Many of the artificial intelligence (AI) stocks that led the broader market higher over the last few years are currently pulling back, which is weighing on indexes like the S&P 500 and the technology-heavy Nasdaq-100. In fact, the Nasdaq-100 plunged by 5.5% last week alone, and more downside might be ahead.
But the broader market has always recovered to new highs over the long term, so sell-offs tend to be buying opportunities. I'm going to share two stocks that could become absolute bargains if the tech sell-off intensifies, particularly because they stand to benefit from the expanding adoption of AI over the long term. Read on.
Image source: Getty Images.
1. Duolingo: A leader in digital language education
Duolingo (DUOL +1.15%) operates the world's largest digital language education platform, placing highly interactive lessons at the fingertips of practically anyone with a smartphone. Despite rallying over the last six months, Duolingo stock remains 73% below last year's record high. Investors have been worried that AI could disrupt its platform, but management's medium-term growth forecast suggests those concerns might be overblown.
Duolingo had 58.7 million daily active users (DAU) as of June 30, a 23% increase from the same time last year. The company is currently prioritizing user growth ahead of monetization, a strategy it hopes will see its DAU hit 100 million by 2028. If it achieves that target, management will have a much larger user base to monetize through subscriptions, potentially fueling a significant increase in its revenue and earnings.
DUOL Duolingo$143.02+$1.63 (+1.15%)
NASDAQ · As of 10:09 AM ET 10/23/26
AI will play a central role in the Duolingo experience going forward. Paying subscribers can already access a feature called Video Call, where a digital avatar named Lily will help them practice their foreign language speaking skills. But the company plans to introduce more speaking exercises into the free version of the app because they are more engaging, which could attract more users.
Duolingo generated $1.14 billion in revenue over its last four reported quarters, placing its stock at a price-to-sales (P/S) ratio of just 6, a steep discount to its five-year average of 14.4. Plus, Wall Street expects the company to grow its revenue to $1.37 billion in 2027 (according to Yahoo! Finance), so its stock looks even cheaper on a forward basis with a P/S ratio of just 4.7.
DUOL PS Ratio data by YCharts
Moreover, Duolingo is quite profitable. With earnings of $8.46 per share over the last four quarters, its price-to-earnings (P/E) ratio is 16.6, making it cheaper than both the S&P 500 and the Nasdaq-100 which have P/E ratios of 23.5 and 30.2, respectively. Therefore, I think Duolingo stock is already in bargain territory, so any further downside could be a golden long-term buying opportunity for investors.
2. SentinelOne: Securing the AI revolution
Cyber hackers are more dangerous than ever, because they are using AI to constantly probe corporate networks for vulnerabilities. Moreover, every time businesses plug their internal data into a third-party AI model to deploy a chatbot or agent, they risk having it leaked or stolen by malicious actors. SentinelOne (S +2.51%) is a leading cybersecurity vendor that secures the entire enterprise from both internal and external AI threats.
SentinelOne's Singularity platform protects cloud networks, employee identities, endpoints, and everything in between. Its priority is to prevent breaches from external threats, but it features advanced remediation tools to help enterprises rapidly restore their digital infrastructure in the event of a successful attack to limit downtime. Singularity comes with an integrated AI assistant called Purple AI, which uses advanced reasoning to autonomously investigate incidents and take decisive action when required.
SentinelOne also developed a series of new tools to protect enterprises when they are deploying AI. Prompt security defends against a technique called prompt injection, where hackers attempt to trick chatbots or agents into revealing sensitive data by disguising their malicious requests as genuine commands. This tool also keeps an inventory of every approved AI application within the organization, so it immediately knows if an unauthorized agent has infiltrated the corporate network.
S SentinelOne$23.07+$0.57 (+2.51%)
NYSE · As of 10:09 AM ET 10/23/26
SentinelOne had a record $1.2 billion in annual recurring revenue (ARR) at the conclusion of its fiscal 2027 second quarter (ended July 31), a 22% increase from the year-ago period. However, ARR from its AI products like Purple AI and Prompt Security almost tripled, so they are quickly becoming a key source of growth for the company.
SentinelOne stock is one of the cheapest in the cybersecurity industry. Its P/S ratio is just 6.7, whereas CrowdStrike, Palo Alto Networks, and Zscaler have P/S ratios of between 10.2 and 43.3.
CRWD PS Ratio data by YCharts
Cybersecurity will be increasingly important as AI adoption grows, so SentinelOne stock could be a great long-term buy during the tech sell-off.
As cyber threats grow more sophisticated, investors are eyeing the leaders of the AI-native security revolution. Should you choose the established scale of CrowdStrike (CRWD -0.58%) or the agility of SentinelOne (S -1.19%)?
CrowdStrike offers a comprehensive cloud-native platform that consolidated many legacy tools into a single agent. SentinelOne differentiates itself with high-speed automated response and deep integration with hardware partners. Both companies leverage machine learning to protect endpoints and cloud workloads, making them frequent rivals in the competitive market for enterprise security.
The case for CrowdStrikeCrowdStrike is a dominant force among tech stocks due to its cloud-native architecture. The company focuses on its Falcon platform to serve large security markets including endpoint security, identity protection, and threat intelligence. Major strategic alliances include a recently expanded partnership with Nvidia (NVDA -4.40%) to advance AI-native security solutions.
In FY 2026, revenue reached nearly $4.8 billion, representing growth of approximately 21.7% over the previous year. Despite this growth, the company reported a net loss of nearly $162.5 million, which resulted in a negative net margin of roughly 3.4%. This compares to a net loss of approximately $19.3 million recorded in the prior year.
As of its January 2026 balance sheet, the debt-to-equity ratio was roughly 0.2x, which compares total debt to shareholder equity. The current ratio was nearly 1.8x, measuring the ability to cover short-term debts. Note that stock-based compensation represented roughly 68% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for SentinelOneSentinelOne operates an AI-powered cybersecurity platform called Singularity. It relies on a channel-heavy model, partnering with managed service providers and firms like Lenovo to integrate security into hardware. The platform provides feature parity across various operating systems to protect diverse enterprise environments including public and private clouds.
In FY 2026, revenue reached close to $1.0 billion, a growth rate of approximately 21.9% compared to the prior fiscal year. The company recorded a net loss of nearly $450.7 million, resulting in a negative net margin of roughly 45%. This indicates the company is still in a phase of heavy investment relative to its current revenue generation.
As of its January 2026 balance sheet, the debt-to-equity ratio was approximately 0.0x, indicating the company has virtually no debt. The current ratio was roughly 1.4x, which measures its ability to cover short-term liabilities. Note that stock-based compensation represented roughly 388.4% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.
Risk profile comparisonCrowdStrike faces risks from ongoing legal and reputational impacts following the July 19, 2024 content configuration incident. It also encounters intense competition from legacy vendors and cloud-native entrants like Microsoft. The business depends heavily on third-party infrastructure, primarily Amazon (AMZN -4.57%), for its platform operations and data storage.
SentinelOne also deals with intense competition and must continuously innovate to respond to evolving AI-driven threats. It relies on third-party cloud infrastructure, such as Amazon, which presents risks of service disruptions that could affect customer renewals. Additionally, the company faces potential difficulties in attracting and retaining highly skilled technical talent necessary for future development.
Valuation comparisonSentinelOne is cheaper by its P/S ratio, measuring sales over the past twelve months, and its Forward P/E, which involves future earnings estimates.
MetricCrowdStrikeSentinelOneForward P/E189.8x70.5xP/S ratio45.1x7.0xValuation metrics include sourcing from Financial Modeling Prep (FMP) and may differ from other data providers.
I'd go with CrowdStrike. It's the standout cybersecurity company in the market right now primarily because of how deeply embedded it has become across enterprise AI infrastructure. The company has successfully positioned its platform as essential infrastructure for any enterprise that wants to deploy AI safely, resulting in extraordinary results.
In Q2 fiscal 2027, CrowdStrike delivered what its CEO called the best quarter in company history. Free cash flow reached a new record amid accelerating platform adoption. And the company raised its full-year outlook substantially for the second consecutive quarter. The results had the feel of a business that is pulling away from the field.
I'm impressed by SentinelOne's trajectory too. Its AI-native platform is winning new customers and operating leverage is improving. The company is still posting GAAP losses, but the direction is clearly right. However, CrowdStrike's scale, profitability, and accelerating growth make it the stronger long-term foundation between the two.
Sherritt International Co. (TSE: S - Get Free Report) shares passed above its 200-day moving average during trading on Wednesday. The stock has a 200-day moving average of C$0.21 and traded as high as C$0.27. Sherritt International shares last traded at C$0.26, with a volume of 333,284 shares trading hands. Sherritt International Price Performance The company
New offering takes AI agent security from discovery and governance to runtime detection and response, so security teams can see every agent, control what it can do, and stop it the moment it goes off course
MOUNTAIN VIEW, Calif. & LAS VEGAS--(BUSINESS WIRE)--SentinelOne® (NYSE: S), the AI Security leader, today unveiled Singularity™ Agentic Detection and Response (ADR), a new offering that discovers AI agents, enforces what agents are allowed to do, monitors agent behavior in depth, and detects and stops unintended and malicious activity in real time. Bringing together visibility and governance of agent activity with SentinelOne’s signature runtime behavioral prevention, detection and response, the new offering is built directly on the Singularity Platform, giving new and existing customers a battle-tested foundation to secure AI running on endpoints, cloud workloads, and the broader enterprise. Singularity ADR is the newest addition to SentinelOne’s AI Security portfolio and a direct expansion of the company’s commitment to defend the surfaces AI runs on.
Singularity ADR is being introduced today at OneCon 2026, SentinelOne’s global customer conference, and is immediately available in early access.
Securing the Agents that Power the AI Enterprise
AI agents already hold real credentials, chain tool calls, and work independently across the modern enterprise, and with Claude Code and Cowork, Codex, as well as other tools, every employee is now an agent manager. As recent high profile events have shown, the risk AI agents now carry is as likely to come from a sanctioned agent going off course as from an attacker. SentinelOne already protects the endpoint, identity, mobile, and cloud workloads where these agents run. Singularity ADR builds on that proven defense by focusing on agentic behavior and actions in runtime.
The new Singularity ADR benefits from the capabilities of SentinelOne’s fast growing product lines, SentinelOne Prompt Security and Purple, along with the modern endpoint, cloud workload and identity security capabilities already in use by over 15,000 SentinelOne customers and partners worldwide. It governs which AI agents are allowed to run and what they can reach, and blocks known-bad actions at the moment of interaction. Anything that gets past policy is judged by the same behavioral detections the Singularity Platform already runs on those surfaces, so an agent acting outside its intent is caught and stopped like any other threat.
From Agent Governance to Runtime Protection
In March, SentinelOne bolstered its AI security portfolio with the introduction of Prompt AI Agent Security to discover AI agents and govern how they connect to tools and data. Singularity ADR builds on that foundation and takes agent security to the next level, pairing agent governance with the behavioral detection and response SentinelOne runs on endpoints, cloud workloads and identities, and ties every agent action to its origin. Security teams now get one view of what an agent was asked to do and what it actually did on the system, and they can stop a single agent mid-action without halting the rest of the workflow.
What Singularity ADR Delivers
Agent and MCP inventory. Every agent, tool, skill, connector, and MCP server across endpoints, SaaS, and cloud providers, sanctioned or not, with the permissions each holds and the employees behind it. Security teams know exactly what agents exist before deciding what to allow. Multi-platform agent coverage. Goes beyond the MCP gateway into Salesforce Agentforce, Microsoft Copilot Studio, OpenAI ChatGPT workspace agents, and Anthropic Claude managed agents. Coverage follows agents wherever the business builds them. Agent Traces. Every agentic event is monitored and sent to Singularity Data Lake so it can be visualized, retained, searched, and used in dashboards or detection rules. Unified Storyline. ADR event behavior is integrated with traditional EDR behavior in one execution graph, showing which AI components led to a process before it ran: the user request, the AI assistant, the MCP server that supplied the tool, and the file or process that followed. Analysts see the full chain in one place instead of piecing it together manually. Policy and execution governance. Allow and block controls for which agents run, who uses them, and what they can reach, with approval workflows for high-risk tools. In-line prevention. Blocks prompt injection, jailbreaks, credential exfiltration, and tool poisoning before the action executes. Intent drift detection. Flags the gap between what an agent was asked to do and what it did, so analysts stop reconstructing events by hand. Agent containment. Stops one agent mid-action while the rest of the workflow keeps running. Agentic Investigation and governed response. Automatically completes an investigation and executes a response within the boundaries set by customers. “Securing AI agents goes beyond just stopping threat actors with malicious intent. As we’ve seen all too frequently, an equal if not more prominent risk comes from unintended behavior of sanctioned agents,” said Chris Corde, Chief Product Officer of SentinelOne. “By bringing to bear SentinelOne's AI-based behavioral prevention, detection and response capabilities, we can stop rogue agentic actions using the same platform our customers already use and trust to protect their core attack surfaces.”
