SentinelOne price target lowered to $19 from $25 at UBS

UBS analyst Roger Boyd lowered the firm’s price target on SentinelOne (S) to $19 from $25 and keeps a Neutral rating on the shares. SentinelOne reported “mixed” Q4 results, and the fiscal 2026 outlook for 23% revenue growth and $200M in net new annual recurring revenue missed expectations, but includes a $10M ARR headwind from the retirement of the Deception product acquired with Attivo in 2022, the analyst tells investors in a research note. The firm says it isn’t fully comfortable with the 2H26-weighted ARR guide and would like to see more signs of stabilization before becoming more positive.