SentinelOne (NYSE:S) Given New $14.00 Price Target at Wells Fargo & Company

SentinelOne (NYSE:S) had its price objective raised by equities research analysts at Wells Fargo & Company from $13.00 to $14.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 0.54% from the company’s previous close.

Several other research firms have also recently weighed in on S. Cantor Fitzgerald reissued an “overweight” rating and set a $18.00 price objective on shares of SentinelOne in a research report on Friday. UBS Group downgraded SentinelOne from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 13th. Citigroup reduced their price objective on SentinelOne from $20.00 to $18.00 and set a “neutral” rating for the company in a research report on Monday, January 12th. Oppenheimer lowered their price objective on shares of SentinelOne from $24.00 to $20.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. Finally, Piper Sandler reiterated a “neutral” rating and set a $17.00 target price (down from $20.00) on shares of SentinelOne in a research note on Sunday, January 4th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $20.36.

SentinelOne Price Performance

Shares of NYSE S traded up $0.15 during trading hours on Friday, hitting $13.93. 6,353,041 shares of the stock were exchanged, compared to its average volume of 8,246,066. SentinelOne has a one year low of $12.23 and a one year high of $21.40. The company’s 50 day moving average is $13.92 and its 200 day moving average is $15.83. The firm has a market capitalization of $4.73 billion, a P/E ratio of -11.14 and a beta of 0.77.

SentinelOne (NYSE:S) last released its earnings results on Thursday, March 12th. The company reported $0.07 earnings per share for the quarter, topping analysts’ consensus estimates of $0.06 by $0.01. SentinelOne had a negative net margin of 43.04% and a negative return on equity of 14.95%. The firm had revenue of $271.15 million during the quarter, compared to analyst estimates of $271.18 million. During the same quarter in the previous year, the business earned $0.04 EPS. The business’s revenue was up 20.3% on a year-over-year basis. SentinelOne has set its FY 2027 guidance at 0.320-0.380 EPS and its Q1 2027 guidance at 0.010-0.020 EPS. Research analysts anticipate that SentinelOne will post -0.76 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider Ana G. Pinczuk sold 11,900 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $14.82, for a total value of $176,358.00. Following the completion of the transaction, the insider directly owned 560,589 shares of the company’s stock, valued at $8,307,928.98. This trade represents a 2.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark S. Peek purchased 40,000 shares of the firm’s stock in a transaction on Tuesday, December 16th. The shares were acquired at an average price of $14.89 per share, for a total transaction of $595,600.00. Following the purchase, the director directly owned 120,000 shares of the company’s stock, valued at approximately $1,786,800. This represents a 50.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 203,034 shares of company stock valued at $2,869,591 in the last ninety days. 4.33% of the stock is currently owned by insiders.

Institutional Trading of SentinelOne

Several institutional investors have recently made changes to their positions in the business. Daiwa Securities Group Inc. increased its stake in SentinelOne by 25.2% in the second quarter. Daiwa Securities Group Inc. now owns 3,442 shares of the company’s stock valued at $63,000 after acquiring an additional 692 shares during the period. Allworth Financial LP lifted its stake in SentinelOne by 102.4% during the third quarter. Allworth Financial LP now owns 1,435 shares of the company’s stock worth $25,000 after purchasing an additional 726 shares during the period. Diversify Advisory Services LLC boosted its holdings in SentinelOne by 3.5% during the fourth quarter. Diversify Advisory Services LLC now owns 22,492 shares of the company’s stock valued at $313,000 after purchasing an additional 753 shares in the last quarter. Mission Creek Capital Partners Inc. grew its stake in shares of SentinelOne by 1.7% in the 2nd quarter. Mission Creek Capital Partners Inc. now owns 45,958 shares of the company’s stock valued at $840,000 after purchasing an additional 760 shares during the period. Finally, Main Management ETF Advisors LLC raised its holdings in shares of SentinelOne by 1.7% in the 2nd quarter. Main Management ETF Advisors LLC now owns 46,909 shares of the company’s stock worth $857,000 after buying an additional 768 shares in the last quarter. 90.87% of the stock is currently owned by institutional investors and hedge funds.

SentinelOne News Roundup

Here are the key news stories impacting SentinelOne this week:

• Positive Sentiment: Q4 reported EPS beat and company milestones — SentinelOne posted $0.07 EPS (above the $0.06 consensus), revenue roughly matched expectations, grew ~20% YoY, surpassed $1 billion in annual revenue and said it achieved full-year operating profitability, all of which support a longer-term growth/profitability story. SentinelOne Announces Fourth-Quarter and Fiscal-Year-2026 Financial Results
• Positive Sentiment: Aggressive forward EPS guidance vs. street — Management raised Q1 FY27 EPS guidance to $0.01–$0.02 (consensus was around -$0.18) and FY27 EPS to $0.320–$0.380 (consensus deeply negative). This swing to positive EPS guidance materially improves the company’s near-to-medium-term profitability outlook. Press Release / Slide Deck
• Positive Sentiment: Analyst/media coverage of the beat — Coverage (Zacks/MarketBeat) highlights the EPS beat and improving margins, which can support sentiment if management executes on guidance. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Earnings call/transcript available — Full Q4 call transcript provides detail on product adoption, churn, and GTM execution; useful for parsing how management justifies guidance and margin trajectory. Earnings Call Transcript
• Neutral Sentiment: Industry-security incidents — Recent FortiGate/AD compromise stories underscore persistent demand for endpoint/EDR solutions, a structural positive for vendors but not a direct SentinelOne win yet. FortiGate Edge Intrusions
• Negative Sentiment: Market reaction and Reuters note on cautious stance — Some outlets (Barron’s/Reuters) flagged that the stock fell after earnings and that SentinelOne signaled a cautious near-term profit forecast amid stiff competition and a finance leadership transition, which raises execution risk. Reuters: Quarterly profit forecast falls short
• Negative Sentiment: Sector headwinds — Analysis that the endpoint market is cooling increases the risk that growth could moderate, pressuring multiples if re-acceleration doesn’t materialize. Investing.com: Endpoint market cools
• Negative Sentiment: CEO rhetoric vs. large competitors — Strong public comments (e.g., CEO calling out Microsoft vulnerabilities) can draw attention to competitive positioning but may also heighten scrutiny and competitive pushback. 247WallSt: CEO: Microsoft has more vulnerabilities

SentinelOne Company Profile

SentinelOne, Inc is a cybersecurity company specializing in AI-driven, autonomous endpoint protection. Founded in 2013 and headquartered in Mountain View, California, the firm developed its Singularity Platform to unify prevention, detection, response, and hunting across endpoints, cloud workloads, containers and IoT devices. SentinelOne’s solutions leverage machine learning and behavioral analytics to identify threats in real time, automate remediation workflows and deliver forensics to support rapid incident response.

The company’s flagship product suite includes endpoint security agents, cloud workload protection, identity threat detection and extended detection and response (XDR) capabilities.