SentinelOne Stock News

SentinelOne NYSE: S stock has struggled for years as slowing growth, fierce competition, and, more recently, macroeconomic headwinds and a CFO departure have sapped investor confidence.

UiPath has a huge opportunity to become a leading AI agent orchestration platform. Cybersecurity company SentinelOne has a few growth drivers on the horizon.

Some of the best potential investment returns in 2026 might come from the overlooked corners of the artificial intelligence (AI) industry. Datadog and SentinelOne aren't directly known as AI companies, but this technology is now central to the products they offer.

SentinelOne (S) remains rated BUY, with growth stabilizing and key drivers intact despite recent share price weakness and conservative guidance. 3Q 2026 results showed 23% y/y revenue and ARR growth, EBITDA surging, and robust customer metrics, signaling operational resilience. AI-driven product innovation, the Observo AI acquisition, and the Flex pricing model are supporting competitive positi...

UiPath has a lot of upside if it can become a leader in AI agent orchestration. SentinelOne has the potential to take additional share in endpoint security and security analytics.

SentinelOne shares are down ~8% since I last covered it, yet non-endpoint products now represent nearly 50% of total quarterly bookings. Data Solutions bookings grew at triple-digit rates year over year, supported by AI SIEM traction and the Observo AI acquisition. Purple AI achieved a record attach rate above 40%, signaling its transition from optional add-on to core platform component.

SentinelOne's share price remains under pressure, which appears to be due to lingering concerns about competitive positioning. This situation has been exacerbated by CrowdStrike landing a material MSSP partner in what appears to be a competitive displacement. SentinelOne's revenue growth should reaccelerate in the first half of FY27, supported by its portfolio of emerging products.

Director Mark S. Peek purchased 40,000 shares on Dec. 16, 2025, at a weighted-average price of $14.89 per share, for a transaction value of approximately $595,600.