SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company's Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. It also offers generative AI-security agent (Purple AI), security information and event management, endpoint security, cloud security, identity security, exposure and vulnerability management, and threat services. The company has a collaboration with Amazon Web Services (AWS) to deliver unified AI governance for customers building on Amazon Bedrock. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.
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Cybersecurity & Digital Trust▲
SentinelOne and Tenable Research Shows Attackers Target Vendor Ecosystems
New joint research from SentinelOne and Tenable finds that cyber attackers, including nation-state and criminal actors, are focusing on edge-device vendor ecosystems rather than individual vulnerabilities. The study, which combines Tenable's exposure data with SentinelOne's runtime detection, shows that exposure data and runtime detection converge on the same vendor surfaces 79% of the time, while sharing only 21% overlap at the individual vulnerability level. Twelve vulnerabilities in the dataset carry confirmed multi-nexus attribution, with state-sponsored and ransomware operators independently exploiting the same flaws across five threat categories, including China, Russia, DPRK, Iran-nexus, and criminal actors. More than half of organizations running F5 products have at least one exposed, actively exploited vulnerability, and Citrix customers take a median of 461 days to remediate, the slowest of any vendor studied. The research also highlights a statistically significant 24-day gap in remediation complexity, underscoring that patching speed alone is insufficient without attack surface minimization and endpoint protection.
SentinelOne to Report Q2 Earnings: What's in Store for the Stock?
SentinelOne is set to release second-quarter fiscal 2027 results on Aug. 27, 2026, with the company expecting revenues between $289 million and $291 million and adjusted earnings between 6 cents and 8 cents per share. The Zacks Consensus Estimate for the quarter is pegged at $290.03 million, suggesting growth of 19.76% from the year-ago quarter, while the consensus earnings estimate has remained at 7 cents per share over the past 30 days, implying 75% growth. SentinelOne's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average earnings surprise of 47.50%. The company's second-quarter performance is expected to have benefited from sustained momentum across endpoint, AI, data and cloud security, with annual recurring revenues increasing 23% year over year in the fiscal first quarter and net new ARR rising 55% to a record $44 million. SentinelOne expects second-quarter fiscal 2027 operating income of $23 million to $25 million, implying an operating margin of about 8% at the midpoint, though macroeconomic and geopolitical uncertainties could have affected enterprise spending and deal timing.
SentinelOne Reports 86% Lower Input Token Use for AI Agents
SentinelOne unveiled new AI research at the Black Hat conference showing an 86% reduction in input tokens for long-running AI agents, aimed at making autonomous threat detection and response more efficient. The company, which has a market cap of about US$7.5b, said the efficiency gains could allow security teams to process more telemetry and investigations without linearly higher resource costs. The research reinforces SentinelOne's existing narrative around AI-driven automation, Purple AI, and the Autonomous SOC as catalysts for multi-product adoption. Investors will watch whether upcoming disclosures show customers expanding usage of Purple AI, Hyperautomation, and the broader Singularity Platform.
SentinelOne Expands AWS AI Security Integration as Revenue Growth Accelerates
SentinelOne expanded its partnership with Amazon Web Services by integrating its AI security tools into a single governance layer for Amazon Bedrock. The integration combines Prompt Security, Singularity Cloud Security, and Singularity AI SIEM into Amazon Bedrock AgentCore, providing a unified dashboard for AI risk management, with general availability targeted for AWS re:Invent 2026. The announcement comes as SentinelOne's fiscal first quarter revenue rose 21% year over year to $277 million, and the company guided for $289 million to $291 million in the following quarter, up from $242 million a year earlier. Operating loss narrowed to $79.7 million from $87.5 million, and net loss dropped to $76.2 million from $208.2 million. However, the company remains unprofitable on a GAAP basis, and two executives sold shares during this period: CFO Sonalee Parekh sold 12,987 shares on July 27, 2026, for about $237,013, and CEO Tomer Weingarten sold 53,811 shares on August 6, for roughly $1.1 million, both in mandatory sell-to-cover trades tied to vesting restricted stock units.