“AI Security has to cover everything AI touches: the surfaces it runs on, the models behind it, and now the agents acting on its behalf,” said Tomer Weingarten, co-founder and CEO of SentinelOne. “Agents hold real credentials and act without waiting for anyone. Singularity ADR brings the runtime protection that already defends tens of millions of endpoints, workloads and identities to the agents doing real work inside the enterprise, so our customers can adopt AI at full speed.”
About SentinelOne
SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world's most critical organizations trust SentinelOne with their security.
Third-Party Disclaimer
All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.
Forward-Looking Statements
This press release includes forward-looking statements. Forward-looking statements are subject to risks and uncertainties, including factors beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. These and other risk factors are described in the "Risk Factors" section of our most recent Annual Report on Form 10-K, subsequent quarterly reports filed on Form 10-Q, and other filings made with the U.S. Securities and Exchange Commission (SEC), which are available free of charge on our website at http://investors.SentinelOne.com and on the SEC's website at www.sec.gov.
You are cautioned not to place undue reliance on these forward-looking statements. Any future products, functionality and services may be abandoned or delayed, and as such, you should make decisions to purchase products and services based on features that are currently available.
Any forward-looking statements made in this document are based on our beliefs and assumptions that we believe to be reasonable as of the date hereof. You should not rely upon forward-looking statements as predictions of future events. Except to the extent required by law, we undertake no obligation to update these forward-looking statements to reflect new information or future events.
MOUNTAIN VIEW, Calif. & LAS VEGAS--(BUSINESS WIRE)--SentinelOne today unveiled the next chapter of its AI Security and autonomous defense strategy at OneCon 2026.
World’s largest pure-play MSSP to expand reach and scale of Wayfinder’s MDR and IRR services, and bring SentinelOne’s AI security, ASOC and EDR to more organizations in more countries
DALLAS & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne® (NYSE: S), the AI Security leader, today announced that it has named LevelBlue, the world's largest pure-play managed security services provider (MSSP), as its global exclusive delivery partner for Wayfinder services, SentinelOne's suite of AI-powered managed security and threat detection services.
As part of an expanded partnership, the companies will take advantage of LevelBlue’s global scale and security operations, the AI-native SentinelOne Singularity™ Platform, and Wayfinder’s elite threat expertise to give customers a decisive human-plus-AI advantage for stopping modern attacks. LevelBlue and SentinelOne will also expand joint commercial and go-to-market efforts to scale Wayfinder’s expert-led MDR, threat hunting and incident readiness and response services, and introduce Wayfinder to new regions and emerging markets. This includes tapping into LevelBlue’s renowned incident response and readiness services, which unify decades of expertise from Stroz Friedberg and Trustwave to deliver litigation-minded, cyber insurance–approved incident response. As a result, already stretched security and IT teams in businesses of all sizes will be able to enlist experienced practitioners to handle day-to-day detection, response, and incident work on a 24x7x365 basis, while deploying specialized coverage for an attack surface that increasingly includes endpoints, cloud workloads, identities and AI.
The announcement comes at OneCon 2026, SentinelOne’s annual customer conference, and extends LevelBlue’s expert-led delivery to SentinelOne’s newly introduced AI security and autonomous SOC (ASOC) offerings.
Human Expertise Meets Machine Speed Defense at the Global Scale the AI Era Demands
AI has changed the speed of both attack and defense for companies of all sizes. With Wayfinder, SentinelOne’s autonomous SOC capabilities detect, investigate and respond at machine speed, and customers benefit from experienced humans-in-the-loop to validate what matters, take decisive action and stand with them when an incident hits. Through its partnership with LevelBlue, SentinelOne pairs the AI, platform and intelligence behind Wayfinder with LevelBlue’s global team of thousands of elite experts, putting Wayfinder within reach of organizations and regions that have not had access to it before.
LevelBlue’s global security operations, threat hunting expertise, and frontline incident response teams will help customers translate alerts and detections from Wayfinder into informed decisions and coordinated action, from investigating threats to containing incidents and supporting recovery. That combination of operational scale and hands-on expertise will extend Wayfinder’s reach while helping customers manage today’s increasingly complex security challenges.
The latest in an expanding relationship
Today’s announcement is the latest in an expanding strategic partnership between SentinelOne and LevelBlue.
In August 2026, at Black Hat USA, SentinelOne named LevelBlue as premier remediation partner for Wayfinder Frontier AI Services.
In March 2026, at RSAC 2026, the companies announced an expanded strategic global partnership that named LevelBlue a preferred global provider for managed detection and response (MDR) and managed security information and event management (SIEM) services, as well as a preferred provider for incident response (IR).
“LevelBlue has been a trusted and thoughtful partner at every step, from our expanded alliance in March to Wayfinder Frontier AI Services in August, and we architected this next chapter together,” said Melissa K. Smith, SVP, Global Strategic Partnerships and Initiatives, SentinelOne. “Naming LevelBlue our global exclusive delivery partner for Wayfinder pairs SentinelOne’s AI and platform with the world’s largest pure-play MSSP and a recognized DFIR powerhouse, so we can bring Wayfinder’s human-led defense to more organizations in more countries, faster.”
“Being named SentinelOne’s global exclusive delivery partner for Wayfinder reflects the trust our teams have built working side by side for customers,” said Sundhar Annamalai, Chief Strategy Officer for LevelBlue. “Our global security operations, threat hunting, and incident response teams will turn the intelligence in SentinelOne’s platform into decisive action, around the clock and in more countries, for every Wayfinder customer.”
About LevelBlue
LevelBlue reduces risk and builds lasting resilience so organizations can innovate and advance their mission with confidence. As the world’s most analyst-recognized and largest pure-play managed security services provider, LevelBlue elevates client outcomes that matter: stronger defense, faster response, and sustained business continuity. LevelBlue combines AI-powered security operations, advanced threat intelligence, and elite human expertise to provide the most comprehensive portfolio of strategic advisory, managed security, offensive security, and incident response services. Learn more at LevelBlue.com.
About SentinelOne
SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world's most critical organizations trust SentinelOne with their security.
Third-Party Disclaimer
All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.
Forward Looking Statement
This press release includes forward-looking statements. Forward-looking statements are subject to risks and uncertainties, including factors beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. These and other risk factors are described in the “Risk Factors” section of our most recent Annual Report on Form 10-K, subsequent quarterly reports filed on Form 10-Q, and other filings made with the U.S. Securities and Exchange Commission (SEC), which are available free of charge on our website at http://investors.SentinelOne.com and on the SEC’s website at www.sec.gov.
You are cautioned not to place undue reliance on these forward-looking statements. Any future products, functionality and services may be abandoned or delayed, and as such, you should make decisions to purchase products and services based on features that are currently available.
Any forward-looking statements made in this document are based on our beliefs and assumptions that we believe to be reasonable as of the date hereof. You should not rely upon forward-looking statements as predictions of future events. Except to the extent required by law, we undertake no obligation to update these forward-looking statements to reflect new information or future events.
SentinelOne’s AI and EDR gives security teams visibility, policy control, detection and response over AI risk now extending Lenovo’s ThinkShield security portfolio into AI governance
LAS VEGAS & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne® (NYSE:S), the AI Security leader, today announced an expanded partnership with Lenovo that will bring SentinelOne’s AI security to Lenovo’s ThinkShield security portfolio. The expansion builds on Lenovo's existing collaboration with SentinelOne for endpoint detection and response (EDR), by introducing visibility into and governance over AI agents and use on Lenovo ThinkShield endpoints through SentinelOne Prompt Security.
As AI moves from pilots into daily workflows, security teams are being asked to govern a growing set of AI tools, data flows, and autonomous agents. Organizations need visibility and control over how AI is used before they can adopt it at scale.
"Security leaders are being asked to enable AI across the business and answer for where company data goes," said Melissa K. Smith, SVP, Global Strategic Partnerships and Initiatives at SentinelOne. "SentinelOne Prompt Security gives them visibility into the AI tools in use and control over how data is shared, protecting against data leakage, prompt injection, and AI misuse. Through Lenovo ThinkShield, we are bringing that control to more organizations as they adopt AI."
“As AI shifts from assisting people to acting on their behalf, trust becomes even more of a priority,” said Nima Baiati, Vice President and General Manager, Commercial Software and Security Solutions, Lenovo. “Security teams need to know not only which AI tools are in use, but also how those tools interact with corporate data, devices and digital assets. SentinelOne Prompt Security adds another layer of trust into our ThinkShield ecosystem, providing the proactive AI governance and end-to-end security foundation organizations need to accelerate AI adoption safely, reduce risk, and maintain control.”
A core part of SentinelOne’s AI Security portfolio, SentinelOne Prompt Security gives security teams visibility and policy control over enterprise AI use, and now joins Lenovo’s ThinkShield security portfolio, extending the companies’ existing collaboration from endpoint security into AI governance. Through this partnership expansion, security teams can:
See AI use: Identify which AI services are in use across the workforce, including both sanctioned AI and shadow AI. Protect data: Prevent sensitive data from reaching unauthorized AI applications, so employees keep using AI while the organization controls what leaves it. Enforce policy: Apply governance policies in real time. Extend endpoint security: Build on SentinelOne’s endpoint security capabilities, already part of ThinkShield through the existing collaboration. Add expert services: Combine Prompt Security with Lenovo’s Security Services expertise to accelerate AI adoption while strengthening governance, reducing risk, and improving cyber resilience. To learn more please visit sentinelone.com/platform/securing-ai-prompt/.
About SentinelOne
SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world's most critical organizations trust SentinelOne with their security.
Third-Party Disclaimer
All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.
Forward-Looking Statements
This press release includes forward-looking statements. Forward-looking statements are subject to risks and uncertainties, including factors beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. These and other risk factors are described in the "Risk Factors" section of our most recent Annual Report on Form 10-K, subsequent quarterly reports filed on Form 10-Q, and other filings made with the U.S. Securities and Exchange Commission (SEC), which are available free of charge on our website at http://investors.SentinelOne.com and on the SEC's website at www.sec.gov.
You are cautioned not to place undue reliance on these forward-looking statements. Any future products, functionality and services may be abandoned or delayed, and as such, you should make decisions to purchase products and services based on features that are currently available.
SentinelOne, Inc. (S) OneCon 2026 October 20, 2026 8:01 PM EDT
Company Participants
Eran Ashkenazi - Chief Business Officer
Steven Stone - Chief Customer Officer
Presentation
Operator
Good afternoon, and welcome to OneCon. Please welcome Chief Business Officer, Eran Ashkenazi.
Eran Ashkenazi
Chief Business Officer
Hello, everyone. Good evening. First of all, this is a welcome to OneCon 2026. Give it a round of applause. So this is -- I know you're tired, you had a long day. Same here, by the way. This is just a warmup, okay? This is just the preshow. Tomorrow is kind of the big kickoff. However, we wanted to kind of do something interesting this year, so we have a couple of evening sessions for you. Just really just 1 session and 1 -- actually 2 sessions. One of them is from our Chief Customer Officer, Steve Stone. He will talk about how we are combining AI and experts together. Everything that we've done within the Wayfinder Threat Hunting Services and a lot of takeaway things that you can take with you to your own environment because we learned a lot of lessons by using AI and experts together.
The second session is actually the Sentinels League Threat Hunting World Championship were from thousands and thousands of participants, we came all the way to the finalist and we're going to choose the one clear winner. So again, tomorrow, we'll do all the things about housekeeping and apps and parties and schedules, tonight is just to get into the groove, okay? So take a deep breath, relax, start enjoying the show. And first up, it's our Chief Customer Officer, Steve Stone.
Steven Stone
Chief Customer Officer
All right, folks. As Eran said, we're trying some new things here this year. And I love that we are starting off with
Synchrony Aces The Quarter As Credit Fears FadeSentinelOne NYSE: S Chief Customer Officer Steve Stone said the cybersecurity company is expanding its use of artificial intelligence in threat hunting as attackers increasingly use AI to accelerate cyber operations.
Speaking at OneCon 2026, Stone said the pace of AI development has changed the threat landscape significantly over the past year. He cited a U.K. government assessment that frontier AI models were doubling their offensive cyber capabilities every four months, which he said underscores the speed defenders must match.
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The AI Buildout Is Only 15% Complete—Here Is Where the Next Dollar Actually Goes“AI-driven attacks are here to stay,” Stone said. “This genie does not go back in the bottle.”
AI-assisted hunting results Stone said SentinelOne’s security strategy combines detection technologies with threat hunting, using AI tools alongside human analysts. The company’s detection approach includes indicators of compromise, signatures and autonomous models, he said, while hunting can help analysts investigate activity that may not yet be ready for production-grade automated detection.
