SentinelOne Sparks Takeover Speculation With Strong Outlook And AI Differentiation

SentinelOne Inc. (NYSE:S) posted second-quarter fiscal 2026 results that modestly outpaced expectations, prompting several Wall Street analysts to reiterate bullish views and lift price forecasts.

Revenue came in at $242.2 million, up 22% year-over-year and in line with consensus estimates, while non-GAAP EPS of 4 cents beat forecasts of 3 cents. Annual recurring revenue (ARR) grew 24% to $1 billion for the second straight quarter, and large customers spending more than $100,000 annually increased 23% to 1,513.

SentinelOne ended the quarter with $1.2 billion in cash and investments. Management guided third-quarter revenue of $256 million and raised full-year revenue expectations to $998 million-$1.002 billion, up slightly from prior forecasts and closely aligned with analyst projections.

Related: SentinelOne Q2 Earnings: Revenue, EPS Beat Estimates, ARR Crosses $1 Billion, Company Raises Outlook On AI Momentum

WestPark Capital analyst Casey Ryan reaffirmed a Buy rating and $25 price forecast, emphasizing SentinelOne’s ability to combine steady top-line growth with improving profitability. He highlighted gross margins rising to 73.3%, keeping the company on track toward its ...