SentinelOne Inc. shares fell by 6.36% as the stock crossed below its 5-day SMA, reflecting broader market weakness with the Nasdaq-100 down 2.21% and the S&P 500 down 1.33%.
Despite the decline, SentinelOne's recent acquisition of Prompt Security positions it as a critical player in the AI security sector, enhancing its capabilities to mitigate security risks. The acquisition allows SentinelOne to implement real-time command filtering, significantly improving its competitive edge. Additionally, retail sentiment has shifted from bearish to bullish, indicating growing investor optimism about the company's future growth prospects.
The implications of this acquisition could be substantial, as it not only strengthens SentinelOne's market position but also aligns with the projected growth of the global cybersecurity market, which is expected to exceed $350 billion by 2030. If the company can leverage this acquisition effectively, it may regain market confidence and drive future revenue growth.
Wall Street analysts forecast S stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for S is 21.11 USD with a low forecast of 16.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
21 Analyst Rating
Wall Street analysts forecast S stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for S is 21.11 USD with a low forecast of 16.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Buy
8 Hold
0 Sell
Moderate Buy
Current: 14.930
Low
16.00
Averages
21.11
High
28.00
Current: 14.930
Low
16.00
Averages
21.11
High
28.00
Goldman Sachs
Neutral
downgrade
$19
2026-01-28
New
Reason
Goldman Sachs
Price Target
$19
AI Analysis
2026-01-28
New
downgrade
Neutral
Reason
Goldman Sachs lowered the firm's price target on SentinelOne to $16.50 from $19 and keeps a Neutral rating on the shares. Software M&A activity is expected to accelerate in 2026, driven by compressed public valuations and the structural advantages of software businesses, including distribution, domain expertise, data moats, and brand equity, the analyst tells investors in a research note This could enable value creation through cross-portfolio synergies, acquisitions of top private-market technologies, and leveraging SaaS incumbents at more attractive multiples, the firm says.
Piper Sandler
Overweight
to
Neutral
downgrade
$20 -> $17
2026-01-05
Reason
Piper Sandler
Price Target
$20 -> $17
2026-01-05
downgrade
Overweight
to
Neutral
Reason
As previously reported, Piper Sandler downgraded SentinelOne to Neutral from Overweight with a price target of $17, down from $20. While the current valuation of about 3-times EV/2027 revenue appears extremely modest on the surface, the firm believes recent management changes, a lack of near-term catalysts and disappointing recent results make other names more compelling in its coverage. Piper remains positive on the technology platform SentinelOne has built and acknowledges that more could likely go right than can go wrong at the current valuation - but with no impending catalyst to slow or reverse deceleration, the firm is moving to the sidelines.
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Piper Sandler
Overweight -> Neutral
downgrade
$20 -> $17
2026-01-04
Reason
Piper Sandler
Price Target
$20 -> $17
2026-01-04
downgrade
Overweight -> Neutral
Reason
Piper Sandler downgraded SentinelOne to Neutral from Overweight with a price target of $17, down from $20.
JPMorgan
Neutral
downgrade
$19 -> $17
2025-12-05
Reason
JPMorgan
Price Target
$19 -> $17
2025-12-05
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on SentinelOne to $17 from $19 and keeps a Neutral rating on the shares following the Q3 report. While the company's annual recurring revenue was in-line with consensus and revenue slightly above, the lack of upside in the full-year outlook and the announcement that the company's CFO would be leaving overshadowed the results, the analyst tells investors in a research note. The firm trimmed estimates post the report.
About S
SentinelOne, Inc. is an artificial intelligence (AI)-powered cybersecurity provider. The Company’s Singularity Platform delivers AI-powered autonomous threat prevention, detection, response, and exposure management capabilities across an organization’s endpoints, cloud workloads, and identity credentials. The Company’s Singularity platform ingests, correlates, and queries petabytes of structured and unstructured data from a myriad of ever-expanding disparate external and internal sources in real time. Its distributed AI models run both locally on every endpoint and every cloud workload, as well as on its cloud platform. The Company through PingSafe Pte. Ltd. (PingSafe), which is a cloud native application protection platform (CNAPP) to bolster its cloud security product suite. By adding PingSafe’s CNAPP to its Cloud Workload Security (CWS), it provides enterprises with a comprehensive cloud security coverage that drives security, improved posture, and autonomous protection.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
