SentinelOne (S) News Today

SentinelOne, Inc. (NYSE:S) shares have decreased today on the back of mixed first-quarter results, a lowered full-year revenue outlook and a string of analyst downgrades and price-target cuts. Offsetting these headwinds, the company garnered strategic recognition and selected bullish ratings from a few firms.

• Susquehanna maintained a positive rating and cut its price target only modestly to $24.00, implying roughly 36% upside.
• Sanford C. Bernstein kept an outperform rating with a $25.00 target, signaling about 42% potential upside.
• Westpark Capital and Stephens each reaffirmed buy/overweight ratings, with price targets at $25.00 and unspecified upside, respectively.
• Business Wire reported SentinelOne was named a 2025 Gartner Peer Insights Customers’ Choice for XDR, reinforcing its competitive positioning.
• MSN noted that SentinelOne’s services are now back online after a lengthy outage, resolving recent operational disruptions.
• CEO Tomer Weingarten highlighted the company’s readiness to outpace competitors in the AI era, underscoring strategic growth drivers.
• DA Davidson forecasts Q2 EPS of ($0.18) and maintains a Neutral rating with a $17.00 price objective.
• Major banks (UBS, Barclays, Bank of America, Wells Fargo, JPMorgan) hold neutral/equal-weight stances with targets between $18.00 and $21.00, reflecting a balanced view.
• The company’s Q1 EPS of $0.02 was in line with consensus, though revenue came in below expectations.
• Q1 results showed a revenue shortfall and prompted a cut to full-year revenue guidance, weighing on investor sentiment.
• Margins remained under pressure, with a 37.6% net loss margin and a –15.8% return on equity.
• Numerous analysts downgraded from Buy to Neutral/Equal Weight, and price targets slid from highs of $31.00 down to as low as $17.00.
• Shares gapped down and fell double digits following the mixed guidance and sector-wide cybersecurity concerns.