Rosenblatt Securities Reiterates Buy Rating for SentinelOne (NYSE:S)

Key Points

• Rosenblatt Securities reiterated its “buy” rating on SentinelOne and set a $25 price target, implying approximately 9.7% upside from the reported price.
• SentinelOne exceeded quarterly expectations, reporting adjusted EPS of $0.08 versus $0.07 expected and revenue of approximately $292 million, up 20.6% year over year.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and average price target of $21.83; however, the company continues to report operating and net losses.

SentinelOne (NYSE:S - Get Free Report)'s stock had its "buy" rating restated by Rosenblatt Securities in a research report issued to clients and investors on Friday,Benzinga reports. They presently have a $25.00 target price on the stock. Rosenblatt Securities' price target indicates a potential upside of 9.71% from the stock's current price.

Several other research firms also recently commented on S. Weiss Ratings raised shares of SentinelOne from a "sell (e+)" rating to a "sell (d-)" rating in a research note on Tuesday, July 21st. The Goldman Sachs Group reiterated a "neutral" rating and issued a $15.50 price target on shares of SentinelOne in a report on Friday, May 29th. Guggenheim lifted their target price on SentinelOne from $24.00 to $28.00 and gave the company a "buy" rating in a research report on Thursday, August 20th. Morgan Stanley restated a "positive" rating and set a $23.00 price target on shares of SentinelOne in a research note on Friday. Finally, TD Cowen increased their target price on shares of SentinelOne from $22.00 to $25.00 and gave the stock a "buy" rating in a report on Monday, August 17th. Nineteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, SentinelOne currently has a consensus rating of "Moderate Buy" and an average target price of $21.83.

SentinelOne Stock Up 11.1%

S opened at $22.79 on Friday. The business has a fifty day moving average of $19.20 and a 200 day moving average of $16.25. The stock has a market cap of $7.81 billion, a P/E ratio of -23.74 and a beta of 0.79. SentinelOne has a 52-week low of $11.81 and a 52-week high of $23.95.

SentinelOne (NYSE:S - Get Free Report) last released its earnings results on Thursday, August 27th. The company reported $0.08 earnings per share for the quarter, topping analysts' consensus estimates of $0.07 by $0.01. SentinelOne had a negative return on equity of 15.35% and a negative net margin of 30.39%.The business had revenue of $291.98 million for the quarter, compared to analyst estimates of $290.24 million. During the same quarter last year, the firm posted ($0.22) earnings per share. The business's revenue was up 20.6% compared to the same quarter last year. SentinelOne has set its FY 2027 guidance at 0.300-0.320 EPS and its Q3 2027 guidance at 0.080-0.090 EPS. Equities analysts anticipate that SentinelOne will post -0.44 EPS for the current fiscal year.

Insider Activity at SentinelOne

In other SentinelOne news, COO Barry L. Padgett sold 9,778 shares of the stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $20.09, for a total transaction of $196,440.02. Following the completion of the sale, the chief operating officer directly owned 977,430 shares of the company's stock, valued at approximately $19,636,568.70. This represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Ana G. Pinczuk sold 6,230 shares of the firm's stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $20.09, for a total transaction of $125,160.70. Following the completion of the sale, the insider owned 737,716 shares in the company, valued at $14,820,714.44. This represents a 0.84% decrease in their ownership of the stock. 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 423,705 shares of company stock valued at $7,369,527 over the last 90 days. Company insiders own 4.27% of the company's stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Allied Private Wealth LLC purchased a new stake in SentinelOne during the second quarter valued at approximately $25,000. Allworth Financial LP grew its holdings in SentinelOne by 102.4% in the third quarter. Allworth Financial LP now owns 1,435 shares of the company's stock worth $25,000 after purchasing an additional 726 shares during the last quarter. Danske Bank A S acquired a new position in shares of SentinelOne during the third quarter worth $26,000. EFG International AG acquired a new position in shares of SentinelOne during the fourth quarter worth $41,000. Finally, Root Financial Partners LLC increased its position in shares of SentinelOne by 4,582.8% during the first quarter. Root Financial Partners LLC now owns 4,355 shares of the company's stock worth $56,000 after purchasing an additional 4,262 shares in the last quarter. Hedge funds and other institutional investors own 90.87% of the company's stock.

More SentinelOne News

Here are the key news stories impacting SentinelOne this week:

• Positive Sentiment: Analysts raised targets after the earnings report. Citizens JMP lifted its price target from $23 to $25 and assigned a “market outperform” rating. Needham raised its target from $20 to $26 with a “buy” rating, while Cantor Fitzgerald reaffirmed its “overweight” rating and set a $26 target. Benzinga analyst actions
• Positive Sentiment: SentinelOne exceeded quarterly earnings expectations. Fiscal second-quarter adjusted EPS was $0.08 versus the $0.07 consensus estimate, while revenue reached approximately $292 million, up 20.6% year over year and slightly above the consensus cited by MarketBeat. SentinelOne earnings report
• Positive Sentiment: Profitability guidance improved substantially. SentinelOne forecast fiscal 2027 EPS of $0.30-$0.32 and third-quarter EPS of $0.08-$0.09, both well ahead of analyst expectations for losses. Fiscal 2027 revenue guidance of roughly $1.202-$1.207 billion implies continued growth. SentinelOne fiscal 2027 guidance
• Positive Sentiment: Sector-wide strength provided an additional catalyst. A broader cybersecurity re-rating lifted SentinelOne and other lagging security stocks, suggesting investors are rotating back into the group amid strong demand for cybersecurity products. Cybersecurity sector re-rating
• Negative Sentiment: Revenue guidance was less compelling than the profitability outlook. Third-quarter revenue guidance of $309-$311 million was broadly in line with consensus, while fiscal-year revenue guidance offered limited upside. Investors also remain attentive to SentinelOne’s continuing operating and net losses, which caused some reports to characterize the outlook as mixed. SentinelOne mixed guidance report

About SentinelOne

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.

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