SentinelOne, Inc.

NYSE:S Rapport sur les actions

Capitalisation boursière : US$5.1b

SentinelOne Gestion

Gestion contrôle des critères 2/4

Le PDG SentinelOne est Tomer Weingarten, nommé en Jan2013, a un mandat de 13.33 ans. La rémunération annuelle totale est $ 18.97M, composée du salaire de 3.7% et des bonus 96.3%, y compris les actions et options de la société. détient directement 1.29% des actions de la société, d'une valeur de $ 65.53M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.6 ans et 5.2 ans.

Informations clés

Tomer Weingarten

Directeur général

US$19.0m

Rémunération totale

Pourcentage du salaire du PDG3.69%
Durée du mandat du directeur général13.3yrs
Propriété du PDG1.3%
Durée moyenne d'occupation des postes de direction4.6yrs
Durée moyenne du mandat des membres du conseil d'administration5.2yrs

Mises à jour récentes de la gestion

Recent updates

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).

SentinelOne Isn't A Hypergrowth Story Anymore - And That's Why It's A Buy

Apr 22

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).

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).

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).

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.

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).

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.

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.

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.

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).

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.

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.

SentinelOne (S) Buyback And Widening Losses Raise New Questions For Investors

May 30
SentinelOne (S) Buyback And Widening Losses Raise New Questions For Investors

SentinelOne: One Of The Better Growth Names To Buy Today

Apr 19
User avatar

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.

SentinelOne's Selloff: Growth Concerns Loom Despite Profitability Milestones

Mar 13

SentinelOne: Why A Major Rerating Is Likely Coming

Mar 03

SentinelOne: Future Is Dependent On Scaling Its Emerging Products

Feb 18

SentinelOne: Chasing The $375 Billion Cybersecurity Gold Rush

Jan 27

SentinelOne: Focus On AI And Automation Is A Key Differentiator

Jan 04

SentinelOne: Should Be Able To Maintain Expertise In Several Cybersecurity Niches

Dec 23

SentinelOne: Q3 Earnings Dip Offers A Buying Opportunity

Dec 09

Analyse de la rémunération des PDG

Comment la rémunération de Tomer Weingarten a-t-elle évolué par rapport aux bénéfices de SentinelOne?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jan 31 2026n/an/a

-US$451m

Oct 31 2025n/an/a

-US$411m

Jul 31 2025n/an/a

-US$429m

Apr 30 2025n/an/a

-US$427m

Jan 31 2025US$19mUS$700k

-US$288m

Oct 31 2024n/an/a

-US$290m

Jul 31 2024n/an/a

-US$282m

Apr 30 2024n/an/a

-US$302m

Jan 31 2024US$17mUS$600k

-US$339m

Oct 31 2023n/an/a

-US$360m

Jul 31 2023n/an/a

-US$389m

Apr 30 2023n/an/a

-US$396m

Jan 31 2023US$14mUS$600k

-US$379m

Oct 31 2022n/an/a

-US$357m

Jul 31 2022n/an/a

-US$326m

Apr 30 2022n/an/a

-US$298m

Jan 31 2022n/an/a

-US$271m

Oct 31 2021n/an/a

-US$237m

Jul 31 2021n/an/a

-US$199m

Apr 30 2021n/an/a

-US$154m

Jan 31 2021US$4mUS$317k

-US$118m

Rémunération vs marché: La rémunération totale de Tomer ($USD 18.97M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.73M ).

Rémunération et revenus: La rémunération de Tomer a augmenté alors que l'entreprise n'est pas rentable.


PDG

Tomer Weingarten (41 yo)

13.3yrs
Titularisation
US$18,965,466
Compensation

Mr. Tomer Weingarten Co-founded SentinelOne, Inc. (formerly Sentinel Labs, Inc) in January 2013 and has been its Chief Executive Officer and Director since January 2013 and served as its President since No...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Tomer Weingarten
Co-Founder13.3yrsUS$18.97m1.29%
$ 65.5m
Keenan Conder
Chief Legal Officer & Corporate Secretary4.8yrsUS$4.57m0.092%
$ 4.7m
Ana Pinczuk
President of Product & Technology and Directorno dataUS$311.39k0.040%
$ 2.0m
Barry Padgett
President & COOless than a yearpas de données0.18%
$ 9.4m
Michael Cremen
President & Chief Revenue Officerno datapas de donnéespas de données
Sonalee Parekh
Chief Financial Officerless than a yearpas de donnéespas de données
Robin Tomasello
Chief Accounting Officer4.5yrspas de données0.044%
$ 2.2m
Jeff Reed
Chief Technology Officerno datapas de donnéespas de données
Douglas Clark
Head of Investor Relationsno datapas de donnéespas de données
Robert Salvagno
Chief Corporate Development Officer4.7yrspas de donnéespas de données
Brian Goldfarb
Chief Marketing Officerless than a yearpas de donnéespas de données
Divyasmita Ghatak
Chief People6.8yrspas de donnéespas de données
4.6yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe de direction de S est considérée comme expérimentée (ancienneté moyenne 4.6 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Tomer Weingarten
Co-Founder13.3yrsUS$18.97m1.29%
$ 65.5m
Ana Pinczuk
President of Product & Technology and Director4yrsUS$311.39k0.040%
$ 2.0m
Mark Barrenechea
Directorless than a yearpas de donnéespas de données
Mark Peek
Independent Director5yrsUS$330.39k0.050%
$ 2.5m
Charlene Begley
Independent Director5.3yrsUS$325.39k0.018%
$ 890.8k
Daniel Scheinman
Lead Independent Director10.7yrsUS$344.14k0.44%
$ 22.4m
Teddie Wardi
Independent Director7yrspas de données0.0051%
$ 257.1k
Aaron Hughes
Independent Director5yrsUS$315.39k0.014%
$ 703.7k
5.2yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de S sont considérés comme expérimentés (ancienneté moyenne 5.2 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/03 09:21
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/01/31
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

SentinelOne, Inc. est couverte par 49 analystes. 35 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays