UBS analyst Roger Boyd lowered the firm’s price target on SentinelOne (S) to $19 from $25 and keeps a Neutral rating on the shares. SentinelOne reported “mixed” Q4 results, and the fiscal 2026 outlook for 23% revenue growth and $200M in net new annual recurring revenue missed expectations, but includes a $10M ARR headwind from the retirement of the Deception product acquired with Attivo in 2022, the analyst tells investors in a research note. The firm says it isn’t fully comfortable with the 2H26-weighted ARR guide and would like to see more signs of stabilization before becoming more positive.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on S:
- SentinelOne price target lowered to $22 from $30 at Wells Fargo
- SentinelOne’s Growth Potential and Favorable Valuation Reinforce Buy Rating
- SentinelOne price target lowered to $21 from $22 at Barclays
- SentinelOne’s Strong Performance and Growth Potential Justifies Buy Rating
- SentinelOne Reports Strong Growth in Fiscal Year 2025