SentinelOne Inc (S) PT Lowered to $27 at Bernstein SocGen Group

Bernstein SocGen Group analyst Peter Weed lowered the price target on SentinelOne Inc (NYSE: S) to $27.00 (from $30.00) while maintaining an Outperform rating.

The analyst commented: "SentinelOne’s FQ4’25 delivered a nice revenue beat above the last couple quarters (+1.6% vs. guide) and continued stabilization of their NRR at 110%. But then dampened its message with QoQ ARR coming in a touch below the prior year. This was disappointing after an expectation that many drivers of improving growth were tailwinds — both product adoption and at least modest new customer win setup from the CRWD outage last summer. And on top of this, the FY26 guide came in nearly 2% below consensus.

We tweaked our Q4 due to thinner beat, and removed the revenue from the Deception product, reducing revenue growth in FY26. Applying a 50/50 ~9x Price to NTM revenue multiple (down from 10x) from our Rule-of-40 regression, and our DCF model (13% WACC, 3% terminal growth), we reduce our PT to $27 and maintain our Outperform rating."

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