S logo

SentinelOne, Inc. Stock Price

NYSE:S Community·US$6.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 207 Fair Values set on narratives written by author

S Share Price Performance

US$17.51
-0.69 (-3.79%)
US$19.15
Fair Value
US$17.51
-0.69 (-3.79%)
8.5% undervalued intrinsic discount
US$19.15
Fair Value
Price US$17.51
AnalystConsensusTarget US$19.15
AnalystHighTarget US$25.10
AnalystLowTarget US$15.00

S Community Narratives

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Fair Value US$19.15 8.5% undervalued intrinsic discount

AI And Cybersecurity Expansion Will Power Global Transformation

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91users have followed this narrative
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Fair Value US$25.1 30.2% undervalued intrinsic discount

Connected Devices And Remote Work Will Drive AI Security Growth

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8users have followed this narrative
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Fair Value US$15 16.7% overvalued intrinsic discount

Regulatory And Open-Source Pressures Will Squeeze Margins Yet Spark Recovery

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2users have followed this narrative
US$15
16.7% overvalued intrinsic discount
Profit Margin
12.11%
Future PE
35x
Price in 2029
US$19.12
US$25.1
30.2% undervalued intrinsic discount
Profit Margin
12.04%
Future PE
56.75x
Price in 2029
US$32.06
US$19.15
8.5% undervalued intrinsic discount
Profit Margin
12.35%
Future PE
43.66x
Price in 2029
US$24.4

Trending Discussion

Updated Narratives

S logo

S: AI Security Partnerships And Cost Controls Will Support Balanced Long Term Outlook

Fair Value: US$15 16.7% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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S: AI Security Leadership And DoD Contract Will Support Long-Term Upside

Fair Value: US$25.1 30.2% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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S: AI Security Alliances And Cloud Integrations Will Support Measured Future Upside

Fair Value: US$19.15 8.5% undervalued intrinsic discount
91 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and slightly overvalued.

2 Risks
2 Rewards

SentinelOne, Inc. Key Details

US$1.0b

Revenue

US$280.6m

Cost of Revenue

US$768.3m

Gross Profit

US$1.1b

Other Expenses

-US$318.7m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
-0.93
73.25%
-30.38%
0%
View Full Analysis

About S

Founded
2013
Employees
3000
CEO
Tomer Weingarten
WebsiteView website
www.sentinelone.com

SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company’s Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization’s endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. It also offers generative AI-security agent (Purple AI), security information and event management, endpoint security, cloud security, identity security, exposure and vulnerability management, and threat services. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.

Recent S News & Updates

Seeking Alpha Jul 02

SentinelOne: A Business That Already Prints Cash But Not Profits

Summary SentinelOne is transitioning from hyper-growth to efficient growth, with strong free cash flow but persistent GAAP losses driven by high stock-based compensation. S achieves robust gross margins (~73%) and positive free cash flow margins (>25%) but faces dilution and a still-bloated cost structure, tempering valuation upside. Competitive pressures from CrowdStrike, Palo Alto, and Microsoft highlight S's need for rapid cost scaling and margin expansion to justify its current valuation. I rate S a Hold, favoring risk-tolerant growth investors at or below $15–$16, as structural profitability by 2028 hinges on disciplined cost control and margin realization. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates