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SentinelOne expands AI security services with OpenAI models

Thu, 03 Sep 2026 17:01:10 -0400

SentinelOne (NYSE: S) announced an expansion of its Wayfinder Frontier AI Services, adding new capabilities powered by OpenAI's GPT-5.6-Cyber model through OpenAI's Daybreak Defense Network.

The expanded services introduce two new capability areas: AI-powered code risk analysis and AI-enabled compromise assessment. The code risk analysis offering scans customer repositories for vulnerabilities including OWASP-class flaws, exposed secrets, and supply-chain risks. The compromise assessment capability evaluates telemetry against detection rules to identify posture gaps and potential threats, delivering findings ranked by real-world exploitability.

Both capabilities include malware analysis functions that use AI-assisted disassembly and deobfuscation, with results validated by SentinelOne security analysts before delivery

SentinelOne Expands Wayfinder Frontier AI Services with OpenAI Daybreak Models

Thu, 03 Sep 2026 17:00:00 -0400

Extends Wayfinder Frontier AI Services with code risk analysis, compromise assessment, and malware analysis capabilities powered by OpenAI’s latest models

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)-- SentinelOne® (NYSE: S), the AI Security leader, today announced an expanded set of offerings for Wayfinder Frontier AI Services, powered by OpenAI Daybreak models through the Daybreak Defense Network. Starting with OpenAI's GPT-5.6-Cyber, the offerings will employ the latest frontier cyber models to help customers proactively identify and remediate exploitable threats in their enterprise before nation-state and cybercriminal threat actors have a chance to capitalize

SentinelOne Expands Wayfinder Frontier AI Services with OpenAI Daybreak Models

Thu, 03 Sep 2026 17:00:00 -0400

Extends Wayfinder Frontier AI Services with code risk analysis, compromise assessment, and malware analysis capabilities powered by OpenAI’s latest models

SentinelOne Inc (S) PT Raised to $28 at Susquehanna

Mon, 31 Aug 2026 08:18:48 -0400

Susquehanna raised its price target on SentinelOne Inc (NYSE: S) to $28.00 (from $20.00) while maintaining a Positive rating.

DA Davidson Reiterates Neutral Rating on SentinelOne Inc (S)

Fri, 28 Aug 2026 10:00:41 -0400

DA Davidson analyst Rudy Kessinger reiterated a Neutral rating and $20.00 price target on SentinelOne Inc (NYSE: S).

The analyst commented, "A beat & raise was very nice to see after the top-line miss last qtr. & NNARR has beat cons. for 5 straight quarters now. Still, the trends in NNARR are lackluster & suggest further ARR deceleration is likely. Until we see S put a hard floor in on ARR growth, we see shares as likely to remain range bound. $20 PT = ~30x EV/FY28 FCF, which compares to mid-teens growth SaaS peers at ~20x."

For an analyst ratings summary and

Cantor Fitzgerald Reiterates Overweight Rating on SentinelOne Inc (S) Following Q2 Results

Fri, 28 Aug 2026 09:13:13 -0400

Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an Overweight rating and $26.00 price target on SentinelOne Inc (NYSE: S).

The analyst commented, "We reiterate our Overweight rating and our 12-month price target of $26 following a solid F2Q27 print. SentinelOne delivered revenue, operating margin, and ARR above FactSet consensus. Revenue beat by 0.6% and ARR by 0.4%, both consistent with the company’s two-year historical beat magnitude...Management raised its FY27 revenue and operating income outlooks but lowered EPS guidance, citing a higher expected diluted share count and FX headwinds. Shares are down ~3% in the after-market against the S&P ~flat, which we attribute

SentinelOne Inc (S) PT Raised to $21 at Bernstein SocGen Group

Fri, 28 Aug 2026 08:48:12 -0400

Bernstein SocGen Group analyst Peter Weed raised the price target on SentinelOne Inc (NYSE: S) to $21.00 (from $19.00) while maintaining a Outperform rating.

SentinelOne Inc (S) PT Raised to $23 at Morgan Stanley

Fri, 28 Aug 2026 08:25:14 -0400

Morgan Stanley analyst Keith Weiss raised the price target on SentinelOne Inc (NYSE: S) to $23.00 (from $17.00) while maintaining a Equalweight rating.

