Should SentinelOne’s New AI Data Security Push Require Action From SentinelOne (S) Investors?

• Earlier in February 2026, SentinelOne expanded its AI Security Platform with new Data Security Posture Management capabilities to protect AI systems from data ingestion through runtime execution, aiming to help enterprises reduce data leakage risk and comply with privacy and regulatory requirements as AI deployment scales.
• By positioning DSPM as the “first mile” of AI security and integrating it with existing cloud and runtime protections, SentinelOne is pitching a unified platform that can track and mitigate AI-related risk across the full lifecycle of data, models, and production workloads.
• Next, we’ll examine how SentinelOne’s new DSPM capabilities for AI pipelines may influence its AI-led growth investment narrative.

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SentinelOne Investment Narrative Recap

To own SentinelOne, you have to believe its AI-first security platform can turn rapid product expansion into durable, higher quality revenue, even while the business remains unprofitable. The new DSPM launch fits the core AI narrative but does not clearly change the key near term swing factors, which still look like execution on multi-product adoption and margin discipline on one side, and macro driven deal volatility and partner dependence on the other.

The announcement that SentinelOne’s Singularity Platform secured GovRAMP High authorization is particularly relevant here. Combined with the new DSPM capabilities for AI pipelines, it underlines a push to win complex, compliance heavy public sector and regulated customers, which could support larger deals and longer contracts, but also reinforces the risk that growing regulatory and data privacy obligations increase operating complexity and costs at the same time.

Yet beneath the appeal of AI led growth, investors also need to be aware that concentrated large enterprise exposure could quickly magnify any setback in...

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 a $645.2 million earnings increase from -$429.4 million today.

Uncover how SentinelOne's forecasts yield a $21.15 fair value, a 59% upside to its current price.

Exploring Other Perspectives

Some of the lowest analysts take a tougher line, assuming about 18 percent annual revenue growth and no profits in three years, highlighting how open source competition and rising compliance costs could weigh on the new DSPM driven story.

Explore 12 other fair value estimates on SentinelOne - why the stock might be worth over 3x 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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