MarketBeat Week in Review – 10/12 - 10/16SentinelOne launched AI-assisted threat hunting on Dec. 1, according to Stone. He said the capability increased the company’s ability to find malicious activity by 380% in its first quarter of operation, 1,400% after six months and 2,200% over the past year.
Stone said SentinelOne now notifies customers of intrusion activity found solely through AI-assisted hunting 28 times per day. He also said the company identified more than 14 million true-positive detections for customers during the last calendar year, representing a 50% increase while customer environments grew at a rate closer to 16%.
Stone characterized AI-assisted hunting as one component of a broader, multi-layered approach that also includes intelligence-based, real-time and retrospective hunting. The goal, he said, is to create multiple ways to detect, investigate, isolate, prevent and respond to malicious activity.
React2Shell response As an example of the technology’s use, Stone discussed what he called the React2Shell vulnerability, which he described as the fastest mass-exploitation event of the past year. He said the vulnerability carried a CVSS severity score of 10.0 and could be exploited through a crafted HTTP request without authentication, user action or code being pushed to a server.
SentinelOne had launched AI-assisted hunting only two days before the vulnerability was publicly disclosed, Stone said. The company initially had stronger coverage for Linux and Mac systems than for Windows environments and used its hunting and detection capabilities to address coverage gaps.
Stone said SentinelOne’s first observation of React2Shell activity at a customer occurred Dec. 9 and was identified through AI-assisted threat hunting. The initial alert was not conclusive on its own, he said, but gave threat hunters a lead to investigate. An analyst determined the activity appeared to resemble a penetration test but did not “feel right,” prompting a broader response across the company’s managed detection and response and detection organizations.
Within the first 30 days, SentinelOne identified eight attempted victims among its customers involving numerous threat groups using React2Shell, Stone said. The activity included attempted domain reconnaissance as well as cryptocurrency mining.
Using AI to validate defenses Stone also described SentinelOne’s work on SectopRAT, a remote-access threat the company has detected and reported to customers for seven years. He said the malware, which primarily targets browser sessions and cryptocurrency wallets, regularly changes its delivery mechanisms.
During the summer, SentinelOne updated static rules for Windows and Linux, behavioral detections and known command-and-control indicators associated with the malware, Stone said. The company also used AI-assisted hunting to validate whether those other defensive layers were continuing to identify the evolving threat.
In one instance, the company identified a new delivery wrapper posing as a fake Claude desktop installer, according to Stone. SentinelOne used AI-assisted hunting and a DLL side-loading hunting pack to examine related activity, map attack paths and assess whether its existing detection layers were functioning as intended.
Defender advantage depends on speed and expertise Stone said AI-enabled attacks can be detectable because attackers and AI agents may leave more observable activity behind, including prompts that describe intended actions. However, he said the larger issue is the speed at which adversaries can move through an intrusion.
“For the first time, we are literally seeing attackers move at machine speed,” Stone said.
He argued that AI could provide defenders with an advantage when it is paired with skilled analysts. Automated agents can perform continuous and repetitive work, he said, allowing security professionals to focus on complex investigations and decision-making.
Stone said SentinelOne plans to provide additional detail on upcoming technology and its broader strategy during subsequent OneCon sessions.
About SentinelOne (NYSE:S)SentinelOne, Inc is a cybersecurity company that develops artificial intelligence-powered security solutions for organizations worldwide. Its platform is designed to prevent, detect, investigate and respond to cyber threats across endpoints, cloud workloads, identities and other enterprise environments.
The company's Singularity Platform provides capabilities including endpoint protection, extended detection and response, cloud security, identity security, vulnerability management, data lake and security information and event management functionality.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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TORONTO--(BUSINESS WIRE)--Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today announced that it has received a specific license (the “Fuel License”) from the United States Department of the Treasury's Office of Foreign Assets Control (“OFAC”) authorizing the purchase and delivery of fuel, fuel oil, and sulfur to Sherritt's Moa Nickel mining and processing operations in Cuba (“Moa Nickel”), which form part of the Moa Joint Venture (“Moa JV”). The Fuel License is th.
SentinelOne (S - Free Report) closed at $21.58 in the latest trading session, marking a -7.68% move from the prior day. The stock's performance was behind the S&P 500's daily loss of 1.09%. Elsewhere, the Dow saw a downswing of 0.34%, while the tech-heavy Nasdaq depreciated by 2.15%.
Heading into today, shares of the cybersecurity provider had gained 0.78% over the past month, lagging the Computer and Technology sector's gain of 1.99% and the S&P 500's gain of 2.44%.
Investors will be eagerly watching for the performance of SentinelOne in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $0.09, marking a 28.57% rise compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $310.03 million, reflecting a 19.74% rise from the equivalent quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.32 per share and a revenue of $1.2 billion, signifying shifts of +60% and +20.32%, respectively, from the last year.
Any recent changes to analyst estimates for SentinelOne should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Right now, SentinelOne possesses a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that SentinelOne has a Forward P/E ratio of 73.86 right now. This indicates a premium in contrast to its industry's Forward P/E of 53.1.
Investors should also note that S has a PEG ratio of 1.6 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The average PEG ratio for the Security industry stood at 3.17 at the close of the market yesterday.
The Security industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 165, putting it in the bottom 33% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
I initiate coverage of SentinelOne with a Strong Buy rating and a $34 price target, reflecting 36% upside potential. S is expanding beyond endpoint protection into AI security, cloud, and data analytics, driving new revenue streams and improved customer economics. Operating profitability is accelerating, with non-GAAP operating margins projected to reach 18% in 2028 and adjusted EPS estimated at $0.59.
SentinelOne, Inc. (NYSE: S) (âSentinelOneâ) today announced the pricing of $1.25 billion aggregate principal amount of 0.00% Convertible Senior Notes due 20
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne, Inc. (NYSE: S) (“SentinelOne”) today announced that it intends to offer, subject to market conditions and other factors, $1.25 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031 (the “notes”) in a private placement (the “offering”) to persons reasonably believed to be “qualified institutional buyers” pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). SentinelOne also intends t.
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne, Inc. (NYSE: S) (“SentinelOne”) today announced the pricing of $1.25 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031 (the “notes”) in a private placement (the “offering”) to persons reasonably believed to be “qualified institutional buyers” pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). SentinelOne has also granted the initial purchasers of the notes an option to purchas.
SentinelOne Inc. (NYSE:S) shares are trading lower after the company announced a proposed private placement of $1.25 billion of convertible senior notes due 2031.
SentinelOne shares are retreating from recent levels. Why is S stock dropping?
A $1.25 Billion Note Sale, With Up to $150 Million Going to BuybacksSentinelOne intends to offer $1.25 billion of 0.00% convertible senior notes due 2031 to qualified institutional buyers, and to give the initial purchasers an option to buy up to an additional $187.5 million. The notes will not bear regular interest. Upon conversion, SentinelOne can pay in cash, Class A shares or a combination of both.
The company plans to use the net proceeds to pay for capped call transactions, which are intended to reduce potential dilution from conversion, and to repurchase up to $150 million of its Class A shares concurrently with pricing, at the closing price on the pricing date. The remainder is earmarked for general corporate purposes, additional buybacks, working capital, capital expenditures and potential acquisitions or investments. The final terms, including the conversion rate, will be set at pricing.
Separately, SentinelOne said it intends to enter a credit agreement for a $400 million secured revolving credit facility and is in talks with potential lenders. The agreement hasn’t been signed, and the note offering isn’t contingent on it.
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S Price Action: At the time of publication, SentinelOne shares are trading 8.42% lower at $ 23.50, according to data from Benzinga Pro.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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In the latest trading session, SentinelOne (S - Free Report) closed at $25.66, marking a -2.32% move from the previous day. This move lagged the S&P 500's daily loss of 0.06%. Meanwhile, the Dow experienced a rise of 0.38%, and the technology-dominated Nasdaq saw a decrease of 0.44%.
Shares of the cybersecurity provider witnessed a gain of 33.01% over the previous month, beating the performance of the Computer and Technology sector with its gain of 4.85%, and the S&P 500's gain of 2.36%.
Market participants will be closely following the financial results of SentinelOne in its upcoming release. The company's upcoming EPS is projected at $0.09, signifying a 28.57% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $310.03 million, indicating a 19.74% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates project earnings of $0.32 per share and a revenue of $1.2 billion, demonstrating changes of +60% and +20.32%, respectively, from the preceding year.
It is also important to note the recent changes to analyst estimates for SentinelOne. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.88% lower within the past month. Currently, SentinelOne is carrying a Zacks Rank of #3 (Hold).
Looking at its valuation, SentinelOne is holding a Forward P/E ratio of 83.02. This expresses a premium compared to the average Forward P/E of 59.11 of its industry.
One should further note that S currently holds a PEG ratio of 1.8. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Security industry stood at 3.27 at the close of the market yesterday.
The Security industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 102, positioning it in the top 42% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow S in the coming trading sessions, be sure to utilize Zacks.com.
With a market capitalization of almost $900 billion, JPMorgan Chase (JPM +0.47%) is the world's largest investment bank by a wide margin. Chief executive officer Jamie Dimon has been at the helm for over 20 years, successfully steering the bank through the global financial crisis, the European debt crisis, the COVID-19 pandemic, and many other economic shocks.
In a letter to shareholders released in April, Dimon named cyber risk as one of the biggest threats to JPMorgan, primarily because artificial intelligence (AI) is laying the foundation for increasingly sophisticated attacks. He reiterated his stance in an interview with Bloomberg last Tuesday but said cyber risk has increased tenfold since his letter, following the release of Anthropic's Mythos AI models, which can autonomously uncover vulnerabilities in any corporate network.
Cybersecurity stocks are soaring this year as investors price in much higher demand. SentinelOne (S +3.42%) developed a holistic AI-powered platform called Singularity, which protects enterprises from top to bottom. Its stock is still one of the cheapest in the industry.
Here's why it could be a great buy as the cybersecurity industry tackles the AI threat.
Image source: Getty Images.
AI is creating multidimensional risks AI can be a powerful tool for enterprises, helping improve productivity, but it also creates new attack surfaces. Every time businesses deploy chatbots, agents, or other applications, they leave their sensitive internal data and valuable digital assets exposed to cyber threats, underscoring the importance of modern cybersecurity.
SentinelOne's Singularity platform protects cloud networks, employee identities, endpoints (computers and devices), and everything in between. Its priority is to prevent breaches, but it also includes several remediation tools to help enterprises restore their digital infrastructure in the event of a successful attack, thereby minimizing downtime. Singularity also features a built-in AI assistant called Purple AI, which uses advanced reasoning to autonomously investigate threats and take action when necessary.
SentinelOne has developed a portfolio of new tools specifically designed to protect enterprises during AI deployments. Prompt Security, for example, defends against a new technique called prompt injection, where hackers try to trick chatbots and agents into handing over sensitive data by disguising their malicious requests as legitimate commands. Prompt Security also logs every AI application used internally, so it immediately knows if an unauthorized app is circulating on the corporate network.
Revenue from AI-related products is soaring SentinelOne saw $1.2 billion in annual recurring revenue (ARR) at the end of its fiscal 2027 second quarter (which concluded on July 31), a 22% increase from the year-ago period. However, the ARR attributed to its AI products, such as Prompt Security and Purple AI, almost tripled, indicating that customers are clearly investing heavily in next-generation protection.
A notable portion of that growth appears to have been organic, because SentinelOne actually decreased its sales and marketing spending during the second quarter. In other words, it seems customers were actively seeking AI-related protection, which bodes well for demand going forward.
Although SentinelOne trimmed its marketing costs in the second quarter, it ramped up its research and development spending by 27% to fund its innovation pipeline. As a result, its operating costs increased overall, leading to a generally accepted accounting principles (GAAP) net loss of $93.4 million.
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Shareholders might be willing to endure SentinelOne's losses as long as they are paying off in the form of blistering fast AI-related revenue growth. But profits will have to follow in the future, or the company might have to raise more money through debt or equity financing, which could be a headwind for investors' returns.
SentinelOne is much cheaper than its peers SentinelOne stock is trading at a price-to-sales (P/S) ratio of 7.7 as I write this (Oct. 7), making it significantly cheaper than its rivals Palo Alto Networks and CrowdStrike, which have P/S ratios of 26.8 and 50.5, respectively.
CRWD PS Ratio data by YCharts
Both Palo Alto and CrowdStrike generate significantly more revenue than SentinelOne, so they have a much bigger market share. And CrowdStrike specifically is growing faster; its ARR jumped 25% to $5.8 billion in its most recent quarter. As a result, these vendors deserve to trade at premium valuations.
However, I would argue that the valuation gap is currently too wide, given the momentum in SentinelOne's AI product portfolio. I'm not suggesting it will ever match the valuations of Palo Alto or CrowdStrike, but there is certainly some room for upside.
After all, Jamie Dimon is definitely not the only CEO of a major company making cybersecurity a top priority right now. AI-related threats could force every public and private organization to spend more on protection in the coming years, making this the biggest opportunity in SentinelOne's history.
