SentinelOne (NYSE:S) Price Target Raised to $14.00 at Wells Fargo & Company

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

Several other equities research analysts also recently issued reports on S. Needham & Company LLC reduced their price objective on SentinelOne from $21.00 to $18.00 and set a “buy” rating for the company in a research note on Friday. Oppenheimer lowered their target price on SentinelOne from $24.00 to $20.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. Rosenblatt Securities reissued a “buy” rating and issued a $24.00 price target on shares of SentinelOne in a research report on Friday, December 5th. Cantor Fitzgerald restated an “overweight” rating and set a $18.00 price target on shares of SentinelOne in a report on Friday. Finally, Barclays lowered their price objective on shares of SentinelOne from $18.00 to $16.00 and set an “equal weight” rating on the stock in a research report on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $20.36.

SentinelOne Price Performance

SentinelOne stock traded up $0.15 during midday trading on Friday, reaching $13.93. The stock had a trading volume of 6,353,041 shares, compared to its average volume of 8,246,066. SentinelOne has a twelve month low of $12.23 and a twelve month high of $21.40. The firm has a market cap of $4.73 billion, a price-to-earnings ratio of -11.14 and a beta of 0.77. The firm’s fifty day simple moving average is $13.92 and its two-hundred day simple moving average is $15.83.

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

Insiders Place Their Bets

In related news, insider Ana G. Pinczuk sold 11,900 shares of the business’s stock in a transaction that occurred 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 sale, the insider owned 560,589 shares of the company’s stock, valued at approximately $8,307,928.98. The trade was a 2.08% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Keenan Michael Conder sold 5,178 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $13.81, for a total value of $71,508.18. Following the completion of the transaction, the insider owned 557,184 shares in the company, valued at $7,694,711.04. This represents a 0.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 203,034 shares of company stock worth $2,869,591 in the last quarter. Corporate insiders own 4.33% of the company’s stock.

Institutional Investors Weigh In On SentinelOne

A number of large investors have recently bought and sold shares of S. Allworth Financial LP increased its position 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 buying an additional 726 shares during the last quarter. Strategic Advocates LLC bought a new stake in shares of SentinelOne during the 3rd quarter worth about $26,000. Danske Bank A S bought a new stake in shares of SentinelOne during the 3rd quarter worth about $26,000. Assetmark Inc. increased its holdings in shares of SentinelOne by 700.8% during the 4th quarter. Assetmark Inc. now owns 1,906 shares of the company’s stock valued at $29,000 after acquiring an additional 1,668 shares during the last quarter. Finally, MAI Capital Management raised its stake in shares of SentinelOne by 121.2% in the 3rd quarter. MAI Capital Management now owns 1,825 shares of the company’s stock valued at $32,000 after acquiring an additional 1,000 shares in the last quarter. 90.87% of the stock is currently owned by institutional investors.

Key Stories Impacting SentinelOne

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.