S · NYSE · Software - Infrastructure

SentinelOne (S)

A security platform spanning endpoint, cloud, identity, data, and AI workflows.

$23.51
vs last close−0.29 (−1.24%)
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SentinelOne, Inc.S
Information Technology

Security software sold through the Singularity platform, spanning endpoint/XDR, cloud, identity, data, and AI workflows. Its operating shape reflects expansion from endpoint protection into adjacent security-operations control points through acquisitions.

Built around the Singularity platform, the business began in endpoint security and XDR, then expanded into cloud, identity, data, and AI security. It sells security software to enterprise and government users, including large organizations.

Cloud coverage extends to workloads, containers, cloud storage, and agentless and agent-based protection through PingSafe. Attivo added identity threat detection and response capabilities for XDR and zero-trust workflows.

Prompt Security added protection for GenAI use, AI-related data leakage, and intelligent agents. The platform's breadth has been shaped by acquisitions that extend the original endpoint-security base into adjacent security-operations workflows.

Company facts

CEOTomer Weingarten
ListedJun 30, 2021
ExchangeNYSE
HeadquartersMountain View, CA
CountryUnited States
Employees2,900
CIK0001583708
ISINUS81730H1095

Market cap$8.01B
EPS (ttm)−$1.01
P/E (ttm)−23.56
ROE-23.2%
P/B5.53
P/S7.29
Dividend yieldDiv yield
Beta1.22vs XLK 0.09

Price target$24.00+0.8%Average of 34 analysts
ConsensusBuy22 of 34 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 17, 2026BernsteinDowngrade
Rating: OutperformTarget: $21
Rating: Market PerformTarget: $25
Aug 31, 2026SusquehannaReiterate
Rating: Target:
Rating: PositiveTarget: $28
Aug 31, 2026Goldman SachsReiterate
Rating: Target: $15.50
Rating: NeutralTarget: $17.50
Aug 28, 2026Canaccord GenuityReiterate
Rating: Target: $23
Rating: BuyTarget: $25
Aug 28, 2026UBSReiterate
Rating: Target: $16
Rating: NeutralTarget: $24

Next report
Dec 3, 26
in 72 days
EPS estimate
$0.09
Revenue estimate
$310.2M
Fiscal quarter
Q3 FY27

EPSReportedEstimate

Mar '25May '25Aug '25Dec '25Mar '26May '26Aug '26Dec '26
Reported$0.04$0.02$0.04$0.07$0.07$0.04$0.08Pending
Estimate$0.01$0.02$0.03$0.05$0.06$0.02$0.07$0.09
Surprise+300.0%+28.1%+33.3%+31.4%+16.7%+83.3%+12.0%

RevenueReportedEstimate

Mar '25May '25Aug '25Dec '25Mar '26May '26Aug '26Dec '26
Reported$225.5M$229.0M$242.2M$258.9M$271.2M$276.7M$292.0MPending
Estimate$235.5M$228.4M$256.2M$256.2M$271.2M$277.3M$290.2M$310.2M
Surprise−4.2%+0.3%−5.5%+1.1%0.0%−0.2%+0.6%
Estimate$0.09
ReportedDue Dec 3, 2026
Estimate$310.2M
ReportedDue Dec 3, 2026
View details

Debt to equity0.00%
Current ratio144.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Revenue$210.6M$225.5M$229.0M$242.2M$258.9M$271.2M$276.7M$292.0M
Net income−$78.4M−$70.8M−$208.2M−$72.0M−$60.3M−$110.2M−$76.2M−$93.4M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Operating income−$89.1M−$80.3M−$87.5M−$80.6M−$73.3M−$79.9M−$77.8M−$65.5M
YoY growthLoss widenedLoss narrowedLoss widenedLoss widenedLoss narrowedLoss narrowedLoss narrowedLoss narrowed

Balance sheet, Jul 31, 2026Cash & short-term investments $655.2M · Total debt $0 · Total assets $2.38B · Shareholders' equity $1.45B

Revenue
$292.0M
Operating income
−$65.5M
Net income
−$93.4M
View details

No dividends on record.

Institutions83.26%289.80M shares
525 holders · as of Jun 30, 2026
Insiders1.72%5.99M shares
13 holders · as of Sep 11, 2026
Other15.02%52.26M shares
remainder

348.05M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
AQR Capital Management LLCInstitution
6.70%23.33M Aas of Jun 30, 2026
BlackRock, Inc.Institution
6.63%23.08M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.60%19.51M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.19%14.60M Aas of Jun 30, 2026
First Trust Advisors LPInstitution
3.15%10.95M Aas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 11, 2026Tomer Weingartendirector, officer: President, CEO−114,890$19.89
Sep 10, 2026Robin Tomaselloofficer: Chief Accounting Officer−13,311$19.95
Sep 8, 2026Keenan Michael Conderofficer: Chief Legal Officer & Sec'y−8,312$19.79
Sep 8, 2026Sonalee Elizabeth Parekhofficer: Chief Financial Officer−21,664$19.44
Sep 8, 2026Tomer Weingartendirector, officer: President, CEO−38,759$19.79
View details

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