Key Stock Highlights & News (Today)
1. Stock Movement & Analyst Sentiment
• The stock closed at $18.15, modestly up by +0.14 (+0.77%) as of the last trading session.  
• Analysts continue to hold a “Buy” consensus, with a 12-month price target of around $24.14, implying roughly 33% upside from current levels. 
2. Recent Financial Results & Outlook
• SentinelOne reported a strong Q2 FY2026:
• Revenue: $242.2 million (↑22% YoY)
• ARR (Annual Recurring Revenue): surpassed $1 billion, marking 24% YoY growth
• Gross Margin (non-GAAP): ~79%
• Operating Margin (non-GAAP): 2% (up from –3% year-over-year)
• The company raised its full-year revenue guidance to $998–1,002 million and reaffirmed its commitment to profitable operations and positive free cash flow.  
3. Strategic Moves: Acquisitions & Partnerships
• Acquisition of Prompt Security: SentinelOne is set to integrate Prompt Security’s AI runtime protection capabilities—enhancing visibility and control over generative AI tools like ChatGPT, Gemini, Claude, and more. The deal, valued at approximately $250 million, is expected to close in Q3 FY2026.   
• New Offering via Pax8 Marketplace: The company unveiled “Managed AI Defense”, targeting small and mid-sized businesses through its collaboration with Pax8, expanding enterprise-grade AI protection to a broader market. 
• LABScon 2025 Conference: SentinelLABS will host its cybersecurity research conference from September 17–20 in Arizona. A roster of top cybersecurity professionals will be speaking at the event. 
4. Investor Activity
• Recent filings indicate institutional buying interest:
• Atreides Management LP boosted its position (reported September 4)
• Other notable activity includes holdings adjustments by Ashford Capital, PDT Partners LLC, and others. 
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