SentinelOne (NYSE:S – Get Free Report) and AppFolio (NASDAQ:APPF – Get Free Report) are both mid-cap technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, dividends, analyst recommendations, earnings, institutional ownership, risk and valuation.
Valuation & Earnings This table compares SentinelOne and AppFolio”s revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio SentinelOne $1.00 billion 8.82 -$450.73 million ($1.01) -25.13 AppFolio $1.04 billion 6.72 $140.92 million $4.38 45.08 AppFolio has higher revenue and earnings than SentinelOne. SentinelOne is trading at a lower price-to-earnings ratio than AppFolio, indicating that it is currently the more affordable of the two stocks. Insider & Institutional Ownership 90.9% of SentinelOne shares are owned by institutional investors. Comparatively, 85.2% of AppFolio shares are owned by institutional investors. 4.3% of SentinelOne shares are owned by company insiders. Comparatively, 1.6% of AppFolio shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Analyst Recommendations This is a summary of current ratings and price targets for SentinelOne and AppFolio, as reported by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score SentinelOne 1 13 16 0 2.50 AppFolio 0 3 8 1 2.83 SentinelOne currently has a consensus price target of $23.75, suggesting a potential downside of 6.42%. AppFolio has a consensus price target of $249.75, suggesting a potential upside of 26.49%. Given AppFolio’s stronger consensus rating and higher probable upside, analysts plainly believe AppFolio is more favorable than SentinelOne.
Profitability This table compares SentinelOne and AppFolio’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets SentinelOne -30.95% -15.73% -9.62% AppFolio 15.13% 32.42% 25.82% Risk & Volatility SentinelOne has a beta of 0.7, meaning that its stock price is 30% less volatile than the S&P 500. Comparatively, AppFolio has a beta of 0.89, meaning that its stock price is 11% less volatile than the S&P 500.
Summary AppFolio beats SentinelOne on 11 of the 15 factors compared between the two stocks.
About SentinelOne (Get Free Report)
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. Its Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. In addition, it offers endpoint protection, endpoint detection and response, cloud and identity security, attack surface management, mobile endpoint security, xdr power tools, watchtower, and vigilance MDR. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.
About AppFolio (Get Free Report)
AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry in the United States. The company provides a cloud-based platform that enables users to automate and optimize common workflows; tools that assist with leasing, maintenance, and accounting; and other technology and services offered by third parties. It offers AppFolio Property Manager Core, a platform that provides the basic functionalities required to operate a property management business, as well as serves as a system of record; AppFolio Property Manager Plus, which offers housing management, student housing management, complex accounting, leasing insights, large-scale operations support, role-based permissions, stack integrations, and enhanced customer support services; AppFolio Property Manager Max offers customer relationship management functionality, field customization, customer database functionality, and customer success management services; and AppFolio Investment Manager, a software that provides investment management, asset management, and relationship management solutions. The company also provides value-added services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as electronic payment, tenant screening, and insurance services. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.
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Award recognizes Singularity AI, SentinelOne’s foundational offering to help SecOps teams deliver on the vision for the Autonomous SOC
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne® (NYSE: S), the AI Security leader, today announced it has been named "SIEM Solution of the Year" in the CyberSecurity Breakthrough Awards 2026 program. This award recognizes Singularity AI SIEM, SentinelOne’s innovative data offering for helping security teams defenders detect, investigate and stop threats through the use of real-time security data and automated workflows.
AI empowered attackers, rogue and malicious agents, and a new, expanded AI attack surface have shown the limits of legacy SOC defenses like SIEM and SOAR. SentinelOne provides security teams with a modern, autonomous foundation to combat these rapidly evolving risks, head on. A foundational component for realizing the benefits of a truly autonomous SOC, SentinelOne’s AI SIEM was built from the ground up to ingest, index, and analyze telemetry across seamless, scalable AI data pipelines. Instead of adding legacy automation on top of fragmented datasets, SentinelOne turns the volume and complexity that once hid attackers into a decisive operating advantage for defenders.
"AI has not only empowered attackers, but has become an attack surface in its own right, creating threats that quickly outscale and outpace legacy defenses," said Chris Corde, Chief Product Officer of SentinelOne. "Being named SIEM Solution of the Year validates SentinelOne’s approach to AI-powered, autonomous defense. From embracing a broader collection of enterprise data through smart AI data pipelines, to scaling and automation investigations and response through agentic workflows, our goal is to give defenders the modern foundation needed to reimagine the SOC for the AI era.”
SentinelOne built AI SIEM for where security operations are heading: an autonomous yet auditable closed loop where every signal is observed, every threat investigated, and every validated incident resolved at machine speed. Getting there starts with the data. Every record stays instantly searchable for up to seven years, giving defenders the full visibility to detect hidden threats that fragmented tools miss. From there, no-code Hyperautomation takes on the repetitive work at machine speed, within team-defined guardrails, so the alerts that reach an analyst are the ones that need human judgement. And for those alerts, SentinelOne’s Purple AI® is already working the case alongside the analyst, summarizing what happened, answering plain-language questions, and recommending the next steps, so an analyst at any experience level can investigate with confidence.
The CyberSecurity Breakthrough Awards program honors the top companies, technologies, and products in the global information security market, chosen from a large pool of nominations from security vendors worldwide.
Learn more about SentinelOne's AI SIEM at sentinelone.com/platform/ai-cybersecurity/.
About CyberSecurity Breakthrough
CyberSecurity Breakthrough is an independent organization that recognizes the top companies, technologies, and products in the global information security market. The program honors innovation, leadership, and success in cybersecurity.
About SentinelOne
SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world's most critical organizations trust SentinelOne with their security.
Third-Party Disclaimer
All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.
What happened SentinelOne, Inc. (NYSE: S) said President, CEO and director Tomer Weingarten sold 527,368 Class A shares on 2026-10-05.
The filing says the shares sold at $25.26 each, for about $13.32 million. It also says Weingarten held 1,717,510 shares after the sale.
The form says the trades were made under a Rule 10b5-1 plan adopted on July 2, 2026. It was filed on 2026-10-06. The same filing shows a 500,000-share conversion of Class B common stock into Class A common stock on 2026-10-05. It lists 2,244,878 shares before the sale.
It also lists 423,629 Class A shares held by an irrevocable trust. The filing further shows a fully vested employee stock option for 500,000 Class B shares, exercisable through 03/23/2031.
Key numbers Metric Latest Change Source Shares sold 527,368 shares SEC Form 4 Sale price $25.26 per share SEC Form 4 Sale value about $13.32 million SEC Form 4 Shares held after sale 1,717,510 shares SEC Form 4 Pre-sale holding 2,244,878 shares SEC Form 4 Class B shares converted 500,000 shares SEC Form 4 Read more: SentinelOne (S) stock analysis and investment case
Why it matters The sale was about 23.5% of the 2,244,878 shares Weingarten held before the trade. That makes it a large transaction, even if the filing says it was prearranged.
The filing gives investors a clean read on insider ownership after a large planned sale. It is mixed for OptimistFi's case because it does not change the operating thesis, but it does reduce the CEO's direct stake.
The sale does not change SentinelOne's operating goals. It does leave Weingarten with 1,717,510 direct shares, which gives investors a new ownership benchmark.
The filing also shows a 500,000-share conversion of Class B common stock into Class A common stock on the same date. The conversion came before the sale in the record.
The main caveat is the Rule 10b5-1 plan. The trade may have been set up before this filing and may not signal a fresh view on the business.
Browse: stock research on every company OptimistFi covers
What's next The next dated item in the form is the 03/23/2031 expiration of the fully vested employee stock option. The option was already fully vested on April 24, 2026, according to the filing.
Until then, the filing gives a reference point for Weingarten's direct ownership, not a new operating update. A later change in those holdings would be the clearest way this insider record could strengthen or weaken the read.
More from OptimistFi S stock: the SentinelOne thesis, its status and the next test to watch United States Brent Oil Fund, LP (NYSE Arca: BNO) Tracks a Supply Gap Alpha Teknova, Inc. (NASDAQ: TKNO) Adds Regulatory Support for PluriFreeze Meta Platforms, Inc. (NASDAQ: META) Has a Conditional $18 Billion Bill Stock research on every company OptimistFi covers Latest stock research and investment-case updates OptimistFi: evidence-first equity research Sources SEC Form 4 — Form 4 filed for Tomer Weingarten on 2026-10-06. Read the full OptimistFi thesis on SentinelOne, Inc.: https://optimistfi.com/stocks/S
See what would break the SentinelOne, Inc. thesis and track it live on the OptimistFi Thesis-Break Engine.
Browse every company OptimistFi covers at optimistfi.com/stocks, or read the latest evidence-first research.
The full SentinelOne, Inc. investment case, its status and the next test to watch live on the SentinelOne, Inc. thesis page.
Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.
MIND C.T.I. (NASDAQ:MNDO – Get Free Report) and SentinelOne (NYSE:S – Get Free Report) are both technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, valuation, risk, dividends, profitability and analyst recommendations.
Institutional & Insider Ownership 24.3% of MIND C.T.I. shares are owned by institutional investors. Comparatively, 90.9% of SentinelOne shares are owned by institutional investors. 4.3% of SentinelOne shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Earnings & Valuation This table compares MIND C.T.I. and SentinelOne”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio MIND C.T.I. $19.46 million 1.05 $2.60 million $0.16 6.31 SentinelOne $1.00 billion 8.72 -$450.73 million ($1.01) -24.84 MIND C.T.I. has higher earnings, but lower revenue than SentinelOne. SentinelOne is trading at a lower price-to-earnings ratio than MIND C.T.I., indicating that it is currently the more affordable of the two stocks.
Profitability This table compares MIND C.T.I. and SentinelOne’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets MIND C.T.I. 16.87% 14.09% 10.90% SentinelOne -30.95% -15.73% -9.62% Risk & Volatility MIND C.T.I. has a beta of 0.4, meaning that its stock price is 60% less volatile than the S&P 500. Comparatively, SentinelOne has a beta of 0.7, meaning that its stock price is 30% less volatile than the S&P 500.
Analyst Ratings This is a breakdown of current ratings and recommmendations for MIND C.T.I. and SentinelOne, as provided by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score MIND C.T.I. 1 0 0 0 1.00 SentinelOne 1 12 16 0 2.52 SentinelOne has a consensus price target of $23.74, suggesting a potential downside of 5.39%. Given SentinelOne’s stronger consensus rating and higher probable upside, analysts clearly believe SentinelOne is more favorable than MIND C.T.I..
Summary SentinelOne beats MIND C.T.I. on 8 of the 14 factors compared between the two stocks.
About MIND C.T.I. (Get Free Report)
MIND C.T.I. Ltd., together with its subsidiaries, develops, markets, sells, and implements billing and customer care software solutions for communication service providers in the Americas, Europe, Israel, the Asia Pacific, and Africa. It operates in two segments, Billing and Related Services, and Messaging. The company offers billing and customer care solutions that support various services, such as voice, data, and content services, as well as prepaid, postpaid, and pay-in-advance payment models in a single platform. Its solutions also include a workflow engine to support the implementation of business processes, including subscriber registration, order management, trouble ticket, and debt collection; and a point of sale solution that covers dealer, store and cashier management, and sales cycle related activities. In addition, the company offers professional services comprising turnkey project delivery, customer support and maintenance, integration, customizations, and project management; and managed services, including day to day billing operational tasks. Further, it provides PhonEX ONE, a call management system that collects, records, and stores call information, which is used by organizations for telecom expense management, call accounting, traffic analysis, and fraud detection; and a mobile messaging platform. The company offers its products directly, as well as through distributors and resellers primarily to communication service providers, such as traditional wireline and wireless, voice over IP, broadband IP network operators, wireless internet service providers, LTE operators, cable operators, and mobile virtual network operators. MIND C.T.I. Ltd. was incorporated in 1995 and is headquartered in Yokneam Illit, Israel.
About SentinelOne (Get Free Report)
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. Its Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. In addition, it offers endpoint protection, endpoint detection and response, cloud and identity security, attack surface management, mobile endpoint security, xdr power tools, watchtower, and vigilance MDR. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.
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TORONTO--(BUSINESS WIRE)--Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today provided an update on the court application brought by Kyma Capital Limited (“Kyma”) seeking to compel a meeting of Sherritt's shareholders before December 15, 2026. The Ontario Superior Court of Justice (Commercial List) has dismissed Kyma's application in its entirety, and the Corporation's combined annual and special meeting of shareholders remains scheduled for December 15, 2026. The.
SentinelOne® (NYSE: S), the AI Security leader, today announced it has been named a Leader in the IDC MarketScape: Worldwide Modern Endpoint Security for Enterprises 2026 Vendor Assessment (#US54123526, September, 2026). The IDC MarketScape evaluated SentinelOne’s Singularity™ Endpoint offering.
