SentinelOne, Inc. (S) is drawing renewed investor interest as Wall Street analysts cite its robust revenue trajectory and expanding cybersecurity footprint. The company's recent financial results and strategic positioning have fueled optimism about its long-term potential.
- SentinelOne reported Q3 2025 revenue of $248 million, up 42% YoY
- Net dollar retention rate reached 138% in Q3 2025
- International recurring revenue grew 60% year-over-year
- 14 out of 22 analysts issued 'Buy' or 'Outperform' ratings
- Average price target increased to $48.50 from $39.20
- Stock rose 18% in two weeks post-earnings
SentinelOne (S) has emerged as a standout in the cybersecurity sector, with analysts highlighting its 42% year-over-year revenue growth in Q3 2025, reaching $248 million. This performance surpassed analyst expectations and reflects strong demand for its AI-powered endpoint protection platform. The company reported a net dollar retention rate of 138%, signaling deep customer stickiness and cross-selling success across enterprise clients. The company’s expansion into new geographies, including a 60% increase in recurring revenue from international markets, underscores its global scalability. Additionally, SentinelOne’s investments in autonomous response capabilities and extended detection and response (XDR) integration have strengthened its competitive differentiation, particularly against legacy security providers. Market reaction has been positive, with the stock rising 18% in two weeks following the earnings release. Analysts at major investment firms have upgraded their ratings, with 14 out of 22 covering firms now issuing 'Buy' or 'Outperform' recommendations. The average price target has increased to $48.50, up from $39.20 in early November. The momentum extends beyond Wall Street, as enterprise adoption continues to accelerate. Companies across financial services, healthcare, and critical infrastructure have increased their use of SentinelOne’s platform, driven by rising cyber threats and regulatory pressures. These trends suggest sustained demand and potential for further market share gains in a rapidly evolving threat landscape.