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    Approaching US$1 Billion Revenue and CFO Transition Might Change The Case For Investing In SentinelOne (S)

    Simply Wall St·01/06/2026 02:24:40
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    • SentinelOne recently reported that it is on track to surpass US$1.00 billion in annual revenue for the first time, driven in part by international operations that now contribute 40% of total sales after strong growth last quarter.
    • At the same time, the planned mid-January 2026 departure of Chief Financial Officer Barbara Larson, with Barry Padgett stepping in as interim CFO, adds a leadership transition that matters for how investors assess the company’s financial stewardship.
    • Next, we’ll examine how SentinelOne’s progress toward US$1.00 billion in annual revenue shapes its existing investment narrative around AI-driven cybersecurity.

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    SentinelOne Investment Narrative Recap

    To own SentinelOne, you need to believe that its AI driven cybersecurity platform can keep winning share as security spending prioritizes automation and integrated tools. The push toward US$1.00 billion in annual revenue is a key near term catalyst, while the biggest risk remains execution amid intense competition and evolving partner relationships; the CFO transition and updated revenue outlook do not materially change that balance for now.

    Among recent developments, the rapid international expansion, now contributing 40% of total revenue after strong growth last quarter, stands out as most relevant. It reinforces the core catalyst that SentinelOne’s AI powered offerings are gaining traction across geographies, but it also amplifies exposure to regulatory, geopolitical and compliance risks that could affect how smoothly that growth converts into sustainable margins and more predictable financial results.

    Yet against this growth story, increased international exposure and a pending CFO change could introduce risks that investors should be aware of...

    Read the full narrative on SentinelOne (it's free!)

    SentinelOne's narrative projects $1.6 billion revenue and $215.8 million earnings by 2028. This requires 22.0% yearly revenue growth and an earnings increase of about $645 million from -$429.4 million today.

    Uncover how SentinelOne's forecasts yield a $21.55 fair value, a 47% upside to its current price.

    Exploring Other Perspectives

    S 1-Year Stock Price Chart
    S 1-Year Stock Price Chart

    Twelve fair value estimates from the Simply Wall St Community span about US$15 to just over US$29 per share, showing how far apart individual views can be. Against that wide spread, SentinelOne’s dependence on large partners and platform competition remains a central issue that could shape how its AI driven growth story ultimately plays out.

    Explore 12 other fair value estimates on SentinelOne - why the stock might be worth just $15.00!

    Build Your Own SentinelOne Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.