SentinelOne, Inc. (S) Stock Price & How to Invest

SentinelOne (S) is a cybersecurity company specializing in AI-driven endpoint and cloud security. Its Singularity platform protects endpoints (laptops, servers, cloud workloads) by using machine learning to detect, block, and automatically respond to threats like malware and ransomware in real time, without relying solely on signature databases or human analysts. A distinctive feature is autonomous response: the platform can isolate and remediate attacks on its own, and it offers one-click rollback to undo ransomware damage.

SentinelOne sells through a subscription SaaS model, so revenue is recurring and measured by annual recurring revenue (ARR), and it has expanded from endpoint protection into cloud security, data and log analytics (including a Singularity Data Lake), identity protection, and AI-assisted security operations. It competes most directly with CrowdStrike for next-generation endpoint security. Founded in 2013 and headquartered in Mountain View, California, SentinelOne is a high-growth challenger still investing heavily toward profitability.

The numbers as of October 2026: revenue was about $1.0 billion in fiscal 2026 (the year ended January 31, 2026) and about $1.1 billion over the trailing twelve months. In the second quarter of fiscal 2027 (ended July 31, 2026), revenue was about $292 million, up about 21% year over year, and adjusted EPS of $0.08 beat the $0.07 consensus, the fourth straight quarterly beat; the GAAP net loss was about $93 million. Gross margin runs about 73% on a GAAP basis. On October 13, 2026 the company announced, and the next day priced, $1.25 billion of 0.00% convertible senior notes due 2031 with a conversion price of about $31.21, a 30% premium to the $24.01 close on October 13. About $131.6 million went to capped calls (cap $48.02) to limit dilution and $150 million to repurchase about 6.2 million shares, with the rest earmarked for general purposes, further buybacks and potential acquisitions. The shares fell about 7% on the announcement. At $21.27 on October 16, 2026, S is up about 45% YTD and about 27% over one year, within a 52-week range of $11.81 to $26.50.

SentinelOne competes head-to-head with CrowdStrike, which is larger, profitable, and has a strong brand, plus Microsoft, which bundles endpoint security into broad licensing at attractive prices. It is still working toward consistent GAAP profitability (trailing net loss about $340 million, GAAP operating margin about -23%) and carries significant stock-based compensation, so it depends on sustaining growth to justify its multiple. The October 2026 convertible adds $1.25 billion of debt to a balance sheet that previously carried none, and conversion above $31.21 would dilute holders up to the capped-call protection at $48.02; the open-ended reference to potential acquisitions adds integration risk if the cash is deployed on a large deal. Decelerating growth, pricing pressure from bundling, or churn would weigh heavily on the stock. As a high-multiple growth name, it is sensitive to sentiment, rate cycles, and security-spending shifts. A high-profile security incident or product gap could also damage trust in a market where reputation is paramount.

30 analysts publish price targets on S, averaging $24.65 against a $21.58 price as of October 2026, or +14.2%. The published targets run from $17.50 to $31.00, a moderate spread, and the ratings split 18 buy, 16 hold, 0 sell. Over the last six months there have been 12 raises and 0 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full S forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on SentinelOne, Inc.. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. AI-native endpoint protection. SentinelOne's core differentiator is autonomous, machine-learning-driven detection and response that can act without human analysts, including one-click ransomware rollback. The most optimistic published target, $31.00, assumes this works close to its best case.

The case against. SentinelOne competes head-to-head with CrowdStrike, which is larger, profitable, and has a strong brand, plus Microsoft, which bundles endpoint security into broad licensing at attractive prices. The most pessimistic target, $17.50, is roughly what S is worth if this bites instead.

Read the full bull and bear case on S, including what would have to change to break either one. Walnut is not an investment adviser.

No. SentinelOne, Inc. (S) has not split its stock in the last 10 years. That is a statement about the window we check rather than about the company’s entire history, so an older split is possible. It also matters less than it once did: fractional shares mean a high price per share no longer keeps smaller investors out, which removed most of the practical reason to split.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see SentinelOne, Inc.'s investor relations page or your broker.

• Revenue (TTM): ~$1.1 billion
• Revenue growth (Q2 FY2027 YoY): ~+21%
• Gross / operating margin (GAAP): ~73% / ~-23%
• Net income (TTM, GAAP): ~-$340 million
• Adj. EPS (Q2 FY2027) vs estimate: ~$0.08 vs ~$0.07
• Forward P/E: ~46x
• Price to sales: ~6.7x
• Market cap: ~$7.4 billion
• Dividend yield: None

At $21.27 on October 16, 2026, SentinelOne trades at about 6.7 times trailing sales and about 46 times forward adjusted earnings, a multiple that rests on roughly 20% revenue growth continuing and margins widening. The balance sheet changed in October: about $655 million of cash and no debt at the end of July, then $1.25 billion of zero-coupon convertible notes due 2031, part of which funded a $150 million buyback and capped calls. Valuation remains highly sensitive to growth-rate changes, GAAP losses, dilution, and competition with CrowdStrike and Microsoft.

If you want S exposure as part of a larger bundle rather than directly, these ETFs hold it meaningfully. Weights are approximate and refresh quarterly.

These are the investment theses S naturally fits into. Each links to a full theme guide listing every other stock that belongs and the ETFs commonly used as a passive proxy.

Other names that sit close to S: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get S exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it (IHAK, ROBT, WCBR), which spreads the position across many companies. Or build it into a focused thematic portfolio, so S sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where S fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

SentinelOne (S) is valued on recurring-revenue growth and platform expansion rather than current GAAP earnings, which remain negative (about -$340 million over the trailing twelve months) amid heavy stock-based compensation, while adjusted EPS has turned consistently positive. In a portfolio it behaves as a higher-risk, higher-growth cybersecurity holding, often paired against CrowdStrike, that is sensitive to growth-rate changes, dilution, and security-spending shifts.

Whether S is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is S a buy or a sell?, and where the stock could go from here in the S stock forecast.

For income investors, whether S pays a dividend and how the payout looks is covered in does S pay a dividend? And to weigh S against a peer, read the full side-by-side comparisons: S vs CRWD and S vs PANW.