SentinelOne, Inc.

Report azionario NYSE:S

Capitalizzazione di mercato: US$5.1b

SentinelOne Gestione

Criteri Gestione verificati 2/4

SentinelOne Il CEO è Tomer Weingarten, nominato in Jan2013, e ha un mandato di 13.33 anni. la retribuzione annua totale è $ 18.97M, composta da 3.7% di stipendio e 96.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.29% delle azioni della società, per un valore di $ 65.53M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.6 anni e 5.2 anni.

Informazioni chiave

Tomer Weingarten

Amministratore delegato

US$19.0m

Compenso totale

Percentuale dello stipendio del CEO3.69%
Mandato del CEO13.3yrs
Proprietà del CEO1.3%
Durata media del management4.6yrs
Durata media del Consiglio di amministrazione5.2yrs

Aggiornamenti recenti sulla gestione

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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Tomer Weingarten rispetto agli utili di SentinelOne?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Tomer ($USD 18.97M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.73M ).

Compensazione vs guadagni: La retribuzione di Tomer è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Tomer Weingarten (41 yo)

13.3yrs
Mandato
US$18,965,466
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 yearNessun dato0.18%
$ 9.4m
Michael Cremen
President & Chief Revenue Officerno dataNessun datoNessun dato
Sonalee Parekh
Chief Financial Officerless than a yearNessun datoNessun dato
Robin Tomasello
Chief Accounting Officer4.5yrsNessun dato0.044%
$ 2.2m
Jeff Reed
Chief Technology Officerno dataNessun datoNessun dato
Douglas Clark
Head of Investor Relationsno dataNessun datoNessun dato
Robert Salvagno
Chief Corporate Development Officer4.7yrsNessun datoNessun dato
Brian Goldfarb
Chief Marketing Officerless than a yearNessun datoNessun dato
Divyasmita Ghatak
Chief People6.8yrsNessun datoNessun dato
4.6yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di S è considerato esperto (durata media dell'incarico 4.6 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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 yearNessun datoNessun dato
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 Director7yrsNessun dato0.0051%
$ 257.1k
Aaron Hughes
Independent Director5yrsUS$315.39k0.014%
$ 703.7k
5.2yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di S sono considerati esperti (durata media dell'incarico 5.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/03 15:14
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2026/01/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

SentinelOne, Inc. è coperta da 49 analisti. 35 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays