SentinelOne: Finally Worth A Nibble (Rating Upgrade)

Post-Q3 FY2026, SentinelOne's long-term risk/reward has improved enough to warrant fresh capital allocation. For Q3 FY2026, SentinelOne outperformed top and bottom line estimates, with strong growth in emerging products. Despite near-term margin moderation and conservative Q4 sales guidance, S's $1B ARR barely taps a $100B+ TAM, supporting a multi-year growth story.

Seeking Alpha • Dec 11, 2025

Beyond the Magnificent 7: Meet 3 of Tech's Rising Stars

A handful of trillion-dollar corporations, known as the Magnificent Seven, have been the driving force behind the stock market's narrative and most of its recent returns. These companies established the bedrock of today's digital economy.

MarketBeat • Dec 11, 2025

SentinelOne: Market Has No Respect

SentinelOne delivered another strong quarter with 23% ARR growth, surpassing $1 billion in annual recurring revenue. The cybersecurity company's pivot to AI-driven security is materializing, with non-endpoint business now 50% of bookings and Purple AI attach rates exceeding 40%. Despite robust growth and improving profitability, S stock trades at just 4x forward sales—well below peers like CRWD and PANW.

Seeking Alpha • Dec 10, 2025

1 Intriguing Artificial Intelligence (AI) Stock to Buy With $20 Heading Into 2026, According to Wall Street

SentinelOne is a small cybersecurity vendor with an impressive portfolio of products powered by artificial intelligence (AI). The company is on track to generate $1 billion in annual revenue for the first time in its current fiscal year.

The Motley Fool • Dec 9, 2025

SentinelOne: The Market Is Not Getting The Big Picture

SentinelOne, Inc. remains a Strong Buy despite a 44% 1-year decline and post-earnings selloff. S1 boasts $650M in cash/equivalents, no long-term debt, and continues prioritizing growth over immediate GAAP profitability. Recent earnings beat estimates with 23% YoY revenue growth and robust 77-78% non-GAAP gross margins.

Seeking Alpha • Dec 9, 2025

SentinelOne shares drop on weak Q4 guidance, CFO departure

SentinelOne (NYSE:S) shares fell 11% in early trade on Friday after the AI-powered cybersecurity firm's weaker-than-expected guidance and the announcement that its CFO Barbara Larson is departing the company overshadowed a third quarter earnings beat. The company's Q4 guidance of roughly $271 million in revenue fell short of analyst expectations of around $273.2 million, representing lower projected growth of 20% year-over-year.

Proactive Investors • Dec 5, 2025

SentinelOne Q3: CFO's Parting Gift To Bulls (Rating Upgrade)

SentinelOne is upgraded to Buy, with a raised price target, despite underwhelming Q4 guidance and the recent CFO departure. Q3 showed accelerating backlog growth (34% y/y to $1.3B) and stabilizing net new ARR, signaling early signs of business recovery. SentinelOne's shares now trade at a depressed ~4x forward EV/revenue multiple, implying 13–15% upside potential as valuation appears to have found a floor.

Seeking Alpha • Dec 5, 2025

SentinelOne Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall

S tops Q3 estimates with strong revenues and ARR growth. However, shares fall.

Zacks Investment Research • Dec 5, 2025

SentinelOne forecasts quarterly revenue below estimates, CFO to step down

Cybersecurity firm SentinelOne on Thursday forecast fourth-quarter revenue below analysts' expectations and said Chief Financial Officer Barbara Larson will step down.

Reuters • Dec 4, 2025

SentinelOne Plunges 8% After Q3 FY26 Earnings Report

SentinelOne (NYSE: S) reported Q3 fiscal 2026 results after the close on Thursday, delivering a profitability milestone that caught investors' attention.

24/7 Wall Street • Dec 4, 2025