Is SentinelOne's AI and Cloud Alliances With AWS and Google Shifting the Investment Case for S?

• At OneCon 2025 in early November, SentinelOne revealed a wave of new AI-powered cybersecurity services, expanded integrations with Amazon Web Services, and introduced the Wayfinder Threat Detection & Response suite powered in part by Google Threat Intelligence.
• These updates position SentinelOne at the forefront of securing generative and agentic AI, offering enterprises unified solutions for cloud, data, and autonomous threat management across leading platforms.
• We'll examine how SentinelOne's expanded AWS and Google collaborations strengthen its investment narrative of AI-centered multi-product growth.

Outshine the giants: these 25 early-stage AI stocks could fund your retirement.

SentinelOne Investment Narrative Recap

To be a SentinelOne shareholder right now, one must believe that the company’s rapid AI innovation and ecosystem expansion can drive sustainable, above-market revenue growth, even as it remains unprofitable and faces competitive pressures. The recent OneCon 2025 announcements position SentinelOne favorably for cloud and AI security adoption and reinforce its AI-centered growth story, but do not materially change the most important near-term catalyst, enterprise multi-product adoption on hyperscaler platforms, as well as the continued risks from partner concentration. Among the recent updates, SentinelOne’s deepened integration with Amazon Web Services stands out. New offerings like Singularity Hyperautomation for AWS Security Incident Response and the availability of Prompt Security solutions on AWS Marketplace give SentinelOne direct access to new cloud and AI security budgets, aligning closely with the dominant catalyst of accelerating customer adoption and expanding contract value through platform expansion. In contrast, investors should be aware that ongoing reliance on large partners such as AWS continues to expose SentinelOne to platform risk if…

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

SentinelOne's outlook anticipates $1.6 billion in revenue and $215.8 million in earnings by 2028. This scenario relies on 22.0% annual revenue growth and an earnings improvement of $645.2 million from current earnings of -$429.4 million.

Uncover how SentinelOne's forecasts yield a $23.50 fair value, a 40% upside to its current price.

Exploring Other Perspectives

Thirteen fair value estimates from the Simply Wall St Community currently span US$15 to US$35, reflecting a wide range of individual outlooks on SentinelOne. With so many perspectives, remember that ramping product launches and new cloud partnerships could elevate recurring revenue and market position over time, though opinions on their impact can greatly differ.

Explore 13 other fair value estimates on SentinelOne - why the stock might be worth over 2x 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 3 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.

Searching For A Fresh Perspective?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

• Find companies with promising cash flow potential yet trading below their fair value.
• Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com