SentinelOne stock rises as investors position ahead of scheduled Q4 and full-year results

SentinelOne (S) is up 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is event-driven positioning around SentinelOne’s scheduled fourth-quarter and full-year fiscal 2026 earnings release (set for after the market close on March 12, 2026), with traders adjusting exposure into the print and potential guidance update. Separately, a recent executive update (new CFO appointment) may have modestly improved sentiment into earnings.

Details:

SentinelOne indicated it would release fourth-quarter and full-year fiscal 2026 financial results after market close on March 12, 2026, followed by an investor webcast.

The company disclosed via an SEC filing that it appointed Sonalee Parekh as chief financial officer and principal financial officer, with a start date currently set for March 24, 2026.

The same filing noted interim CFO Barry Padgett is expected to cease serving as interim CFO and return to his prior role once the new CFO’s appointment becomes effective.

This could be because short-term traders often bid up or cover positions into (or immediately after) earnings when expectations are mixed and implied volatility is elevated.

Sources:

SEC, Morningstar, TradingView

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 22 times in the past 6 months. Of those trades, 1 have been purchases and 21 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 10 sales selling 469,562 shares for an estimated $7,205,586.
BARBARA A LARSON (Chief Financial Officer) has made 0 purchases and 2 sales selling 65,756 shares for an estimated $1,155,173.
MARK S PEEK purchased 40,000 shares for an estimated $595,600
ROBIN TOMASELLO (Chief Accounting Officer) has made 0 purchases and 4 sales selling 25,123 shares for an estimated $361,110.
KEENAN MICHAEL CONDER (Chief Legal Officer & Sec'y) has made 0 purchases and 4 sales selling 23,597 shares for an estimated $345,631.
ANA G. PINCZUK (President Product & Technology) sold 11,900 shares for an estimated $176,358

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$S Hedge Fund Activity

We have seen 228 institutional investors add shares of $S stock to their portfolio, and 277 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 9,133,978 shares (-72.7%) from their portfolio in Q4 2025, for an estimated $137,009,670
INSIGHT HOLDINGS GROUP, LLC removed 8,425,026 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $126,375,390
TOPLINE CAPITAL MANAGEMENT, LLC added 7,612,982 shares (+inf%) to their portfolio in Q4 2025, for an estimated $114,194,730
CAPROCK GROUP, LLC added 7,423,177 shares (+2275.2%) to their portfolio in Q4 2025, for an estimated $111,347,655
ALTA PARK CAPITAL, LP removed 4,165,771 shares (-73.5%) from their portfolio in Q4 2025, for an estimated $62,486,565
AQR CAPITAL MANAGEMENT LLC added 3,965,519 shares (+93.4%) to their portfolio in Q4 2025, for an estimated $59,482,785
FIRST TRUST ADVISORS LP added 3,624,707 shares (+38.1%) to their portfolio in Q4 2025, for an estimated $54,370,605

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$S Analyst Ratings

Wall Street analysts have issued reports on $S in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Guggenheim issued a "Buy" rating on 12/05/2025
Wedbush issued a "Outperform" rating on 12/05/2025
Citizens issued a "Market Outperform" rating on 12/05/2025
Rosenblatt issued a "Buy" rating on 12/05/2025
Oppenheimer issued a "Outperform" rating on 12/05/2025
WestPark Capital issued a "Buy" rating on 12/05/2025
TD Cowen issued a "Buy" rating on 12/05/2025

To track analyst ratings and price targets for $S, check out Quiver Quantitative's $S forecast page.

$S Price Targets

Multiple analysts have issued price targets for $S recently. We have seen 22 analysts offer price targets for $S in the last 6 months, with a median target of $18.0.

Here are some recent targets:

Kingsley Crane from Canaccord Genuity set a target price of $17.0 on 03/13/2026
Hamza Fodderwala from Morgan Stanley set a target price of $17.0 on 03/13/2026
Mike Cikos from Needham set a target price of $18.0 on 03/13/2026
Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $18.0 on 03/13/2026
John Difucci from Guggenheim set a target price of $24.0 on 03/13/2026
Dan Ives from Wedbush set a target price of $20.0 on 03/13/2026
Brian Essex from JP Morgan set a target price of $16.0 on 03/13/2026

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.