Does SentinelOne’s (S) AI Push With AWS and Buybacks Redefine Its Long-Term Growth Story?

• In early December 2025, SentinelOne reported third-quarter sales of US$258.91 million with a reduced net loss, issued revenue guidance of US$271 million for the fourth quarter and US$1.00 billion for the full year, advanced new AI-powered integrations with Amazon Web Services, completed a US$101.89 million buyback, and announced upcoming CFO changes alongside a new board appointment.
• Together, stronger operating metrics, deeper AI and AWS integration through offerings like Purple AI and Observo AI, and leadership reshuffling signal a company working to integrate growth, capital returns, and governance as it crosses the US$1.00 billion annual revenue threshold.
• We'll now examine how SentinelOne's stronger results and expanded AWS AI integrations may influence its AI-focused, cloud-centric investment narrative.

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SentinelOne Investment Narrative Recap

To own SentinelOne, you have to believe its AI-first security platform can translate growing revenue into a credible path toward profitability despite ongoing losses and industry consolidation. The latest quarter’s stronger sales, narrower net loss, and confirmation of US$1.00 billion in annual revenue guidance support its near term growth catalyst, while leadership turnover in the CFO seat introduces some incremental execution risk but does not appear to change the core thesis.

For me, the most relevant update is SentinelOne’s deeper AWS integration, including new links between Singularity, AWS Security Hub, and CloudWatch. These connections reinforce its AI and cloud centric story, potentially amplifying the impact of products like Purple AI and Observo AI on deal sizes and platform stickiness, even as dependence on hyperscaler partners remains one of the key long term risks investors need to track closely.

Yet investors should be aware that growing reliance on hyperscalers such as AWS could one day...

Read the full narrative on SentinelOne (it's free!)

SentinelOne's narrative projects $1.6 billion revenue and $215.8 million earnings by 2028. This requires 22.0% yearly revenue growth and an earnings increase of about $645 million from -$429.4 million today.

Uncover how SentinelOne's forecasts yield a $21.55 fair value, a 41% upside to its current price.

Exploring Other Perspectives

Twelve private investors in the Simply Wall St Community currently estimate SentinelOne’s fair value between US$15.00 and about US$29.42, highlighting very different expectations. Against that spread, the company’s push into AI powered AWS integrations underscores how much the business outcome hinges on its platform gaining and keeping traction with large cloud partners.

Explore 12 other fair value estimates on SentinelOne - why the stock might be worth as much as 93% more than the current price!

Build Your Own SentinelOne Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SentinelOne research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free SentinelOne research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SentinelOne's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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