SentinelOne CEO Tomer Weingarten sells 53,811 shares for $1.1 million in automated sell-to-cover transaction
SentinelOne CEO Tomer Weingarten sold 53,811 shares of Class A Common Stock on August 6, 2026, for a total value of approximately $1.1 million. The transaction was mandated by the company's equity incentive plan to fund tax withholding liabilities resulting from the vesting of restricted stock units, and does not reflect a discretionary decision. Weingarten continues to hold 1,840,586 shares directly, valued at $38.21 million based on the August 6 market close of $20.76. The sale occurred the day before SentinelOne stock hit a 52-week high of $21.51 on August 7, with shares up roughly 20% over the prior year. SentinelOne reported 21% revenue growth to $277 million in its fiscal first quarter and expects second-quarter revenue between $289 million and $291 million, though it remains unprofitable with a net loss of $76.2 million in the latest quarter.
SentinelOne ARR Hits $1.16 Billion but Operating Losses Persist
SentinelOne’s annual recurring revenue reached $1.16 billion in the first quarter, with year-on-year growth averaging 22.8% over the last four quarters, signaling strong customer commitment to its AI-powered cybersecurity platform. Analysts project the company’s free cash flow margin will improve from 3.5% to 12.5% over the next year, potentially giving it more capital deployment options. However, SentinelOne’s GAAP operating margin has averaged negative 29.9% over the past year due to heavy spending to capture market share, though Wall Street expects the aggressive strategy to eventually lead to profitability. The stock has returned 27.7% over the past six months, outperforming the S&P 500 by 19.1%, and trades at 5.1 times forward price-to-sales, or $18.25 per share.
Glow emerges from stealth at $1.2 billion valuation to challenge endpoint security in the AI era
Cybersecurity startup Glow emerged from stealth with a $1.2 billion valuation after raising $180 million in an all-equity Series A round. The Palo Alto-based company, founded in 2025 by former Meta and Snowflake executives, is building an endpoint security platform that uses specialized AI agents to monitor and control software, AI agents, and developer tools on employee devices. Backers include Sequoia Capital, Cyberstarts, Greenoaks, and Redpoint Ventures, with participation from Index Ventures, Swish Ventures, Lux Capital, Operator Collective, and Holly Ventures. Glow says it already has paying customers across healthcare, retail, and financial services, with typical deployments spanning tens of thousands of devices, though it declined to disclose customer names or numbers. The startup enters a market dominated by CrowdStrike, Microsoft, SentinelOne, and Palo Alto Networks, aiming to prevent risky software from entering environments rather than just detecting threats after they emerge.
CrowdStrike Q1 revenue rises 25.6% to $1.39 billion, beating estimates
CrowdStrike reported first-quarter revenue of $1.39 billion, up 25.6% year on year and exceeding analyst expectations by 1.7%. The cybersecurity company also issued earnings per share guidance for the next quarter and full year that surpassed estimates. Among nine tracked cybersecurity stocks, the group posted a satisfactory quarter with aggregate revenue beating consensus by 1.6% and next-quarter guidance in line. Palo Alto Networks delivered the strongest performance with revenue of $3.00 billion, up 31.1% and beating estimates by 2%, while SentinelOne was the weakest, reporting revenue of $276.7 million, up 20.8% and in line with expectations, but missing billings and next-quarter EPS guidance significantly. Since reporting, CrowdStrike shares have risen 13.2% to $211.67, and the broader cybersecurity group has averaged a 50.5% share price gain.
SentinelOne Pursues CrowdStrike-Like Platform Strategy Amid AI Boom
SentinelOne is pursuing a platform strategy similar to CrowdStrike's, expanding from endpoint security into cloud security, identity protection, data analytics, and AI-powered tools. CrowdStrike built a dominant cybersecurity platform by using endpoint security as a starting point to cross-sell additional services, and SentinelOne's Singularity platform now mirrors that approach. The rise of artificial intelligence is expected to increase demand for cybersecurity platforms, creating a larger opportunity for SentinelOne, though CrowdStrike still holds a significant lead with quarterly revenue of $1.4 billion compared to SentinelOne's $277 million. SentinelOne's Purple AI platform also uses AI to help security teams investigate threats and respond to incidents more efficiently.
