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Barbara A. Larson, the Chief Financial Officer of SentinelOne , Inc. (NYSE:S), a cybersecurity company with a market capitalization of $6.2 billion and impressive revenue growth of 32% year-over-year, has recently sold a portion of her holdings in the company. According to a filing with the Securities and Exchange Commission, Larson sold 10,172 shares of Class A Common Stock on March 27, 2025, at an average price of $19.77 per share. This transaction totaled approximately $201,100. InvestingPro analysis shows the company maintains a strong balance sheet, holding more cash than debt.
The sale was conducted as part of an issuer-mandated transaction to cover tax withholding obligations related to the vesting and settlement of Restricted Stock Units. This was not a discretionary trade by Larson, as it was required under SentinelOne’s equity incentive plan. The stock currently trades at $18.84, with analysts setting price targets ranging from $18 to $36.
Following the sale, Larson holds 473,223 shares of SentinelOne stock, although some of these shares are subject to forfeiture if certain vesting conditions are not met. While the company isn’t currently profitable, InvestingPro data indicates analysts expect profitability this year. Get access to 12+ additional exclusive ProTips and comprehensive analysis in the Pro Research Report.
In other recent news, SentinelOne Inc has been the focus of multiple analyst reports following its latest earnings and revenue announcements. The company’s fourth-quarter results showed robust performance; however, its fiscal year 2026 guidance fell short of expectations, prompting adjustments from several analysts. TD Cowen lowered its price target for SentinelOne from $35.00 to $26.00 but maintained a Buy rating, while Bernstein SocGen reduced its target from $30.00 to $27.00, retaining an Outperform rating. DA Davidson revised its price target to $18.00 from $25.00, maintaining a Neutral stance due to concerns over annual recurring revenue (ARR) growth. Piper Sandler also cut its price target to $28 from $32, but kept an Overweight rating, noting strong customer growth and the expansion of SentinelOne’s offerings beyond endpoint security.
KeyBanc maintained a Sector Weight rating, citing a minor shortfall in fourth-quarter ARR and a $16 million shortfall in fiscal year 2026 ARR guidance, partly due to the discontinuation of the Deception product. Despite these challenges, SentinelOne’s management remains optimistic about future growth, forecasting a 6% increase in net new ARR for fiscal year 2026. Analysts have highlighted the mixed signals from SentinelOne’s recent performance, with some expressing confidence in the company’s long-term potential while others remain cautious due to the challenging macroeconomic environment. Investors will be closely watching how SentinelOne navigates these headwinds and whether its strategic adjustments will lead to improved financial outcomes in the coming years.
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