SentinelOne price target lowered to $20 from $24 at Oppenheimer

Oppenheimer lowered the firm’s price target on SentinelOne (S) to $20 from $24 and keeps an Outperform rating on the shares. The firm expects SentinelOne to report slight upside to Q4 results and potentially issue conservatively in-line initial FY27 guidance. Its quarterly channel checks indicate consistent competitive dynamics, with SentinelOne experiencing improved execution vs. plan and sustained traction across the MSSP ecosystem. Looking to FY27, Oppenheimer expects further momentum from cross-selling cloud, data, and identity modules into the existing EDR customer base, alongside growing interest in Prompt Security and Purple AI-bundled SKUs following positive initial customer interest.