SentinelOne, Inc. (S) Tops Q1 EPS by 2c, Offers Guidance

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TD Cowen Defending SentinelOne Inc (S)

May 29, 2026 6:21 AM EDT

TD Cowen analyst Shaul Eyal reiterated a Buy rating and $22.00 price target on SentinelOne Inc (NYSE: S).

The analyst comments "ARR and Revenue In Line, Billings Miss Our St-Low Est: While F1Q27 ARR/revenue growth of +23%/21% y/y and non-GAAP operating margin of 4% were largely in line with our est and St, calculated billings growth of +14% y/y missed our St-low est of 16% and the consensus 21%. Mgmt called out evolving macro and geopolitical effects, leading to an unfavorable invoice cycle during the Q. Tepid Outlook Signals Deceleration; FY27 Outlook Appears... More

Jefferies on SentinelOne Inc (S): 'announced an 8% RIF to reduce excess capacity and drive AI-related productivity improvements'

May 29, 2026 4:50 AM EDT

Jefferies analyst Joseph Gallo reiterated a Buy rating and $24.00 price target on SentinelOne Inc (NYSE: S).

The analyst comments "RIF Announced. S announced an 8% RIF to reduce excess capacity and drive AI-related productivity improvements. S plans to improve op mgn but also... More