
SentinelOne (S) Stock Forecast & Price Target
SentinelOne (S) Analyst Ratings
Bulls say
SentinelOne reported a 27% year-over-year growth in Annual Recurring Revenue (ARR), reaching $920.1 million, indicating robust demand for its cybersecurity solutions despite slight misses against market forecasts. The company demonstrated strong competitive win rates and an increase in average deal size, with more than 50% of new bookings in FY25 sourced from emerging solutions like Cloud, SIEM, and AI, reflecting a strategic shift toward advanced technologies. Furthermore, revenue increased by 29% year-over-year to $225.5 million, surpassing consensus estimates, and management's focus on enhancing internal execution and channel partnerships suggests a positive trajectory for future growth in the cybersecurity landscape.
Bears say
SentinelOne's financial outlook appears weak as the company reported flat year-over-year Net New Annual Recurring Revenue (ARR) and fell short of the $61.3 million estimate, achieving only $60.4 million. The firm’s first-quarter guidance for fiscal year 2026 is also disappointing, projecting Net New ARR in the low $30 million range, significantly down from $37.8 million in the previous year’s first quarter, indicating potential challenges in business growth. Additionally, mixed results and concern over a softening macro environment may exacerbate conversion rates and delay deals, further straining the company's financial performance.
This aggregate rating is based on analysts' research of SentinelOne and is not a guaranteed prediction by Public.com or investment advice.
SentinelOne (S) Analyst Forecast & Price Prediction
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