SentinelOne Dirección
Dirección controles de criterios 3/4
El CEO de SentinelOne es Tomer Weingarten , nombrado en Jan 2013, tiene una permanencia de 13.5 años. compensación anual total es $16.93M, compuesta por 4.1% salario y 95.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.18% de las acciones de la empresa, por valor de $75.14M. La antigüedad media del equipo directivo y de la junta directiva es de 4.8 años y 5.3 años, respectivamente.
Información clave
Tomer Weingarten
Chief Executive Officer (CEO)
US$16.9m
Compensación total
| Porcentaje del salario del CEO | 4.13% |
| Permanencia del CEO | 13.5yrs |
| Participación del CEO | 1.2% |
| Permanencia media de la dirección | 4.8yrs |
| Promedio de permanencia en la Junta Directiva | 5.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jul 11
SentinelOne: Great Price For AI Security Tailwinds
Summary SentinelOne is initiated at a buy rating, benefiting from AI-driven demand and a compelling valuation versus peers. S is leveraging its AI-powered Purple AI platform to expand market share, with ARR nearly doubling in AI security offerings and a $50B TAM. Despite robust ~20% revenue growth and strong customer expansion, S faces margin challenges, with deeply negative GAAP margins and a weak Rule of 40 position. Trading at 4.7x FY27 EV/revenue, S offers growth at a reasonable price, warranting a small portfolio allocation amid sector rotation. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 26
S: AI Security Partnerships And Cost Controls Will Support Balanced Long Term Outlook
Analysts have raised their fair value estimate for SentinelOne from $14.00 to $15.00 per share, citing slightly higher assumed profit margins and P/E ratios, along with updated views on revenue growth and discount rates, as the main factors behind the revised price target. What’s in the News for SentinelOne SentinelOne launched Purple AI Agentic Investigation as a zero click, autonomous threat detection and response capability within the Singularity Platform, alongside Singularity Credits, a unified currency for AI powered workflows, with a complimentary trial now open to customers.Artículo de análisis • Jun 21
SentinelOne (S) Stock Could Be 21.6% Undervalued After Its Purple AI Launch
SentinelOne (S) is back in focus after launching its Purple AI Agentic Investigation capability and announcing an upcoming integration with Amazon Bedrock AgentCore, two developments that sharpen its pitch in AI-driven cybersecurity. See our latest analysis for SentinelOne. Despite the recent product launches and the upcoming Amazon Bedrock AgentCore integration, SentinelOne’s share price return tells a mixed story, with a 30 day share price return down 19.7%, a 90 day share price return up...
Actualización de narrativa • Jun 11
S: AI Security Leadership And DoD Contract Will Support Long-Term Upside
Analysts have nudged their price target on SentinelOne slightly higher to $25.10 from $24.81, reflecting updated assumptions around growth, margins and future P/E. These updates keep the stock's long term risk and return profile broadly in line with prior expectations.
Actualización de narrativa • May 28
S: AI Security Alliances And Cloud Integrations Will Support Measured Future Upside
Analysts have nudged their price target on SentinelOne higher from about $18.56 to about $19.15, reflecting updated assumptions for profit margin and future P/E, while keeping revenue growth expectations essentially unchanged. What's in the News Singularity Platform is now available through AWS Security Hub Extended, giving AWS customers console-native access to SentinelOne’s AI-driven endpoint and cloud workload protection with pay-as-you-go pricing and unified billing through AWS Security Hub Extended.Actualización de narrativa • May 01
S: AI Security Partnerships And Buybacks Will Support Long-Term Upside
Analysts have nudged their price target on SentinelOne slightly higher to $24.81, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that reflect a modestly adjusted outlook on the company’s long term earnings power. What's in the News SentinelOne and Silverfort entered a partnership focused on securing human, AI agent, and other non human identities at runtime, tying identity signals directly into SentinelOne’s Singularity platform to contain threats and limit lateral movement across endpoints and cloud workloads (Key Developments).Actualización de narrativa • Apr 17
S: AI Security Partnerships With Google Cloud And LevelBlue Will Support Long-Term Upside
Analysts have trimmed their price target on SentinelOne to $24.81 from $27.56, reflecting updated assumptions for slightly lower revenue growth, modestly softer profit margins, a small change in the discount rate, and a reduced future P/E outlook. What's in the News Entered a multi year collaboration with Google Cloud to co develop cyber defense solutions that integrate SentinelOne’s EDR, AI security, and AI native platform with Google Cloud infrastructure and threat intelligence, including support for data sovereignty and generative AI use cases (Key Developments).Actualización de narrativa • Apr 03
