics, driving new revenue streams and improved customer economics. Operating profitability is accelerating, with non-GAAP operating margins projected to reach 18% in 2028 and adjusted EPS estimated at $0.59.
The latest trading day saw SentinelOne (S) settling at $25.66, representing a -2.32% change from its previous close.
SentinelOne delivered strong Q2 results, driven by robust Singularity One platform adoption and accelerating enterprise demand for comprehensive cybersecurity solutions. SentinelOne achieved 21% year-over-year revenue growth and 22% ARR growth, with net new ARR up 4% to $56 million and total ARR reaching $1.22 billion. The firm raised its FY revenue guidance to $1.202–1.207 billion, due to continued platform demand and margin expansion, supporting a bullish outlook and potential multiple re-rating.
| Transportation Infrastructure Industry | Industrials Sector | Tomer Weingarten CEO | XMEX Exchange | US81730H1095 ISIN |
| US Country | 2,800 Employees | - Last Dividend | 7 Jun 1999 Last Split | 30 Jun 2021 IPO Date |
SentinelOne, Inc. stands as a pivotal player in the global cybersecurity landscape, offering its services both domestically within the United States and internationally. With its inception in 2013 and originally named Sentinel Labs, Inc., the company transitioned to SentinelOne, Inc. in March 2021, signalling a broader scope and enhanced focus on its cybersecurity offerings. Headquartered in Mountain View, California, SentinelOne has carved a niche for itself by deploying artificial intelligence (AI) to foster an autonomous cybersecurity environment. Its flagship Singularity Platform exemplifies this by providing organizations with a comprehensive suite of threat prevention, detection, and response capabilities. These are tailored not only to safeguard endpoint devices but also to extend protective measures across cloud workloads and identity credentials, thereby offering a robust defense against a wide array of cyber threats.
This service focuses on securing endpoint devices against cyber threats through advanced algorithms and machine learning techniques, ensuring seamless protection for organizational assets.
This tool provides organizations with the capabilities to detect, investigate, and respond to cyber threats specifically at the endpoint level, thereby enhancing the overall security posture of an organization.
Addressing the security needs of cloud infrastructures and identity credentials, this service ensures that organizations' cloud workloads and user identities are safeguarded against breaches and unauthorized access.
This offering aids organizations in identifying, assessing, and mitigating vulnerabilities within their digital environments, thereby reducing the potential avenues of attack for cyber assailants.
Tailored to secure mobile devices within an organization, this service extends the company's cybersecurity capabilities to protect against threats targeting mobile platforms.
Standing for Extended Detection and Response, these tools provide enhanced visibility and analytical capabilities across networks, making it easier for organizations to detect and respond to cyber threats in real-time.
This service offers real-time threat intelligence and monitoring, enabling organizations to stay one step ahead of potential cyber threats through continuous oversight and proactive measures.
Managed Detection and Response (MDR) services, offered under the moniker Vigilance, provide organizations with a 24/7 cybersecurity team dedicated to monitoring, detecting, and responding to threats on their behalf.