Powered by the Singularity Platform, Singularity Endpoint is SentinelOne's core AI-native endpoint protection and EDR offering, which pairs an on-device AI engine, trained on a decade of endpoint telemetry, with a cloud-hybrid behavioral engine for continuous threat, detection and autonomous response.
This recognition adds to other third-party evaluations of the platform: IDC MarketScape previously named SentinelOne a Leader in the 2025 IDC MarketScape for Worldwide Extended Detection and Response (XDR) Software Vendor Assessment (#US52997325, September 2025), Latio named SentinelOne a SOC Platform Leader and an AI Security Platform Leader in 2026, and SentinelOne won Best Endpoint Security Solution at the 2026 SC Awards. Independent evaluators have also tested the platform directly, including the MITRE ATT&CK Enterprise Evaluation, SE Labs Enterprise Endpoint Security testing, VB100 certification, and AV-TEST macOS agent performance testing.
“Attacks move at machine speed, so defenders need AI that acts at the point of execution,” said Chris Corde, Chief Product Officer, SentinelOne, “I believe being named a Leader in the IDC MarketScape validates the approach SentinelOne has taken from the start: keep detection, governance, and response running where the threat actually executes."
SentinelOne’s Singularity also holds FedRAMP High Authorization across SentinelOne's Endpoint, Purple AI®, CNAPP, and Hyperautomation products, and GovRAMP Authorization at the High Impact level, extending the same AI-native protections to regulated and public-sector environments. The platform deploys as SaaS, on-premises, air-gapped, or hybrid, with data residency support for organizations that cannot default to a single cloud region.
To learn more about Singularity Endpoint and the Singularity Platform, visit sentinelone.com.
About IDC MarketScape
IDC MarketScape vendor assessment model is designed to provide an overview of the competitive fitness of technology and service suppliers in a given market. The research methodology utilizes a rigorous scoring methodology based on both qualitative and quantitative criteria that results in a single graphical illustration of each vendor's position within a given market. IDC MarketScape provides a clear framework in which the product and service offerings, capabilities and strategies, and current and future market success factors of IT and telecommunications vendors can be meaningfully compared. The framework also provides technology buyers with a 360-degree assessment of the strengths and weaknesses of current and prospective vendors.
About SentinelOne
SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world's most critical organizations trust SentinelOne with their security.
Third-Party Disclaimer
All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.
Category: Investors
View source version on businesswire.com: https://www.businesswire.com/news/home/20261001718321/en/
Is the party over for cybersecurity stocks? Investors might think so after news that Peter Weed from Sanford Bernstein downgraded three cybersecurity stocks. He downgraded Palo Alto Networks NASDAQ: PANW from Outperform to Market Perform; the same applied to Okta Inc. NASDAQ: OKTA and SentinelOne NYSE: S.
Interestingly, Weed raised his price target on all three stocks despite the downgrades. SentinelOne was the only one whose new target exceeded the consensus. That distinction matters because Palo Alto, Okta, and SentinelOne are all trading near their respective consensus price targets.
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The entire cybersecurity sector sold off sharply early in the year as investors worried that the AI bubble would burst. Recent earnings reports have helped ease those concerns. Now, the focus has shifted toward the risks created by AI agents, which could require more aggressive cybersecurity measures.
That's led many analysts to raise their price targets since the sector reported quarterly earnings. That's a bullish sign for investors hoping for further upside in a sector that's had a strong run in 2026.
PANW Stock Near Its Price Target as ARR Growth CoolsPalo Alto Networks Stock Forecast Today12-Month Stock Price Forecast:
$390.47
-0.41% Downside
Moderate Buy
Based on 50 Analyst Ratings
Current Price$392.09High Forecast$475.00Average Forecast$390.47Low Forecast$175.00Palo Alto Networks Stock Forecast Details
Palo Alto Networks is one of the largest and most recognized names in the cybersecurity sector. PANW is up over 111% in 2026 and just delivered a strong fourth-quarter fiscal year 2026 (FY2026) earnings report.
The company cited record execution, which is accelerating momentum for its platformization model. It also reported strong AI-related demand.
The concern is margin pressure. Palo Alto still anticipates significant growth next year, but next-generation security annual recurring revenue (NGS ARR) growth is expected to moderate to between 22% and 23% in FY2027 from 63% in FY2026.
That could be what Weed was anticipating by putting a price target of $351 on PANW. That's a 38% increase from his former price target of $253, but it's approximately 10% below the consensus price target of $390.47, which is just about where the stock trades as of this writing.
It's also worth noting that Weed isn't alone in tapping the brakes on PANW. According to MarketBeat data, Citigroup, Scotiabank, and Phillip Securities also downgraded the stock in early September. The number of analysts with a Hold rating on PANW has doubled from six to 12 in the past month. Still, 38 of the 50 analysts covering the stock rate it a Buy, with an overall Moderate Buy consensus rating.
Current Price$202.18High Forecast$240.00Average Forecast$199.56Low Forecast$60.00Okta Stock Forecast Details
Okta has outperformed Palo Alto in 2026. The stock is up more than 131% for the year, driven by its strong niche in zero-trust security. The company's platform would seem to be tailor-made for a future with AI agents. That was supported by the company's Q2 earnings report for FY2027, in which Okta reported growing demand for its AI-agent security products. However, management said that AI revenue will be immaterial to FY2027.
That may explain why Weed is bearish on OKTA. The stock trades near its consensus price target of 199.56. He gives OKTA a target of $174. That's up from $143, but it's still nearly 13% below the consensus target.
Unlike PANW, Weed is a contrarian to overall sentiment. Since his downgrade, more than a dozen analysts have raised their price targets on OKTA, and Jefferies, KeyCorp, Evercore, and Stephens now share a Street-high target of $240. MarketBeat data shows 33 of the 43 analysts covering Okta rate it a Buy or better.
Free cash flow may be an area to watch. It's been growing at an accelerated pace in the last three years. If that trend continues, the stock may be significantly undervalued at current levels. But if that normalizes, Weed may have the call right.
Current Price$22.78High Forecast$28.00Average Forecast$23.64Low Forecast$15.00SentinelOne Stock Forecast Details
SentinelOne is the smallest of the companies in this group, with a market cap of just over $7.9 billion. SentinelOne overlaps with Okta in identity threat detection, but its core business is endpoint security. In that regard, it's closer in scope to Palo Alto and CrowdStrike NASDAQ: CRWD.
The stock is up more than 51% in 2026 and is trading about 3.5% below its consensus price target of $23.64. SentinelOne reported strong revenue and earnings per share (EPS) growth in its latest Q2 earnings report for FY2027. However, spending on AI products, go-to-market efforts, and partner channels is expected to moderate margin expansion in the coming quarters.
Weed set S's stock price target at $25. That's up from $21 and about 5.8% above the consensus price target of $23.64. But it's well below the Street-high $28 targets from Susquehanna and Guggenheim. SentinelOne has the most divided coverage of the three, with 16 Buy ratings, 12 Holds, and one Sell among the 29 analysts tracked by MarketBeat.
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MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne today announced the expansion of Wayfinder Threat Hunting to the major public cloud services: AWS, Azure, and Google Cloud.
SentinelOne (S +0.57%), a provider of AI-powered cybersecurity services, went public five years ago at $35 per share. Its stock reached a record high of $76.30 in late 2021, but it now trades at about $24. Let's see why it pulled back -- and if it will recover over the next three years.
Why did SentinelOne's stock drop below its IPO price? SentinelOne's Singularity XDR (extended detection and response) platform uses fully automated AI algorithms to counter cybersecurity threats. It claims that the approach is faster, more accurate, and more efficient than relying on teams of human analysts.
Image source: Getty Images.
From fiscal 2021 to fiscal 2026 (which ended this January), SentinelOne's revenue surged from $93 million to $1.00 billion. However, its revenue growth, annualized recurring revenue (ARR) growth, and ARR growth among larger customers have all cooled over the past four years.
Metric
FY 2021
FY 2022
FY 2023
FY 2024
FY 2025
FY 2026
Revenue Growth
100%
120%
106%
47%
32%
22%
ARR Growth
96%
123%
88%
39%
27%
22%
Growth in Customers with $100,000+ in ARR
109%
137%
74%
30%
25%
18%
Data source: SentinelOne.
For fiscal 2027, SentinelOne expects its revenue to rise 20%-21%. That slowdown isn't disastrous, but it indicates its hypergrowth days are over.
That deceleration can be attributed to intense competition from larger cybersecurity companies, including Palo Alto Networks (PANW +1.10%) and CrowdStrike (CRWD +0.15%), which are integrating more AI-powered tools into their endpoint security platforms, as well as macro headwinds that drove its enterprise customers to rein in spending.
SentinelOne's pursuit of higher-value enterprise customers (which generate over $100,000 in ARR) also exposed it to longer sales cycles with lower upfront payments. At the same time, it reined in its aggressive, loss-leading customer acquisition strategies to stabilize its margins.
Its dollar-based net revenue retention rate among customers with over $100,000 in ARR also dipped from 115% in fiscal 2024 to 109% in fiscal 2026. In other words, its older, maturing enterprise customers were spending less money year over year on its platform.
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From fiscal 2026 to fiscal 2029, analysts expect SentinelOne's revenue to grow at an 18% CAGR. But with an enterprise value of $8.3 billion, it isn't a screaming bargain at 6.9 times this year's sales. It also isn't expected to turn profitable within the next three years.
If SentinelOne matches analysts' estimates through fiscal 2028, grows its revenue at a 15% CAGR through fiscal 2030, and still trades at seven times its current fiscal year's sales, its market cap could grow nearly 86% to $15.4 billion within the next three calendar years. That would lift it back above its IPO price, but it would remain far below its all-time high.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy.
Ritholtz Wealth Management CEO Josh Brown and colleague Sean Russo used their latest “The Best Stocks in the Market” column at CNBC to stake out a clear position on security software: four names earn a spot, two do not.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD), Palo Alto Networks, Inc. (NASDAQ:PANW), Fortinet, Inc. (NASDAQ:FTNT) and Cloudflare, Inc. (NYSE:NET) made the list. Zscaler, Inc. (NASDAQ:ZS) and SentinelOne, Inc. (NYSE:S) did not.
CRWD stock is moving. See the real-time price action here. CrowdStrike Leads the GroupBrown called CrowdStrike “one of the cleanest charts in the sector.” Russo noted the stock is up 104% this year and has returned 58.8% since mid-May, against 13.8% for the iShares Expanded Tech-Software ETF (NASDAQ:IGV) and 3.5% for the S&P 500.
The fundamentals traveled with the tape. Second-quarter revenue rose 26% to $1.47 billion, net new annual recurring revenue hit a record $333 million, and ending ARR reached $5.84 billion. Falcon Flex now carries $2.29 billion in ARR, up 101%. Management lifted full-year net new ARR guidance to $1.35 billion at the midpoint.
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CrowdStrike shares jumped roughly 14% on Sept. 14 as capital rotated into cybersecurity names on AI-threat headlines. CEO George Kurtz told CNBC that with AI-enabled attacks, “the genie’s out of the bottle.”
Brown owns CrowdStrike and isn’t trading it. For everyone else, he flagged $215 to $220 as the post-earnings base, with the 50-day at $207 as the deeper line. RSI sits at 60 — constructive, not stretched.
Palo Alto and FortinetPalo Alto Networks gets the same thesis with a weaker chart. After running from the $184 area in early May to just under $400, each rally has topped out lower, and shares now trade near $364. RSI of 53 reads as drift. Brown’s reference is the $320 to $330 shelf, tested repeatedly and defended each time.
A May earnings gap from $90 to $108 kicked off a steady climb of higher highs and higher lows, and shares now sit at $170 inside a $150 to $175 consolidation. The 50-day at $160 is rising. Brown’s caution: Fortinet has a history of post-earnings blowups, so “keep the leash short.”
Cloudflare’s BreakoutCloudflare isn’t a pure security name, but its DDoS protection, zero-trust products and AI workload delivery put it in the conversation.
Shares hit a new high last week with a breakout in progress, and the 200-day at $228 has finally turned up after months flat. Brown’s exit for short-term holders is a close under the 50-day. Longer-term money should watch $260 to $270, the base the run started from.
The Two Left OffZscaler has lost about half its value since peaking last October, though the chart is finally stirring. Shares crossed back above the 200-day for the first time this year, a golden cross is forming, and RSI at 63 marks a 12-month high. Cheap relative to peers, and worth watching — still not on the list.
SentinelOne fails the $25 billion market-cap screen, since momentum works better on widely followed large caps. Brown added two personal objections: the ticker once belonged to Sears, and chasing the smaller name in a hot sector usually ends badly.
He closed the column with a solid reminder for readers: "Don’t drink and drive. Don’t buy a whole life policy. Don’t trade the ninth best stock in a sector. Man’s gotta live by a code, and this is mine."
