SentinelOne, Inc. Class A (S)

SentinelOne's stock price has experienced notable fluctuations and a general decline over the past six months. As of May 8, 2026, the stock price was $16.59, representing a 13.34% decline over the past year. Key events impacting the stock price include weak Q4 FY2026 results and Q1 FY2027 guidance, concerns about AI impact and competition, insider selling, geopolitical tensions, and executive changes. Despite the challenges, SentinelOne shares have seen some rallies due to a broader AI-driven cybersecurity surge and positive earnings from peers. Product launches and awards have also been positive developments.

Information directly detailing the demand seasonality for SentinelOne's products and services is not explicitly available. The cybersecurity market itself is generally robust and growing due to evolving threats, suggesting a consistent underlying demand for security solutions. SentinelOne's subscription-based model also helps ensure recurring revenue.

SentinelOne, Inc. is an American cybersecurity provider specializing in AI-powered autonomous threat prevention, detection, and response. The company operates within the Technology sector, specifically in the Software - Infrastructure industry, with a focus on cyberspace protection. Its flagship offering is the Singularity Platform, which unifies endpoint protection (EPP), endpoint detection and response (EDR), IoT security, and cloud workload protection (CWPP) into a single, autonomous solution. SentinelOne's major products and services include the Singularity Platform, which delivers AI-powered autonomous threat prevention, detection, and response; the Generative AI-security agent (Purple AI), which enhances attack detection and response times; Security Information and Event Management (SIEM), which offers AI-native data security posture management; Endpoint Security, Cloud Security, Identity Security, Exposure and Vulnerability Management, and Threat Services (Vigilance MDR). The company was founded in 2013 and is headquartered in Mountain View, California.

SentinelOne supports a global customer base with offices and remote teams across North America, Europe, the Middle East, Asia-Pacific, and Latin America. Its headquarters are in Mountain View, California, USA. Other key office locations include Boston, MA, USA; Tel Aviv, Israel; Prague; and Tokyo. International markets contribute a significant portion of its revenue, accounting for 38% of Q1 fiscal year 2026 revenue and showing robust momentum with 34% year-over-year growth. The company is also targeting transformational markets such as Saudi Arabia, the UAE, Turkey, and Africa.

SentinelOne has maintained a strong brand reputation in the past year, particularly in its core cybersecurity offerings. The company has received industry recognition and awards, including being named "Best Endpoint Security Solution" at the 2026 SC Awards for the third consecutive year. Strategic partnerships, such as winning a 2026 Google Cloud Partner of the Year Award, have also contributed to its reputation. The company is seen as a leader in AI security, with its AI-native platform and products like Purple AI receiving positive attention. Concerns about competitive positioning and weak financial guidance could indirectly affect market perception.

SentinelOne's ownership is primarily held by institutional investors. As of May 6, 2026, the company had 448 institutional owners and shareholders holding a total of 297,075,668 shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., First Trust Advisors LP, and Insight Venture Management, LLC. Individual ownership includes CEO Tomer Weingarten, who maintains a stake of about 1.5% as of January 2025, and Daniel S. Loeb, the largest individual shareholder with 1.46%.