SentinelOne, Inc.

NYSE:S 株式レポート

時価総額:US$6.3b

SentinelOne マネジメント

マネジメント 基準チェック /34

SentinelOneの CEO はTomer Weingartenで、 Jan2013年に任命され、 の在任期間は 13.5年です。 の年間総報酬は$ 16.93Mで、 4.1%給与と95.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.18%を直接所有しており、その価値は$ 74.53M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と5.3年です。

主要情報

Tomer Weingarten

最高経営責任者

US$16.9m

報酬総額

CEO給与比率4.13%
CEO在任期間13.5yrs
CEOの所有権1.2%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

ナラティブ更新 Jul 26

S: AI Cybersecurity Leadership And FedRAMP Strength Will Support Long-Term Upside

Analysts have nudged their SentinelOne price target higher to $25.94 from $25.10, reflecting updated assumptions for slightly different revenue growth, profit margin, discount rate, and future P/E inputs in their models. What's in the News SentinelOne shares moved about 3.8% higher in recent trading as investors focused on AI driven enterprise software, with interest in the company’s AI native cybersecurity offerings such as Prompt Security and Purple AI, according to sector news reports.
Seeking Alpha Jul 17

SentinelOne: Recent Strength Becoming Hard To Justify

Summary SentinelOne's fundamentals remain solid, although it could fall short of rising investor expectations going forward. Particularly if growth decelerates in the second half of the year on the back of more difficult comparable periods. Even after the recent rise in share price, SentinelOne's valuation is still fairly modest. There is now far less downside protection in the event of deteriorating fundamentals though. Flat growth, ongoing losses, layoffs, and insider sales suggest that further multiple expansion is unwarranted, creating a less favorable setup in the near term. Read the full article on Seeking Alpha
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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).
ナラティブ更新 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).
ナラティブ更新 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).
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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.
ナラティブ更新 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

CEO報酬分析

SentinelOne の収益と比較して、Tomer Weingarten の報酬はどのように変化したか?
日付総報酬給与会社業績
Apr 30 2026n/an/a

-US$319m

Jan 31 2026US$17mUS$700k

-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

報酬と市場: Tomerの 総報酬 ($USD 16.93M ) は、 US市場 ($USD 8.33M ) の同規模の企業の平均を上回っています。

報酬と収益: Tomerの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Tomer Weingarten (42 yo)

13.5yrs
在職期間
US$16,934,559
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Tomer Weingarten
Co-Founder13.5yrsUS$16.93m1.18%
$ 74.5m
Barry Padgett
President & COOless than a yearUS$13.40m0.29%
$ 18.2m
Keenan Conder
Chief Legal Officer & Corporate Secretary4.9yrsUS$4.36m0.097%
$ 6.1m
Ana Pinczuk
President of Product & Technology and Directorno dataUS$10.86m0.043%
$ 2.7m
Michael Cremen
President & Chief Revenue Officerno dataデータなしデータなし
Sonalee Parekh
Chief Financial Officerless than a yearデータなし0.28%
$ 17.7m
Robin Tomasello
Chief Accounting Officer4.7yrsデータなし0.049%
$ 3.1m
Jeff Reed
Chief Technology Officerno dataデータなしデータなし
Robert Salvagno
Chief Corporate Development Officer4.8yrsデータなしデータなし
Brian Goldfarb
Chief Marketing Officerless than a yearデータなしデータなし
Divyasmita Ghatak
Chief People6.9yrsデータなしデータなし
Eran Ashkenazi
Chief Business Officer7.3yrsデータなしデータなし
4.8yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: Sの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Tomer Weingarten
Co-Founder13.5yrsUS$16.93m1.18%
$ 74.5m
Ana Pinczuk
President of Product & Technology and Director4.2yrsUS$10.86m0.043%
$ 2.7m
Mark Barrenechea
Independent Directorless than a yearUS$423.16k0.0011%
$ 71.9k
Mark Peek
Independent Director5.2yrsUS$297.14k0.054%
$ 3.4m
Charlene Begley
Independent Director5.5yrsUS$292.14k0.017%
$ 1.1m
Daniel Scheinman
Lead Independent Director10.8yrsUS$311.64k0.44%
$ 27.8m
Teddie Wardi
Independent Director7.2yrsデータなし0.0050%
$ 317.9k
Aaron Hughes
Independent Director5.2yrsUS$282.14k0.018%
$ 1.2m
5.3yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: Sの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/31 08:45
終値2026/07/31 00:00
収益2026/04/30
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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業界およびセクターの指標

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アナリスト筋

SentinelOne, Inc. 34 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47

アナリスト機関
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays