SentinelOne jumps as investors lean into cybersecurity and recent execution improves

SentinelOne (S) is up 14.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a mix of sector-wide strength in cybersecurity, fresh bullish analyst sentiment, and continued follow-through from SentinelOne’s late-August earnings beat and raised full-year outlook. This could also reflect investors favoring cyber names as AI-related risk concerns increase demand for security software.

Details:

SentinelOne’s most recent quarterly update showed revenue growth of 21% to $292 million, annual recurring revenue growth of 22% to $1.218 billion, and a higher full-year revenue and operating income outlook.

An analyst initiation published on September 11 assigned the shares an Outperform rating with a $25 price target, giving traders a near-term bullish reference point after earnings.

The company also announced an expansion of its Wayfinder Frontier AI Services on September 3, adding new capabilities built around advanced cyber-focused AI models.

Monday’s tape also favored cybersecurity shares more broadly, suggesting part of the rally may be driven by investors rotating toward software vendors viewed as beneficiaries of rising AI-driven security needs.

Sources:

SentinelOne Investor Relations, SEC, Light Horse Securities, MarketScreener

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$S Insider Trading Activity

$S insiders have traded $S stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 11 sales selling 705,958 shares for an estimated $11,374,423.
SONALEE ELIZABETH PAREKH (Chief Financial Officer) has made 0 purchases and 3 sales selling 68,474 shares for an estimated $1,263,347.
BARRY L. PADGETT (President and COO) has made 0 purchases and 4 sales selling 72,919 shares for an estimated $1,111,152.
ANA G. PINCZUK (President Product & Technology) has made 0 purchases and 4 sales selling 70,710 shares for an estimated $1,060,391.
ROBIN TOMASELLO (Chief Accounting Officer) has made 0 purchases and 6 sales selling 53,619 shares for an estimated $1,003,988.
KEENAN MICHAEL CONDER (Chief Legal Officer & Sec'y) has made 0 purchases and 4 sales selling 48,665 shares for an estimated $900,589.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$S Hedge Fund Activity

We have seen 278 institutional investors add shares of $S stock to their portfolio, and 238 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MILLENNIUM MANAGEMENT LLC removed 4,981,533 shares (-67.3%) from their portfolio in Q2 2026, for an estimated $84,536,615
SYLEBRA CAPITAL LLC removed 3,718,309 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $63,099,703
AQR CAPITAL MANAGEMENT LLC added 3,560,270 shares (+18.0%) to their portfolio in Q2 2026, for an estimated $60,417,781
WELLINGTON MANAGEMENT GROUP LLP added 3,428,192 shares (+216.0%) to their portfolio in Q2 2026, for an estimated $58,176,418
D. E. SHAW & CO., INC. added 3,368,067 shares (+2292.3%) to their portfolio in Q2 2026, for an estimated $57,156,096
J. GOLDMAN & CO LP added 3,344,503 shares (+inf%) to their portfolio in Q2 2026, for an estimated $56,756,215
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,282,451 shares (+inf%) to their portfolio in Q2 2026, for an estimated $55,703,193

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$S Price Targets

Multiple analysts have issued price targets for $S recently. We have seen 14 analysts offer price targets for $S in the last 6 months, with a median target of $20.0.

Here are some recent targets:

Patrick Colville from Scotiabank set a target price of $23.5 on 07/06/2026
Catharine Trebnick from Rosenblatt set a target price of $20.0 on 07/01/2026
Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $24.0 on 05/29/2026
Roger Boyd from UBS set a target price of $16.0 on 05/29/2026
Kingsley Crane from Canaccord Genuity set a target price of $18.0 on 05/29/2026
Rudy Kessinger from DA Davidson set a target price of $15.0 on 05/29/2026
Saket Kalia from Barclays set a target price of $16.0 on 05/29/2026

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.