SentinelOne (S) – Fresh Analyst Moves & Stock Update (31 July 2025)
1. D.A. Davidson – Neutral, PT $17 (\u2193 from $21) – 2 minutes ago
Key rationale: Slower billings growth in Europe and tougher comps into FY‑Q3.
2. Piper Sandler – Overweight, PT $28 (\u2193 from $30) – 4 minutes ago
Key rationale: Management’s push into mid‑market remains on track, but margin expansion is likely to be gradual.
3. Jefferies – Hold, PT $24 (\u2191 from $22) – 11 minutes ago
Key rationale: Upside from the Purple AI module offsets near‑term FX headwinds.
4. Wells Fargo – Equal Weight, PT $18 (\u2193 from $20) – 2 minutes ago
Key rationale: Competitive pressure from CrowdStrike’s Falcon Flex bundles.
[h2]Price Action[/h2]
• SentinelOne closed yesterday at $23.15. Pre‑market indications (07:30 ET) show the stock trading –1.3 % at $22.85 as investors digest the mixed analyst commentary.
[h2]Technical Snapshot[/h2]
• 50‑Day EMA: $23.60
• 200‑Day EMA: $21.40
• RSI (14): 48 – neutral territory
[h2]Fundamental Highlights[/h2]
[h2]What to Watch[/h2]
[ul]
[li]AI‑Powered XDR Expansion: Adoption of the Purple AI engine will be a key catalyst for upsells.[/li]
[li]Federal Pipeline: CISA’s new Zero‑Trust mandates could accelerate public‑sector wins.[/li]
[li]M&A Chatter: SentinelOne’s $1.2 bn cash pile continues to fuel rumours of bolt‑on acquisitions in OT security.[/li]
[/ul]
SEO Keywords
SentinelOne stock news, SentinelOne analyst rating, S stock update, SentinelOne price target, cybersecurity stocks
1. D.A. Davidson – Neutral, PT $17 (\u2193 from $21) – 2 minutes ago
Key rationale: Slower billings growth in Europe and tougher comps into FY‑Q3.
2. Piper Sandler – Overweight, PT $28 (\u2193 from $30) – 4 minutes ago
Key rationale: Management’s push into mid‑market remains on track, but margin expansion is likely to be gradual.
3. Jefferies – Hold, PT $24 (\u2191 from $22) – 11 minutes ago
Key rationale: Upside from the Purple AI module offsets near‑term FX headwinds.
4. Wells Fargo – Equal Weight, PT $18 (\u2193 from $20) – 2 minutes ago
Key rationale: Competitive pressure from CrowdStrike’s Falcon Flex bundles.
[h2]Price Action[/h2]
• SentinelOne closed yesterday at $23.15. Pre‑market indications (07:30 ET) show the stock trading –1.3 % at $22.85 as investors digest the mixed analyst commentary.
[h2]Technical Snapshot[/h2]
• 50‑Day EMA: $23.60
• 200‑Day EMA: $21.40
• RSI (14): 48 – neutral territory
[h2]Fundamental Highlights[/h2]
- ARR growth remains above 30 % YoY, outpacing many smaller peers.
- Net retention rate stabilised at 125 % after a dip in FY‑2024.
- Free‑cash‑flow break‑even expected by FY‑2026, per management.
[h2]What to Watch[/h2]
[ul]
[li]AI‑Powered XDR Expansion: Adoption of the Purple AI engine will be a key catalyst for upsells.[/li]
[li]Federal Pipeline: CISA’s new Zero‑Trust mandates could accelerate public‑sector wins.[/li]
[li]M&A Chatter: SentinelOne’s $1.2 bn cash pile continues to fuel rumours of bolt‑on acquisitions in OT security.[/li]
[/ul]
SEO Keywords
SentinelOne stock news, SentinelOne analyst rating, S stock update, SentinelOne price target, cybersecurity stocks
Disclosure: The author holds no position in S at the time of writing.