S: AI Partnerships And Share Repurchases Will Support Balanced Long Term Outlook
Analysts have lowered their fair value price target on SentinelOne from $16.00 to $14.00, reflecting updated assumptions for revenue growth, profit margins and the discount rate applied to future earnings, while maintaining a similar outlook for the future price-to-earnings ratio. What's in the News SentinelOne entered a multi year collaboration with Google Cloud to co develop AI focused cyber defense solutions, expanding availability of its Singularity Platform across Google Cloud regions in North America, Frankfurt and Saudi Arabia, with an emphasis on data sovereignty and secure generative AI adoption (Client announcement).Actualización de narrativa • Mar 20
S: AI Security And Cloud Partnership Expansion Will Drive Future Upside
Analysts now set a lower price target for SentinelOne at about $18.56 compared with the prior $21.15, reflecting updated assumptions for slightly lower revenue growth, profit margin and future P/E expectations. What's in the News SentinelOne and Cloudflare are expanding their partnership, integrating Cloudflare Logpush telemetry into the Singularity AI SIEM to give joint customers AI driven, real time threat detection and automated response across edge, endpoint, cloud, identity, and AI environments (Client Announcements).Actualización de narrativa • Mar 06
S: AI Security And Identity Expansion Will Support Long-Term Upside Potential
Analysts have trimmed their fair value estimate for SentinelOne from about $27.99 to $27.56, reflecting updated assumptions for slightly higher revenue growth, an adjusted profit margin outlook, and a modest change in the future P/E multiple. What's in the News SentinelOne appointed Sonalee Parekh as Chief Financial Officer, effective March 24, 2026.Actualización de narrativa • Feb 19
S: Expanded AI Security Platform Will Drive Long-Term Upside Potential
Analysts have trimmed their fair value estimate for SentinelOne from $29.42 to $27.99, reflecting updated assumptions around slightly higher revenue growth, a lower profit margin outlook, and a modestly reduced future P/E multiple. What's in the News Launched expanded AI Security Platform with new Data Security Posture Management capabilities aimed at protecting AI systems from data ingestion through runtime and helping organizations address privacy, regulatory, and data leakage risks across the AI lifecycle (Key Developments).Actualización de narrativa • Feb 05
S: Public Sector Certifications And Share Repurchases Will Support Constructive Long Term Outlook
Analysts have reaffirmed their price target for SentinelOne at $16, citing updated assumptions that combine a higher revenue growth outlook with slightly lower projected profit margins and a modestly reduced future P/E multiple. What's in the News SentinelOne expects revenue of $271 million for the fourth quarter and $1.001 billion for the full year ending January 31, 2026, according to its latest earnings guidance.Actualización de narrativa • Jan 22
S: Public Sector Compliance Gains Will Support Constructive Long Term Outlook
Analysts have kept their fair value estimate for SentinelOne steady at US$16.00. They cited only modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that did not justify a change in the price target.Actualización de narrativa • Jan 07
S: AI Security Expansion With Cloud Alliances Will Support Future Upside
Analysts have nudged their price target on SentinelOne slightly lower to about US$21.15 from roughly US$21.55, reflecting small adjustments to fair value, discount rate, revenue growth and profit margin assumptions in their models. What's in the News Chief Financial Officer Barbara Larson plans to resign around mid January 2026.Actualización de narrativa • Dec 20
S: AI Security Partnerships And CFO Transition Will Shape Balanced Outlook
Analysts have trimmed their price target on SentinelOne from 19.00 dollars to 16.00 dollars, reflecting slightly lower assumptions for long term growth, profitability and valuation multiples. What's in the News Chief Financial Officer Barbara Larson plans to resign in mid January 2026, with Chief Growth Officer Barry Padgett set to become interim CFO while the company searches for a permanent replacement (company filing, executive changes).Actualización de narrativa • Dec 05
S: AI Security Roadmap And Cloud Partnerships Will Drive Stronger Future Positioning
Analysts have trimmed their price target on SentinelOne to approximately 21.55 dollars from 23.50 dollars, reflecting slightly lower assumptions for long term revenue growth and profitability, along with a modestly reduced future earnings multiple. What's in the News Issued new guidance calling for fourth quarter 2026 revenue of 271 million dollars and full year revenue of 1,001 million dollars, signaling confidence in sustained top line growth (corporate guidance) Announced that Chief Financial Officer Barbara Larson plans to resign around mid January 2026.Actualización de narrativa • Aug 27
