What's Going On With SentinelOne Shares Thursday?

SentinelOne, Inc. S reported 2025 fiscal-year fourth-quarter earnings on Wednesday after the market closed.

What To Know: SentinelOne reported adjusted earnings per share of 4 cents, beating analysts’ estimate of 1 cent. In addition, the company reported sales of $225.50 million, beating analysts’ estimate of $222.25 million and representing a 29% year-over-year growth.

Furthermore, the company’s annualized recurring revenue (ARR) increased 27% to $920.1 million. It has 1,411 customers with ARR of $100,000 or more, representing a 25% climb.

The company sees first-quarter revenue of about $228 million, versus analysts’ estimate of $235.17 million. For fiscal-year 2026, SentinelOne expects revenue between $1.007 billion to $1.012 billion, versus analysts’ estimate of $1.029 billion.

Analyst Changes: Following the earnings report, multiple analysts issued price target adjustments.

• Needham analyst Matt Dezort maintained a Buy rating on SentinelOne and lowered the price target from $32 to $23.
• Piper Sandler analyst Rob Owens maintained an Overweight rating on SentinelOne and lowered the price target from $32 to $28.
• Baird analyst Shrenik Kothari maintained an Outperform rating on SentinelOne and lowered the price target from $28 to $24.
• Susquehanna analyst Shyam Patil maintained a Positive rating on SentinelOne and lowered the price target from $30 to $25.

Related Link: Expert Outlook: Exact Sciences Through The Eyes Of 7 Analysts

S Price Action: At the time of writing, SentinelOne stock is trading roughly flat at $19.40, according to data from Benzinga Pro.

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