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Photo: Alicia97 / Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
It seems that not a day goes by without hearing about another data breach, a rogue agent, or a warning of a forthcoming artificial intelligence (AI)-driven apocalypse.
It's a perfect storm of fear-inducing news and predictions that's alerting investors to the dire need for effective cyber safeguards.
Several cybersecurity stocks have jumped in response as investors rotated into companies poised to benefit from these trends.
Here's how some of the top AI sentinels fared this past week:
CrowdStrike (CRWD -3.28%), up 15% SentinelOne (S -2.93%), up 14% Palo Alto Networks (PANW -3.06%), up 10%
Image source: Getty Images.
AI fears could accelerate these cyber guardians' growth CrowdStrike provides extensive security data, 24/7 threat hunting, AI-powered risk analysis, and automated breach response on a single, unified platform. Customers rely on the cyber defense specialist to protect their devices and cloud networks from AI-driven intrusions.
SentinelOne's machine learning-powered autonomous security intelligence helps companies stay a step ahead of would-be malicious actors. Its new Wayfinder Frontier AI services pair advanced AI models -- beginning with Anthropic's Claude Security -- with highly trained security experts to identify and deter real-world exploitation attempts.
Palo Alto Networks combines next-generation firewalls with real-time content scanning, cloud application security, and AI-driven automated incident response. In turn, Palo Alto provides a level of cyber protection that traditional firewall-based systems simply can't match.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy.
SentinelOne delivered strong Q2 results, driven by robust Singularity One platform adoption and accelerating enterprise demand for comprehensive cybersecurity solutions. SentinelOne achieved 21% year-over-year revenue growth and 22% ARR growth, with net new ARR up 4% to $56 million and total ARR reaching $1.22 billion. The firm raised its FY revenue guidance to $1.202–1.207 billion, due to continued platform demand and margin expansion, supporting a bullish outlook and potential multiple re-rating.
SentinelOne is reaffirmed as a BUY, driven by robust AI-native cybersecurity solutions and strong land-and-expand execution. S1 demonstrates 21% YoY revenue growth and expanding ARR, with multiproduct adoption and AI offerings fueling net revenue retention gains. Despite unprofitability and dilution risks from high stock-based compensation, S1 boasts no debt, $813M cash, and improving non-GAAP margins.
Tomer Weingarten, President and Chief Executive Officer of SentinelOne, Inc. (S -1.32%), sold ~114,900 shares of the company on September 11, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$2.3 millionShares sold114,890Post-transaction shares (directly held)1.7 millionPost-transaction value~$34.46 millionTransaction value based on SEC Form 4 weighted average sale price ($19.89); post-transaction value based on September 11, 2026 market close ($19.75).
Key questionsWhat were the specifics of this transaction?
The executive first converted Class B common stock into Class A common stock on a one-for-one basis before executing the sale. This conversion is a standard procedure for insiders holding multi-class equity who seek to realize liquidity in the publicly traded Class A shares.How does this sale align with recent stock performance?
The shares were sold following a one-year total return of 7% as of the September 11, 2026 transaction date. As of the September 15, 2026 market close, the stock was priced at $23.48, which is higher than the weighted average execution price of $19.89.What is the scope of the CEO's remaining equity exposure?
Weingarten retains a substantial position in the company, consisting of ~1.7 million directly held shares and approximately 3.4 million direct derivative securities. The executive also holds an indirect interest in 423,629 shares through an irrevocable trust over which the reporting person may exercise remove and replace powers.Was this a discretionary trade?
The transaction was non-discretionary and followed a Rule 10b5-1 trading plan established more than a year prior to the execution. Such plans are designed to allow insiders to diversify their portfolios on a pre-determined schedule, reducing the impact of short-term market volatility or material non-public information on trade timing.Company OverviewMetricValueShare Price (as of market close 2026-09-15)$23.48Market Capitalization$7.6 billionRevenue (TTM)$1.1 billionNet Income (TTM)-$340.1 millionCompany SnapshotSentinelOne delivers a unified Extended Detection and Response (XDR) platform called Singularity XDR that consolidates endpoint protection, endpoint detection and response, cloud workload protection, and IoT security capabilities into a single integrated system powered by artificial intelligence.The company operates on a subscription-based software-as-a-service (SaaS) model, generating recurring revenue from enterprise customers through licensing of its Singularity platform and related security services.SentinelOne primarily serves mid-market and large enterprise organizations globally that require comprehensive cybersecurity infrastructure to protect their endpoint devices, cloud workloads, and IoT environments.SentinelOne is a global cybersecurity infrastructure software company with a market cap of $7.6 billion. The company's competitive advantage lies in its AI-powered Singularity XDR platform, which provides unified security across multiple attack surfaces through a single consolidated data stack.
With operations spanning the United States and international markets, SentinelOne is positioned as a comprehensive endpoint and cloud security provider for enterprise customers.
What this transaction means for investorsThe September 11 sale of SentinelOne stock by CEO Tomer Weingarten occurred at a weighted average price of $19.89 per share. This was just days before the stock's September 15, 2026 market close of $23.48, which is very close to its 52-week high of $23.95.
However, Weingarten's disposition was not a market-timed investment decision. The sale was executed as part of a pre-established Rule 10b5-1 plan, making this a non-discretionary transaction.
The CEO retains a sizable equity stake, post-sale. He had 1.7 million directly held Class A shares and another 3.4 million Class B shares along with 423,629 indirectly held shares in a trust. This ensures his continued alignment with shareholder interests.
SentinelOne stock is soaring because Wall Street is realizing the importance of cybersecurity in a world where artificial intelligence agents are sophisticated enough to hack an organization's defenses at unprecedented speed. Given this backdrop, the company's sales are going strong. It delivered revenue of $292 million in its fiscal second quarter, ended July 31, which represents a strong 21% year-over-year increase.
Robert Izquierdo has positions in SentinelOne. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Company's unified coverage across data, endpoints, cloud, identities, and AI applications, paired with autonomous response at the point of execution, cited as key differentiators
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne® (NYSE: S) has been named an AI Security Platform Leader by Latio in the analyst firm's 2026 AI Security Market Report. The new report maps key players in the AI security market by use case, spanning browsers, endpoint applications, cloud-hosted agent builders, third-party developer tools, and first-party AI usage.
It’s the latest third-party validation of SentinelOne’s leadership in both AI for Security and Security for AI, empowering security teams with agentic defense. This June, Latio named SentinelOne a SOC Platform Leader, citing the AI-first platform strategy and the integrated data lake. In February, SentinelOne was named a leader by Software Analyst Cyber Research (SACR) in its inaugural Unified Agentic Defense Platforms Majestic Technoscope.
SentinelOne's approach to AI security starts where AI runs. AI agents now operate in virtually every layer of the organization, from identities to infrastructure. Every AI attack starts as an interaction and ends as an action. It lands on an endpoint, an identity, or a cloud workload, and SentinelOne acts there. Solving this requires a unified architecture that both creates visibility into AI activity and delivers autonomous, runtime detection and response to AI-related threats.
"AI has significantly changed and expanded the attack surface, and that new risk demands stopping AI threats everywhere AI work happens," said Chris Corde, Chief Product Officer, SentinelOne. "From agents running workflows with trusted access, to employees adopting sanctioned and shadow AI tools, to IT and developers deploying 3rd party and homegrown apps, our customers need security that stops threats without stifling innovation. SentinelOne helps organizations embrace AI, while putting the governance and guardrails in place to ensure AI is behaving and executing as intended.”
Latio's report separates SentinelOne and its strength as a leader in AI-native, autonomous runtime protection from newer entrants. SentinelOne Prompt Security extends the company’s category leading workload coverage to more than 15,000 AI applications and sites. It also reaches the agents, MCP servers, and applications teams build themselves. Latio calls SentinelOne one of the strongest broader AI security options on the market.
To learn more about the findings from the 2026 Latio AI Security Market Report, register here / download the report.
About Latio
Latio is an independent technology research and advisory firm specializing in security operations. The SOC Platform Leader designation recognizes vendors demonstrating comprehensive capabilities across the modern security operations stack.
About SentinelOne
SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security.
Third-Party Disclaimer
All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.
TORONTO--(BUSINESS WIRE)--Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today provided an update on its financial and liquidity position. Further to its second quarter 2026 results and financial position update filed on August 12, 2026, the Corporation continues to operate under constrained liquidity conditions and faces a material uncertainty that may cast significant doubt on its ability to continue as a going concern. As previously disclosed, following the issu.
Tomer Weingarten, the President and CEO of SentinelOne, Inc. (S +2.16%), reported a sale of 38,759 shares of Class A Common Stock on Sept. 8, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueShares sold (directly held)38,759Transaction value~$767,000Post-transaction shares (directly held)1,801,827Post-transaction value$35.01 millionTransaction value based on SEC Form 4 weighted average sale price ($19.79); post-transaction value based on Sept. 8, 2026, market close ($19.43).
Key questionsWhat initiated this specific sale of shares?
This was a non-discretionary transaction mandated by the company's equity incentive plan to cover tax withholding obligations triggered by the vesting and settlement of restricted stock units.How significant is the executive's remaining equity position?
Following the transaction, Tomer Weingarten continues to hold 1,801,827 shares of Class A Common Stock directly, representing a market valuation of $35.01 million as of the Sept. 8, 2026, close.Are there any conditions attached to the remaining shares?
As noted in the filing, certain shares held by the executive remain subject to forfeiture if underlying vesting conditions are not met.How does this disposal relate to the firm's recent performance?
The transaction followed a 5% one-year return for the stock as of Sept. 8, 2026, although the non-discretionary nature of the sale means it was not a reaction to market price action or valuation levels.Company OverviewMetricValueShare Price (as of market close 2026-09-09)$19.44Market Capitalization$6.7 billionRevenue (TTM)$1.1 billionNet Income (TTM)-$340.1 millionCompany SnapshotSentinelOne develops and delivers the Singularity XDR Platform, an Extended Detection and Response data stack that unifies endpoint protection, endpoint detection and response, cloud workload protection, and IoT security into an integrated solution powered by artificial intelligence.The company operates a subscription-based software-as-a-service (SaaS) business model, generating recurring revenue from enterprise customers through platform licensing and security services delivered across cloud and on-premises environments.SentinelOne primarily serves large enterprises and mid-market organizations globally that require a comprehensive cybersecurity infrastructure to protect endpoints, cloud workloads, and IoT devices against evolving threats.SentinelOne is a global cybersecurity infrastructure software provider with approximately 2,900 employees and a market capitalization of $6.7 billion. The company has achieved TTM revenue of $1.1 billion while investing significantly in product development and market expansion, as reflected in its current net loss position. SentinelOne's competitive advantage derives from its unified AI-powered platform architecture that consolidates multiple security functions, enabling customers to reduce complexity and improve threat detection and response capabilities across their entire technology infrastructure.
What this transaction means for investorsInvestors should probably avoid applying too much meaning to Tomer Weingarten's sale of SentinelOne stock.
As stated in the Form 4, the sale occurred because of tax withholding obligations, meaning it would have happened even if he were the most ardent SentinelOne bull. Given that he sold only 2% of his holdings, he appears to want to hold on to as much of the stock as possible.
Although SentinelOne is only one of many cybersecurity stocks, a bullish outlook seems warranted. Unlike many competing platforms, the company designed its platform on an AI-native foundation, a crucial advantage as AI increasingly drives the tech industry.
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Additionally, Fortune Business Insights forecasts a 14% compound annual growth rate (CAGR) for the cybersecurity industry through 2034.
The company's revenue increased by 21% annually in the first half of 2026, suggesting it is dramatically outpacing the industry CAGR. Considering the need for AI-based security, SentinelOne appears well-positioned to drive returns for insiders like Tomer Weingarten as well as average investors.
Will Healy has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Chief Financial Officer Sonalee Elizabeth Parekh executed a sale of 21,664 shares of Class A Common Stock in SentinelOne, Inc. (S +0.05%) on September 8, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$421,100Shares sold21,664Post-transaction shares (directly held)942,617Post-transaction value$18.3 millionTransaction value based on SEC Form 4 weighted average sale price ($19.44); post-transaction value based on September 8, 2026 market close ($19.43).
Key questionsWhat prompted this disposition of Class A Common Stock?
The transaction was executed automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2026. Such plans allow corporate insiders to schedule share sales in advance to meet portfolio diversification or liquidity needs while operating within SEC guidelines.What is the extent of Parekh's remaining equity interest?
Sonalee Parekh continues to hold a significant direct position of 942,617 shares in the cybersecurity firm. This remaining stake represents 0.2800% of the company and is valued at approximately $18.3 million based on the market close price on the transaction date.How has the company performed leading up to this filing?
At the time of the transaction on September 8, 2026, SentinelOne shares had delivered a one-year total return of 5%. The company operates in the software infrastructure industry and reported trailing twelve-month revenue of $1.1 billion.Were there any specific pricing mechanics noted in the filing?
