Piper Sandler Has Lowered Expectations for SentinelOne (NYSE:S) Stock Price

SentinelOne (NYSE:S) had its price target dropped by Piper Sandler from $17.00 to $15.00 in a research note issued on Friday,Benzinga reports. The firm currently has a “neutral” rating on the stock. Piper Sandler’s price objective indicates a potential upside of 3.48% from the company’s current price.

Several other analysts have also recently weighed in on S. JPMorgan Chase & Co. dropped their price objective on shares of SentinelOne from $17.00 to $16.00 and set a “neutral” rating for the company in a research note on Friday. TD Cowen restated a “buy” rating on shares of SentinelOne in a research report on Friday, December 5th. Stephens lowered their target price on shares of SentinelOne from $20.00 to $18.00 and set an “overweight” rating on the stock in a report on Friday. Wells Fargo & Company lifted their price target on shares of SentinelOne from $13.00 to $14.00 and gave the company an “equal weight” rating in a research report on Friday. Finally, Guggenheim reiterated a “buy” rating and issued a $24.00 price target on shares of SentinelOne in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $19.43.

SentinelOne Price Performance

S stock opened at $14.50 on Friday. The stock has a market capitalization of $4.93 billion, a price-to-earnings ratio of -10.66 and a beta of 0.77. The business’s fifty day moving average price is $13.92 and its two-hundred day moving average price is $15.81. SentinelOne has a fifty-two week low of $12.23 and a fifty-two week high of $21.40.

SentinelOne (NYSE:S) last posted its earnings results on Thursday, March 12th. The company reported $0.07 earnings per share for the quarter, topping analysts’ consensus estimates of $0.06 by $0.01. The company had revenue of $271.15 million during the quarter, compared to the consensus estimate of $271.18 million. SentinelOne had a negative return on equity of 14.80% and a negative net margin of 45.02%.The company’s revenue was up 20.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.04 earnings per share. SentinelOne has set its FY 2027 guidance at 0.320-0.380 EPS and its Q1 2027 guidance at 0.010-0.020 EPS. Research analysts expect that SentinelOne will post -0.76 EPS for the current year.

Insider Activity

In related news, Director Mark S. Peek purchased 40,000 shares of SentinelOne stock in a transaction dated Tuesday, December 16th. The shares were bought at an average cost of $14.89 per share, for a total transaction of $595,600.00. Following the purchase, the director owned 120,000 shares in the company, valued at approximately $1,786,800. This trade represents a 50.00% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Robin Tomasello sold 10,163 shares of SentinelOne stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $13.81, for a total transaction of $140,351.03. Following the sale, the chief accounting officer directly owned 400,871 shares in the company, valued at $5,536,028.51. This trade represents a 2.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 203,034 shares of company stock valued at $2,869,591. Corporate insiders own 4.33% of the company’s stock.

Hedge Funds Weigh In On SentinelOne

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. lifted its holdings in shares of SentinelOne by 37.9% during the second quarter. JPMorgan Chase & Co. now owns 3,104,931 shares of the company’s stock worth $56,758,000 after purchasing an additional 853,508 shares during the period. Stephens Investment Management Group LLC increased its holdings in SentinelOne by 22.3% in the third quarter. Stephens Investment Management Group LLC now owns 2,399,643 shares of the company’s stock valued at $42,258,000 after purchasing an additional 437,724 shares during the period. Caprock Group LLC acquired a new stake in SentinelOne in the third quarter valued at $6,153,000. M & L Capital Management Ltd bought a new position in SentinelOne during the 3rd quarter worth $1,338,000. Finally, Swedbank AB raised its position in SentinelOne by 30.7% during the 3rd quarter. Swedbank AB now owns 3,528,727 shares of the company’s stock worth $62,141,000 after purchasing an additional 828,727 shares during the last quarter. Institutional investors own 90.87% of the company’s stock.

Key SentinelOne News

Here are the key news stories impacting SentinelOne this week:

• Positive Sentiment: Q4 beat and company milestones: SentinelOne reported $0.07 EPS (above consensus), ~20% revenue growth, surpassed $1B in revenue and achieved full‑year operating profitability — validating longer‑term growth and margin progress. BusinessWire: Q4 results
• Positive Sentiment: Upward FY‑27 guidance: SentinelOne issued FY‑2027 EPS guidance (0.320–0.380) and Q1 EPS guidance above street expectations, shifting the narrative toward potential near‑term profitability vs prior negative consensus. Company slide deck
• Positive Sentiment: Strong analyst support pockets: Several firms reaffirmed bullish stances and high targets (Guggenheim $24, Wedbush $20, Needham maintained buy with a lower PT) that provide upside narratives for demand and platform momentum. TickerReport: analyst notes
• Neutral Sentiment: Market activity and commentary: Unusually large call‑option activity was reported and the CEO gave high‑profile media interviews emphasizing competitive positioning — both add trading volume and attention but not direct fundamentals. 247WallSt: trading action
• Negative Sentiment: Multiple price‑target cuts and neutral ratings: Several sell‑side firms trimmed targets (Canaccord 23→17, Goldman 16.5→14.5, Piper, JPMorgan, Morgan Stanley and others), signaling near‑term skepticism about growth/competitive margin pressure. Benzinga: analyst PT changes
• Negative Sentiment: Quarterly/near‑term caution: Reuters and other outlets highlighted that SentinelOne’s quarterly profit forecast and cautious Q1 commentary fell short of some expectations amid intense competition and a finance leadership transition — driving the initial selloff and volatility. Reuters: cautious forecast
• Negative Sentiment: Share volatility after mixed headlines: Coverage noting “stock slides despite record Q4” and analyst downgrades amplified intraday swings and short‑term risk for momentum traders. Blockonomi: stock reaction

About SentinelOne

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.