SentinelOne, Inc. (S) AI Stock Analysis

SentinelOne, Inc. is a cybersecurity provider operating in the United States and globally. The company provides an Extended Detection and Response (XDR) data stack integrating endpoint protection, endpoint detection and response, cloud workload protection, and IoT security into a centralized platform. Its core offering is the Singularity XDR Platform, which delivers autonomous threat prevention, detection, and response capabilities driven by artificial intelligence. Headquartered in Mountain View, California, SentinelOne delivers automated defenses to protect enterprise endpoints and cloud workloads against varied cyber threats.

SentinelOne increased revenue from $204.8M in FY2022 to $1.00B in FY2026, delivering a 5-year revenue CAGR of 60.8%. Annual revenue growth moderated from 120.1% in FY2022 to 21.9% in FY2026. Gross margin expanded from 60.1% in FY2022 to 73.2% in FY2026, while operating margin changed from -130.5% to -30.9%. Net income was -$450.7M in FY2026 with an EPS of -$0.31, compared to net income of -$271.1M in FY2022. For the latest quarter ended July 31, 2026, quarterly revenue growth was 20.6% year-over-year, contributing to trailing twelve month revenue of $1.10B and a profit margin of -30.9%.

As of July 31, 2026, SentinelOne held $655.2M in cash and short-term investments against total assets of $2.38B and shareholders' equity of $1.45B. The company maintained a current ratio of 1.45. Operating cash flow turned positive at $76.6M in FY2026, supporting free cash flow of $75.9M after capital expenditures of $713,000. During FY2026, SentinelOne allocated $200.0M to share buybacks, while its share count expanded by 29.0% over the trailing 5-year period.

SentinelOne trades at a forward P/E of 75.2x, above the 18.8x median of its US-listed Technology peers. Its price-to-sales ratio of 6.8x also exceeds the peer group median of 2.8x, alongside an EV-to-revenue multiple of 7.1x and a market capitalization of $7.51B. At the last close of $21.58 on October 16, 2026, the stock was up 28.3% over the past year, outperforming the S&P 500 return of 16.8%. However, its 5-year return stands at -63.8%, trailing the S&P 500 5-year gain of 83.0%.

Analyst coverage includes 15 Strong Buy, 3 Buy, and 16 Hold ratings, with no Sell recommendations. The mean price target of $24.75 sits 14.7% above the last close of $21.58. For the current fiscal year ending January 31, 2027, consensus estimates forecast revenue of $1.20B and an EPS of $0.32, reflecting 59.7% EPS growth. SentinelOne beat EPS estimates in 2 of the past 4 quarters. The next earnings date is scheduled for December 3, 2026.

This page is an AI-written research summary of SentinelOne, Inc. (S). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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