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Dec 5, 2025 12:40 PM

SentinelOne's Q3 Momentum Meets A Softer Q4 Outlook

While SentinelOne Inc's (NYSE:S) fiscal third-quarter results reflect "solid execution" by the company, the fourth-quarter outlook is impacted by "large seasonality," deal timing, and an uncertain macro backdrop, according to Needham.

The SentinelOne Analyst: Analyst Mike Cikos reiterated a Buy rating, while cutting the price target from $23 to $21.

The SentinelOne Thesis: The company's ARR came in at $1.055 billion, beating the consensus of $1.051 billion and accelerating to 23% year-on-year growth from 22% in the previous quarter, Cikos said in a note.

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