Form 8-K SentinelOne, Inc. For: May 28

Go back to Form 8-K SentinelOne, Inc. For: May 28

TD Cowen Defending SentinelOne Inc (S)

May 29, 2026 6:21 AM EDT

TD Cowen analyst Shaul Eyal reiterated a Buy rating and $22.00 price target on SentinelOne Inc (NYSE: S).

The analyst comments "ARR and Revenue In Line, Billings Miss Our St-Low Est: While F1Q27 ARR/revenue growth of +23%/21% y/y and non-GAAP operating margin of 4% were largely in line with our est and St, calculated billings growth of +14% y/y missed our St-low est of 16% and the consensus 21%. Mgmt called out evolving macro and geopolitical effects, leading to an unfavorable invoice cycle during the Q. Tepid Outlook Signals Deceleration; FY27 Outlook Appears... More