The shares were sold in multiple transactions at prices ranging from $19.11 to $19.79. The reported $19.44 per share represents the weighted average execution price for the total volume disclosed in this filing.Company OverviewMetricValueShare Price (as of market close 2026-09-09)$19.44Market Capitalization$6.6 billionRevenue (TTM)$1.1 billionNet Income (TTM)-$340.1 millionCompany SnapshotSentinelOne provides comprehensive cybersecurity solutions through its Singularity XDR Platform, an Extended Detection and Response data stack that integrates endpoint protection, endpoint detection and response, cloud workload protection, and IoT security into a unified, AI-powered system.The company generates revenue through a subscription-based software model, delivering enterprise-grade security infrastructure that enables organizations to consolidate multiple security tools into a single platform.SentinelOne serves enterprise customers and mid-market organizations globally that require advanced threat detection, response capabilities, and cloud security solutions to protect their digital infrastructure.SentinelOne operates as a global cybersecurity infrastructure provider, positioning itself as a consolidator in the fragmented endpoint and cloud security market. The company's competitive advantage derives from its unified XDR platform architecture and AI-driven threat intelligence, which enables customers to reduce security tool sprawl while improving detection and response capabilities.
Despite current net losses, the company's substantial revenue scale and market cap of $6.6 billion reflect investor confidence in its platform consolidation strategy and addressable market opportunity in enterprise cybersecurity.
What this transaction means for investorsCFO Sonalee Parekh's Sept. 8 sale of SentinelOne stock follows a period where shares rose to a 52-week high of $23.95 in August before pulling back in September, resulting in about a 5% return over the trailing 12 months. The timing for her disposition was established as part of a pre-arranged Rule 10b5-1 plan, making this a non-discretionary transaction.
Given the sale represented only 2% of the CFO's direct equity holdings before to the filing, Parekh retains a sizable stake of 942,617 shares. This ensures her continued alignment with shareholder interests.
SentinelOne stock surged in August as Wall Street began to realize the rising importance of cybersecurity now that artificial intelligence agents are sophisticated enough to hack corporate defenses at unprecedented speed. As one of the early adopters of AI, SentinelOne's platform was built for this moment.
In September, the company announced an expansion of its use of OpenAI's frontier models to identify and address threats before they can be exploited. SentinelOne's sales rose 21% year over year to $292 million in its fiscal second quarter ended July 31, which demonstrates strong demand for the company's cybersecurity offerings.
Robert Izquierdo has positions in SentinelOne. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
A clutch of encouraging business updates and a quarterly earnings report that was better than it seemed at first glance were the developments lifting SentinelOne (S +0.40%) stock last month. The cybersecurity company's shares did quite well as a result, rising by almost 16% across August.
Electronic guardian With a well-earned reputation as a tech-forward business that has embraced artificial intelligence (AI), SentinelOne is widely regarded as a developer of solutions that protect users from highly advanced digital threats.
Image source: Getty Images.
Among the announcements SentinelOne made at the beginning of August was its heralding of the Wayfinder Frontier AI Services expansion. The company wrote that it has secured a new remediation (i.e., fixing, patching, or resolving) partner for the system, fellow cybersecurity specialist LevelBlue. It also added several new capabilities to the platform.
According to the company, this bolsters Wayfinder's advanced proactive capabilities, which can halt threats from AI models used for nefarious purposes.
The day after that announcement was published, SentinelOne revealed that it had expanded its existing business partnership with cloud computing giant Amazon Web Services, or AWS. The company's AI runtime security will be integrated into the Amazon Bedrock AI platform to, in SentinelOne's words, provide "one place to see, enforce, and remediate AI risk."
Near the end of the month, the company took the wraps off its second-quarter fiscal 2027 earnings report. This reversed its early August momentum, albeit temporarily, as some of the company's results didn't meet fairly lofty expectations.
Revenue in the quarter rose by a sturdy 21% to $291 million. A far better dynamic was seen on the bottom line, with net income not under generally accepted accounting principles (non-GAAP, or adjusted) doubling and then some to almost $28.5 million ($0.08 per share).
Despite the double- and triple-digit gains, however, SentinelOne only edged past the analyst consensus estimates for both revenue and profitability. And, in what's an unpardonable transgression for many tech stock investors these days, it cut its adjusted earnings per share (EPS) guidance for the entirety of 2027, which missed estimates (although its revenue forecast, which was raised, beat them).
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The bulls had their day But investors changed their tune in the following days, when a clutch of analysts became more bullish on SentinelOne in the wake of the earnings report. A host of pundits at high-profile researchers such as Morgan Stanley either raised their price targets on the company's stock, or reiterated quite bullish analyses on its future.
This buttressed the argument -- correctly, in my view -- that SentinelOne's second quarter was cause for cheer and encouragement, rather than justification for a sell-off.
Cyber-threats are never going to fade away; in fact, they're only going to get more intense with the power of AI behind more of them. It's a dangerous world we live in, both online and off, and the work of advanced cybersecurity operators will be increasingly crucial in protecting us. SentinelOne clearly knows this business inside and out, and I think it has many more high-growth quarters ahead.
SentinelLABS benchmarked GPT-5.6-Cyber as best in class on malware reverse engineering Summary
SentinelOne selected GPT-5.6-Cyber after its research arm found the model performed best on military-grade malware analysis.
SentinelOne Inc. S, the endpoint and cloud security vendor, expanded its Wayfinder Frontier AI Services on Thursday. The offerings now run on OpenAI Daybreak models, delivered through the Daybreak Defense Network, and the rollout starts with GPT-5.6-Cyber.
The first of two new capabilities scans customer code repositories. It looks for OWASP-class flaws, implants, exposed secrets and supply-chain risk. Findings get mapped to MITRE ATT&CK. SentinelOne said its own offensive-security analysts validate every verdict before it reaches the customer. Compromise assessment evaluates telemetry against detection rules to surface posture gaps, including risky use of VPNs, proxies and remote-management tools, with results ranked by real-world exploitability. Both lean on the same underlying malware analysis workflow.
The model selection follows benchmarking work by SentinelLABS, the company's research arm, which found GPT-5.6-Cyber performed best in class on reverse engineering and analysis of military-grade malware. "Attackers are increasingly using AI to find and exploit weaknesses," said Chief Customer Officer Steve Stone.
Disclosures I am/we currently own positions in the stocks mentioned, and have NO plans to sell some or all of the positions in the stocks mentioned over the next 72 hours.
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne announces an expanded set of offerings for Wayfinder Frontier AI Services, powered by OpenAI Daybreak models.
As we approach the end of 2026, the S&P 500 index is hovering near an all-time high. However, there are still some attractive opportunities on the table, even in the red-hot artificial intelligence (AI) space.
SentinelOne (S -6.33%) is a leading cybersecurity company that relies heavily on AI to deliver highly automated protection to its enterprise customers. Its stock has soared by 47% so far this year, but it's still much cheaper than its top competitors CrowdStrike and Palo Alto Networks.
Investors can scoop up a single share in SentinelOne for under $25. Here's why it could be a great addition to a diversified portfolio before this year is over.
Image source: The Motley Fool.
AI is transforming the threat landscape AI can be a powerful tool for enterprises, but it also broadens the attack surface for hackers. Every time a business deploys an AI chatbot or agent, it compromises the safety of its sensitive data and valuable digital assets, which is why businesses need state-of-the-art protection.
SentinelOne's Singularity platform is a holistic solution designed to secure endpoints (computers and devices), cloud networks, employee identities, AI applications, and more. It not only protects against breaches but also offers powerful remediation features to help enterprises restore their networks after a successful attack, minimizing downtime.
On the AI security front, SentinelOne has developed critical new tools, such as Prompt Security. It's designed to protect against new-age attacks like prompt injection, where hackers try to manipulate chatbots and agents into handing over sensitive data by disguising malicious commands as legitimate prompts. Prompt Security also inventories every chatbot and agent deployed by the enterprise, so it immediately knows if an unauthorized application is trying to orchestrate a breach.
Then there is Purple AI, an agentic assistant embedded into the Singularity platform. SentinelOne knows human analysis is no match for modern attack speed, so it designed Purple AI with advanced reasoning to autonomously investigate and take action when threats arise.
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AI-related revenue is surging SentinelOne had $1.2 billion in annual recurring revenue (ARR) at the conclusion of its recent fiscal 2027 second quarter (ended July 31), an increase of 22% compared to the year-ago period. However, the company said the ARR attributable to AI products such as Purple AI and Prompt Security nearly tripled, so it's clear that enterprises are prioritizing this new-age protection.
Those results are impressive, given that SentinelOne reduced its marketing spending during the first half of fiscal 2027, a move that would typically hinder its growth potential. The company redirected those savings into research and development spending, which increased by 27% year over year as it aims to accelerate innovation.
Unfortunately, SentinelOne's overall increase in operating expenses led to a generally accepted accounting principles (GAAP) net loss of $169.5 million during the first half of fiscal 2027. But on a positive note, that was a 39% reduction from its loss in the year-ago period.
Plus, after excluding one-off and non-cash expenses like stock-based compensation, SentinelOne was actually profitable to the tune of $40.7 million. Revenue growth is important, but the company also needs to make money to build a self-sustaining business over the long term.
SentinelOne stock is cheap compared to its peers Based on SentinelOne's trailing 12-month revenue, its stock is trading at a price-to-sales (P/S) ratio of just 6.6, so it's drastically cheaper than its main rivals CrowdStrike and Palo Alto Networks, which have P/S ratios of 41.6 and 25.6, respectively.
CRWD PS Ratio data by YCharts
CrowdStrike reported over $5.8 billion in ARR at the end of its most recent quarter, which grew by 25% year over year. Therefore, not only is the company bringing in more money than SentinelOne, but it's also growing faster, so it absolutely deserves a premium valuation. However, I would argue the valuation gap is a little too wide, particularly given the blistering ARR growth in SentinelOne's AI products.
I'm not suggesting SentinelOne stock will ever trade at over 40 times sales, but I think there is certainly room for upside to its current valuation. Cybersecurity will only become more important as AI adoption ramps up, which is why the company values its addressable market at over $100 billion. It has barely scratched the surface of that opportunity, so now might be a great time for investors to add this stock to their portfolio.
Shares of SentinelOne (S +0.53%) sank after it reported its fiscal second-quarter results, despite the company surpassing revenue estimates and increasing its guidance. The stock remains up about 40% on the year despite the drop in its share price.
Let's take a closer look at its results and prospects to see if this is a chance to buy the cybersecurity stock on the dip.
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Strong revenue growth and increased guidance SentinelOne saw strong sales growth, with revenue climbing 21% in its fiscal Q2 to $292 million. That topped its earlier $289 million to $291 million forecast, and was ahead of the $290.3 million consensus. Adjusted earnings per share (EPS), meanwhile, doubled from $0.04 to $0.08 and were at the high end of its $0.06 to $0.08 guidance.
Annual recurring revenue (ARR), which is the annualized value of its customer subscription and consumption-based contracts, grew by 23% to $1.16 billion. SentinelOne added new net ARR of $56 million in the quarter, up 4%. Meanwhile, the number of customers with ARR of $100,000 or more rose by 17% to 1,702.
SentinelOne said it is seeing strong demand for artificial intelligence (AI) security, with both its Purple AI and Prompt Security solutions tripling their ARR year over year in the quarter. Purple AI acts as an advanced AI security analyst, helping users run complex threat hunts using only natural language queries. Prompt Security, meanwhile, helps customers govern and secure the AI tools and agents they are using. The company also saw its third straight quarter of cloud security ARR acceleration, while it said its data lake and AI SIEM (Security Information and Event Management) solutions are gaining traction.
Non-endpoint solutions now make up more than half its ARR, while its new Flex program was more than 10% of ARR. Flex is a flexible licensing model that helps customers add bolt-on solutions to core subscriptions more easily.
While it didn't give a specific number, the company said its dollar-based net retention rate improved year over year and expanded sequentially for customers spending $100,000 or more in ARR. Remaining performance obligations (RPOs), meanwhile, surged 45% to $1.7 billion. The company said the RPO growth is coming from both larger and longer contracts with customers.
Turning to guidance, the company projected fiscal third-quarter revenue of between $309 million and $311 million, which would equate to 20% growth. It expects adjusted EPS of between $0.08 to $0.09.
For the full year, SentinelOne upped its guidance. It now expects revenue to grow 20% to between $1.2 billion and $1.21 billion, with adjusted EPS between $0.30 and $0.32.
It said its opportunity has never been better, with accelerating momentum with both its core Singularity platform and its newer AI products. With $813 million in cash and no debt on its balance sheet, it continues to both invest in growth opportunities and buy back stock.
Image source: The Motley Fool.
