SentinelOne, Inc.

NYSE:S 株式レポート

時価総額：US$5.1b

SentinelOne 過去の業績

過去 基準チェック /06

SentinelOneの収益は年間平均-13.7%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間21.2% 36.9%割合で 増加しています。

主要情報

-13.70%

収益成長率

23.81%

EPS成長率

Software 業界の成長17.33%
収益成長率36.95%
株主資本利益率-31.36%
ネット・マージン-45.02%
前回の決算情報31 Jan 2026

最近の業績更新

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
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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

収支内訳

SentinelOne の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:S 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Jan 261,001-451722324
31 Oct 25956-411715309
31 Jul 25907-429715296
30 Apr 25864-427699281
31 Jan 25821-288673267
31 Oct 24770-290644249
31 Jul 24724-282618231
30 Apr 24674-302600221
31 Jan 24621-339595218
31 Oct 23573-360580216
31 Jul 23524-389553216
30 Apr 23477-396526216
31 Jan 23422-379470207
31 Oct 22362-357408196
31 Jul 22302-326353178
30 Apr 22246-298297154
31 Jan 22205-271254136
31 Oct 21169-237217114
31 Jul 21138-19917894
30 Apr 21112-15413776
31 Jan 2193-11810762
31 Jan 2046-776637

質の高い収益: Sは現在利益が出ていません。

利益率の向上: Sは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: Sは利益が出ておらず、過去 5 年間で損失は年間13.7%の割合で増加しています。

成長の加速: Sの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: Sは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 14.3% ) と比較することは困難です。

株主資本利益率

高いROE: Sは現在利益が出ていないため、自己資本利益率 ( -31.36% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/03 04:50
終値2026/05/01 00:00
収益2026/01/31
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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SentinelOne, Inc. 35 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。49

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