Intel stock spikes after report of possible US government stake
Investing.com - Cantor Fitzgerald has reiterated its Overweight rating and $24.00 price target on SentinelOne Inc (NYSE:S), currently trading at $16.15, ahead of the company’s second-quarter fiscal 2026 earnings report scheduled for Thursday, August 28, 2025, after market close. According to InvestingPro data, analyst targets range from $17 to $36, suggesting significant upside potential from current levels.
The research firm expressed optimism about SentinelOne’s continued solid growth among enterprise customers, broader platform adoption, and an expected rebound in Net New Annual Recurring Revenue (NNARR). This optimism is supported by the company’s impressive 28% revenue growth over the last twelve months, according to InvestingPro data, which offers comprehensive analysis through its Pro Research Reports covering 1,400+ top stocks.
SentinelOne previously reduced its fiscal year 2026 revenue guidance by approximately 1% in the first quarter, citing April weakness driven by deal slippage and customer spending pauses. The company also missed FactSet consensus expectations on NNARR and billings metrics.
While management attributed these challenges to macroeconomic pressures, Cantor Fitzgerald noted that SentinelOne was one of the only security firms in its coverage to miss and lower guidance, suggesting potential execution issues. The firm’s checks also indicate that the Endpoint Detection and Response (EDR) segment is facing headwinds, as demand is often linked to new compute purchases and employee growth.
Despite these challenges, Cantor Fitzgerald expects SentinelOne to deliver a steady earnings beat and provide a more optimistic outlook going forward, citing an improving broader macroeconomic environment and the company’s top-line growth being closely tied to customer expansion.
In other recent news, SentinelOne Inc has been the subject of analyst attention, with Cantor Fitzgerald reiterating an Overweight rating and setting a price target of $24.00, maintaining a positive outlook on the cybersecurity company. Rosenblatt Securities also initiated coverage with a Buy rating and the same price target, noting that SentinelOne is trading at a significant discount compared to its peers. Additionally, SentinelOne has announced a new integration partnership with Abstract Security to enhance threat detection and response capabilities through AI-driven solutions. The collaboration aims to improve the identification of genuine threats by filtering and normalizing data before it reaches SentinelOne’s platform.
Moreover, SentinelOne’s AI security solutions have been made available in the AWS Marketplace, allowing AWS customers to easily discover and deploy the company’s security platform. This move is expected to streamline procurement processes and accelerate security implementation for users. SentinelOne has also partnered with AWS on a new Security Hub integration, which provides a consolidated view of security status by correlating signals from various sources. These developments highlight SentinelOne’s ongoing efforts to expand its reach and capabilities in the cybersecurity space.
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