Earnings Reaction: Recent discussions on X about SentinelOne ($S) have focused heavily on its latest quarterly earnings report, which showed a double beat with revenue up 23% year-over-year. Despite the positive numbers and raised full-year guidance, the stock dropped significantly in after-hours trading, with some noting a decline of around 8%. Many attribute this to slowing growth compared to past hypergrowth phases and a guidance that was described as underwhelming.
CFO Departure Impact: Another key point of chatter on X is the unexpected departure of the company’s CFO, which has overshadowed the strong earnings for some. This move has sparked uncertainty among users, even as others highlight improving margins and progress toward profitability. The mixed reactions reflect a divide between short-term concerns and long-term optimism.
Note: This discussion summary was generated from an AI condensation of post data.
SentinelOne Insider Trading Activity
SentinelOne insiders have traded $S stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $S stock by insiders over the last 6 months:
- TOMER WEINGARTEN (President, CEO) has made 0 purchases and 7 sales selling 420,119 shares for an estimated $7,501,715.
- RIC SMITH (President, Prod Tech & Ops) has made 0 purchases and 8 sales selling 130,004 shares for an estimated $2,342,469.
- BARBARA A LARSON (Chief Financial Officer) sold 54,583 shares for an estimated $989,589
- KEENAN MICHAEL CONDER (Chief Legal Officer & Sec'y) has made 0 purchases and 4 sales selling 33,893 shares for an estimated $608,364.
- ROBIN TOMASELLO (Chief Accounting Officer) has made 0 purchases and 4 sales selling 20,901 shares for an estimated $376,747.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SentinelOne Revenue
SentinelOne had revenues of $258.9M in Q3 2026.
You can track S financials on Quiver Quantitative's S stock page.
SentinelOne Hedge Fund Activity
We have seen 226 institutional investors add shares of SentinelOne stock to their portfolio, and 266 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EMINENCE CAPITAL, LP removed 4,929,209 shares (-69.7%) from their portfolio in Q3 2025, for an estimated $86,803,370
- WESTFIELD CAPITAL MANAGEMENT CO LP removed 3,286,406 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $60,075,501
- INSIGHT HOLDINGS GROUP, LLC removed 3,000,000 shares (-26.3%) from their portfolio in Q3 2025, for an estimated $52,830,000
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,808,625 shares (+80.8%) to their portfolio in Q3 2025, for an estimated $49,459,886
- COOPER CREEK PARTNERS MANAGEMENT LLC added 2,351,830 shares (+inf%) to their portfolio in Q3 2025, for an estimated $41,415,726
- POINT72 ASSET MANAGEMENT, L.P. removed 2,231,810 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $39,302,174
- VANGUARD GROUP INC added 2,191,321 shares (+6.5%) to their portfolio in Q3 2025, for an estimated $38,589,162
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SentinelOne Analyst Ratings
Wall Street analysts have issued reports on $S in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 12/05/2025
- Citizens issued a "Market Outperform" rating on 12/05/2025
- Guggenheim issued a "Buy" rating on 12/05/2025
- Wedbush issued a "Outperform" rating on 12/05/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/24/2025
- JMP Securities issued a "Market Outperform" rating on 09/09/2025
- Bernstein issued a "Outperform" rating on 08/29/2025
To track analyst ratings and price targets for SentinelOne, check out Quiver Quantitative's $S forecast page.
SentinelOne Price Targets
Multiple analysts have issued price targets for $S recently. We have seen 19 analysts offer price targets for $S in the last 6 months, with a median target of $21.0.
Here are some recent targets:
- Brian Essex from JP Morgan set a target price of $17.0 on 12/05/2025
- Catharine Trebnick from Rosenblatt set a target price of $24.0 on 12/05/2025
- Tal Liani from B of A Securities set a target price of $18.0 on 12/05/2025
- Mike Cikos from Needham set a target price of $21.0 on 12/05/2025
- Trevor Walsh from Citizens set a target price of $23.0 on 12/05/2025
- John Difucci from Guggenheim set a target price of $28.0 on 12/05/2025
- Dan Ives from Wedbush set a target price of $20.0 on 12/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