Cisco Eyes SentinelOne Acquisition and Expands Data Centers in Italy and Bahrain
Cisco Systems is reportedly a leading candidate to acquire AI-focused cybersecurity company SentinelOne, which holds FedRAMP High authorization, as a way to strengthen its security portfolio amid flat security revenue. Separately, Cisco is expanding its data center footprint in Italy and Bahrain, aligning with trends in AI, machine learning, big data, and IoT infrastructure. The potential deal and new facilities raise questions about how Cisco may position its AI-era security and data infrastructure offerings across government and commercial markets. Cisco stock trades at $119.25, with returns up 79.5% over the past year and 56.8% year to date, though it is down 1.5% over the last 30 days.
Elastic, Veeva Systems, SentinelOne Shares Soar as Investors Rotate into Oversold Enterprise Software
Shares of Elastic, Veeva Systems, and SentinelOne jumped in afternoon trading as investors rotated into oversold enterprise software names amid profit-taking in semiconductor stocks. Elastic rose 4.1%, Veeva Systems gained 3.6%, and SentinelOne climbed 3.8%, while the Nasdaq retreated and chip stocks like Micron fell 4%. The rotation reflects a shift from AI infrastructure to application-layer software, as recent data showed incumbents like ServiceNow and Salesforce successfully monetizing AI through premium add-ons rather than facing cannibalization. The move follows a period of severe valuation compression in software stocks, dubbed the 'SaaSpocalypse', driven by fears that AI agents would disrupt per-seat licensing models. With semiconductor valuations stretched, capital is hunting for quality software names with depressed forward multiples, though risks remain if macroeconomic pressures force enterprise CIOs to consolidate vendors.
Scotiabank Upgrades SentinelOne to Outperform on AI-Native Cybersecurity Platform
Scotiabank upgraded SentinelOne to Outperform in early July 2026, citing confidence in the company's AI-native cybersecurity platform and its exposure to rising security spending. The upgrade coincided with routine sell-to-cover stock sales by the CFO and president tied to restricted stock unit vesting. SentinelOne recently launched Purple AI Agentic Investigation and Prompt Security integrations with Amazon Bedrock AgentCore, reinforcing its AI capabilities beyond endpoint protection. The company projects $1.7 billion in revenue and $203.9 million in earnings by 2029, requiring 18.1% annual revenue growth and a $654.6 million earnings improvement from a current loss of $450.7 million.
StockStory Highlights SentinelOne and NetApp as Cash-Producing Stocks with Potential, Flags Carnival as Facing Headwinds
StockStory identified two cash-producing stocks with exciting potential and one facing headwinds. SentinelOne, with a trailing 12-month free cash flow margin of 3.5%, is noted for its 22.8% annual recurring revenue growth and estimated 19.4% revenue growth over the next 12 months. NetApp, with a 27% free cash flow margin, has seen billings growth averaging 7.3% over two years and annual earnings per share growth of 15% driven by share buybacks. Carnival, with an 11.7% free cash flow margin, is flagged as risky due to disappointing passenger cruise days indicating weak demand and a low return on invested capital of 1.4%.
SentinelOne Gains Attention as AI Drives Cybersecurity Demand
SentinelOne is drawing investor interest as the rapid adoption of artificial intelligence creates new cybersecurity challenges. The company offers a broad platform called Singularity that protects devices, cloud environments, identities, data, and AI-powered applications, positioning it as a one-stop security provider rather than a single-product vendor. Its subscription-based model generated $1.2 billion in annualized recurring revenue last quarter, up 23% year over year, with growth potential as existing customers add more services. SentinelOne also uses AI through its Purple AI platform to simplify threat investigations and automate responses, benefiting from AI trends on both the demand and solution sides.
Intezer Launches Custom Agents to Automate SOC Workflows
Intezer has introduced Custom Agents, a new capability that allows security teams to build their own AI agents within the Intezer platform to automate unique SOC routines. The platform already uses autonomous agents to triage, investigate, and respond to alerts, investigating 100 percent of alerts and escalating fewer than 2 percent for human review. With Custom Agents, customers can automate additional investigation work, report generation, and other recurring tasks specific to their environment. Agents are created using natural language and can run on a schedule, on an event, or on demand, integrating with tools like CrowdStrike, SentinelOne, Splunk, Microsoft Sentinel, and Entra ID. Custom Agents is available now in beta to Intezer customers at no cost during the beta period.