SentinelOne Inc (S) PT Raised to $26 at Scotiabank

Fri, 28 Aug 2026 08:15:15 -0400

(Updated - August 28, 2026 8:15 AM EDT)

Scotiabank analyst Patrick Colville raised the price target on SentinelOne Inc (NYSE: S) to $26.00 (from $23.50) while maintaining a Sector Outperform rating.

The analyst commented: "We reiterate our Sector Outperform rating on SentinelOne after a good 2Q, with new ARR coming in nicely above management’s soft guide. Given the mic drop performance from CRWD and OKTA last night, investors might have been hoping for slightly more from SentinelOne. Nonetheless, we think there was enough in this print to feel good about SentinelOne’s improved momentum, and we slightly lift our 3/4Q ARR estimates. This

SentinelOne Inc (S) PT Raised to $26 at Scotiabank

Fri, 28 Aug 2026 08:15:15 -0400

(Updated - August 28, 2026 8:15 AM EDT)

Scotiabank analyst Patrick Colville raised the price target on SentinelOne Inc (NYSE: S) to $26.00 (from $23.50) while maintaining a Sector Outperform rating.

SentinelOne Inc (S) PT Raised to $25 at Canaccord

Fri, 28 Aug 2026 08:08:42 -0400

(Updated - August 28, 2026 8:08 AM EDT)

Canaccord analyst Kingsley Crane raised the price target on SentinelOne Inc (NYSE: S) to $25.00 (from $18.00) while maintaining a Buy rating.

The analyst commented: "While the market can debate whether SentinelOne is an AI security share gainer, the company could very well just continue compounding at ~20% with expanding margins. While we didn't get the blowout results we saw from some endpoint peers this week, this was a generally positive update, and valuation continues to be compelling on a growth-adjusted basis (~0.3 EV/sales/growth) as profitability inches toward becoming more meaningful. Bigger picture, there

SentinelOne Inc (S) PT Raised to $25 at Canaccord

Fri, 28 Aug 2026 08:08:42 -0400

(Updated - August 28, 2026 8:08 AM EDT)

Canaccord analyst Kingsley Crane raised the price target on SentinelOne Inc (NYSE: S) to $25.00 (from $18.00) while maintaining a Buy rating.

SentinelOne Inc (S) PT Raised to $26 at TD Cowen

Fri, 28 Aug 2026 07:31:45 -0400

TD Cowen analyst Shaul Eyal raised the price target on SentinelOne Inc (NYSE: S) to $26.00 (from $25.00) while maintaining a Buy rating.

SentinelOne Inc (S) PT Raised to $20 at Piper Sandler

Fri, 28 Aug 2026 07:20:57 -0400

Piper Sandler analyst Rob Owens raised the price target on SentinelOne Inc (NYSE: S) to $20.00 (from $15.00) while maintaining a Neutral rating.

SentinelOne Inc (S) PT Raised to $24 at UBS on Generally Strong Q2 Results

Fri, 28 Aug 2026 07:18:33 -0400

UBS analyst Roger Boyd raised the price target on SentinelOne Inc (NYSE: S) to $24.00 (from $16.00) while maintaining a Neutral rating.

The analyst commented, "2Q results were generally strong, with NNARR of $56M coming in ahead of street expectations, a modest beat on revenue (just shy of growth reacceleration) and strong performance on EBIT (FCF was relatively light, impacted by severance expenses). SentinelOne also pointed to acceleration in their emerging products of cloud, data and AI security, and noted that non-endpoint products now represent 50%+ of total ARR, both encouraging signs of platform execution. While tone on the demand environment

SentinelOne Inc (S) PT Raised to $24 at UBS on Generally Strong Q2 Results

Fri, 28 Aug 2026 07:18:33 -0400

UBS analyst Roger Boyd raised the price target on SentinelOne Inc (NYSE: S) to $24.00 (from $16.00) while maintaining a Neutral rating.

SentinelOne Inc (S) PT Raised to $26 at Needham

Fri, 28 Aug 2026 06:37:47 -0400

Needham analyst Matt Dezort raised the price target on SentinelOne Inc (NYSE: S) to $26.00 (from $20.00) while maintaining a Buy rating.