Partnerships With Lenovo And MSSPs Will Expand Market Reach In AI-native Cybersecurity
A marginal decline in SentinelOne’s net profit margin appears to underpin the slightly reduced analyst price target, which decreased from $23.10 to $22.71. What's in the News SentinelOne and Mimecast deepened their technology partnership, integrating real-time endpoint telemetry and behavior-based risk analytics to provide unified human risk visibility and targeted security interventions for joint customers.Seeking Alpha • Apr 19
SentinelOne: One Of The Better Growth Names To Buy Today
Summary SentinelOne has seen solid growth, even if it hasn't proven to be a beneficiary of CrowdStrike's outages. The recent market volatility has created an attractive buying opportunity. Trading at 6x sales, SentinelOne is significantly undervalued compared to competitors like CrowdStrike and Palo Alto Networks, suggesting strong upside potential. I am upgrading the stock to a strong buy rating. Read the full article on Seeking Alpha
Nueva narrativa • Mar 20
Partnerships With Lenovo And MSSPs Will Expand Market Reach In AI-native Cybersecurity
Transformation into an AI-native cybersecurity platform and strategic partnerships are anticipated to drive revenue growth and expand market reach.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | -US$319m |
| Jan 31 2026 | US$17m | US$700k | -US$451m |
| Oct 31 2025 | n/a | n/a | -US$411m |
| Jul 31 2025 | n/a | n/a | -US$429m |
| Apr 30 2025 | n/a | n/a | -US$427m |
| Jan 31 2025 | US$19m | US$700k | -US$288m |
| Oct 31 2024 | n/a | n/a | -US$290m |
| Jul 31 2024 | n/a | n/a | -US$282m |
| Apr 30 2024 | n/a | n/a | -US$302m |
| Jan 31 2024 | US$17m | US$600k | -US$339m |
| Oct 31 2023 | n/a | n/a | -US$360m |
| Jul 31 2023 | n/a | n/a | -US$389m |
| Apr 30 2023 | n/a | n/a | -US$396m |
| Jan 31 2023 | US$14m | US$600k | -US$379m |
| Oct 31 2022 | n/a | n/a | -US$357m |
| Jul 31 2022 | n/a | n/a | -US$326m |
| Apr 30 2022 | n/a | n/a | -US$298m |
| Jan 31 2022 | n/a | n/a | -US$271m |
| Oct 31 2021 | n/a | n/a | -US$237m |
| Jul 31 2021 | n/a | n/a | -US$199m |
| Apr 30 2021 | n/a | n/a | -US$154m |
| Jan 31 2021 | US$4m | US$317k | -US$118m |
Compensación vs. Mercado: La compensación total de Tomer($USD16.93M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.33M).
Compensación vs. Ingresos: La compensación de Tomer ha sido consistente con los resultados de la empresa en el último año.
CEO
Tomer Weingarten (42 yo)
13.5yrs
Permanencia
US$16,934,559
Compensación
Mr. Tomer Weingarten Co-founded SentinelOne, Inc. (formerly Sentinel Labs, Inc) in January 2013 and has been its Chief Executive Officer and serves as its Director since January 2013 and serves as its Pres...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 13.5yrs | US$16.93m | 1.18% $ 75.1m | |
| President & COO | less than a year | US$13.40m | 0.29% $ 18.3m | |
| Chief Legal Officer & Corporate Secretary | 4.9yrs | US$4.36m | 0.097% $ 6.2m | |
| President of Product & Technology and Director | no data | US$10.86m | 0.041% $ 2.6m | |
| President & Chief Revenue Officer | no data | sin datos | sin datos | |
| Chief Financial Officer | less than a year | sin datos | 0.29% $ 18.1m | |
| Chief Accounting Officer | 4.7yrs | sin datos | 0.049% $ 3.1m | |
| Chief Technology Officer | no data | sin datos | sin datos | |
| Chief Corporate Development Officer | 4.8yrs | sin datos | sin datos | |
| Chief Marketing Officer | less than a year | sin datos | sin datos | |
| Chief People | 6.9yrs | sin datos | sin datos | |
| Chief Business Officer | 7.3yrs | sin datos | sin datos |
4.8yrs
Permanencia media
54yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de S se considera experimentado (4.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 13.5yrs | US$16.93m | 1.18% $ 75.1m | |
| President of Product & Technology and Director | 4.2yrs | US$10.86m | 0.041% $ 2.6m | |
| Independent Director | less than a year | US$423.16k | 0.0011% $ 72.5k | |
| Independent Director | 5.2yrs | US$297.14k | 0.054% $ 3.4m | |
| Independent Director | 5.5yrs | US$292.14k | 0.017% $ 1.1m | |
| Lead Independent Director | 10.8yrs | US$311.64k | 0.44% $ 28.1m | |
| Independent Director | 7.2yrs | sin datos | 0.0050% $ 320.5k | |
| Independent Director | 5.2yrs | US$282.14k | 0.018% $ 1.2m |
5.3yrs
Permanencia media
60yo
Promedio de edad
Junta con experiencia: La junta directiva de S se considera experimentada (5.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/14 06:22 |
| Precio de las acciones al final del día | 2026/07/14 00:00 |
| Beneficios | 2026/04/30 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
SentinelOne, Inc. está cubierta por 47 analistas. 34 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |