Ecery
09-05
$SentinelOne, Inc(S)$  

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. 

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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