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SentinelOne downgraded to Neutral at BTIG on slowing growth

As previously reported, BTIG analyst Gray Powell downgraded SentinelOne (S) to Neutral from Buy and removed the firm’s price target on the shares after recent field checks came back negative. The firm sees increasing competitive pressure from larger platform vendors in the security space and thinks Street estimates for the second half of FY26 and FY27 are too high, notes the analyst, who thinks revenue growth will slow into the low double digits over the next couple of years.

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