Form 10-Q SentinelOne, Inc. For: Jul 31

Fri, 28 Aug 2026 06:02:00 -0400

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Form 10-Q SentinelOne, Inc. For: Jul 31

Fri, 28 Aug 2026 06:02:00 -0400

si-local-file:///var/storage/secattach/20260828/26992370.html

Citi raises SentinelOne price target to $23, keeps Neutral rating

Fri, 28 Aug 2026 05:15:37 -0400

Citi analyst Fatima Boolani raised the price target on SentinelOne (NYSE: S) to $23 from $17, while maintaining a Neutral rating on the stock.

The analyst cited several indicators from the company's second fiscal quarter, including net new annual recurring revenue that came in $5 million ahead of estimates, a fifth consecutive quarter of year-over-year growth, expanding net revenue retention, and accelerating remaining performance obligations growth of 45% year-over-year.

Boolani noted that free cash flow fell short of expectations, attributed in part to restructuring-related cash outlays and collections timing. The analyst also flagged that the company's new business activity is tracking at

SentinelOne Inc (S) PT Raised to $25 at Citizens on Above Guidance Results

Fri, 28 Aug 2026 04:32:29 -0400

Citizens analyst Rustam Kanga raised the price target on SentinelOne Inc (NYSE: S) to $25.00 (from $23.00) while maintaining a Market Outperform rating.

The analyst commented, "We maintain our Market Outperform rating and raise our price target to $25 from $23 on SentinelOne, Inc. (S) after the company reported F2Q27 results that were above guidance across the board and above consensus expectations for the majority of key metrics, with revenue of $292.0M (consensus $290.2M), up 21% y/y, ending ARR of $1,218.0M (consensus $1,213.3M), non-GAAP operating margin of 10.5% (consensus 8.4%), NRR in the >$100K customer cohort improved sequentially for the third

SentinelOne Inc (S) PT Raised to $25 at Citizens on Above Guidance Results

Fri, 28 Aug 2026 04:32:29 -0400

Citizens analyst Rustam Kanga raised the price target on SentinelOne Inc (NYSE: S) to $25.00 (from $23.00) while maintaining a Market Outperform rating.

SentinelOne Inc (S) PT Raised to $23 at Barclays

Fri, 28 Aug 2026 03:46:24 -0400

Barclays analyst Kannan Venkateshwar raised the price target on SentinelOne Inc (NYSE: S) to $23.00 (from $22.00) while maintaining a Equalweight rating.

Baird Reiterates Outperform Rating on SentinelOne Inc (S)

Fri, 28 Aug 2026 01:59:20 -0400

Baird analyst Shrenik Kothari reiterated an Outperform rating and $25.00 price target on SentinelOne Inc (NYSE: S)

The analyst comments: “SentinelOne delivered a solid beat and raise that cleared an elevated bar post rerating, with strong net-new ARR beat (~5M), 45% RPO growth (leading indicator), improving large-customer NRR and ~10% operating margins reinforcing a cleaner reacceleration thesis. AI security ARR tripled, while Prompt, Purple AI, cloud, data and Flex broadened platform momentum, supported by larger strategic wins, compressed sales cycles and improving GTM productivity. Importantly, management raised FY27 ARR, revenue and profitability while signaling mid-single digit net-new ARR growth and stronger

After-Hours Movers: WDAY, ADSK, S, RBRK, MRVL, ULTA, GAP, AFRM

Thu, 27 Aug 2026 16:43:09 -0400

(Updated - August 27, 2026 4:43 PM EDT)

After-Hours Movers:

Workday (NASDAQ: WDAY)

Workday shares dropped 5% after hours despite beating fiscal Q2 expectations. The enterprise cloud application provider posted an adjusted EPS of $2.75 on revenue of $2.65 billion. However, investor sentiment was weighed down by subscription revenue guidance for Q3 fiscal 2027 of $2.515 billion (12% growth), which pointed to a modest deceleration in core enterprise software seat expansions.

Autodesk (NASDAQ: ADSK)

Autodesk fell 6% following the release of its Q2 financial results. The design and engineering software maker delivered a solid top- and bottom-line beat with an adjusted EPS of $3.30