SentinelOne Launches AWS AI Security Tools for Agentic Workflows
SentinelOne is integrating its security platform with Amazon Bedrock AgentCore to provide automated AI protection for agentic workflows on AWS. The company is also launching Purple AI Agentic Investigation, paired with Singularity Credits, to support autonomous, machine-speed threat investigations and flexible AI-powered work. These product launches introduce new tools for securing AI-driven processes and may broaden how enterprises use SentinelOne's platform. The Amazon Bedrock AgentCore integration positions SentinelOne alongside hyperscaler-native controls for customers building on AWS, while Purple AI Agentic Investigation and Singularity Credits give security operations teams a way to handle more alerts without adding headcount and provide a usage-based monetization lever tied to AI-powered work. Together, these launches expand the addressable use cases for the Singularity Platform into prompt security, agent governance, and autonomous investigations.
MongoDB, Bandwidth, and SentinelOne stocks rise as US-Iran de-escalation eases macro fears
Shares of MongoDB, Bandwidth, and SentinelOne rose sharply in afternoon trading after the United States and Iran agreed to halt military exchanges, easing fears of a wider Middle East conflict. MongoDB jumped 5.9%, Bandwidth gained 5.6%, and SentinelOne climbed 6.6%. The de-escalation lowered oil prices and reduced inflation concerns, diminishing the likelihood of a Federal Reserve rate hike later in the year. This benefited long-duration growth software stocks, which are highly sensitive to interest rate expectations. The rally was also supported by a chip-to-software rotation triggered by a June 25 report that OpenAI may delay its IPO, reducing fears that AI labs would quickly disrupt incumbent SaaS companies.
SentinelOne Outperforms Okta as the Better Enterprise Cybersecurity Buy, Says Zacks
SentinelOne is the stronger buy compared to Okta among enterprise cybersecurity stocks, according to Zacks Investment Research. SentinelOne carries a Zacks Rank #2 (Buy) while Okta holds a Zacks Rank #3 (Hold). SentinelOne benefits from faster revenue growth, with annualized recurring revenues up 23% year over year to $1.16 billion, and its AI-native Singularity platform is gaining traction as non-endpoint solutions approach 50% of total ARR. Okta reported more than 20,000 total customers and 5,180 customers spending over $100,000 annually, with new products contributing about 25% of bookings, but faces competitive pressure and elongated sales cycles. Year to date, Okta shares have gained 43.7% while SentinelOne shares have risen 6.1%, though both stocks are considered overvalued with a Value Score of F.
SentinelOne Shows Promise While OneWater and JELD-WEN Underwhelm
StockStory highlights SentinelOne as an unprofitable stock to watch, citing its 22.8% annual recurring revenue growth and projected 19.4% revenue increase over the next 12 months, while flagging OneWater Marine and JELD-WEN as stocks to sell. OneWater Marine reported a trailing 12-month GAAP operating margin of negative 5.3%, with earnings per share declining 62.5% annually over three years and a high net-debt-to-EBITDA ratio of 6 times. JELD-WEN posted a trailing 12-month GAAP operating margin of negative 9.1%, with shrinking returns on capital and depleting cash reserves. SentinelOne, with a trailing 12-month GAAP operating margin of negative 29.9%, is expected to see its free cash flow margin improve by 7.8 percentage points in the coming year.
SentinelOne Stock Could Be 36% Below Fair Value After Purple AI Update
SentinelOne stock could be trading 36% below its fair value following the unveiling of Purple AI Agentic Investigation, a zero-click autonomous threat investigation capability. The company also announced new Singularity Credits and an upcoming Amazon Bedrock AgentCore integration. With shares at $15.02, a widely followed fair value estimate places the stock at about $19.15, suggesting a significant discount. The new SentinelOne Flex licensing model is accelerating multi-product adoption, leading to larger deal sizes and rising recurring revenue. However, a discounted cash flow analysis indicates a 36.3% discount to estimated future cash flow value, while the stock's 4.9 times price-to-sales ratio remains above the 3.2 times average for US software peers.