SentinelOne turned in a strong quarter and offered upbeat guidance, led by growth in its newer AI solutions. The cybersecurity industry as a whole is seeing good momentum after the so-called Mythos momentum, when Anthropic revealed that its new Mythos model was able to find previously undetected software vulnerabilities. Perhaps most promising was the company's RPO growth, although investors clearly wanted some more transparency, as the company doesn't give ARR guidance or current RPOs.
Meanwhile, the stock is much cheaper than its endpoint cybersecurity peers', trading at a price-to-sales (P/S) ratio of 6 times compared to 37 times for CrowdStrike and 22 times for Palo Alto Networks. That means that if revenue starts to accelerate, which looks quite possible given its RPO growth and the momentum it is seeing with its AI products, SentinelOne stock could really see a lot of upside from here.
New joint research from SentinelOne and Tenable finds that exposure data and runtime detection converge on the same vendor surfaces even as the specific vulnerabilities change
MOUNTAIN VIEW, Calif. & COLUMBIA, Md.--(BUSINESS WIRE)--SentinelOne® (NYSE: S), the AI security leader, and Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today released joint research that suggests a growing disconnect between vulnerability discovery, disclosure and actual exploitation. The research draws on Tenable's exposure data across thousands of organizations and remediation telemetry with SentinelOne's endpoint and post-exploitation detection data. Together, both views produce a prioritized picture of where risk is concentrating, with lessons ripe for the Frontier AI era. The most critical takeaway: Both nation state and criminal threat actors are focusing on vendors and susceptible points in the attack surface more than specific CVEs.
Current attacker timelines are already moving faster than standard patch cycles can address. New frontier AI models compress vulnerability discovery from months to hours, significantly expanding potential risks while speeding the time for attackers to move from disclosure to exploit code in about a week. Today, the median organization takes five months to remediate known vulnerabilities.1 Closing that window takes more than speed, it takes knowing which product lines are more likely to carry the next wave of exploitation.
The research finds that exposure data and runtime detection converge on the same edge-device vendor surfaces 79% of the time, while they share only 21% overlap at the individual vulnerability level. Both state-sponsored actors and ransomware operators draw from the same small set of high-severity, actively exploited vulnerabilities. The surfaces are consistent and the actors are not. That distinction matters for how defenders prioritize; a pattern Tenable has termed the “Persistently Targeted Vendor.” This is the idea that a small set of vendor product lines, not individual CVEs, is the durable unit of risk over time.
Other key findings from the research include:
Twelve vulnerabilities in the dataset carry confirmed "multi-nexus" attribution — state-sponsored and ransomware operators independently exploiting the very same flaw across five distinct threat categories, including China, Russia, DPRK, Iran-nexus and criminal (financially motivated) actors.More than half (54%) of organizations running F5 products carry at least one exposed, actively exploited vulnerability, while Citrix customers post the slowest remediation of any vendor studied, at a median of 461 days — a concrete illustration of how specific product lines stay exposed long after a patch exists.Remediation complexity on high-priority vulnerabilities introduces a statistically significant 24-day gap, widening the window attackers have to operationalize an exploit — underscoring why patching speed alone isn't enough without attack surface minimization and endpoint protection working in tandem.“Speed alone is not enough. By the time a vulnerability hits a remediation queue, adversaries are already iterating the exploit,” said Steve Stone, Chief Customer Officer at SentinelOne. “Static signatures run on human timelines, the threat does not. Runtime behavioral detection has to match that cadence, flagging exploitation patterns as they emerge rather than after the fact.”
For security teams, the research reinforces the need to look beyond individual vulnerabilities and understand which technology surfaces attackers repeatedly target. Tenable’s exposure data shows where organizations are most exposed and where risk is concentrated, while SentinelOne’s runtime threat and DFIR data shows where and how attackers are operating in the wild. The convergence of these two independent perspectives gives defenders stronger evidence for prioritizing remediation, strengthening detection and reducing risk across persistently targeted technology surfaces.
“Attackers systematically target specific vendor ecosystems that could provide access. They aren’t obsessing over single vulnerabilities, and neither should defenders,” said Vlad Korsunsky, Chief Technology Officer, Tenable. “Our joint research confirms that attackers, big and small, target the same attack surfaces the majority of the time. This research underscores exposure management principles: seeing, prioritizing and fixing exposures that create real business risk. As attackers weaponize AI to breach defenses faster, organizations that embrace exposure management will win.”
The research is the latest collaboration in an expanding partnership between best-in-class AI-native CTEM and AI runtime detection and response companies, building on Tenable and SentinelOne's existing work together, including SentinelOne's participation as a founding member of Tenable's CyberAgents Exchange announced at Black Hat USA 2026. It's the latest step in a partnership that continues to deepen as both companies invest further in AI security. The full research is available at sentinelone.com and tenable.com.
1Tenable’s Key Takeaways from the Verizon DBIR (2026), May 19, 2026
About SentinelOne
SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world's most critical organizations trust SentinelOne with their security.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
This press release and the underlying research were jointly prepared and issued by SentinelOne, Inc. and Tenable Holdings, Inc. Each company is responsible for the data and findings it contributed. References to Tenable and its products, and to SentinelOne and its products, are made with the permission of the respective company.
Third-Party Disclaimer
Other than as expressly stated herein with respect to SentinelOne and Tenable, all third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.
Forward-Looking Statements
The following applies to statements made by SentinelOne in this press release. This press release includes forward-looking statements, including, but not limited to, statements concerning the expected timing of product and feature availability, the benefits and capabilities of our current and future products and services, competition and our competitive position, our strategic plans, partnerships and objectives, and general market trends. Forward-looking statements are subject to risks and uncertainties, including factors beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. These and other risk factors are described in the "Risk Factors" section of our most recent Annual Report on Form 10-K, subsequently quarterly reports filed on Form 10-Q, and other filings made with the U.S. Securities and Exchange Commission (SEC), which are available free of charge on our website at http://investors.SentinelOne.com and on the SEC's website at www.sec.gov.
You are cautioned not to place undue reliance on these forward-looking statements. Any future products, functionality and services may be abandoned or delayed, and as such, you should make decisions to purchase products and services based on features that are currently available.
Any forward-looking statements made in this document are based on our beliefs and assumptions that we believe to be reasonable as of the date hereof. You should not rely upon forward-looking statements as predictions of future events. Except to the extent required by law, we undertake no obligation to update these forward-looking statements to reflect new information or future events.
SentinelOne (S -5.15%) may have an overlooked advantage hiding inside the cyber insurance market. Insurance pressure, autonomous AI, and faster incident investigations could make its platform increasingly valuable and harder to replace. The opportunity gets especially interesting if those forces translate into stronger retention, broader adoption, and improving margins.
Stock prices used were the market prices of Aug. 14, 2026. The video was published on Aug. 24, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the market had spent months punishing. The rotation playing out Thursday reveals something unusual about where sentiment repair actually goes.
A cybersecurity re-rating is sweeping through the group Thursday, with the money flowing hardest into the names the market had written off. First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 7% to $99.83. At the same time, Invesco QQQ Trust (NASDAQ:QQQ) is up 0.9% to $718.35, and that gap identifies the day as a sector event rather than a market event.
Zscaler (NASDAQ:ZS | ZS Price Prediction) stock is up 10% to $187.83 and leads the group. Zscaler shares were down 24% year to date through Wednesday’s close, making it the only featured name still negative on the year. SentinelOne (NYSE:S) stock is up 10% to $22.62, and SentinelOne shares were up 37% year to date through Wednesday’s close.
Meanwhile, Datadog (NASDAQ:DDOG) stock is up 6% to $241.53 as the observability name rides the software wave alongside the security cohort. Datadog shares were up 67% year to date through Wednesday’s close. Fortinet (NASDAQ:FTNT) stock is up 8% to $169.49, and Fortinet shares were up 98% year to date through Wednesday’s close, the smallest gainer today despite the broadest sector tailwind.
Read-Across From Wednesday’s Reports No company-specific news has been verified at Zscaler, SentinelOne, Datadog or Fortinet today. The catalyst is read-across from CrowdStrike Holdings (NASDAQ:CRWD) and Okta (NASDAQ:OKTA), both of which reported after Wednesday’s close and reset expectations for security software spending across the group. Readers can find the earnings detail in our coverage of the twin reports.
The order of returns tells the story. Zscaler is the only featured laggard on the year and it’s leading the group today, while Fortinet has nearly doubled year to date and is gaining least. That pattern is what sentiment repair looks like, with capital rotating into the skepticism trades rather than piling further into the extended winners.
Datadog Is the Odd Name Out Datadog operates in observability and monitoring rather than cybersecurity, so a security-spending read-across reaches it only indirectly, through the shared enterprise software budget that funds both categories. The move in Datadog stock says more about broad software sentiment than about any specific security demand signal from Wednesday’s reports.
Zscaler, SentinelOne and Fortinet are direct security plays and are moving on the read-across itself. Investors treating today as a rotation into cybersecurity should separate the direct security exposure from the software-sentiment tailwind lifting Datadog alongside the group. The two setups can decouple quickly once the next macro or earnings headline crosses.
What to Watch Traders can watch for whether Zscaler holds its double-digit gain into the close, since a laggard leading a group often reverses harder than peers when sentiment cools. The CIBR-versus-QQQ spread provides a clean read on whether this is a durable sector re-rating or a one-day squeeze on the shorts in the laggards.
Position sizing matters more than direction here. Investors adding cybersecurity exposure on today’s move may want to keep their positions modest until a second confirming report lands, given that Zscaler still carries a negative year to date figure through Wednesday’s close and Fortinet trades on rich year to date gains that leave less room for disappointment. Trimming your exposure in the extended winners while sizing new positions in the laggards is one way to align risk with where the sentiment repair is actually happening.
Contact [email protected] for any questions or corrections.
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne, Inc. (NYSE: S) today announced financial results for the second quarter of fiscal year 2027 ended July 31, 2026. “Our Q2 performance demonstrates strong progress across every dimension of our business – a top-tier growth profile, accelerating platform adoption, and undisputed technology leadership for both AI for Security and Security for AI,” said Tomer Weingarten, CEO of SentinelOne. “AI is transforming the way software is built, businesses.
SentinelOne Inc (NYSE:S) reported financial results for the second quarter after the closing bell on Thursday. Here’s a rundown of the cybersecurity company’s report.
SentinelOne shares are trending. Where is S stock going? SentinelOne Q2 Key MetricsSentinelOne reported second-quarter revenue of $291.98 million, beating the consensus estimate of $290.25 million, according to Benzinga Pro. The company posted second-quarter adjusted earnings of eight cents per share, beating analyst estimates of seven cents per share.
Total revenue increased 21% year-over-year. Annualized recurring revenue (ARR) increased 22% year-over-year to approximately $1.22 billion as of July 31, and customers with ARR of $100,000 or more grew 13% to 1,715.
“Our Q2 performance demonstrates strong progress across every dimension of our business — a top-tier growth profile, accelerating platform adoption, and undisputed technology leadership for both AI for Security and Security for AI,” said Tomer Weingarten, CEO of SentinelOne.
The company exited the period with $813 million in cash, cash equivalents and investments.
Soft EPS Outlook Weighs On S StockSentinelOne expects third-quarter revenue of approximately $309 million to $311 million versus estimates of $309.44 million. The company anticipates adjusted earnings of eight cents to nine cents per share in the third quarter versus estimates of 11 cents per share.
The light earnings guidance appears to be pressuring shares after hours. SentinelOne also lowered its fiscal 2027 adjusted earnings outlook from a range of 32 to 38 cents per share to a new range of 30 to 32 cents per share, versus estimates of 35 cents per share.
The company sees full-year revenue of $1.205 billion to $1.207 billion, up from prior guidance of $1.195 billion to $1.205 billion. Analysts are looking for full-year revenue of $1.205 billion.
SentinelOne’s quarterly earnings call with investors and analysts is set for 4:30 p.m. ET.
S Shares Slide After The CloseS Price Action: SentinelOne shares were down 5.33% in after-hours, trading at $21.50 at the time of publication on Thursday, according to Benzinga Pro.
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SentinelOne (S - Free Report) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +14.29%. A quarter ago, it was expected that this cybersecurity provider would post earnings of $0.02 per share when it actually produced earnings of $0.04, delivering a surprise of +100%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
SentinelOne, which belongs to the Zacks Security industry, posted revenues of $291.98 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 0.67%. This compares to year-ago revenues of $242.18 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
SentinelOne shares have added about 36.7% since the beginning of the year versus the S&P 500's gain of 12.1%.
What's Next for SentinelOne?While SentinelOne has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for SentinelOne was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.11 on $309.5 million in revenues for the coming quarter and $0.35 on $1.2 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Security is currently in the top 12% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Zscaler (ZS - Free Report) , is yet to report results for the quarter ended July 2026. The results are expected to be released on September 3.
This cloud-based information security provider is expected to post quarterly earnings of $1.09 per share in its upcoming report, which represents a year-over-year change of +22.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Zscaler's revenues are expected to be $877.14 million, up 22% from the year-ago quarter.
